Normally, I don't give anything five stars, but Kaylyn made the process simple. Her communication…read moreis excellent, and her site is incredibly user-friendly. Despite the fact that we were accustomed to handling our own taxes, this was our first time including a dependant and a rental. She went through everything in great detail and assured us of our options moving forward. Honestly! Use her, please.

Kaylyn was a great partner during this year's tax filing. I had a lot of questions about some…read morenew-to-me financial situations and she provided excellent guidance. Finding a tax advisor can be intimidating but she made me feel very comfortable through the whole process!

Sent me to someone with no experience. Too busy to talk to me only talked to a secretary.read more

After coming from a terrible financial advisor in Ben Lamb from Edward Jones this was such a…read morerefreshing person to visit with and turn my investments over to for management. Whitney is knowledgeable, very transparent and will spend the time needed to ensure your confidence and understanding. Highly recommended.

Chieko helped us process tax forms after our mother and father passed away. She was super…read moreknowledgeable, helpful, kind.

We're new to the Tacoma area and Chieko took amazing care of us doing our 2020 taxes. Reasonable…read morefees and great communication. We look forward to working with them for financial planning services in the future.

Highly recommend Kevin and his team! Kevin was professional, knowledgeable and accommodating. He…read morehas been in the business for a bit and it showed! He had great advice and was supportive, patient and accommodating as my husband and I worked through what we want our future (immediate and long-term) to look like. He took the time to show us through models what several scenarios (i.e. one of us not working for a number of years, one of us retiring early, one of us making half the salary we're currently making, etc.) would look like and how that would impact us. Renee was also equally fantastic! She was also always professional and speedy in getting us information. And, she was always so polite when checking in with us on our outstanding items. If you are interested in having someone review your current portfolio and create an actionable plan to get you to retirement (or, any goal), I recommend this office!

From the owner: Byrne & Company Wealth Management, LLC is a Fee-Only firm dedicated to providing unbiased,…read moreindependent financial advice no matter your life stage. Our goal is to help you manage your wealth, plan for retirement, and preserve your hard-earned assets. We focus on understanding your financial circumstances in order to deliver tailored solutions. As an independent fee-only fiduciary, we act with undivided loyalty to the client. As your advocate, we’re committed to delivering tailored solutions with only your best interest in mind. We are compensated solely by our client, allowing us to provide competitive pricing and remove all conflicts of interest.

I just noticed, and to my surprise, that Janelle has no reviews. I say to my surprise because I've…read morehad her now for literally years. In 2020 my wife and I moved from Yelm to Sequim. I believe there are at least 4 or 5 Edward Jones here, I'm guessing it's because it's known as a retirement community, but I never thought but would I ever consider leaving Janelle. She is by far one of the most professional caring consultants I've ever had the pleasure to work with. She sat down with me in the beginning having dabbled with Scott Trade and was quite naive about everything and anything regarding investments. Having talked to a few consultants in the past, I just never had the trust nor confidence that they had my best interest in mind. Well Janelle handled me perfectly and all my scepticism. I trust Edward Jones with my life savings and you should too. However, if your down around the Yelm location and looking for or considering a financial advisor, I'd HIGHLY recommend reaching out to Janelle's office. She'll both answer all your questions in so-called laymen's terms but wash away any concerns or worries about moving forward with your investments. She's second to none.

When I finally reached retirement age I realized that I had NO idea what to do with my retirement…read moresavings! Kirk Wald met with me several times and now my money is safely invested. He is knowledgeable and trustworthy. I'm glad that I met him

Kirk Wald has helped me with my retirement planning for the last three years. Kirk is as generous…read moreand pleasant as he is knowledgeable about this industry. I am very grateful for his guidance.

We have been using this business for a few years for our personal and business tax returns…read more Everyone we have worked with has been very knowledgeable and helpful. They are great at answering questions and helping me to get the refund I am owed. Many of the employees volunteer during tax season to help seniors file their tax returns. I highly recommend Mountainview CPA's.

Toby is kind, thorough and well . . . exceptional!…read moreThank you so much Toby!