I had a terrible experience, paid an incredibly high price for a lot of disorganization, confusion…read moreincluding plain old math errors -- like the numbers literally weren't calculated correctly -- resulting in apologies, blaming their mistakes on lack of focus due to the death of their pet.

I reached out to Creative Money in 2016 for my first financial planning session as an adult. At the…read moretime I was in a new job as a contractor and really needed help with planning. Mindy was great, walked me through a plan and i was headed off to the races. I'm not sure I really understood it, but I rolled with it as best as I could. Fast forward a handful of years later and I wanted to revisit my plan. A lot changed from job to income and I needed something new after selling some real estate. The 2nd experience wasn't quite the same for a number of perspectives. What hit me the hardest was hearing what was said about my situation behind the scenes after my first consultation with Mindy. The planner (Sam) actally said outloud they didn't believe I could make something happen with the previous plan. Guess what, I did do something. Now I'm in need of another plan after an unexpected windfall, but don't trust the experience won't be the same. The other part I don't get is why it was suggested to open a brokerage account (which I did based on the plan) when playing the stock market is not something I do or comfortable with. Anything having to do with stocks and the market scares me and I'm very uncomfortable on any financial site outside of a bank. Nothing makes sense and vocabulary is vague. I expressed my discomfort in this area and needed a lot of hand holding to execute moving funds and opening a brokerage account. I still don't understand this one, but I did it based on a recommendation. Now I am sittiing with a brokerage account and it's doing nothing because the thought of it just paralyzes me. While the set it and forget it method is great concept in theory, it's only as good as the plan and the clients ability realistically execute. Although the 2nd plan was a great idea to retire at 62, it had zero reality of lifes unexpected changes. Good Luck!

The customer service is super super super bad. They don't listen to the customer. They don't care…read moreabout customer service at all. They also engage in unfair business practices and lack integrity.

**WARNING* Avoid Fidelity like it is the plague! Fidelity Investments "Absolutely is NOT" a good…read moreplace to invest your money! I have had investment accounts Fidelity for nearly 40 years. In the past year and especially this year (2025) 100% of my calls have been answered by Fidelity representatives who have been unable to answer basic fundamental questions about their investment products or even navigate their website. It has been pathetic! Today, it was so bad, I had to ask to speak with a supervisor (Tiffany) who has been with Fidelity a whopping 4 years and who said my experience was unacceptable and said she will "provide coaching". I told Tiffany that their representatives don't need coaching, they need education on their products!! Tiffany didn't seem to grasp that it is her responsibility to make sure her people are proficient and competent in their products. Fidelity NO LONGER appreciate that knowledge is power and time is money. Fidelity has lost its core competency in customer service and they are not even aware of it. Exactly why Sears has disappeared...loss of focus on the customer AND the competition. CHARLES SCHWAB on the other hand is a Best in Class organization with knowledgeable, competent, and professional representatives delivering 100% great experience whenever I call. Schwab website is easy to navigate and use for a multitude of reasons and uses. I wanted to hold $ in different companies because it seemed prudent, BUT I am sick of the horrible service at Fidelity! I will be moving all of my Fidelity money to Schwab immediately.

Adam is an amazing asset manager. He has consistently been able to get my investments high returns…read morewhile providing securing and peace of mind. I would highly recommend him to friends and collegues.

I have known and worked with Adam Droker for many years, I've trusted him to put together a…read morefinancial plan for me and for several of friends and family members and I will continue to send the people I care about his way.

Kevin is extremely professional when it comes to helping me with my investments. He can simplify…read morethings for me with further allows me to easily understand my financial needs. I feel confident that I'm putting my money in the right places for the future. His assistant Heather is very impressive helping out with any scheduling or documents we need. Great place to go for sure.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

If you ever see DSB investments on ANY property in Seattle. DON'T DO IT! I was in my apartment…read morecomplex before DSB came and they are terrible! I had mold in my bathroom that they used the wrong paint to paint over. Then was blamed that as a tenant it is my responsibility to clean my house which is true but this was an issue due to THEIR negligence. If I hadn't BEEN CLEANING my bathroom, I would've never found the mold in the first place . I was then told to shower in the MOLDY BATHROOM when I requested an alternative, all of a sudden no response. Even though according to Washington law I'm suppose to be provided a place to shower, management ignored my request. They refuse to answer any calls but have no problems sending random texts out to people. Never had to deal with an apartment where maintenance doesn't take something like Mold seriously or frankly the property manager won't take phone calls. Everything has to be a text, and frankly if you want to live in a place where you pretty much either have to wait 3 weeks to get any maintenance done or do everything yourself with no compensation; this is the place!

