Highly recommend working with Chris. He is very personable, has a lot of patience, and is quick to…read morerespond and answer questions. It is hard to trust people with your money but he has all my confidence. I believe he is truly there to help clients achieve their financial goals as he is helping me with mine.

Chris has been an amazing guide when it came to managing my portfolio, and keeping my best…read moreinterests and goals at the forefront of his plans to ensure that I'm seeing returns and also understanding and learning about the market and how my personal plan for my investments fits into the overall larger equation. He is one of the most trustworthy people I've met in a long time and he went from becoming just a money manager to someone I now truly consider a friend. He has been willing to and given advice in other areas of my life as well where he has specific expertise and I just can't thank him enough. Anyone would be lucky to have him as a wealth management partner! Thanks again Chris!!

I have used NW Numbers for all of my accounting needs since 2001. Ben has always given me top notch…read moreadvice and service. He is comfortable to work with and takes the time to explain even the most complex issues in a way that is understandable even in layman terms. He is happy to meet you where you are. If you want him to do it all for you, he will. If you are on a tight budget, he will teach you how to do things for yourself. In other words, he customizes his services to your needs. I highly recommend NW Numbers.

Kevin is a knowledgeable and experienced professional. He is easy to talk to and work with. The…read morefinancial work that he completed for me with the help of his team was thorough and extremely useful to me for retirement and legacy planning.

If I could give Kevin 10 stars, I would. Kevin was instrumental in helping me select the best…read moreoptions for my first 401K plan. I came to him confused, but left feeling absolutely confident in my final decision. He was extremely patient and make sure that all of my questions were answered. I truly appreciate his dedication, expertise, and commitment. I would 100% use him for all of my financial planning needs. HIGHLY recommend!

I've been with count on that since my tree care business started in 2012. First, I worked with…read morejeff, the owner, and we would spend evenings in his office, getting my book keeping done. He taught me how to use quickbooks and became a friend. I respect him deeply and over time got to know his crew and I respect them deeply also. They have been extremely responsive, even when times have been late or early and in pinches. I can't recommend this company more. They've always worked with me and my needs.

My husband and I have been working with the team for about a year, and I've especially appreciated…read moretheir support as a business owner. They are very responsive and usually get back to me within a day, which is really important to me. Joana has been a great contact for us throughout the year and helps with our tax filings. On the business side, I initially worked with Audilyn, who was very helpful, and more recently Diane has been my main contact. Diane has done a great job keeping me updated, helping keep everything on track, and taking care of the details that need attention so I can stay focused on actually running my business. I also appreciate that they handle many of the filings and administrative items, which takes a lot off my plate. Overall, I've had a very positive experience with the team.

Michael has been doing our taxes for 30 year, and going. I find Michael to be honest, trustworthy…read moreand very professional. I recommend his services.

Michael Fahey has done our family and trust taxes with high quality, in a timely efficient manner…read morefor 35 years.

Keith and team are amazing. They are fast and creative when problems pop up. I've worked with Keith…read moreon 3 loans/refinances now. I will only work with him from now on. Keith's team got my mortgage refinance finished in less than a month during the pandemic when the first bank failed to get it done in 6 months... I tried refinancing with a promotional offer during the pandemic. It was a disaster. The 1st appraisal had at least a 3 month wait but failed because the appraiser didn't feel experienced enough. I waited another 3 months for the "expert" appointment and he couldn't complete the appraisal either - The expert spent the entire time using the restroom and I had to clean it after... After 6 months with the first company and missing out on the lowest interest rates, Keith's team got it done in under a month!

Couldn't recommend Keith enough! His consultative approach is very thorough, thoughtful, and…read morenon-pushy - providing peace of mind throughout the stressful home buying process. Keith has a deep understanding of the mortgage market dynamics and was always willing to hop on a call to share insights and perspectives on the best approach throughout the process. Keith was able to secure a highly competitive rate while delivering top-notch service and closing couldn't have been smoother.

Roderick Givens, the owner of Rainier View Advisors is incredibly gifted with financial planning…read moreand has over 18 years of experience helping people out. Having a financial plan is important, and the structure that Roderick uses to help people is much different than most firms. I love being able to work with him. He also does some great workshops. Highly recommended.

Mr. Givens was recommended to me and we are so happy with the decision to use his services. He…read moreprovided us with the information we needed and was very professional. Roderick took the time to understand our financial needs and goals, and helped us to come up with a financial plan. We felt comfortable with his guidance in preparing for both our short and long term financial and life goals. He always explains everything in a very easy to understand way, presenting both pros and cons to every scenario, then giving us his recommendation for our own personal situation. We will continue to use their services in the future, and recommend them highly to anyone seeking a financial representative or financial guidance.

This company collected all my personal information, emailed me a quote, had lengthy conversations…read moreabout coverage options. Then we were about to finish up and Todd just said nope, won't do it. No explanation, no solutions he just told me to go back to my old insurance ... while acknowledging that my old insurance had lower coverage and a higher rate ... ?? After all the pleasant conversation and laughing and joking about, the conversation abruptly ended. It was beyond confusing, rude, and unprofessional. Apparently all this is just an effort to collect and use people's personal information with no intention of offering a service. Scam alert!

Todd is always polite in telling you what you need to hear, respectful of what you can do and eager…read moreto assist when your need is great. I've know Todd for many years and consistency in his personality makes for a trustworthy and reliable businessman. Knowing this is a third generation business, I know he had to fill some pretty meticulous 'shoes'.