I attended one of Arika's dinner seminars last week and I fully intended to just get a free meal,…read moreas I already have a financial advisor, but by the end of her presentation I wanted more information. Today I had my meeting with Arika and made the switch to work with her. She reminds me a lot of myself. I love how she wrote things on the white board and explained them to me and let me make my decision based on that. She reminded me of my 1st financial advisor, who I loved, unfortunately she retired. Anyway she did the same thing. I think I enjoy working with women better than men. I just feel a stronger connection. Anyway, tonight, I'm excited, about my future. My current financial advisor told me I was a bit behind on my retirement and that when the day comes I may need to move to someplace less expensive. Wait...whaaaat, my mortgage is less than $1,500, I'm not sure where I could go anywhere in the US and have a less expensive mortgage. Anyway I felt the connection to Arika immediately, tonight I feel relief and hopeful. I loved hearing how I've done a good job preparing for my future. Bravo to me. The biggest piece of advice is pick someone that you feel comfortable with, and that you can trust .

I cannot say enough wonderful things about Arika Larson. She helped my parents navigate their…read moreretirement planning and guided them into a safe money vehicle, turning what we anticipated to be a confusing and stressful experience, into an experience that was outstanding from start to finish. From the very first interaction at her dinner seminar, Arika was kind, patient, and incredibly knowledgeable, which encouraged them to make an appointment later that week. During their appointment, she took the time to truly listen to my parents' goals and concerns, explained everything clearly (without pressure or jargon), and made sure they fully understood their options before moving forward. Her ability to break down complex financial concepts into plain, reassuring explanations made all the difference. What stood out most was how much she genuinely cared. She wasn't just selling a product--she was focused on protecting their money, minimizing risk, and importantly, giving them peace of mind. My parents felt respected, supported, and confident in their decisions, which is priceless. If you're looking for a financial advisor who is trustworthy, highly competent, compassionate, and truly has your best interests at heart, we wholeheartedly recommend Arika Larson. J. Lee

I am so grateful for Steve; for his patience and knowledge…read more Terrified at the thought of doing my taxes, I put it off. Way off. But Steve swooped in like a super hero, put my fears to rest and helped me out. He wasted no time and he is worth every penny.

I was looking forward to trying out Steve based on the glowing reviews he's gotten, but I left a…read moremessage over a week ago regarding an urgent tax situation I need help with and he never returned my phone call. So I called another CPA listed on this site (Mark Iffrig) and he not only answered the phone himself on the second ring, he asked me questions to help determine if he is a good match for my tax needs. Finding that he was indeed a good match, we scheduled an appt for early next week. If all goes well, Mark will probably be my tax guy for years to come. So Steve missed out on years of business with a potentially devoted client!

Steve was very helpful, right from providing us with a pre approval letter through the holiday…read moreweekend. Answering all the questions about mortgage and closing costs we had and help us make an informed decision. Highly recommend their service, and thanks to Steve and team.

The folks at Sammamish mortgage including Trevor and Priscilla almost cost me our house. We've…read moreworked with 2 other lenders, including Bank of America and had decent experiences where our lenders were personable and had close relationships with the underwriters. I'm not 100% sure with Sammamish but it seems they are just an intermediary and do not have close understanding of the underwriting process. Trevor was unreachable by phone and would e-mail me back or call back a day later. Priscilla seemed to be off or have a vacation notification on every time I tried to email her. Without warning us, Trevor went on paternity leave the week of closing, and Priscilla left on vacation. We were left with their supervisor who was 100% more competent, but extremely busy. Right before closing, Trevor also told me that we either needed to buy down more interest and pay them more money, which didn't make sense as we bought a house that was 1/2 our purchasing power. Our realtor emailed and called them (we had given consent) without any response and noted they were one of the worst and most nerve wracking groups she had dealt with. We had no idea if we would close on time, even the day of closing. We were living in an AirBnB and not sure whether we would be homeless the next day or if we should book a hotel. When I spoke with Stacey their supervisor about this the day before closing, she said "this isn't even as close as we come sometimes, don't worry!" which made me worry even more. I just found out that they immediately transferred our loan to another bank a month after closing. They have a ton more reviews than other servicers and I would be extremely concerned some of them are fake.

This is a top-notch CPA firm in Bellevue. The accountants are really knowledgeable and friendly. We…read moreare really satisfied with their services. Our families have used them for accounting and tax preparations for more than a decade and are going to continue to have their services in the future. No doubt this firm is highly recommended.

Had some complicated taxes due to marrying my wife so I reached out to Christopher Huang CPAs. Had…read morean informational where everything was broken down for me. They charge based on each form instead of hours so pretty nice unless you have a ton of forms. Went back and forth for a while with providing information and sometimes it would take them some time to get back, but overall a great experience. They do a lot of double checking and even filed my extension for me since I was waiting on some other things. Everyone is courteous and really nice.

Blue Mountain Wealth Management takes a truly personalized approach to your financial success. By…read moregetting to know you and listening to your goals, Nathan aligns with you, providing a comprehensive perspective, guidance, and unwavering support. Nathan is personable and trustworthy and will put you at ease during these times of market volatility. By staying focused on your individual investment strategy and the big picture, he'll help you avoid emotional decision-making to help you reach your long-term investment goals. He definitely comes highly recommended!

Nathan is everything you'd want in a financial advisor, knowledgeable, thoughtful, and genuinely…read morecommitted to your success. He takes the stress out of financial planning and turns it into a clear, empowering process. With his guidance, I finally feel in control and excited about my long-term goals. His insight and dedication are unmatched and you'll walk away wondering why you didn't start working with him sooner.

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.

Mike and team bought our prior accountants business. The first year after the purchase we were…read morecharged double what we used to pay and this year we were charged triple what we used to pay. I have no problem with the quality of their work, but if you are doing anything other than the simplest return you may want to shop around, they are much higher in costs than most other agencies in the area

I was referred to Mike by a good friend to file my tax return this year. When I first met with…read moreMike, he asked questions about my tax situation and patiently answer them all 1 by 1 to make sure understanding my case. He even helped me review my past 5 years tax returns to make sure they were filed correctly. Needless to say, he spotted a few mistakes I've made from the past year tax returns as I prepared them from Turbo tax online and through some CPAs my former employer filed when I was employed at Cisco. He was able to help me prepare an amendment tax return to get back additional refund I supposed to get from the error I created. I'm now confident to say I have found the right accountant to prepare all my tax returns in the future! Mike was also very helpful in providing me advice and assisting in setting up a business with my sister in Santa Clara, CA. He made sure we were taken care of in every step from purchasing the business to setting up the business, bank accounts, payroll, and purchasing land, and taking care of every minor detail in the process. He is one of the most well connected people I have met. His connections are all over the globe. I have worked closely with him and his staff and have gotten to know his family very well over the past 4 years, and I can tell you that you will never meet such knowledgable and lovely people. A huge thank you Mike and your team for constantly providing me advice and counseling over the phone without ever charging me a dime.

Five stars, hands down. I have been a HighTower client for a few years working with Randy…read moreWilliams-Gurian. The level of service I get from Randy is unparalleled. He has been able to help me make sound forward thinking decisions about my investments and is always available to offer advice. Randy has become an essential trusted advisor I cannot do without. I do not hesitate to refer my friends and family to him knowing they will be in good hand and receive the very best guidance.