Clarity Tax Group did my 2025 taxes very quickly. I had sold a house in SC and bought one in…read moreBellingham. Cynthia the receptionist called my Tax preparer in South Carolina, where I had just moved from retrieved my 2024 taxes return copies. Enabling my taxes to be completed on time and accurately. I will use them again and highly recommend them.

I believe they bought Multop who served me faithfully since 2008 or so. Mike Lameroux carried over…read morewith his crew who have continued to help me with my taxes since his retirement. I used to try to do my own then see... They always have paid for themselves and then some no matter what software I tried up front.

Absolutely the best! I've been with Scott for several years and have found him to be extremely…read morehonest and trustworthy. His focus is his clients always putting them first. His investment strategy protects your money.

From the owner: Investment management, financial planning, retirement planning, estate planning.read more

Terry Fife and his crew bring experience, education, professionalism, and availability. Pretty…read moreawesome as is his entire staff. Can not even think of great enough words to explain how much I trust and appreciate his services. Very fabulous.

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.

We had a great experience with Sam Kirby. This is the first time I've found a financial planner…read morewhose approach and fee model made sense to me.

I've been a client of Creative Money for a few years now and I have had a great experience. Not…read moreonly did we talk about practical financial issues for my personal life and business, but we also talked about mindset things and how I can flip my own script about what is possible for me with my financial health and security. I felt empowered with my own financial decisions because we addressed my overall vision for my life, what was most important to me, and I was given the time and space to think through decisions so I could make the best decisions for me. Creative Money has the financial planning expertise AND has my best interests at heart. They didn't talk down to me or pressure me to make a decision. They didn't have a formula for my money or an agenda. The Creative Money team put me right at ease for a few reasons: --Not attached to an investment company, so they don't need to sell certain investment funds or other products. --They take the time to explain things really well and make you comfortable --The post-meeting checklist is awesome. It made me feel more in charge of my finances than I had in a long time. --They keep in touch! One of the best things is that you can send a quick email if you have a follow-up question. I've sent along a couple questions after our initial session, and they always respond promptly. Best of all, these are real, down to earth people who really care and understand that sometimes money issues and behavior is more than about "just" the money. This is a judgment-free zone and I would not hesitate to recommend Creative Money to anyone who is looking for more clarity with their finances.

Frank has been my financial adviser for two years now and he has brought me absolute peace of mind…read moreby helping me diversify and prepare for whatever the future may send. He is kind, thorough and always explains EVERYTHING so you really know what he is doing before he does it. VERY satisfied and highly recommended.

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.

Please Run before considering this bank. The worst bank I have ever had a loan with! They are…read moredishonest and would not fix what they put on my credit report even though I paid my vehicle off two years earlier than my loan agreement. Disrespectful customer service and didn't care at all. Very sad really. I will be avoiding them in the future and I am sure they could care less since they didn't seem to care in the first place.

I started banking with WECU since I moved to Bellingham over 20 years ago. I've been going, almost…read moreexclusively, to the Sunset Branch for all of those years. I appreciate the staff getting to know me by name even with staff changes. WECU has assisted me through multiple financial crises in the past 3-5 years like C-19 and the loss of my parents. They've made it possible for me to go back home on 2 separate occasions to take care of estates. I enjoy the many options I have in checking and savings accounts through them and the low to no fees for services. Thank you WECU!

Terrible return with high fees. They are supposed to invest for you. They invest for themselves…read more Has no interest in investor's interest. Merrill Lynch will take your money and charge you high fees for very low return. That is my formula for a winning investment advisor company.

Josh has been my advisor for almost 8 years. I've never had a single concern and he's done a great…read morejob. Rosemary and Josh never miss a birthday call and always want to give an update when markets are volatile. I never feel out of the loop with this team. Thank you both for everything you do, I appreciate y'all!

I've been very pleased with Josh. He's hands on, and very involved, communicates well, and is…read moreupfront about everything. He provides great service, in a way that many are lacking these days. My account has performed well with him at the helm. I highly recommend him, and would encourage others to utilize his services.

I have known a lot of advisors over the years, but there have been none I have felt more…read morecomfortable with than Adam. He's put in the time to get his CFP license and gain the credentials beyond the basic industry standard, but more importantly, he's a good guy and a great communicator. For anyone looking for an advisor in the north, you should definitely give Adam a call.

Adam has been our advisor for three years now. He has helped us reach and go beyond our financial…read moregoals. We have been extremely impressed with his attention to detail, availability and determination to get us the best answers for our financial planning and retirement questions. We have recommended him to numerous friends and family in the market for a financial advisor.

We were there at 1:57 on December 28, 2024 for a simple transaction. The lady at the counter said…read morethat she was not taking any more customers when we were standing in front of her and no one was behind. We will reconsider Bank of America as our main bank due to the recurring poor customer care. I'm deeply disappointed by how this bank has deteriorated over the last few years!

We have had an account here for years and this location has been outstanding in all respects. Kevin…read moreBaker is our go to guy for issues for example when we screw up and pay the wrong vendor on bill pay and the vendor who got our money says "we didn't receive a Payment from you.." or/and/have decades old savings bonds that we want to unload. He is incredibly patient and could Not be a nicer human being.