Absolutely the best! I've been with Scott for several years and have found him to be extremely…read morehonest and trustworthy. His focus is his clients always putting them first. His investment strategy protects your money.

From the owner: Investment management, financial planning, retirement planning, estate planning.read more

We had a great experience with Sam Kirby. This is the first time I've found a financial planner…read morewhose approach and fee model made sense to me.

I've been a client of Creative Money for a few years now and I have had a great experience. Not…read moreonly did we talk about practical financial issues for my personal life and business, but we also talked about mindset things and how I can flip my own script about what is possible for me with my financial health and security. I felt empowered with my own financial decisions because we addressed my overall vision for my life, what was most important to me, and I was given the time and space to think through decisions so I could make the best decisions for me. Creative Money has the financial planning expertise AND has my best interests at heart. They didn't talk down to me or pressure me to make a decision. They didn't have a formula for my money or an agenda. The Creative Money team put me right at ease for a few reasons: --Not attached to an investment company, so they don't need to sell certain investment funds or other products. --They take the time to explain things really well and make you comfortable --The post-meeting checklist is awesome. It made me feel more in charge of my finances than I had in a long time. --They keep in touch! One of the best things is that you can send a quick email if you have a follow-up question. I've sent along a couple questions after our initial session, and they always respond promptly. Best of all, these are real, down to earth people who really care and understand that sometimes money issues and behavior is more than about "just" the money. This is a judgment-free zone and I would not hesitate to recommend Creative Money to anyone who is looking for more clarity with their finances.

I have known a lot of advisors over the years, but there have been none I have felt more…read morecomfortable with than Adam. He's put in the time to get his CFP license and gain the credentials beyond the basic industry standard, but more importantly, he's a good guy and a great communicator. For anyone looking for an advisor in the north, you should definitely give Adam a call.

Adam has been our advisor for three years now. He has helped us reach and go beyond our financial…read moregoals. We have been extremely impressed with his attention to detail, availability and determination to get us the best answers for our financial planning and retirement questions. We have recommended him to numerous friends and family in the market for a financial advisor.

When we were looking for a team to help our money grow and provide sound, educated financial…read moreadvice, we interviewed many advisors throughout the city. We hired the team at Skyline because they truly acted like a team that worked together for the client. I was impressed how the advisors consistently go for training and always go the extra mile to find out a solution for my problem or answer a question. I hire advisors because investing is not my strength, and they always make me feel valued and best of all, work hard to help my money grow.

From the owner: Skyline Advisors provides wealth management services including financial planning and investment…read moremanagement as a fee-only fiduciary financial advisor.

Josh has been my advisor for almost 8 years. I've never had a single concern and he's done a great…read morejob. Rosemary and Josh never miss a birthday call and always want to give an update when markets are volatile. I never feel out of the loop with this team. Thank you both for everything you do, I appreciate y'all!

I've been very pleased with Josh. He's hands on, and very involved, communicates well, and is…read moreupfront about everything. He provides great service, in a way that many are lacking these days. My account has performed well with him at the helm. I highly recommend him, and would encourage others to utilize his services.

Gladys is great and the only one I would trust with my companies books. She offers full charge…read morebookkeeping.

Trustworthy, professional and intelligent. All things you want from your financial advisor! Highly…read morerecommended.

From the owner: At Northwestern Mutual, we've been helping clients take control of their financial future for…read morenearly 160 years. Through the Civil War, the Great Depression, two world wars and a number of recessions, we've stood alongside our clients, helping them manage financial risk and achieve financial security.

Terry Fife and his crew bring experience, education, professionalism, and availability. Pretty…read moreawesome as is his entire staff. Can not even think of great enough words to explain how much I trust and appreciate his services. Very fabulous.

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.

Clarity Tax Group did my 2025 taxes very quickly. I had sold a house in SC and bought one in…read moreBellingham. Cynthia the receptionist called my Tax preparer in South Carolina, where I had just moved from retrieved my 2024 taxes return copies. Enabling my taxes to be completed on time and accurately. I will use them again and highly recommend them.

I believe they bought Multop who served me faithfully since 2008 or so. Mike Lameroux carried over…read morewith his crew who have continued to help me with my taxes since his retirement. I used to try to do my own then see... They always have paid for themselves and then some no matter what software I tried up front.