2020 Financial Planning LLC - Seattle (WA)

James A. Loaris Jr. Your Tax Solution: Fast, Friendly, and Flawless! Rating: ⭐️⭐️⭐️⭐️⭐️ Look no further – Ive found the absolute best place to have your taxes done, and its an experience worth raving about! This hidden gem combines speed, friendliness, expertise, and respect, creating a seamless and stress-free tax preparation process. From the moment you walk in, the staff exudes warmth and friendliness. They understand that tax season can be a stressful time for many, and they go above and beyond to make you feel welcome and comfortable. The atmosphere is relaxed, and youll instantly feel like youre in capable hands. What sets this place apart is the incredible efficiency without sacrificing an ounce of quality. The professionals here are not only speedy but also highly informed. They navigate the intricacies of the tax code with ease, ensuring that you receive every deduction and credit you deserve. Its a testament to their dedication to staying up-to-date on the latest tax regulations. I was particularly impressed by the straightforward and transparent approach. No confusing jargon or hidden fees – just honest and clear communication. The staff takes the time to explain every step of the process, ensuring that you understand your tax situation fully. Its refreshing to work with professionals who value transparency and respect your time. Respect is a key theme here. The team treats every client with the utmost respect, regardless of the complexity of their tax situation. They listen attentively, address concerns, and provide tailored solutions. Its evident that they value your business and are committed to building lasting relationships based on trust and mutual respect. In conclusion, if youre tired of the hassle and headache that often comes with tax season, look no further. This is not just a tax service; its a partner in your financial journey. Fast, friendly, informed, respectful, and straightforward – this place has it all. Trust me, you wont find a better place to have your taxes done. Its the gold standard in tax preparation, and once you experience it, youll wonder why you ever went anywhere else.

Joshua Meyer Ryan Wingfield is an outstanding insurance agent—personable, professional, and genuinely looking out for his clients. He’s always attentive and quick to respond, but what really sets him apart is his initiative. One time, without me even asking, he reached out just to let me know about a way to save money on my policy. That kind of service is rare. I highly recommend Ryan if you’re looking for someone who actually cares about your coverage and your budget.

Raj P We have been clients of Sustainable Wealth Management (SWM) and Todd for many years. Their team has done a superb job of consistently providing timely advice an guidance on a number of investment and financial planning questions. Todds greatest strength is in providing himself as a sounding board for making investing decisions and to continue to check in with us to ensure our actions are consistent with our long term goals. SWMs entire group excels at creating personal relationships and are always available to meet in person or take phone calls. We highly recommend Sustainable Wealth Management for your long term financial planning needs.

Maria *Lupita* Torres My experience here was great! Muy amable Lenny, very nice and professional. He made sure I understood everything through the whole process. Coming from someone who never asked a lot of questions I never needed to because Lenny had the answer before I could even ask the question. He’s bilingual and made me feel comfortable the whole time even if I would’ve decided to not move forward with a policy he always kept my priorities first. Highly recommend!!

Andrew Ketterling Becu is an awesome bank, been a member 6 months. They offer great services and went in today to get a personal loan. Sam was super knowledgeable and had excellent communication on helping out with the loan. Sam also set us up with a refinance on the car loan, saving us a lot of money. Sam was super helpful. Thank you!

Alee Meneses I needed to purchase 150k in inventory but had last minute unforeseen expenses. I was 50k short and could not get a conventional loan. I heard about Advanced Financial Services from a friend, a fellow business owner. I didnt expect to get funded but I applied anyway. To my surprise, within a couple days of applying I had been approved! The 50k was in my business bank account within 2 weeks and just in time to purchase my inventory! If not for Advanced Financial Services I dont know what I would have done. I would have been forced to close my doors. Thank you Mr. Anthony Sims!