1. Shelgren Financial Group

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Renton, WA

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Shelgren Financial Group

3.8 (4 reviews)

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5 years ago

Wonderful company altogether. Great people, great insight into future financial comfort.

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2 years ago

I have been with this company for years and have always been given excellent advice. They are easily accessible and very helpful.

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7 years ago

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10 years ago

Good people, comfortable location. We've worked with Merritt for a couple of decades. And are in good shape as we head into retirement.

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Steve Oakes -  C1 Wealth Management

Steve Oakes - C1 Wealth Management

(7 reviews)

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!!!!!!!

Achieve Alpha Insurance

Achieve Alpha Insurance

(57 reviews)

Health insurance is complicated - and the insurance companies are intentionally not helpful in…read moredelivering the information you need to get the best coverage at the best price. . . . enter Gary Franke. He doesn't wear tights and a cape, but he's my Insurance Super Hero. He's obtained insurance for people with unique needs, and knows more than the insurers do about their coverage and quality. I consult with Gary every year for my family's health insurance needs as we get older and the kids need their own deal. I like him more every time I work with him. Plus, he's a super-nice person. Other than that, I've got nothing good to say about him. ;-)

I have spent months struggling with health insurance, red tape, and clerical errors that weren't…read moremine but left me without insurance. I was at my wit's end recently after being told that I had missed open enrollment (despite having applied before the deadline), and that I couldn't get an exception made. I have medications that I had to stop cold turkey months ago and have been without, and have been dealing with health issues I couldn't really afford to get care for because I was told I had to wait until November for open enrollment to start again. I posted on Facebook asking friends for advice, assuming it was pointless. But then one of them said I should look into a broker - an option I had no idea was available, nor that it was free. I looked through a list of brokers and found Gary Franke and his team; they sounded good, so I requested help from them. And thank god I did, because I tell you what - after months of metaphorically pulling my hair out over how stressful the runaround of insurance was, especially when I don't have much knowledge on the subject - Gary Franke and Heffernan Insurance Brokers had me squared away in a few emails and a single phone call. I couldn't believe how simple the process was. Gary got my information - how much I make a year, what exactly I'm looking for / need help with - and narrowed the insurance plans down to two that he said would be the most affordable and the most helpful for me based on my needs. Then all I had to do was choose from the two, let him know, and he got me enrolled and activated. No fuss, no stress. He was friendly, empathetic, understanding, and answered all of my questions thoroughly and without judgement - even the ones I personally thought were probably dumb questions. He was even willing to discuss my options with a family member that has been trying to help me with the process of getting on insurance, if she had any other questions she wanted to ask him. Even after I was on an active plan, Gary and his team have encouraged me to come to them if I have any further questions, and made sure I know they're available for any other advice I may need in the future. In conclusion, I literally cannot recommend Gary Franke and his team enough. They got done in less than a week - and only took as long as that because I had to make my choice on the plans and slept on it - what I was on the verge of a breakdown trying to do on my own for months. If any of the many people I had spoken to on the myriad of phone calls with WA Healthplan Finder, or any of the insurance companies, had just once suggested a broker, I could have escaped so much stress. If you're on the fence about a broker - do it. It's so worth it, and you can't go wrong with Heffernan Insurance Brokers, and Gary Franke and his team. They are extremely knowledgeable about all this stuff, and genuinely want to help you with what you need and where you're at. There's a reason they have so many 5-star reviews here; and I promise that those reviews are telling the truth, because I know mine is. Reach out to them. I promise you won't regret it.

Shelgren Financial Group - investing - Updated October 2026

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