Personal, welcoming, Warm, professional environment!! They have done w for us! From the…read morereceptionist to Paul, the guys and gals in the back to our Guy Tim! Thank you very much!

Paul Ried Financial Group managed my parents' funds for over two decades. We realized Paul Ried…read moreencouraged them to make investments in very high expense mutual funds and to frequently churn their stock investments, in order to generate more fees. Be careful if you or your family have funds with Paul Ried. Paul Ried is part of the Cetera Advisors Network, and the SEC recently secured a $21 million judgment against them due to practices unfavorable to their clients. Here is an excerpt: "Cetera Advisor Networks both breached their fiduciary duty and regularly and repeatedly put their financial interests ahead of their clients"

Being a couple looking forward to retiring within the next ten years but with having done little…read moreplanning for retirement, John was exactly what we needed to prepare and navigate for the years ahead. He has worked at our level, helping us to become knowledgeable and prepared for the road ahead, without any pressure and with lots of patience. His style was relaxed and he went at our pace, answering numerous questions and providing the guidance, confidence, and support we needed. He is a rare find, being that blend of compassion and integrity that is hard to come by in the world of business these days.

Grant and the team at The Monson Group really are experts in their industry. From the very first…read moremeeting, their knowledge and passion is obvious. Their approach to financial planning is more than just investments, it takes every piece of a person's financial future and security. I would recommend this team to anyone at any level of financial planning.

Grant is passionate about the people he helps, experienced and brings a ton of integrity to his…read morebusiness. I found Grant easy to visit with; he has deep expertise and I've recommended him to several people. Few other planners seem to take his sincere, holistic approach. The Monson Group can help you coordinate your financial affairs.

I realized that I should deduct my daughter's considerable medical expenses for my taxes, but was…read morenot sure of the way to do it and documentation needed. So I hit Yelp, and saw only this firm with a significant number of enthusiastic recommendations. After procrastinating nearly too long, I got an extension and contacted this firm to figure out the necessary details. I eventually assembled the paperwork, just in time the last week or two before the second due date, and sent it over the this firm. My filing was just accepted. These folks were accessible and responded to each inquiry rapidly. The cost, while not cheap, matched their initial quote and seems fair. I initially worked with Lili Zhou, then Steven Lok did most of the work a few months later at crunch time. They did just what I needed done. Thanks!

If I could give negative stars, I would. I hired Huddleston Tax CPAs for an estate tax return and…read moreexperienced repeated errors, typos, missing schedules, and incorrect basic math calculations across ten drafts. I had to identify and correct these issues myself, and the firm conducted extra internal review without informing me. The errors I identified were either acknowledged in writing or revised in subsequent drafts. When I met with the owner on June 8 and presented detailed emails outlining these errors, he said he would look into it but never responded. My check was cashed on June 12 despite unresolved problems, and a certified letter I sent on June 15 requesting an amicable resolution was ignored. The final bill was double my deposit, with no communication that costs would increase. Although the firm advertises decades of experience and attention to detail, the work I received did not reflect those claims. Prior Yelp reviews show similar concerns, and I'm sharing my experience so others can make informed decisions

My husband and I recently met with Jason for a new client consultation. He was very friendly and…read morerespectful and answered all our questions in detail. We had both personal and business tax questions, as we just got married/bought a new house, and I started my own cat sitting business. So our tax situation got a lot more complicated. Jason advised me on topics such as: - How to record earnings/expenses - When it makes sense to file taxes as an S-corp - How to record business miles - How to make online quarterly tax installments Jason was very patient in explaining everything to us. He was also upfront about his prices for filing taxes. We found Jason to be very trustworthy and will definitely be using him as our official tax guy! Plus, he's very quick in responding back to our emails! We're so happy we found someone like Jason!

I did what you all are doing, googled for an accountant or CPA on a Friday afternoon less than a…read moremonth before my taxes were due. I had filed with HR block for the prior 6 years but after starting a business in 2016, new I needed "a guy". I am happy to report that this is your guy! You can stop searching and take a sigh of relief. I flipped a home, had multiple W-2's, a rental and started an LLC Business in 2016, Jason helped me get all my taxes done, and is now helping me with my quarterly sales tax reporting for my small business. Jason was approachable and understood exactly what I was looking for. I inquired with 3 or 4 CPA's on Yelp, Jason was the fastest to get back to me and he earned my business because of it; while the other businesses waited till Monday to respond to me; they ended up with just my voicemail, Jason got back to me on a Saturday and now I am a happy client.

I don't have a single bad thing to say. I've been working with Jim for a long time…read more I've been an investor for 40 years, But Jim's a better stock picker than I am

When I first came to Fulcrum Wealth I learned that's being retired put me in a different category…read more I tell you I was nervous but talking to Jim and his team put me at ease and put a plan that's worked for me.

We worked with Ruby at Salmon Bay for about a year and a half as we searched for and bought our…read morefirst home. At the end of the process, my husband said to me, "Now that we've experienced Salmon Bay, no other services are good enough anymore. I want everything I interact with to be as good as Salmon Bay - banking, insurance, everything." A few things we loved: responsive and crystal-clear communication from Ruby and her entire team, sound education for us on how home loans work (I feel like I ACTUALLY understood what was happening and what all the numbers meant the whole way through, as a complete novice), proactive check-ins for 1.5 years just to make sure they stayed updated on our thinking and finances, professionalism in all forms of correspondence, a team that inspired so much confidence with their expertise (special shout out to Paige), kindness and cheerfulness without exception, proactive outreach to the seller's agent within minutes of us making an offer to assure them we were in a strong position to buy (even though it was a major holiday), local credibility and relationships that certainly played a role in getting us our house even though there was a competing offer for $50K more, a clear roadmap for closing and frequent video updates for the whole buying/selling team along the way, willingness to answer all 5,000 minor questions I had during closing as if each one was important and worthy of attention and time, and absolutely no surprises the entire way - not a single surprise. I can't recommend Salmon Bay highly enough!

Ruby and her team were so friendly. They ran scenarios for me and made the refi process quick and…read moreeasy. The weekly video updates were a whimsical touch. Thank you!

I was weeks into trying to figure out what to do after a terrible financial mistake. I'd contacted…read morea few places, but they all wanted fees upfront--even before hearing my full story. Then I came across a quiet mention of cwpsc (you know the rest com) in a forum. I reached out, cautiously. They listened first, didn't charge anything upfront, and stayed in touch throughout. Things eventually turned around, and I could finally sleep again.

Elite investment was recommended to me by several family and friends. I meet Fariba, the owner and…read morewere immediately impressed by her wealth of knowledge and down to earth and helpful attitude. She designed a strategy that fit my comfort level and would personally get involved if I had questions and concerns. I have recommended Elite to many friends and have gotten the same feed back.