Arnone Wealth Management - Clarkston (WA)

thomas cummings Alvin and his team were a pleasure to work with for my small business and family taxes. I would highly recommend his services. He is informative, and will give you the education to understand all of the reasonings behind his suggestions.

Anna Empey Our company has been using GFG Financial since they were Burt Tax with Nathan Burt. They have been great! Bi weekly, our payroll is completed by some fabulous people! Their team is always on top of my payroll mistakes, and fixes all our issues. I appreciate this company and completely trust the great people who work on our payroll and taxes.

PJ R’man We have moved ALL our accounts--brokerage, retirement, HSA--to Schwab in the last few years. Most recently, we moved a brokerage account from E*Trade/Morgan Stanley. ETrade/MS was impossibly frustrating and has taken TWO WEEKS to give me my money (still pending) and charged two very large fees while they were at it, one from our existing account AND one from our NEW account with Schwab. Why two fees? Im sure ETrade/Morgan Stanley splits them in order to hide them since I only found them among the downloaded transactions I happened to capture before they locked me out and the description on one of them was just "Brokerage to brokerage fund transfer." NOT COOL. I called Schwab for help in figuring out what the other firm was doing and if it was really legal, and Schwab REFUNDED BOTH FEES to us! Amazing. Schwab has real people to help us by phone 24 hours a day, every day of the year--REAL HUMANS. They are extremely helpful and, dare I say, show compassion and ethics. What a concept. I cant say the same for ETrade / Morgan Stanley. So, to recap: I highly recommend Schwab and DO NOT RECOMMEND EVER E*Trade NOR MORGAN STANLEY for your money!

Addy Cook-Clare I have no clue what the negative review is about. Gracie was referred to me by a client who was raving about her due to the status of their investments. I had a wonderful experience with Gracie and staff. Very responsive, professional, and profitable. Would recommend Gracie to anyone who needs financial advice or investment expertise. Thank you so much!!

Martin Hogrefe I was treated with respect by my tax pro. She walked me through the whole process step by step making sure I understood everything. She got me the maximum refund I could get. Plus she went above and beyond her job and helped me with a possible scam. I like my tax pro, she always takes very good care of me.

Tim King I liked best that I didnt have to do extra work learning what you do to do my taxes the right way. I gather the info, send it to you and its done before I know it. If you want someone who knows the ins and outs of taxes and who stands behind you than Erickson Wealth and Tax management is the best. And yes, I will suggest you to my friends.

Teresa Vinyard Excellent Service. Many years of financial experience