We met Sean today to help us with some major life changing decisions. We walked away seriously…read moreimpressed. He guided us to view decisions not over the next 5 years like we have been but out for the next 30 to 40 years. He presented options and scenarios that made us sit back and think. It turned out we had pretty much made the right decisions, but for the wrong reasons. He also helped us with a couple other more minor decisions and some coaching to help us get over a disastrous relationship with Merrill Lynch. He had a sense of humor and quickly made us feel comfortable. We will be seeing him again in a year. Thanks, Sean!

From the owner: Specializing in Retirement Plan Decisions, Ed Slott trained IRA Advisor, Extensive Experience with…read moreWashington State Teachers & Boeing Employees. Certification & Affiliations: Certified Financial Planner Practitioner Financial Planning Association Specialties: IRA, 401(k) and 403(b) Plans Retirement Decisions Retirement Plan Rollovers Member FINRA/SIPC

Very Impressed! I had my initial meeting today. Not only telling me I am already on track to my…read moreretirement, they told me there was nothing left to change. Also gave me good advice (at no cost). Didn't try to force their service on me. Told me to reach back out to them in 5 years. I wish more companies worked with this kind of honest integrity. Very impressed!

From the owner: "When can I retire, and how much money can I spend?" These are the questions we answer at The…read moreRetirement Solution. We help our clients succeed in retirement by identifying the income they will need and want every month for the rest of their lives without running out of money. Our comprehensive retirement distribution plans are designed to protect your income from stock market fluctuation so that the money you worked so hard for will be there for you. We create cash flow by reducing taxes and increasing income. Every planner in our firm has distinctive strengths and varying backgrounds, resulting in thorough and effective guidance.

Every time i have interacted with Schwab the courtesy, professionalism and service has been superb…read more Although I rarely have occasion to visit the office in-person, when I do everyone is friendly, well dressed, the big screen TV has CNBC going, and free coffee. Love it. Schwabs electronic year end statements aand integration into tax software is a real plus too. Pricing might be a bit higher than competitors, but the service is well worth it. Definitely a life-long customer. Keep it up Schwab!

Love, love, and trust this bank. They know me, take care of me AND are very price worthy,…read morerecommending low load and index funds.

While in graduate school at the University of California, Berkeley (2015 to 2019) the institution…read moreautomatically took a very small sum from a subset of my paychecks and put it into a retirement account. My retirement account was/is through Fidelity. When I returned to Washington State in approximately October/November 2019, I looked up to see if Fidelity had in-person offices I could go to and ask some general questions about my account to. I found this location, however I did not immediately visit as I worked through most of my questions, such as how to change my address on the account, on my own. After checking the online balance and withdrawal process, I decided it was time to come in and just ask if I could withdraw funds. I had not talked to a Fidelity financial advisor before and was uncertain as to if/how to withdraw funds. Remembering this location, I arrived a little after 11:00 a.m. this morning, Thursday 5 October 2023. Parking spaces were easy to navigate and the entrance easy to find. The interior was pristine and a friendly front desk worker, who I decided to term my financial advisor, greeted me. I asked if it was possible to withdraw funds from my account, to which he walked me through an example of what it might look like/entail to withdraw funds in full or partial amount from the account. Since I did not have my account details with me, he used my ID to pull up the account. He was friendly and knowledgable. The two big drawbacks I found out to withdrawing funds at my age (approximately 31 years old) were: 1) taxes, and 2) a 10% penalty for not being 59.5 years of age or older. This was very helpful information, as was the two general withdrawal options for a partial withdrawal: 1) a set withdrawal amount, or 2) a set in-your-pocket amount. My tiny little brain and I left with much to think about and I was happy to visit and get some guidance.

We were assisted by Keaton, who went well out of his way to make transitioning funds from our…read moreaccount to another as smooth as possible. His customer service skills are nothing less than outstanding! We hope he is recognized as a superior up-and- coming individual in the financial community. I highly recommend you ask for him specifically when bringing business to this Fidelity branch.

The epitome of customer service! Staff is top notch and…read morecaring. Highly recommend this credit union to anyone who wants to be treated like you are more than a number.

Very friendly, fast, efficient service, knowledgeable of goods and quality staff. Thank you for…read moreanswering my questions. You are appreciated. Have a beautiful New Year

He let me think he was doing my taxes for five months, then informed me he hadn't done anything and…read moreso far still won't return my five hundred dollar deposit... though he admits to doing nothing. Next stop small claims court and complaints to the Better Business Bureau and the Attorney General. Also he quoted waaay higher prices than what it actually ended up costing with a reputable tax accountant.

Excellent service! Roger Williams never asked my husband and I for a deposit. He is absolutely…read morenot over priced and he knows what he is doing. He is very professional and knowledgeable. I would recommend him to anyone in a heartbeat! We've been filing our taxes with him for over 8 years. Never had a problem. Don't think twice, just call him!