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.

Karen and her team are great at what they do! If you are looking for a CPA, I highly recommend…read moreusing their services.

First I really apologize my review is overdue. I started beauty business 2,5 years ago and for me…read morewas very important find good accountant. Me and my husband first time met Karen to discuss issues concerning financial part of my business. I immediately appreciated her understanding of the tax laws and her ability to explain everything . I working with Karen over 2 years and absolutely happy have an accountant like Karen. She also do our personal tax. She is very professional , friendly, all the time respond quickly on emails or phone calls. I highly recommend Karen for business and personal tax. Lana's beauty shop

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.

I love the fact that this small family business takes care of me in ways that my previous insurers…read morenever did in the past. There's a personal touch and caring feeling you get from every person that I've spoken with over there and they always get back to me promptly whenever I have questions. I highly recommend them!!

Natalie at Merrill & Merrill insurance made the process of transitioning from college and into the…read moreworking world a breeze. She made recommendations that helped keep my rates low but still gave me full coverage on all my insurance needs. The whole team is always quick, responsive, and helpful with any question I have. I know they always have the customer in my mind with every decision they make. The whole team at Merrill & Merrill makes sure any insurance need I have is as painless as possible. I would recommend their team to any person or family looking for insurance assistant!

We have worked with Carter for over 15 years. He is terrific…read more Fortunately, we have not needed to use our life insurance, and hope to never have to (but of course, that's silly). Talking about life insurance, death, wills, plans in the event of, all that stuff is not really easy. But I have always taken comfort in the idea that if we did need to access it, I could call Carter directly and would be taken care of. We meet with Carter every few years to update things as our family changes, and I don't feel like I need to remind him about who we are or our family situation. I have another small policy through work, and that's an automated system that I would not even know who to call... Saying he's like part of the family would be cheesy, because he's not. But more importantly, he would be the one taking care of my family in the event that I could not. That's a pretty important person, and I am glad it's him.

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.

Five stars, hands down. I have been a HighTower client for a few years working with Randy…read moreWilliams-Gurian. The level of service I get from Randy is unparalleled. He has been able to help me make sound forward thinking decisions about my investments and is always available to offer advice. Randy has become an essential trusted advisor I cannot do without. I do not hesitate to refer my friends and family to him knowing they will be in good hand and receive the very best guidance.

Lori Johnston is deeply knowledgeable, responsive, professional, and patient. She helped us and our…read moreattorney make quick work of complex insurance-related contract language that left a previous broker flummoxed.

Lori at Bordelon Insurance has provided excellent service for my insurance policy regarding a…read morevehicle that was imported and very tough to insurance. I had called all the big name agencies and they would not even touch the car due to not having a normal VIN number on the classic car. Lori however was able to get me a range of different options to insure my collector vehicle despite what all the other insurance agents had told me. On top of that it turned out to be the most affordable one too. She was always very patient and never pushed me into a decision. She is dedicated to her work and providing professional service. I would not hesitate to suggest anyone talk to Lori about insuring their vehicle.

I've been with count on that since my tree care business started in 2012. First, I worked with…read morejeff, the owner, and we would spend evenings in his office, getting my book keeping done. He taught me how to use quickbooks and became a friend. I respect him deeply and over time got to know his crew and I respect them deeply also. They have been extremely responsive, even when times have been late or early and in pinches. I can't recommend this company more. They've always worked with me and my needs.

My husband and I have been working with the team for about a year, and I've especially appreciated…read moretheir support as a business owner. They are very responsive and usually get back to me within a day, which is really important to me. Joana has been a great contact for us throughout the year and helps with our tax filings. On the business side, I initially worked with Audilyn, who was very helpful, and more recently Diane has been my main contact. Diane has done a great job keeping me updated, helping keep everything on track, and taking care of the details that need attention so I can stay focused on actually running my business. I also appreciate that they handle many of the filings and administrative items, which takes a lot off my plate. Overall, I've had a very positive experience with the team.