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.

Always finished my tax returns on time, saved me extra money and very friendly staff!read more

Pearson Financial is amazing! My husband and I were referred there a few years ago. Everyone is so…read morekind. Mike takes the time to answer questions and make sure you understand. Best tax place!

I had a great experience working with Jason. He helped me find a much better rate on my auto…read moreinsurance compared to what I was paying before. The whole process was easy, and he took the time to explain my options and answer all of my questions. I really appreciated how responsive and helpful he was throughout the process. If you're looking to save money on your car insurance and want someone knowledgeable to guide you, I'd definitely recommend reaching out to him. Thank you Jason!!!

We have been using Jason Johns agency since around 2010 and couldn't be happier. We have life,…read morehome, auto insurance and a couple annuities. Every time I've ever had a question Jason is able to throughly explain the information so I can understand it. It feels like the products he sells are hand selected and of very high quality. Never once have had any issues with anything and we feel like we are in good hands. I never hesitate to recommend his services.

Lori Feagles was super helpful, responsive, and got me new homeowners and auto quotes within 1 day…read more Great experience!

Good company, great support. Highly recommend. I use this company for years, always responsible and…read morereliable

Laura and the team are kind, thoughtful, efficient and have been a wonderful addition to assisting…read moreour mutual client. Schoen Trust handles all the billing and payments, and oversees the investments making sure that there are sufficient funds for our client's housing, care, and engagement for the rest of her days. I really appreciate their responsive communication and ease in working together. I now have a team that I can rely on and know that things will be accomplished in a timely manner. Looking forward to working together on future projects.

I worked for Fred Schoen for many years at his original offices in downtown Seattle. As a former…read moresenior commercial bank Trust Department employee with banks in Hartford Connecticut, Sarasota, Orlando and Tampa Florida I have the insight, experience and knowledge of the details of Fred Schoen's management style. I can say with the utmost clarity that Fred Arthur Schoen was an honest, forthright, caring man of extraordinary decency.

I needed help with a few changes with my State Farm insurance account, and agent Mary in Grace…read moreBocalan's office exceeded my expectations with the excellent customer service help I received! I highly recommend Grace and her agents for anyone in need of insurance! I am the second generation and my daughter is the third generation who have been with this particular State Farm office going on several years now! "Like a good neighbor, State Farm is there!"

I went in with the plan to walk out with boat insurance, and that's EXACTLY what happened…read more I was greeted with a hello and smile from Lucas who immediately went to work with getting me a policy started. He was quick, patient, and diligent with his work and with me. The easiest, hassle free experience I have had in forever! Walked away with my boat insured at a great rate and an Amazing experience! I will definitely continue with my insurances here! If you need help, ask for Lucas!

Steve Hancock,…read more Colleen has always done a fantastic job on my taxes for the last 8 years, I would recommend her if you are looking for a person to do an excellent and honest job on your taxes.

Duce Taxes has been doing my personal taxes for many years and has always does a fantastic job for…read morea reasonable price. Colleen is skilled in preparing taxes to get you the best results. Recently, I started my own business and Colleen now does my corporate taxes. We sit down and have quarterly meetings to determine what I can do better or more efficiently to have the best tax situation. She prepares quarterly reports and does payroll on my business's behalf in Arizona. Truly, Colleen has been a joy to work with and I would recommend her to any person who wants their taxes and business done correctly.

I found out I unexpectedly needed to supply a 2025 tax return. I am retired, on social security…read moreand don't need to file any longer. I found Rushmore Tax Services and called them. I talked to Tony...what a delightful, caring, smart, business man. Even realizing this wouldn't make him a lot of money, he squeezed me into a very tight schedule. He counseled me about what I should do and had my taxes filed and printed in no time. You're never going to get such good service anywhere else...certainly not at H & R Block! When it's time to get your taxes done next, call Rushmore!!

Jake was awesome, he worked through my taxes quickly but precisely. He was also a funny kind and…read moreunderstanding guy. I'll be back next year for sure!