“We’ve been really pleased with the always prompt response and believing in their integrity“
9AM - 6PM
4440 S 160th St, Tukwila“Tyler is very knowledgeable. He helped us to organize our messy portfolio and consolidated our investments while decreasing the fees we were paying. He is always available to answer questions and support us in meeting our financial goals.“
“Exceptional service and financial expertise. We highly recommend Mr. Stanton for your long term financial planning needs.“
Closed today
22307 Marine View Dr S Ste 101, Des Moines“Dixie has filed my taxes for the last 3 years. She is always professional, thorough, and efficient! Her assistant is quick to schedule a tax appointment (during what I'm sure is a very busy time for Dixie) and before the appointment is very communicative, providing reminders and a list of everything I should bring to make sure that my taxes can be filed most efficiently. Dixie's knowledge and experience is extensive, and it's obvious in the care she takes with my money. She makes the overwhelming task of filing taxes simple and easy. I plan on continuing to trust Dixie and her team with my taxes and financial needs, and I highly recommend them to anyone in the area!“
8AM - 5PM
431 SW Ambaum Blvd SW, Burien“Can I give 10 stars? Amazing staff. Very professional & Janice is the real deal. She cares and works so hard for her clients and the local community.“
8AM - 4PM
13231 SE 36th St Suite 215, Bellevue“Joe Maas and his team at Synergy are world class. Brilliant advisory services, and holistic planning.“
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