I contacted the Pacific Insurance Group about Term Life Insurance for my daughter and son-in-law…read more They provided exactly the information I was looking for. Carter arranged a Zoom conference call and we could talk and see each other. All my questions were answered and I felt that these are people who will listen and then look for the best options for me. They zeroed in on my challenges and gave me specific option. Highly recommended when you need personal service.

SO informative and helpful. Lauren made the Medicare process go smoothly and quickly!read more

My husband and I recently met with Jason for a new client consultation. He was very friendly and…read morerespectful and answered all our questions in detail. We had both personal and business tax questions, as we just got married/bought a new house, and I started my own cat sitting business. So our tax situation got a lot more complicated. Jason advised me on topics such as: - How to record earnings/expenses - When it makes sense to file taxes as an S-corp - How to record business miles - How to make online quarterly tax installments Jason was very patient in explaining everything to us. He was also upfront about his prices for filing taxes. We found Jason to be very trustworthy and will definitely be using him as our official tax guy! Plus, he's very quick in responding back to our emails! We're so happy we found someone like Jason!

I did what you all are doing, googled for an accountant or CPA on a Friday afternoon less than a…read moremonth before my taxes were due. I had filed with HR block for the prior 6 years but after starting a business in 2016, new I needed "a guy". I am happy to report that this is your guy! You can stop searching and take a sigh of relief. I flipped a home, had multiple W-2's, a rental and started an LLC Business in 2016, Jason helped me get all my taxes done, and is now helping me with my quarterly sales tax reporting for my small business. Jason was approachable and understood exactly what I was looking for. I inquired with 3 or 4 CPA's on Yelp, Jason was the fastest to get back to me and he earned my business because of it; while the other businesses waited till Monday to respond to me; they ended up with just my voicemail, Jason got back to me on a Saturday and now I am a happy client.

Being a couple looking forward to retiring within the next ten years but with having done little…read moreplanning for retirement, John was exactly what we needed to prepare and navigate for the years ahead. He has worked at our level, helping us to become knowledgeable and prepared for the road ahead, without any pressure and with lots of patience. His style was relaxed and he went at our pace, answering numerous questions and providing the guidance, confidence, and support we needed. He is a rare find, being that blend of compassion and integrity that is hard to come by in the world of business these days.

I don't have a single bad thing to say. I've been working with Jim for a long time…read more I've been an investor for 40 years, But Jim's a better stock picker than I am

When I first came to Fulcrum Wealth I learned that's being retired put me in a different category…read more I tell you I was nervous but talking to Jim and his team put me at ease and put a plan that's worked for me.

Personal, welcoming, Warm, professional environment!! They have done w for us! From the…read morereceptionist to Paul, the guys and gals in the back to our Guy Tim! Thank you very much!

Paul Ried Financial Group managed my parents' funds for over two decades. We realized Paul Ried…read moreencouraged them to make investments in very high expense mutual funds and to frequently churn their stock investments, in order to generate more fees. Be careful if you or your family have funds with Paul Ried. Paul Ried is part of the Cetera Advisors Network, and the SEC recently secured a $21 million judgment against them due to practices unfavorable to their clients. Here is an excerpt: "Cetera Advisor Networks both breached their fiduciary duty and regularly and repeatedly put their financial interests ahead of their clients"

I have heard Paul Doak speak to a group at my church about estate planning, and he was grounded,…read moreinformed, experienced, and honest. I greatly enjoyed my time with him and felt that he was knowledgable, and worked well with a variety of people, families and their financial planning.

