Feeling very uncomfortable with my financial situation, I sought help with Kimberlie at Edward…read moreJones. Almost immediately and over several years I've enjoyed working with her to unscramble my finances. I found her to be extremely knowledgeable with a great personality. She always makes herself available and takes the time to explain all aspects of financial investment and answer any questions I may have. Over the years, she has constantly monitored my accounts and bringsimportant information to my attention. Because of her, I can rest comfortably in my retirement knowing that I have full trust in her. George and Linda. Fox

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Benjamin at Briarwood Financial is personable, easy to talk to, and initially comes across as…read moresomeone you can trust. Unfortunately, my experience after working with him long-term was extremely disappointing. Throughout 2025, communication was poor and he was consistently months behind on my P&L reports. Deadlines and promises were repeatedly missed, and emails requesting updates or information often went unanswered for long periods of time. After becoming concerned, I hired a new CPA to review my QuickBooks records. I was informed that my books were not being maintained to industry standards. Accounts had not been reconciled. Taxes were not being separated from sales, bank accounts had never been reconciled, payroll journal entries for 2025 were missing, and deposits were not properly broken out into sales, tips, sales tax collected, and processing fees. There were also uncategorized transactions going back to 2024. When I realized the extent of the issues, I terminated the relationship and requested the work be completed before transitioning elsewhere, since I had already paid for these services. Rather than taking accountability, I was met with pushback regarding contract timelines despite the condition of my books. What concerned me most was learning that my taxes had been filed while my books were still inaccurate and incomplete. After disclosing my issues with the accounts, he advised he would clean the books up to match the tax return. I later received notice from the IRS that the filing was being held for review. Hopefully his confidence is valid and they don't find any issues. There were also issues with him not filing my quarterly taxes that were included in my service plan. He only entered one filing since we started working together in May 2024 but he never actually submitted it, resulting in penalties and late fees. Although I was told the fees would be covered, that did not happen until after I ended the relationship and raised the issue again. I understand mistakes happen, but this was a repeated pattern of poor communication, missed deadlines, lack of follow-through, and improperly maintained financial records. I would strongly encourage anyone considering Briarwood Financial to carefully review their books regularly and not assume things are being handled properly behind the scenes.

Briarwood has been amazing. They are very personable and understand how to help people. They are…read morevery knowledgeable and care!

Thank you AJ for your help and knowledge. Wish we had found you years ago.read more

From the owner: We are a boutique wealth management firm working out of Gig…read moreHarbor, Washington. We serve families in Tacoma, Silverdale, Port Orchard, around the Pacific Northwest, and beyond. We provide investments, financial advice, retirement planning, money management, tax-efficient strategies, and estate planning strategies.

Jason is a well known face within our community. He is a social connector and truly invested in…read moreeach of his connections. Jason is dedicated to giving each of his customers the very best service and advice in their investments. He communicates effectively when the market changing, and always asking if there is any questions because of that. Thank you Jason for the service you provide to the community, friends and businesses.

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.

AJ is a down to earth financial adviser with a long history of Happy customers with high moral…read moreintegrity.

Great for reasonably priced comprehensive financial planning. They try their best to be unbiased,…read moreor at least as unbiased as possible. Investments, home buying, debt management, real estate, budgeting, etc. Feel so much better having a plan.

From the owner: Joyful financial planning to cultivate an empowered and impactful future…read more We bridge investment education gaps to help you align your money with your personal values. Independent, Flat fee-only, Fiduciary.

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.

I've refinanced my mortgage a couple of times in the last 20 years since I bought this house, so I…read morethought I understood how long it would take, and what I was letting myself in for in time, energy and hassle. Boy was I wrong. Refinancing through Julie Swenson was fast and easy, and had so much less hassle than any prior mortgage. Really, it's hard to even express just how much easier it was. Thanks Julie! You've made a customer for life.

Julie Swenson originated my loan 5 years ago and I always reach out to her for mortgage advice…read more She is honest and will let you know the pros and cons of any financial decisions.