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    Personal Tradelines

    5.0 (1 review)
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    9 years ago

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    American Family Insurance

    American Family Insurance

    (22 reviews)

    Lodo, Northwest

    0 stars because: We went through American Family to get my son auto insurance. they quoted and…read morebilled $1,548 for six months in November 2025. we set up auto pay to get the promised discount. today, January 2026, a little over 2 months later we got billed another $221. their reason was that we didn't set up the correct type of auto pay (it had to be ach not credit card) - this was never communicated in any of their correspondence. I updated the auto pay to ach right away but they were not going to refund the $221 (they would only refund $48)... so I got a new policy through State Farm with better coverage and for less. I would never deal with American Family Insurance again - based on our experience it is clear they have extremely unethical billing practices.

    Very deceptive when you request a quote and signed up with it. I only requested auto coverage and…read moregot a better quote than what I was with right now. It's about $236 per month for one car. So I signed up with them for 6 month and then the 2 month later they raised my price to about $313 a month. I didn't realized and only contact them until my 3rd month in. I called them and they told me, oh we removed your home owner discount and this and that, and another $5 inconvenience fee when not paid in full. (They already raised the price monthly if not paid in 6 month) Like I just want to look for an auto quote and want to be straight up. Not applying discount to make it look nice and being shady. (I ONLY CLICKED ON AUTO POLICY ONLY) this company needs to rework on how to attract their client. I called them again, They said they raised my premium to $286 per month, and they said I had to make up for the first two month, so I think that's how it totaled up to $313 for the last 4 month. Anyways super deceptive!

    Wealth Engineers - Jonathan Duong, CFA, CFP®

    Wealth Engineers

    (5 reviews)

    CBD, Northwest

    Jonathan has been advising me for a little over two years now. He has a very logical and clear…read moreapproach to personal finance. I enjoy working with him because he guides down a path that we choose together and gives me the information that I need to get comfortable with the choices that I am making. I highly recommend using his services.

    I highly recommend Jonathan. The fact that he is a fiduciary was an attractive aspect for my wife…read moreand I. I believe that Jonathan takes that title extremely serious and he is truly looking out for the best for our family. I can really tell that Jonathan's advice and guidance is really tailored to us as a couple and our goals. He really takes the time to educate both my wife and I about all the recommendations or options that we ask him about. He wants to make sure that we understand what we are basing our decision off of, instead of just saying "listen to me, I know what's best for you". He is extremely bright and has a great wealth of knowledge. I have talked to other financial people and Jonathan is definitely one of the most knowledgeable I have ever met. I, myself, was a business major in college and know that Jonathan is a very well-educated and knowledgeable person in the finance realm. He has helped a great deal in our future planning. We are a young couple and while I know some about finance, it is sometimes overwhelming thinking about saving for retirement, kids, house, and the future etc. Jonathan has helped us sort through these significant (future) events and really takes a "backwards" approach in that he looks at what our goals are in life, and then helps us develop a plan to get there. He definitely tailors to our needs and sets up a couple tasks to do each time we have a meeting. We are currently setting up retirement accounts, and insurance to ensure that we are covered and our family is taken care of in case of an unfortunate event and Jonathan is helping us every step of the way. There are many times I've contacted him to ask him questions about my health insurance, life insurance, 401k stuff and he is extremely prompt in responding. I have asked Jonathan about some investment advice and he was more than happy to provide suggestions. Also, he never pressures you to do anything you do not feel comfortable with. He offers suggestions and things to think about but really lets you call the shots with his help. You can literally ask him about anything, and he provides a careful and well-thought out response. I know that sometimes I've asked financial people about certain investments, and they provide very hasty and impulsive advice - sometimes they provide a "one-way" solution. However, I have found that Jonathan always refers back to our goals and ensures that whatever decision we are making align with what we want in life. He places the options in front of you, provides the pros/cons through his research and provides recommendations based on our needs and wants. Jonathan has added so much value by helping us organize our life, make financial decisions, help us save money, and so much more. Lastly, I think one of the greatest things I have noticed about him is that he truly enjoys what he does and genuinely wants to help us get things organized so that we are set up for our future.

    Dimov Tax Services - George Dimov, C.P.A.

    Dimov Tax Services

    (130 reviews)

    Uptown, Northwest

    Dimov Tax Services has been an incredible partner for me over the years. They always took the time…read moreto answer every question I had--no matter how detailed--and made sure I fully understood my options so I could make the most informed decisions. It's clear they genuinely care about their clients' best interests. My tax situation changed multiple times, and they consistently adapted without missing a beat. Every interaction felt personalized, thoughtful, and professional. I always walked away feeling confident that I was in good hands. Highly recommend Dimov Tax Services to anyone looking for a knowledgeable, responsive, and client-first tax team.

    I contacted Dimov Tax Services expecting a fairly normal process: call the office, speak to an…read moreaccountant, see if it's a fit. Simple. Instead, it turned into what felt like planning a small wedding. There's a $240 fee just to determine whether they even want to work with you. Not for actual tax work -- just for the privilege of finding out if you qualify for more meetings. Already we're off to a strange start. I called the office hoping to speak with an accountant. No accountant. Instead, I got a gatekeeper who immediately launched into an intake questionnaire that sounded long enough to qualify for continuing education credits. I'm sitting there thinking, "Are we filing taxes or applying for witness protection?" Then another staff member texts me asking me to confirm my phone number and email address -- information they already had, because they had just used both of them to contact me. Then finally comes the email inviting me to schedule a paid 30-minute appointment. If this is the process just to say hello, what happens when I actually need help during tax season? Do I have to solve riddles? Collect stamps? Get a note from a notary? I'm sure they work well for some people, but for me the entire experience felt unnecessarily complicated and oddly impersonal. Between the intake process and the hefty consult fee, I felt less like a customer and more like a job applicant.

    Personal Tradelines - financialservices - Updated May 2026

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