Every time i have interacted with Schwab the courtesy, professionalism and service has been superb…read more Although I rarely have occasion to visit the office in-person, when I do everyone is friendly, well dressed, the big screen TV has CNBC going, and free coffee. Love it. Schwabs electronic year end statements aand integration into tax software is a real plus too. Pricing might be a bit higher than competitors, but the service is well worth it. Definitely a life-long customer. Keep it up Schwab!

Love, love, and trust this bank. They know me, take care of me AND are very price worthy,…read morerecommending low load and index funds.

While in graduate school at the University of California, Berkeley (2015 to 2019) the institution…read moreautomatically took a very small sum from a subset of my paychecks and put it into a retirement account. My retirement account was/is through Fidelity. When I returned to Washington State in approximately October/November 2019, I looked up to see if Fidelity had in-person offices I could go to and ask some general questions about my account to. I found this location, however I did not immediately visit as I worked through most of my questions, such as how to change my address on the account, on my own. After checking the online balance and withdrawal process, I decided it was time to come in and just ask if I could withdraw funds. I had not talked to a Fidelity financial advisor before and was uncertain as to if/how to withdraw funds. Remembering this location, I arrived a little after 11:00 a.m. this morning, Thursday 5 October 2023. Parking spaces were easy to navigate and the entrance easy to find. The interior was pristine and a friendly front desk worker, who I decided to term my financial advisor, greeted me. I asked if it was possible to withdraw funds from my account, to which he walked me through an example of what it might look like/entail to withdraw funds in full or partial amount from the account. Since I did not have my account details with me, he used my ID to pull up the account. He was friendly and knowledgable. The two big drawbacks I found out to withdrawing funds at my age (approximately 31 years old) were: 1) taxes, and 2) a 10% penalty for not being 59.5 years of age or older. This was very helpful information, as was the two general withdrawal options for a partial withdrawal: 1) a set withdrawal amount, or 2) a set in-your-pocket amount. My tiny little brain and I left with much to think about and I was happy to visit and get some guidance.

We were assisted by Keaton, who went well out of his way to make transitioning funds from our…read moreaccount to another as smooth as possible. His customer service skills are nothing less than outstanding! We hope he is recognized as a superior up-and- coming individual in the financial community. I highly recommend you ask for him specifically when bringing business to this Fidelity branch.

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.

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.

Very Impressed! I had my initial meeting today. Not only telling me I am already on track to my…read moreretirement, they told me there was nothing left to change. Also gave me good advice (at no cost). Didn't try to force their service on me. Told me to reach back out to them in 5 years. I wish more companies worked with this kind of honest integrity. Very impressed!

From the owner: "When can I retire, and how much money can I spend?" These are the questions we answer at The…read moreRetirement Solution. We help our clients succeed in retirement by identifying the income they will need and want every month for the rest of their lives without running out of money. Our comprehensive retirement distribution plans are designed to protect your income from stock market fluctuation so that the money you worked so hard for will be there for you. We create cash flow by reducing taxes and increasing income. Every planner in our firm has distinctive strengths and varying backgrounds, resulting in thorough and effective guidance.

In all my years of doing business I've never met such unprofessional and and flat out lying group…read moreof con artists.. After transferring my savings account into their alleged financial engine the account went down $8000 in a matter of a week largely due to the fact they didn't listen listen to my request to transfer funds.. They offered me a $1700 credit due to their errors. 2 days later they canceled my account and did not issue the credit and simply said sorry we don't like doing business with you they have another financial adviser As the one I had clearly was not on the same page with me. I was promptly told that's not an option and that if I want to sue them go right ahead which I will. This company is such a joke a joke you would be much better off just putting your money in the S& P than with these clowns

From the owner: The further you go in your financial life, the more complex it becomes. That's why you need a…read morepartner who can help you plot a course. The Edelman Financial Engines office in Lynnwood is here for you, serving the areas of Seattle, Lynnwood, Everett, Mount Vernon and Bellingham. Whether you're accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Analia is great and she has a lot of knowledge! My credit score increased tremendously! Thank you…read moreAB solutions!

These ladies are very knowledgeable and helpful. I would definitely recommend AB Credit Solutions…read more They helped boost my credit by almost 100 points.

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 met Ryan Hattrup last year and he just delivered my taxes for 2024. I had an unusual tax…read moresituation and I asked him if we could just avoid it somehow. He said no and, sure enough, his office worked super hard on my account this March. Yousra and everyone in the office were great to work with, but Ryan, in particular, just "loves this stuff," as he put it. I can highly recommend Ryan's practice for even far out situations.

Really professional and pleasant CPA firm with very reasonable prices and very smart CPAs.read more

I absolutely love this company!! I have been doing business with them for over 8 yrs…read more. Every year when it comes to tax time I simply dread it... Jessica and her staff make it painless, enjoyable and affordable.. It is so great to have my tax stuff handled by such professionals that care and return everything back to me to organized and affordable.. worry free!!!

I am so impressed with Jessica and Abella Tax Services! One of my friends recommended Jessica to…read moreme, when I was starting up my business and had all these tax questions. Before finding out about Jessica, I called up all these other tax agencies and spoke with people that didn't sound like they really knew what they were talking about and many times gave me conflicting information. When I spoke with Jessica, she was able to give me good answers to my questions that I was able to understand, and also gave me great suggestions for my business! I called her probably about 3 times during those first few weeks, and was worried she would get annoyed with my questions, but she never did and always seemeed happy to hear from me. She helped me out with my state taxes, which literally, took maybe 2 minutes to complete. Wow! Talk about fast in-and-out service. I was also really impressed with how neat and clean her office was, and how she could pull up answers to question in minutes either on her computer or in some manuals she had. That last tax professional I saw about 10 years ago, had paperwork splattered everywhere, and had clients constantly going in & out of a very tiny office, where everyone could hear your personal information. I was so horrified by that experience & the fact that person bungled up my taxes, that it took me 10 years to go see another tax professional. I feel so lucky that I finally found Jessica, who I am totally confident in her ability to do my taxes properly and that I will get the best deduction I can get with her help. She just recently helped me with my federal taxes and again, it was smooth sailing. I was in & out in about an hour (unbeatable!), her fees are very reasonable, and I would highly recommend her to any of my friends. Getting an appointment is quick and easy, and you can also reach her either by phone or email, whichever is your preferred method of communication.