Wow! Charles Grass is unbelievably unscrupulous. Worse yet, he bullies and discriminates against…read moregood people such as women, colored people, and the disabled. Upon first meeting, he misrepresented himself and his fraudulent services. I should have seen the red flags from the beginning when he spoke rather condescendingly to me. I'm a disabled man so I missed many other initial cues. He took advantage of me as a disabled person. That's discrimination. My sister, who had used him separately, had also been swindled by this man. She too had spoken about his condescending manner. Again, this is bigotry. To our detriment, we trusted him with basic taxes. Keep in mind that I said "basic". What a huge mistake. He "nickel and dimed" us with many unauthorized charges. This "nickel and diming" added up to be in the thousands of dollars. He hadn't attempted any communication during this process. When done, his charge was in the thousands of dollars. He charged more for swindling me than I saved in taxes. This is either bigotry or gross incompetence. Either way, it's unacceptable. When I confronted him over the phone, all he had was a pile of excuses a mile high. He then resorted to verbal bullying and condescension. Can you believe that. Mr Grass resorted to bullying a disabled man when confronted with his fraud. This man is incompetent and a bigot. I cannot recommend this crook for any reason.

UPDATE APRIL 23, 2023:…read more BETTER LATE THAN NEVER/ SELF-EMPLOYMENT SHAFT In my original review, I said "more on that later" re: my original estimate for my 2018 taxes being $1580, but the actual damage was $655 ($925 less!). I failed to say that that's because I had no more "self-employed" paper route. (side note: newspaper delivery is still legally classified as "self-employment", but it's actually "employee without employee rights") The point is, if you are self-employed, the tax prep fee is going to be higher. INVESTMENTS ALSO WILL DING YA In this update, I would like to say that my 2019 tax prep fee was $885. The $230 uptick in fees(from $655 in 2018) was probably because that was the year I did my first investment rollover. If you have investments (IRAs, annuities, 401ks,etc.), your tax prep fee will be higher for that as well (especially if you have a slush fund...;). Therefore pay no attention to these outfits that offer to do your taxes for "free." That's only for people with simple tax returns with no self-employment, no investments, no property holdings, or any other complicated financial scenario that could give your accountant headaches! DID COVID "STAY HOME" ORDER GIVE PEOPLE TIME TO DO THEIR OWN TAXES? My 2020 tax prep fee went down again to $540 (a $345 downtick from 2019) possibly related to the initial two week COVID-19 WA state "stay home" order from March 23, 2020, which was extended to May 31, 2020. The 2021 fee was an identical $540 (COVID lag?) But starting this year with the 2022 taxes the tax prep package recommended sending in 1/2 the amount I paid for the 2021 taxes ($540/2 = $270) as an advance deposit. So I sent them the $270 deposit. But when the taxes were ready, I looked at my 2022 printed copy, which showed their fee charges failed to take into account the $270 deposit I already paid. They corrected that when I brought it to their attention. But the total fee still owing was $405. So $405 plus $270 already paid = $675. Why the $135 uptick from the $540 charged in 2021 and 2020? I was told that that their rates were going up. Perhaps the somewhat improved economy since 2020 took away the luxury of time at home to do one's own taxes, and instead allow people the luxury of paying accountants to do their taxes.

Do not work with them. Tyler will be super easy to work with initially while trying to set you up…read more He may be able to save you money upfront, but thats where it ends. Our policies had a ton of minor errors that we had go back and forth to get rectified. The policies were all suddenly purchased without me OK-ing their purchase. I had asked them to wait until I made a decision on all my policy limits and then have them be purchased at the same time. I didnt complain since it saved me money, but when the policies came back I found a bunch of small errors. Tyler's team member claimed that it was fine for me to sign an incorrect declarations since they would be eventually corrected. You wont get responses to emails and then 3-4 days later a lot of things will happen without announcement or confirmation. I had to keep changing email subject lines to get their attention. Even after escalating to Tyler, and him confirming that the policy had been fixed, the policy still didnt have the requested changes. Their portal will have a partial view of the policies which defeats the purpose of having a single portal to get access to all policies. The absolute worst part about this is they don't seem to think any of it is their fault/problem unless you press them hard on it. No apologies, no acknowledgement of failures, nothing! It also makes me feel that is how they expect to operate and feel that you are being unreasonable expecting this level of care, concern and accuracy. Given all of this, I would be super worried about working with this group when I actually have a claim to file.

I've known and worked with Tyler Kerlee for over 10 years now, one of the most knowledgeable and…read moreprofessional agents I've ever met. You owe it to the people you care about to send them his way. I highly recommend.