Every time i have interacted with Schwab the courtesy, professionalism and service has been superb…read more Although I rarely have occasion to visit the office in-person, when I do everyone is friendly, well dressed, the big screen TV has CNBC going, and free coffee. Love it. Schwabs electronic year end statements aand integration into tax software is a real plus too. Pricing might be a bit higher than competitors, but the service is well worth it. Definitely a life-long customer. Keep it up Schwab!

Love, love, and trust this bank. They know me, take care of me AND are very price worthy,…read morerecommending low load and index funds.

Very Impressed! I had my initial meeting today. Not only telling me I am already on track to my…read moreretirement, they told me there was nothing left to change. Also gave me good advice (at no cost). Didn't try to force their service on me. Told me to reach back out to them in 5 years. I wish more companies worked with this kind of honest integrity. Very impressed!

From the owner: "When can I retire, and how much money can I spend?" These are the questions we answer at The…read moreRetirement Solution. We help our clients succeed in retirement by identifying the income they will need and want every month for the rest of their lives without running out of money. Our comprehensive retirement distribution plans are designed to protect your income from stock market fluctuation so that the money you worked so hard for will be there for you. We create cash flow by reducing taxes and increasing income. Every planner in our firm has distinctive strengths and varying backgrounds, resulting in thorough and effective guidance.

Sound Planning gains customers by educating them before they are customers - we were nearing…read moreretirement and needed a hand navigating Medicare and did we have enough for the future . We first went to their free seminars, about 8 hours worth, and signed up. We are very pleased that we were assigned to Loren, he is easy to reach anytime with questions.

Loren and Gretchen took the time to ask us about lives and genuinely care about how we are doing…read more We truly know they want to help us make good financial decisions and aren't afraid to give suggestions that may not benefit them. We have been clients for 9 years and wouldn't want anyone else to help us with our retirement accounts! SPG is AWESOME

Bert is a down to earth but knowledgeable resource. During this volatile financial market, I feel…read morelike it's even more important to trust the person who is watching out for my future. Bert is always willing to go the extra mile and treats us as equals in the decisions that are made.

One of the "advisers " here royally dropped the ball on my account. He was fired, but his…read moreincompetence is still affecting me. Not happy

Calen is an extremely trustworthy and caring person inside and out. My husband and I were looking…read morefor an advisor to help us with wealth management and planning and Calen was very knowledgeable and truly an expert. We will continue to use his services to reach our goals. He also helped with tax savings and I know it's early but we are well on our way with a solid retirement plan.

Calen Johnson has been my financial advisor for the past 2 years. He is a man of God, a man of…read moreintegrity and someone I trust with my finances. I highly recommend this good hearted and caring individual. He is not too pushy and is highly respectful. I have faith that he will be able to help anyone who have plans for retirement or just need a little financial guidance. You will be blessed if you try him, I guarantee it!

Max takes time to ask the right questions to understand what your financial goals are and he can…read morehelp create a financial plan to achieve them. Meet with him and you will know why I give him 5 stars!

From the owner: Making Sense of Investing…read more 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.

When I worked in the corporate environment, I never had a problem earning money. Saving it was…read moreanother story...but I was making enough that frankly it didn't matter as long as the paychecks kept coming and the 401K savings was auto-deducted. It wasn't until I made the leap to small business owner where my deeper underlying money beliefs reared their ugly heads. Things got super real...in not a good way. My chronic tendency to depreciate the value of my heart-centered hard work meant that I was constantly underpricing and in a state of "not enough". I've been working with Heather for a few months and have been amazed at the shifts. Starting at the first meeting we were able to access and clear some of the mistaken beliefs that I have about money (tied to old but subconsciously powerful traumas). I've raised my rates and started being able to self-regulate when fear and anxiety raises it's ugly head. I've taken a number of classes on the mechanics of handling money..but working with Heather is the first time that we've gotten to the underlying reasons of why. Highly recommend!

From the owner: Money Mentoring, also known as money coaching, gives you the practical skills to trust yourself in…read moremoney matters by bringing to light the beliefs and attitudes that may be influencing your money behaviors. You will be guided to create a customized spending and earning plan that is specific to your individual needs and wants. This is a process that unfolds over time, helping you to become more aware of your finances and building your financial muscle

I have the majority of my holdings with Sant McMahon & Associates. They offer prudent, thoughtful,…read moreand logical advice that has helped me create a solid financial plan for my future and the future of my family. Steve asked the right questions to help me decide what my own goals are, and then provided great suggestions without being pushy. I absolutely recommend you visit with him, and you will know why.

While in graduate school at the University of California, Berkeley (2015 to 2019) the institution…read moreautomatically took a very small sum from a subset of my paychecks and put it into a retirement account. My retirement account was/is through Fidelity. When I returned to Washington State in approximately October/November 2019, I looked up to see if Fidelity had in-person offices I could go to and ask some general questions about my account to. I found this location, however I did not immediately visit as I worked through most of my questions, such as how to change my address on the account, on my own. After checking the online balance and withdrawal process, I decided it was time to come in and just ask if I could withdraw funds. I had not talked to a Fidelity financial advisor before and was uncertain as to if/how to withdraw funds. Remembering this location, I arrived a little after 11:00 a.m. this morning, Thursday 5 October 2023. Parking spaces were easy to navigate and the entrance easy to find. The interior was pristine and a friendly front desk worker, who I decided to term my financial advisor, greeted me. I asked if it was possible to withdraw funds from my account, to which he walked me through an example of what it might look like/entail to withdraw funds in full or partial amount from the account. Since I did not have my account details with me, he used my ID to pull up the account. He was friendly and knowledgable. The two big drawbacks I found out to withdrawing funds at my age (approximately 31 years old) were: 1) taxes, and 2) a 10% penalty for not being 59.5 years of age or older. This was very helpful information, as was the two general withdrawal options for a partial withdrawal: 1) a set withdrawal amount, or 2) a set in-your-pocket amount. My tiny little brain and I left with much to think about and I was happy to visit and get some guidance.

We were assisted by Keaton, who went well out of his way to make transitioning funds from our…read moreaccount to another as smooth as possible. His customer service skills are nothing less than outstanding! We hope he is recognized as a superior up-and- coming individual in the financial community. I highly recommend you ask for him specifically when bringing business to this Fidelity branch.

Excellent service from Sumeet! Was able to do everything online, completely solved my IRS issue,…read morevery happy with the service I received. She is very helpful and responds quickly.

Sumeet was very personable and professional all at the same time. She handled my case with…read moreexpertise and I would highly recommend her.