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A
" and Her team did an excellent job. I was tasked of having an estate sale for a relative. I did not know where to start. " and her team came in insured me they could handle the sale and clean everything out of the 2500 sq ft house afterwards. The items that didn't sale , was able to place in a well known antique shop. is a woman of her word.

-Sharon A.

A
"We have not had any issues with them filing our taxes. They are always here to answer any questions. We have felt very comfortable with them. They are available" when we call or they return our call promptly. They are very knowledgeable and were able to guide us to where we should invest and see return. They are caring and never pushed us into something. They are compassionate.

-Franklyn D.

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Financial Advising reviews in Gig Harbor

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Rating
Excellent. came in to clinic to talk with me regarding saving us money through our credit card processing. He set us up with terminals and assisted us through the whole process. saved us a lot of money. He is always available for any assistance,information and help that we need.He made the switch over ...More very easy and fast in our busy clinic. He is a very dedicated to his profession.
- julia G.
A

Rating
I called out of the blue and asked for a consultation. It turned out that he wasn't the appropriate person to call, but he talked to me anyway, at no charge. In the course of that call, I sensed that is extremely intelligent and well-versed in his field. If I do need his services in the future - based ...More on that call - I would seek him out immediately.
- Caron W.
A

Rating
I had the opportunity to speak with EJ today, in regards to some issues that I am having with my credit card co. After I explained my situation we spoke in depth about credit card settlement and what my options would be. I was so impressed with his knowledge
and expertise in all aspects of credit card debt. He was truly concerned as to how my ...More decisions would affect my credit score.
Thank you EJ for all the information you shared with me today and helping to set my mind at ease. Sincerely, AP
- Annette P.
A

Rating
I am a single mom and have made some bad financial planning decisions in the past as it relates to term life insurance. Mr. (owner of & Associates) took the time to educate me on the best life insurance options that would give me the flexibility I needed in the future. Additionally, my son's ...More were left $80,0000 a piece from their paternal grandparents who died earlier this year. Because they are both minors, I wanted the money placed in a Trust until they turn 18. Mr. provided me with several options and explained the pros and cons of each of them.
He is a gifted teacher in what he does and I would highly recommend him for any services related to Financial and Retirement Planning. His passion is people and it is reflected in his professionalism.
- Roxane J.
N

Rating
The whole process went great. There were no problems and the financial adviser I worked with was very helpful. The whole process took less than a week and I was able to complete the purchase of the property I wanted to buy.
- Lisa H.
A

Rating

My primary reason for contacting Mr. was to get long-overdue input on my financial investments (and debt) especially my 401K. I work for a large company and we have multiple investment options in our 401K. The company suggests we purchase services from a particular "group" to get input on our 401K elections-OR-we ...More can manage it ourselves. Well I preferred to have an external set of eyes on my investment options. My concern is the recommended "group" might have a lot of people who are perhaps not very experienced to advise me, or they'd have some cookie-cutter formula for advising people in general that wouldn't be tailored to my situation in particular, or they'd have some bias in telling me that my 401K investment options were great...but what if they really weren't ?? I wanted to pick someone with more experience (and references, hence Angie's list) and no reason for bias.



I contacted Mr. via Angie's list and he responded very quickly. He provided me with some detailed paperwork to fill out. I have to admit I was a bit discouraged by the paperwork at first. But then I thought, well, the more information you provide him, the better he can help you. If he were to advise me without collecting much information then he's not giving me informed input based on my whole financial picture. I work in a different field, but the same rules apply. To be clear, the questions on the paperwork are not difficult, it just took a little time to find balance information on statements (for example). Mr. also told me to feel free to contact him with any questions I had when completing the paperwork so I felt comfortable that I had help if needed. When we met in person he really took time with me. He responded to all of my questions. He also asked follow-up questions to make sure I understood his responses. I don't know a lot about investments/retirement planning so I really learned a great deal. I also appreciated that he was able to convey the information in a way I can understand. He asked me if I had any more questions several times before closing our meeting (I kept coming up with more- I like to learn as much as I can from experts!). He told me not to hesitate to call if I came up with any more and (of course) shortly after our meeting I thought of one more nagging question. I called him and left him a voicemail that it wasn't urgent, if he would call me within a week that would be great. Mr. called me back - within an hour! Mr. emailed me documentation of his recommendations from our meeting. He even called me to be sure I received and understood the email. I highly recommend Mr. , he is very knowledgeable, thorough, patient and pleasant to speak with. I came away with the information I hoped for and more. I plan on using his services again in the future.