I needed my water heater replaced and the technician came in and replaced it faster than the past…read moretechnician did. Good service.

"If you need somebody you can trust, trust yourself"…read more Bob Dylan was right but heck, I know NOTHING of investment banking so I had to trust someone else to help me on this. I had some complicated moving a 403b into an IRA paying for school money switcherroo I was putting off for years as I was sure it would hurt real bad to deal with all that paperwork and red tape. I was definitely procrastinating, waiting until the last possible second. WHY DID I WAIT? Paula at Edward Jones is such an easygoing, friendly, professional and kind human being, I mean, she made it not only painless and easy, but FUN? I've worked with her via an agency I worked at as well and she was a great resource for all things related to both retirement plans and socially conscious investing for our board of directors. All that and she has an adorable dog at the office & a whipsmart assistant manning the front desk who is like her secret weapon of more niceness. If you need any help of the financial kind, I tell you Paula's there to help and if I trust her, I can assure you she's the one you can also lay your trust with.

We were very new investors several years ago and we went to Paula. We didn't have a large amount…read morebut to us it was quite large. Paula treated us like we were investing millions with her. She took time to explain our options and what might be best for our personal plan. She has continued to update and keep in touch with us so we are getting the most for our investment. I have referred family members to her as well and they have all been pleased with her advise and services.

We were looking for an agent to sell our mother's home. We needed to maximize the value of her…read morehome given she will be relying on the proceeds from the sale to pay for the next stage of her life. We interviewed over 8 agents and ended up selecting Thach and his team. By far, Thach was the most strategic in his approach to the house sale. In particular, he had the most specific approach to pricing the house. In addition to his strategic and technical skills, he and his wife, Camie, were great interpersonally. As a result of Thach's team's efforts, we received 7 offers including an all-cash offer 20% over the listed price which itself was quite high. We are grateful for the support we received, and we give Thach and his team our highest recommendation.

When interviewing agents to sell our home, it was a difficult decision because we had personal…read morerelationships with a couple other agents. The clear choice ended up being Thach because he not only could assess and recommend what we needed to do to get our house ready to sell for top dollar -- but he was able to provide a TURNKEY SOLUTION to get it done on time and on budget. We gained access to his VAST RESOURCES as an agent/broker as well as a real estate developer -- Thach pulled in a reliable contractor from his team that did great work at a reasonable price... who met our tight deadlines. This is an extremely valuable differentiator and resulted in getting us maximum value for our home -- all with the least amount of stress and inconvenience. Trust Thach to deliver results that almost no other agent can!

Our accountant of 28 years retired, and we had to find a new accountant. Lynn was thorough…read moreand-quick.

Outstanding service, quick, and kind. 100% they won't sell your data Ike H&R Block will.read more

There is another review that is not recommended but it should be- it's totally accurate! kevin is…read moreawesome! I am pretty happy with my service here! very professional and very efficient. I have personally referred several friends and family here! when i win the lottery, which will hopefully be soon, I will be headed right over to kevin for advice :)

Steve has handled my family's insurance since I moved to Washington in 2009. When he changed…read morecompanies, there was no question that we would follow him. I feel so incredibly grateful to have found such a genuine and affable person to help us through unexpected hardships. My husband recently passed away and Steve immediately and compassionately stepped up to help me well above and beyond what could ever be expected. He has been a singular ray of kindness and invaluable source of information helping me navigate a situation I never imagined possible. Thanks to his assistance, a devastating emotional loss wasn't also a devastating financial one. I sincerely cannot recommend Steve enough.

I would highly recommend Steve Oakes to anyone seeking Financial Planning assistance. I had…read moremultiple 401Ks over the years that were sitting idle, costing me annual fees and losing money. Steve was able to combine them all into one that is growing already. What I appreciate most, because I am so busy, was that Steve did most of the work in contacting the companies and getting the information transferred over to my new account with Country Financial. That is a big plus for me because it is so hard to find free time. My life is crazy: traveling all the time, catching planes, attending meetings, etc. It was great to have the help that didn't pull me from my hectic work day. Additionally, Steve took time to meet with me at length, find out what my long term financial planning goals were, and then he explained options in a way that I could understand. I was able, with his information, to make some choices about where to put my funds to work toward my financial goals. His office personnel are very welcoming, and the atmosphere is comfortable. I would highly recommend Steve Oakes!!!!!!!