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'm a small business owner in Bellevue, and I needed to make a change to my existing policy. The…read morebroker we started with was unresponsive and when he did respond, gave me information that seemed suspicious and would also have drastically increased my premiums. I called Dee at Pro Benefits and she jumped on helping us on the spot. Within an hour of our first conversation, she sent me an update on the steps she'd taken to look into a solution. All of this was in the middle of the COVID-19 early days of the shutdowns, and while she was working remotely. I felt like a valued client before I was ever an official client at all! By the end of the day I'll have officially ditched the other guy and switched to Pro Benefits. I have high standards for professionalism and service as a business owner myself. These folks impressed me.

The feeling when you've found a trusted partner and all you have to worry about is if they ever…read moredecide to go off and do something else... Been with Pro Benefits for 2 cycles now and they are on-top-of-it. You don't feel like just another paycheck and they are dedicated to doing their best. So much so I felt obligated I had to get off my butt and give them a great review here.

Grant and the team at The Monson Group really are experts in their industry. From the very first…read moremeeting, their knowledge and passion is obvious. Their approach to financial planning is more than just investments, it takes every piece of a person's financial future and security. I would recommend this team to anyone at any level of financial planning.

Grant is passionate about the people he helps, experienced and brings a ton of integrity to his…read morebusiness. I found Grant easy to visit with; he has deep expertise and I've recommended him to several people. Few other planners seem to take his sincere, holistic approach. The Monson Group can help you coordinate your financial affairs.

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.

Taylor was prompt at getting back to me. She was patient with my repeated questions. I easily…read moreadded an umbrella policy to my cars/home lower than another insurance company I checked with.

I've worked with them for many years and will continue and recommend them to anyone who needs…read moreinsurance.

I have been working with Bob MacRae for several years. He helped my husband and I develop a…read morefinancial plan and strategy that allowed my husband to retire after a medical issue. I am very appreciative of his support during a difficult period. His guidance has provided us with an increase in our portfolio and with his support, I am confident in my family's future. Because I trust his advice, I recommend him to my friends and family.

Beware of Robinswood financial - Had our money there for several years, just recently dug into our…read morefinancials in the last prep to retirement and was shocked at how poorly the accounts were doing. Bob Mcrae has absolutely no idea what he is doing, and if you ask him ANY questions, he becomes extremely defensive. He only has a certificate of some sort, NO college degree whatsoever. Ugh. The returns were so BAD! When I asked questions on the 'strategy' and asked for some changes, he became hostile and lost all composure - then got weepy, made excuses & offered to remove all his fees for a year in recompense. Bizarre. His incompetence cost me plenty.

My wife and I are in our 60's. We have moved from state to state, job to job. We have never felt…read moreas well cared for and covered for insurance as we have with Fit insurance. Peter and his team take the time to know us and our insurance needs as people, not just clients. Last week we needed to make a minor change to one part of one of our policies. Peter went above and beyond what we were expecting. He scheduled a lunch with us and did a complete review of all of our coverage. He recommended a number of changes that had nothing to do with our immediate situation. He found a new company for both our auto and renters needs. It was better coverage (a lot better) for a much lower price. Hundreds of dollars per year will be saved. We had our new auto insurance card by email later that same day. (Thank you Sabrina.) Awesome. A lot better than getting insurance advice from a green cartoon lizard. Check these folks out. You will be VERY glad you did.

Longtime client, service fell off about a year ago. Slow on basic administrative requests, did not…read morefeel prioritized.

Working with Scott Bastianelli at Cornerstone has been a truly positive experience. Scott…read moreconsistently took the time to listen attentively to my concerns, demonstrating genuine interest in understanding my needs. Scott's expert advice was not only thorough, but tailored specificially to address the issues I raised, which made me feel confident in the direction we chose together. Throughout our collaboration, Scott maintained clear and proactive communication, ensuring I was informed every step of the way. I greatly appreciate his professionalism and commitment, and I look forward to working with him in the future. Leslie Delfin

They are a well informed caring group of agents. They are knowledgeable and caring. You cannot do…read moreany better.