I was shopping for home and auto insurance. I called and got an appointment for the next day…read more Within 30 minutes I had new insurance coverage and saved a significant amount of money. The friendliness and professionalism of the agent was appreciated. I highly recommend. Thank you.

The best team when it comes to insurance. Best customer service, extremely thorough, and not one…read moreother company can match Laura and her team. Been with her for years now and I don't see myself changing anytime soon.

When my husband turned 65 we knew nothing about medicare insurance. How, when, what. So…read moreoverwhelming. I found Vibrant USA online and called Sara. She knowledgeably answered all our questions and we signed up thru her. Since then she emails us annually to make sure we are happy with our choice of insurance. We also hear from her if anything new pops us. Its great to know we are just a phone call away whenever we need her. I would recommend Sara Evans and Vibrant USA.

We have used VibrantUSA for help selecting our supplement for our Medicare, for about 5 years…read more They are excellent, very knowledgeable. We have had surgeries and medical issues and we have been covered to the utmost. Thank you Vibrant.

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.

Sylvia Saber helped me immensely with my state of Colorado partial resident tax return. I'm glad I…read morecalled to check my numbers as I had us paying nearly$1,000.00 and now we have a return of $400.00. EXCELLENT WORK SYLVIA - thank you for your PATIENCE & EXPERTISE!! Rick (Officially Raymond) Farrell & Mary Basilone

Thank you so much Jon, for your stellar service this week. You sent me a quote while I was on the…read morephone with you, and sent me a link via email to get started. You were super knowledgable, thorough, and professional. AND you saved me money. I appreciate it so much. Judith Akins Founder, Thyme to Bee Farm

Jon Hood exemplifies the epitome of professionalism and expertise in the insurance industry. His…read morededication to providing unparalleled service and peace of mind to clients is truly commendable. I wholeheartedly recommend Jon to anyone seeking a trusted advisor for their insurance needs. With Jon you can rest assured knowing that you're in capable hands.

I am assigned to Nabiha who is a delight to work with. However an unusual circumstance arised and…read moreshe had asked for some assistance from a colleague of hers, Nabiha also had a new associate training with her, the associate she requested help from was condescending and confrontational. She argued with Nabiha with me sitting there. I mentioned to Nabiha that her colleague was rude she really couldn't say much. I had a call into the office manager and never heard back. I'm pulling out and going to another H&R Block.

There's one tax preparer here that I'm especially fond of. She has been in the business for over…read more25 years and knows how to make you feel loved, even when you owe money. She is a giver of gifts, chocolate, refunds, and hugs. The rest of the staff is friendly as well, but it's Cheryll Kelly who gets our patronage every year. Oh yeah, and she's my mom.

Incredible group, they've been fantastic to work with over the past several years. Very personal…read moreapproach, commitment to the success of their clients.

These guys were an absolute nightmare. I started with $462K in April 2006 (yes, I know baaaaaad…read moretiming) and finally left them in March 2012 with only $353K. I paid them aprox. $40K in advisory fees to lose me another $70K! I know that the market was a not the best during this time, but I can compare them to my other investments during that time. I didn't have all of my assets under their advisement. That's the madding thing, my smaller investments (work 401K) not only recovered within that same time frame (as did my wife's), but had a positive return by the time I left CWM (4-5%). In addition, I had purchased some securities on my own (unfortunately only a small fraction to what they were managing, $40Kish) and I was almost double by the time I left CWM (since then they have continued to do very well and I am now over 100% return). They were recommended to me by a friend that had invested with them during the boom times (2002-2005) and had made a lot of money for them, however when thing got tough, these guys fell on their faces. In my opinion, they have no clue of what they are doing.

I have the majority of my holdings with Sant McMahon & Associates. They offer prudent, thoughtful,…read moreand logical advice that has helped me create a solid financial plan for my future and the future of my family. Steve asked the right questions to help me decide what my own goals are, and then provided great suggestions without being pushy. I absolutely recommend you visit with him, and you will know why.