I had some difficult taxes to be done, Annette , super helpful ,and professional .Very strongly…read morerecommend her service !!!!

Annette is very professional. And she's also very caring and kind. All my interactions have been…read morepleasant and informative. I am a tax idiot so I appreciate that Annette is so patient with me and all my questions and repeat questions. Lol. The one thing I love about Annette and her business, is the fact that after she's finished and files your return for the year. She is still with you all year long. Meaning, you can contact her any time and ask a Tax Question. Like recently, possible news of my wife might finally be getting her long awaited insurance settlement in next couple months. So, I contacted Annette and had a couple questions about the adding income and how much to save/pay Taxes. I will continue to use Annette's Tax services in the future. Thank You, Satisfied Customer

I've been using Chris at Stein Financial Services for 5 years. I get quarterly updates and…read moremeetings if I choose so that we can look at my portfolio and rebalance if necessary. It is a constantly changing market and it is nice to know that I have a planner that understands my goals and helps me achieve them.

AWFUL service, owner hung up on me after our business was about to renew with them b/c I told him…read morewe wanted to shop rates! Unprofessional attitude! Don't trust this firm with your insurance or money!

I have the majority of my holdings with Sant McMahon & Associates. They offer prudent, thoughtful,…read moreand logical advice that has helped me create a solid financial plan for my future and the future of my family. Steve asked the right questions to help me decide what my own goals are, and then provided great suggestions without being pushy. I absolutely recommend you visit with him, and you will know why.

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.

Patti Sands is so helpful, knowledgable, and kind. She has been managing my insurance for years…read morenow. I trust her and she always makes it simple and efficient. I definitely recommend LifePlan Financial!

Patti was fantastic. She was so helpful getting our insurance figured out. She made the process…read moresignificantly less stressful and took the time to answer every question I had.

Tamara is exceptionally knowledgeable and doggedly persistent. Both skills make her very adept in…read moredealing with the insurance company and the State of Washington Licensing Department. I recommend her highly and thank her for her excellent service!!!

Tami finds the best fit for your insurance needs. You can trust her to work for you, not the…read moreinsurance companies. I have been with Tami for years.

I have been a client of The CPA Group, PLLC for over a decade and in the last couple of years have…read morebeen working directly with the new owner, Dana Lashbaugh. Mr. Lashbaugh and his team and are responsive, trustworthy, and highly capable accountants. The professionalism exhibited by Dana and The CPA Group is top notch. The pricing for their services is fair and reasonable. Furthermore, I trust their knowledge and skill in preparing my tax returns and assisting me with other tax issues such as property sales without any hesitation. Each time I have contacted the CPA group over the years, they have been team players who are ready to assist me at every stage. My tax preparation has been thorough and correctly executed every time. I recently had an issue regarding the IRS and reached out to Dana and he listened to my problem and provided me with knowledge, and he took action to help me resolve it. Dana jumped right into the problem and contacted the IRS directly, which in the environment we live in right now, is a challenge into it itself. Dana was persistent with the IRS and in doing so resolved my problem quickly, effectively and was the "true miracle worker" that I needed. Solely because of Mr. Lashbaugh's persistency and expertise, is the only reason my issue was fixed. He turned an extremely negative situation into an excellent outcome, and I feel confident and reassured because of his talent and tenacity. Whenever I have had to contact the CPA Group, each team member has treated me with the utmost respect and friendliness. Dana is very personable and easy to talk with about financial concerns and tax related matters. He never talks down to people and makes complicated issues easier to understand. I trust his expertise and value the relationship with the accounting firm. He works with all levels of income and you cannot go wrong trusting this company and using the services of The CPA Group and Dana Lashbaugh.

Incredible group, they've been fantastic to work with over the past several years. Very personal…read moreapproach, commitment to the success of their clients.

These guys were an absolute nightmare. I started with $462K in April 2006 (yes, I know baaaaaad…read moretiming) and finally left them in March 2012 with only $353K. I paid them aprox. $40K in advisory fees to lose me another $70K! I know that the market was a not the best during this time, but I can compare them to my other investments during that time. I didn't have all of my assets under their advisement. That's the madding thing, my smaller investments (work 401K) not only recovered within that same time frame (as did my wife's), but had a positive return by the time I left CWM (4-5%). In addition, I had purchased some securities on my own (unfortunately only a small fraction to what they were managing, $40Kish) and I was almost double by the time I left CWM (since then they have continued to do very well and I am now over 100% return). They were recommended to me by a friend that had invested with them during the boom times (2002-2005) and had made a lot of money for them, however when thing got tough, these guys fell on their faces. In my opinion, they have no clue of what they are doing.