Bellevue, WA Branch Office - UBS Financial Services Inc. - Bellevue (WA)

Melissa Knapp I’ve had the pleasure of knowing Anthony from Christensen King PC, and I can genuinely say he’s someone who brings professionalism, warmth, and a deep sense of integrity to everything he does. He’s thoughtful, incredibly knowledgeable, and always willing to offer helpful insight when needed. It’s clear that he cares deeply about the people he works with and holds himself to the highest standards. I truly appreciate his character and dedication.

Ethan Armstrong Simple to process, easy communication, helpful service, and swift completion. After multiple years of using online tax sites, we found that we had been missing large amounts from previous refunds. Neal, from Hearthstone CPA expertly helped us get what we were supposed to with speed and a patience that helped me concentrate on my job while deployed, and eased my wifes concerns at home.

Mitsy Hunter Mikes consultations are highly personal—theres no cookie cutter one-size-fits-all solution at Tru FInancial. He’s knowledgeable, and is willing to take the time to share his knowledge with his clients. I always know what I’m investing in with Mike, and I trust his advice. I think Mikes approach to is attractive to people who may have felt condescended to or bowled over in their financial planning in the past. I used to get nervous when it was time for the yearly financial review, but with Mike, I feel in control, have clear goals, and know where to turn when I have questions or concerns. He gets my five stars!

Ryan Knicely JB and the team at Cornerstone have been my familys go to planners for the last 5 years. They are excellent in retirement, investment & estate strategies. Their Quarterly Economic Forums provide a wealth of knowledge that my wife and I find incredibly insightful.

Vbx Donwon75 Had no problem with them they did just fine

Glória Leite Domingos Larissa Sklar is very knowledgeable!