David is my second agent with All State after the initial agent retired. I cannot express enough…read morehow great he has been. All State's stellar coverage and service levels aside, having had insurance for years through various other companies, I can tell you that David treats you as a customer and not a number. He is always quick to answer any question directly and provides great advice on how to get the best out of your coverage. You are not passed on to an assistant. David will answer emails personally and in fact calls you to discuss things directly via phone. Imagine old school customer first service levels. Unfortunately for me, I'm moving out of state and will be transferred to another All State Agent. Writing this review in the hopes he can get a couple of other clients to replace me. Cannot recommend him enough.

I had a terrible experience, paid an incredibly high price for a lot of disorganization, confusion…read moreincluding plain old math errors -- like the numbers literally weren't calculated correctly -- resulting in apologies, blaming their mistakes on lack of focus due to the death of their pet.

I reached out to Creative Money in 2016 for my first financial planning session as an adult. At the…read moretime I was in a new job as a contractor and really needed help with planning. Mindy was great, walked me through a plan and i was headed off to the races. I'm not sure I really understood it, but I rolled with it as best as I could. Fast forward a handful of years later and I wanted to revisit my plan. A lot changed from job to income and I needed something new after selling some real estate. The 2nd experience wasn't quite the same for a number of perspectives. What hit me the hardest was hearing what was said about my situation behind the scenes after my first consultation with Mindy. The planner (Sam) actally said outloud they didn't believe I could make something happen with the previous plan. Guess what, I did do something. Now I'm in need of another plan after an unexpected windfall, but don't trust the experience won't be the same. The other part I don't get is why it was suggested to open a brokerage account (which I did based on the plan) when playing the stock market is not something I do or comfortable with. Anything having to do with stocks and the market scares me and I'm very uncomfortable on any financial site outside of a bank. Nothing makes sense and vocabulary is vague. I expressed my discomfort in this area and needed a lot of hand holding to execute moving funds and opening a brokerage account. I still don't understand this one, but I did it based on a recommendation. Now I am sittiing with a brokerage account and it's doing nothing because the thought of it just paralyzes me. While the set it and forget it method is great concept in theory, it's only as good as the plan and the clients ability realistically execute. Although the 2nd plan was a great idea to retire at 62, it had zero reality of lifes unexpected changes. Good Luck!

After many years having Steve Abrew doing our tax returns here in Camas, WA,l last years were never…read morefiled and a return of $392.00 was never sent to us. I've tried and tried calling, and emailing and have had no result. I feel that this is inconsiderate and unprofessional. If you aren't going to do tax prep, just send out an email to tell your clients to find someone else!!! Now it is 2025 and I'm forced to look for another tax prep. Not angry, just disappointed.

They have helped us for years inspite of our own delays. They're very experienced and very…read moreorganized with collecting needed information.

I have been working with Bob MacRae for several years. He helped my husband and I develop a…read morefinancial plan and strategy that allowed my husband to retire after a medical issue. I am very appreciative of his support during a difficult period. His guidance has provided us with an increase in our portfolio and with his support, I am confident in my family's future. Because I trust his advice, I recommend him to my friends and family.

Beware of Robinswood financial - Had our money there for several years, just recently dug into our…read morefinancials in the last prep to retirement and was shocked at how poorly the accounts were doing. Bob Mcrae has absolutely no idea what he is doing, and if you ask him ANY questions, he becomes extremely defensive. He only has a certificate of some sort, NO college degree whatsoever. Ugh. The returns were so BAD! When I asked questions on the 'strategy' and asked for some changes, he became hostile and lost all composure - then got weepy, made excuses & offered to remove all his fees for a year in recompense. Bizarre. His incompetence cost me plenty.

I've been working with Weldon for several years now for tax planning and tax preparation…read more He is more than happy to meet with clients in person which I've done each year, and he's always been very receptive to my questions. In addition to being a CPA, Weldon is also an attorney, and as such his depth of knowledge regarding taxation law is amazing; he also has the gift of being able to explain complex items in a manner that I can understand. Weldon is always punctual for in person and telephone meetings, and he uses the latest accounting technology to streamline completing the pre-return questionnaire and attach receipts, statements, etc. Finally, I've found his returns and schedules to be meticulously prepared, and completed timely.

I highly recommend Weldon. He doesn't rush you to make a decision and you feel like he is sitting…read moreon the same side of the table. I have recommended a few friends to use Weldon for their Estate Planning needs.

This guy is the real deal. First rate service and excellent results. On time and truly excellent,read more

I had the same accountant for 26 years before moving to WA, making the transition to a new area…read moremore difficult. Aaron Hastings assisted me with the transition to WA. I have worked with him for the last two years, and find him to be competent, efficient and extremely knowledgeable. Transitioning from full time employment to retirement necessitated more than a few changes to my return. Aaron was able to assist me in a thorough & professional manner. I will continue to work with him. Thank you.

Jason Biro has been really helped us with long term investments after a horrible experience with…read moreanother Financial Investment Firm. He is extremely ethical and informative. We are glad we made the move over to him!

Go see Jasen Biro for all of your financial planning needs! You will be greeted by a kind face at…read morethe front desk (she has chocolate!), and Jasen will help you sort through your cash and investments with ease and compassion. Plus, you can't beat the location!

"I had a great experience setting up my insurance here. A huge thank you to Vanessa Liu for being…read moreso patient and understanding while helping me through the setup and payment process. She made everything easy to understand and was a pleasure to work with!"

I love this new office of Katie's. I've been with her as an agent for a little over a year now. Her…read moreoffice in Kirkland took over as my agent when another retired. I have to say I am so happy this switch took place. For the last four years since moving from Cali to Washington I've been passed along to different agents mainly to offices closing and retirements, and have not had a great connection with any of my State Farm agents in Washington. Once Katie took over that changed, and that has been a huge relief because it finally feels like a good neighbor/ community member looking out for me. I'm not trying to be corny here, but in Los Angeles I had the same State Farm agent since I began driving and we had a great relationship. Moving here in my late 20s and having that experience with me being passed along by agents made me think that either the pandemic changed State Farm, Washington Agents suck, or I was just really lucky in Cali. I was heavily considering leaving State Farm. Katie and her staff changed that. They follow up with me regular, even when I'm not responding. They have updated policies and always inform me of changes, and saved me a lot of money. That's not even the best part, they support me and my business growth and are heavily active in the community. I really appreciate the time they've taken to educate me and my family and have had patience with us to learn and grow. This is literally what State Farm's motto is and they are living up to it. Like a good neighbor State Farm is there. Thank you Kelly and staff for building trust with State Farm again. Your new office in Bellevue is beautiful and welcoming, and I look forward to referring more families to your amazing care.