Well, I'd love to be able to provide a more personal review - but the online screening process they…read morehave to set up an interview rejected me. After answering their questions I was told I wasn't a "fit" for them. Given the fact that I was looking for some pretty complicated S-Corp tax and transition issues (which I expected to pay for), the only reason I could have been rejected was (i) I didn't list enough income, or (ii) the computer automatically rejected it as too complex (?) Hmmmh, not feeling warm and fuzzy about the whole "relationship" vibe they promote. UPDATE: Wow, super fast response to initial review (1/2 hr, maybe). Wish I could do 3.5, or better yet, 4 (if they had actually reached out instead of offering to help via Yelp). Sorry, need to agree to disagree. There weren't that many online questions, and one would hope the purpose was to match you with the right person. But 2 of the few questions were how much my company and I personally made per year. If the firm interests you, I would recommend you call them - not use the online gatekeeper. Other reviewers are certainly positive about their interpersonal skills. I'm was just turned off by the cold "sorry no" at this point.

Kyle was of great help!…read more I had a complex question and when I called, the receptionist patiently listened to my chaotic explanation, helped me decipher and organize what I was trying to ask, then set me up with a free consultation! The next day, Kyle called me and gave great advice for my inquiry! He was well informed from what I told his secretary, so I didn't have to explain everything all over again, and very polite. When I consider starting my business in the future, Nth Degree is who i'm calling.

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 love working with Phillips Insurance. Everyone there is so helpful. For example, Emily has walked…read moreme through the whole process of getting life insurance. She has patiently explained our options and helped us think it through. She follows up with reminders and checks in on the process. Even when we forget to mail things, she is kind and helpful. I highly recommend them!

Based on someone's online recommendation, I contacted these people for a quote and to change…read moreproviders. I was told how terribly backed up they are. Two weeks later, still no quote. These people are way to busy to handle any more customers, apparently. Do not recommend.

This seems to be a great team, focused on good outcomes for their clients. I have received great…read morevalue, including from the useful content on their website. I had requested a 15min free consult on their website on a specific topic. Dave Welty himself called me, set up time with his COO and himself, and they have spent significant time walking me through some important decisions since they saw it was time-sensitive for me. I'm not even a paying client yet so I am sure their clients are in good hands. They are definitely experts in their chosen areas, so check them out if that's where you need help. Whenever the time is right for me in the near future, they will be a top choice for me.

Dave Welte has put together a great team to provide the highest quality in the managment of retiree…read moreor pre retiree assets. I rest easy knowing that my portfolio is being managed with great care so I don't have to worry about it. I am sure I could not do as well myself and besides that I don't want to put in the time to try. Talk with Dave or one of his team. You won't regret it.

I love the fact that this small family business takes care of me in ways that my previous insurers…read morenever did in the past. There's a personal touch and caring feeling you get from every person that I've spoken with over there and they always get back to me promptly whenever I have questions. I highly recommend them!!

Natalie at Merrill & Merrill insurance made the process of transitioning from college and into the…read moreworking world a breeze. She made recommendations that helped keep my rates low but still gave me full coverage on all my insurance needs. The whole team is always quick, responsive, and helpful with any question I have. I know they always have the customer in my mind with every decision they make. The whole team at Merrill & Merrill makes sure any insurance need I have is as painless as possible. I would recommend their team to any person or family looking for insurance assistant!

Scammers, spammers, and crooks! Stay away from this business!…read more After getting inundated with an endless flood of junk mail from this company for over a year i decided to try and call them to get them to take me off their list. Automated message system and all the options went to a voicemail, but maybe they were all just away from their desks, so I left a message asking to be removed. I've called back a few other times, and it's always the automated system, and nobody is ever available to answer my call. Still flooded in unwanted junk mail. I looked this "company" up on yelp, and they have dozens of identical listings all across seattle with the same picture of the same creepy looking guy and a different address. There is no way that the same guy works at 20 different offices all across Seattle. This looks very clearly to be a scammer on yelp trying to get first on everybody's searches by listing his "address" right next to where you are. I *still* haven't been able to reach anybody from this company, but between their Yelp scam, their un-reachability by phone (unless they think they think they can get your money i assume), and their questionable and harassing marketing tactics, one would do best to STAY AWAY! Hopefully they learn to do business with integrity and honesty like many other companies do.

Huddleston Tax CPAs has been doing my taxes for both my personal and business for almost five years…read morenow and with each year, the experience just keeps getting better. They provide extremely detailed and current knowledge as well as a very personalized relationship that makes me feel that they are doing everything to ensure the most correct and biggest returns. John and his team are readily available with quick responses to any question I might have. I highly recommend HTC for their professionalism and excellence in service!

Lori Johnston is deeply knowledgeable, responsive, professional, and patient. She helped us and our…read moreattorney make quick work of complex insurance-related contract language that left a previous broker flummoxed.

Lori at Bordelon Insurance has provided excellent service for my insurance policy regarding a…read morevehicle that was imported and very tough to insurance. I had called all the big name agencies and they would not even touch the car due to not having a normal VIN number on the classic car. Lori however was able to get me a range of different options to insure my collector vehicle despite what all the other insurance agents had told me. On top of that it turned out to be the most affordable one too. She was always very patient and never pushed me into a decision. She is dedicated to her work and providing professional service. I would not hesitate to suggest anyone talk to Lori about insuring their vehicle.

I was looking for an insurance agent and came across PNW Financial. I requested an agent call me…read moreand someone called me right away, handled all my needs and got me the coverage I was looking for at a lower price than what I was currently paying. I decided to bundle my car, home and life insurance to save even more. They did an amazing job and were fast and efficient. I'd use them again in a heartbeat.

I had no idea where I should start looking when I decided to invest my savings and 401k until I…read morefound PNW Financial. I worked with Michael Bús and right away I felt he was competent and knowledgable in the areas of money management and the market. He gave me great advice and is quick to call me if he feels that my accounts could benefit in any way. I plan on growing my accounts and working with him long into the future.