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!

This is a top-notch CPA firm in Bellevue. The accountants are really knowledgeable and friendly. We…read moreare really satisfied with their services. Our families have used them for accounting and tax preparations for more than a decade and are going to continue to have their services in the future. No doubt this firm is highly recommended.

Had some complicated taxes due to marrying my wife so I reached out to Christopher Huang CPAs. Had…read morean informational where everything was broken down for me. They charge based on each form instead of hours so pretty nice unless you have a ton of forms. Went back and forth for a while with providing information and sometimes it would take them some time to get back, but overall a great experience. They do a lot of double checking and even filed my extension for me since I was waiting on some other things. Everyone is courteous and really nice.

Adam is an amazing asset manager. He has consistently been able to get my investments high returns…read morewhile providing securing and peace of mind. I would highly recommend him to friends and collegues.

I have known and worked with Adam Droker for many years, I've trusted him to put together a…read morefinancial plan for me and for several of friends and family members and I will continue to send the people I care about his way.

I engaged Dimov tax for my 2025 taxes. Fantastic experience! The team made the entire 2025 tax…read morereturn process seamless, and efficient. They were professional, responsive, and extremely knowledgeable. What really stood out was their attention to detail and commitment to client service--every concern was addressed promptly. If you're looking for a reliable, trustworthy, and top-tier tax company, I highly recommend them. I'll definitely be returning next year

UPDATE: My accountant, Scherie, reached out to set up a call and get my questions answered, so I…read moremay update the rating later on. She apologized for the poor communication, which I appreciate--though I'm not sure why the administrative assistant (whose role I assume is to communicate/schedule on behalf of the accountant) is less communicative than the accountant herself? They are very responsive when trying to get your business, but as soon as you pay they disappear off the face of the earth. I have no idea what the status of my tax return is, nor whether the proper returns were even filed. One of the state tax departments reached out to me asking me to pay more and Dimov tax will not even confirm whether they filed that return, nor advise me on what should be done. The "administrative assistant" assigned to my case has not responded to my emails for a week, and when I try to call her it instantly gets sent to voicemail. I'm not sure what kind of people get 5-star treatment here, but it's certainly not everyone. In the past, we've also tried to schedule calls due to difficulty communicating and getting answers over emails, but the staff made it extremely difficult to do so, asked for what our questions were over email, and then gave non-answers to the questions and cancelled the meeting saying that the questions were already answered. I wanted to give the benefit of the doubt that it was peak tax season when we reached out and hence we had difficulty reaching them, but the pattern is very clear: when they want payment, they will respond; after payment is given, service drops to almost zero. I would highly advise you to stay away from this business.

As always thorough, professional, and amazing! Brian Decker takes his time explaining our growing…read moreinvestments and answers all our questions in depth. We enjoy the weekly emails and helpful videos in addition to our annual meetings and updates. After 8 years of growing prosperity, we couldn't be more pleased with Decker Retirement Planning.

Brian Decker is at the TOP of his game, and he makes investing with him very easy and very…read moreprofitable!!

I am concerned Trestle CM is not doing us any favors by not working with our budget all year long…read more I am old and I have never worked with another management company that does not use the Property's Budget as a way as verifying if we are on target. I feel it is much harder for interested owners and Board Members to understand what is happening each year without use of the Budget. I understand your bookkeeping software does not have any place for the budget to be used as a tool. I find this very disconcerting. Also, I am tired of being charged exorbitant fees for job that are well thought out. I would surely appreciate some improvements. Linda L. Trelstad, Former Treasurer, Olympic Village July 1, 2018

Very expensive admin fee, 20% overhead on every project, and UNRELIABLE NON-COMMUNICATIVE…read morecommunity/property managers. When you see cheaper condos in suburbs with $700-900 HOA fee trestle's high management fee is usually a contributing factor. By extension it reduces the selling price and value of condos because of the high HOA fees. I've skipped buying investment properties on the singular reason of trestle being entrenched as the property management company.

Capital planning is fantastic! We have been working with them for over a year and their attention…read moreto detail and their results have been outstanding. I wish we had found them earlier. Thanks to the whole team at C.P.

I contacted Capital Planning for financial planning and tax advice, and their founder Michael…read moreMiller thought I wasn't a good fit for their specialty. He proceeded to take 15 minutes (on the phone!!) to help me figure out which firm might work better for my unusual circumstances, which was very generous in my opinion. Not many people today, especially not top guys like Michael, understand that taking this time and action creates goodwill that pays off down the road. Most would just give you the brush off. With this kind of action, I would feel confident that Michael would be making good decisions with my finances, and a few years down the road I will be contacting them again.

Our family and extended family have all set up Living Trusts with Ed Day. He is very knowledgeable…read moreon the best ways to save your wealth and will set up a comprehensive system, so that when the inevitable happens, your property and assets will not be tied up in probate with lawyers taking their cut. Very wealthy people have always used living trusts to protect their assets. It's not for just the very wealthy, it's for anybody wishing to protect their wealth, have a plan in place when you pass away. If you have property in the greater Seattle area, you have a major asset right there. You don't want half of it going to lawyers and not your own family via wills and probate. We have personally seen this work when two family members with a Heritage Benefits living trust passed, the assets went straight to the beneficiary(s) bypassing all of the legal probate hassles, fees, lawyers cut, taxes etc. Its very comforting for the spouse and children to not be dealing with the legal stressful situation of going through months of probate and lawyers that don't have your best interest at heart.

Our family has been impressed over the years with the care and knowledge provided by the "Best…read morePersonal Wealth Managers in the Seattle Area". Through free individual consultations and free seminars, Heritage Benefits educates clients in Tax Prevention, Estate Preservation and Investment Management. We were referred to this company by many friends to create a Living Trust, and have enjoyed a wonderful experience with them. Always helpful!

Grant and the team at The Monson Group really are experts in their industry. From the very first…read moremeeting, their knowledge and passion is obvious. Their approach to financial planning is more than just investments, it takes every piece of a person's financial future and security. I would recommend this team to anyone at any level of financial planning.

Grant is passionate about the people he helps, experienced and brings a ton of integrity to his…read morebusiness. I found Grant easy to visit with; he has deep expertise and I've recommended him to several people. Few other planners seem to take his sincere, holistic approach. The Monson Group can help you coordinate your financial affairs.