Apex Tax & Financial Solutions - Kent (WA)

Karen Thompson John, and Theresa, the office manager, are top notch. They have been so helpful to us over the years & we trust them to take good care of our retirement nest egg.

stickmanz Its a credit union, why would you go anywhere else? Their tellers are actual bank tellers and not salespeople. Theres no BS fees. Their open hours could be better, but their app is amazing.

Kasey McKillip I had a great experience with The Petricic and Phillips financial group. They were very knowledgeable and helpful in guiding me through my financial planning. They were able to answer all of my questions and provide me with a clear plan for my future. I felt like they really listened to my concerns and tailored their advice to my specific situation. Overall, I would definitely recommend Petricic and Phillips financial to anyone looking for financial guidance.

Judy Herman After promising me that he would help me thru my current situation. He left for a bigger office. I m sure he didnt mean to be selfish but he left me with someone I dont know

Jo Gerdin Steve was fantastic in helping us roll our 401K account into a new IRA. He was very patient and was willing to come to our home to learn more about our specific situation and to help us finish paperwork. He also helped us with some long term planning and budgeting and helped us put another 100K into the markets. He did. a fantastic job.

Brooke Nelson We truly appreciate the attention to detail and the attention to our changing goals. Our investments are evaluated on a regular basis followed up with an annual meeting with Jennifer Ciarlo our financial advisor. I have referred my friends and family. Highly recommend!

Rachel Frankel As an Independent dealer, we have many choices for helping our customers access easy and affordable financing options. Joe and Shannen are wonderful people both as business people and on a human level. The company allows for a few past mistakes, while also allowing customers an opportunity to rebuild their credit and move past their past. At Lendmark, you can expect a personal approach and a level of care and consideration on an intimate level. Your business is appreciated and service is their super power. Thank you for always being a part of our Lending team. ❤️

Jennifer Sorn Josh at Highstreet Insurance is exceptional! He’s genuinely kind and truly cares about you, your business, and your insurance goals. Working with our non-profit, he went above and beyond to tailor solutions to our unique needs. I highly recommend Josh and Highstreet Insurance for outstanding service!

Tina Moon My husband and I have banked here almost 15 years, and have had several different types of accounts. This is the absolute best bank there is. The employees go above and beyond to help their customers and truly care about them. Jennifer is an incredible person. I highly recommend this bank.