Financial Planners near Vashon

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“These guys are great! Always taking the time to educate me on my financial options and looking out for their clients best interest! Thanks Briarwood!“

“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.“

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“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!“