- George J.
F

Rating
I am an attorney. ("CSC") provides various services to assist businesses. The Gesmer law firm put my name down as the billing recipient for its services. CSC did not check with me about this. It just did it without my consent. My client and I have been trying to get my name removed from ...More the account since September 1, 2015. CSC refused to remove my name even though it did not have my permission to place my name on the account in the first place. Apparently, CSC will put anybody's name on an account without the person's permission just because some third party tells them to. Then CSC will not remove the person's name without the third party's consent. This is an unconscionable business practice.
- Preston B.
A

Rating
was phenomenal. She made a very boring subject bearable. It was enjoyable to listen to her because she was having fun with it, which in turn helped me to have fun with it. We were joking back and forth, so it made it very interesting. She was very professional and I learned everything that I was supposed to learn about reverse ...More mortgages. I have listened to this course twice before because of 2 other companies that I have looked at for reverse mortgages and this time around was MUCH more enjoyable. The other two companies that I used were HORRENDOUS!
- SIDNEY H.

Financial Advisors in Gig Harbor, WA

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

A Street Investments

219 Legion Way SW, Suite 203-B
Olympia

ABBA ACCOUNTING MORTGAGE BNKNG

10603 4TH AVE W
Everett

Accelerated Benefits

5880 Venture Drive

Accounting Resource USA

PO Box 362
Kirkland

AGP Wealth Management

126 Wells Ave S.
Renton

Allegiant Group Inc

189 W Clarkston Rd

American Mortgage Inc

14450 NE 29th Pl # 101
Bellevue

Andrew AJ Thibeault, Wells Fargo

5790 Soundview Drive Suite 101
Gig Harbor

ASG Oil & Gas Solutions, LLC

15515 SE 178th Place
Renton

AXA Advisors LLC

10500 NE 8TH ST
Bellevue

B Cox Planning

3110 Judson St., PMB70
Gig Harbor

Balance Financial

1800 112th Ave NE
Bellevue

Balance Financial Planning

755 south Tyler st

BANK OF AMERICA MORTGAGE

10500 NE 8TH ST
Bellevue

Basilica Wealth Management

755 Winslow Way E
Bainbridge Island

BENITZ & ASSOCIATES, INC

112 3RD ST SW
Puyallup

BetaFrontier, LLC

858 North Franklin St

Bright Debt Consolidation

1208 South Jackson Street

BUCKINGHAM GROUP

20205 144th Ave Northeast
Woodinville

Business Guardian

14938 Terra View St SE
Yelm

Charlie Foster - COUNTRY Financial

16821 SE McGillivray Blvd
Vancouver

Chuck McFarland State Farm Insurance

9776 Holman Road NW
Seattle

Cobalt Mortgage

10900 NE 4th St
Bellevue

College Funding Solutions

PO Box 15722
Seattle

Cornerstone Financial Group

1201 Monster Rd #320
Renton

Csm Financial Solution

4926 Switchback Loop SE
Lacey

Dawson Accounting -N- Consulting LTD

18610 Occidental Ave S
Burien

DOCUMENT RESEARCH ASSOCIATES - CPA FIRM

2606 2nd AVENUE - #524
Seattle

DOUBLE D FINANCIAL

30682 MILITARY RD S
Auburn

Doug Jones State Farm Insurance

124 4th Ave S Ste 210
Kent

Duitsman Financial Inc

4314 148th Stree SE STE 102
Mill Creek

EDWARD JONES

5775 SOUNDVIEW DR
Gig Harbor

Edward Jones

45 Front St N
Issaquah

Edward Jones - Jeffery C. Pleet, CLU, ChFC

630 SE Midway Blvd
Oak Harbor

Express Loan Services

40910 Dorman Rd
Gold Bar

F.A.T. Freedom

4/41 Meinzinger Ave.

FINANCIAL ARCHITECTS

16275 NE 85TH ST
Redmond

FINANCIAL NETWORK INVESTMENT

5800 SOUNDVIEW DR
Gig Harbor

First Priority Financial NMLS 3257

1500 W 4th Ave Ste 410
Spokane

Freyman CPA, P.C.

57 Washington Ave

Hdi Financial Services

125 165th St E
Spanaway

Helcim

Suite 4200 - 701 5th Avenue
Seattle

HOMESTREET BANK

601 UNION ST
Seattle

Horizon Advisors & Securities America

31620 23rd Ave S
Federal Way

Hurley Williams & Cook PS

4312 Kitsap Wy Ste 102
Bremerton

iBank

3090F Pullman St

ICON Consulting

1412 112th Ave NE Ste 102
Bellevue

Insurance Connections Northwest

14042 NE 8th St Ste 105
Bellevue

IRA Valuations

3824 206th Pl NE
Sammamish

IRS Tax Help Team

1201 S Beach Blvd

Ivory Office Consulting Llc

5515 Steilacoom Blvd Sw Suite 108

James C. Howell CPA, PS

1400 112th Ave SE
Bellevue

JB Tax and Finance, LLC

14205 SE 36th St, Ste 100
Bellevue

JW Income Inc.

4616 25th Ave NE
Seattle

Knott & Company Tax Advisors

2501 Southwest Trenton Street
Seattle

Kubesh Investment & Financial

520 Pike Street
Seattle

Laurus Financial Group

33801 1st Way S Suite 261
Federal Way

Lendinero

848 Brickell Ave 603

Lockhart Professional Services

2013 Harkins Street
Bremerton

Lost Angels International, Inc.

1170 Peachtree Street NE

MBSI - DBA: Kiel Mortgage

604 Oakesdale Ave SW
Renton

MCDEVITT & DUFFY CPAs

330 DAYTON ST
Edmonds

McKeon Financial

1507 172ND ST NE
Marysville

Mercier Financial Group, Inc.

190 W DAYTON ST
Edmonds

Michael A Davis Consultant Inc

15127 NE 24th St
Redmond

MLJACKSON CPA

218 Main St.
Kirkland

Monetizer!

Everett

Mortgage One Northwest, LLC

8140 Freedom Ln NE
Olympia

Mortgage One Northwest, LLC

8140 Freedom Ln NE
Olympia

MUTUAL SERVICE CORP

3208 50TH STREET CT NW
Gig Harbor

MWBoone & Associates, LLC

777 - 108th Ave NE, Suite 2230
Bellevue

N R SMITH AND ASSOCIATES, PS

2120 CATON WAY SW
Olympia

Neal Freeman

18407 Pacific Ave South #24
Spanaway

Newground Social Investment

10033 12th Ave NW
Seattle

North West Planning Group

3214 W. McGraw Street
Seattle

North West Tax Specialists Inc.

12011 Northeast 1st Street #205
Bellevue

Palouse Credit Consulting

801 Ringo Rd.
Palouse

Pinnacle Capital Mortgage Corp

3906 South 74th Street
Tacoma

Portfolio Strategies Inc

1724 West Union Ave Suite 200
Tacoma

Providence Capital Partners, LLC

2505 Bel-Red Rd.
Bellevue

Raymond James Financial Services Inc

Member FINRA/SIPC .................
Bonney Lake

RJM Consulting, Inc.

7113 California Ave SW #4
Seattle

Safe Money Lady

P O Box 277
Littlerock

SMITH BARNEY

2727 Hollycroft St Ste 330
Gig Harbor

Spino Bonding Services

208 James St
Seattle

STAPP FINANCIAL PLANNING

1800 COOPER POINT RD SW
Olympia

SUMMIT FINANCIAL GROUP

6625 WAGNER WAY
Gig Harbor

Summit Financial Inc

615 Pasco Pl NE
Renton

Tacoma Credit Repair

728 Pacific
Tacoma

Tami R. Mrozek CPA, PLLC

15429 216th Avenue NE
Woodinville

Tax Assistance Group - Bellevue

601 108th Avenue Northeast, 19th Floor
Bellevue

Tax Assistance Group - Everett

22722 29th Drive SE, Suite 100
Bothell

Tax Assistance Group - Seattle

801 Second Avenue Seattle, Suite 800
Seattle

Tax Assistance Group - Tacoma

1201 Pacific Avenue, 6th Floor
Tacoma

Taylor, William A

7409 Greenwood N
Seattle

TekCollect

871 Park Street
Olympia

The Credit Guru

23632 Hwy 99, Suite F404
Edmonds

The Entrust Group

14205 S.E. 36th Street, Suite 100
Bellevue

The Mutual Fund Store

32225 Pacific Highway South, Suite 103
Federal Way

The Mutual Fund Store

20700 44th Ave W., Suite 120
Lynnwood

The Mutual Fund Store

1100 Dexter Avenue North, Suite 100
Seattle

The Mutual Fund Store

601 108th Avenue Northeast
Bellevue

The New Forest Company

1101 A Street Unit 2311
Tacoma

Tom Waiss Agency

1209 Market St
Kirkland

United Gold Direct

2945 Townsgate Road

USAA Bank

PO Box 33490

Van Winkle Insurance Group

13619 Mukilteo Speedway
Everett

VMS-Washington

11661 SE 1st Street, Suite 100
Bellevue

VNMutual Solutions Inc

1 Lincoln Centre

Voya Financial Advisors

6912 220th St SW
Mountlake Terrace

Washington Federal

337 High school Rd NE Ste F-2
Bainbridge Island

WaterRock Global Asset Management LLC

15912 Main Street
Bellevue

Welch Law Firm, PC

1299 Farnam Street, Suite 1220

Werner, O'Meara & Co

19109 36th Ave W Ste 213
Lynnwood

West Coast Funding Inc

18000 International Boulevard, Suite 100
Seatac

West Coast Lending Group

11000 33rd Place NE Place
Bellevue

Westwood Mortgage Inc.

9706 4th Ave NE
Seattle

Windfall Financial

7609 Steilacoom Boulevard SW, Suite 700
Lakewood

Woodinville Retirement Planning

19215 194th Avenue NE
Woodinville

WORLDWIDE BBMC

11540 Pinehurst Way NE, Apartment 110
Seattle

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