Bradley W. Orser, CPA, Inc. P.S. - Bremerton (WA)

Alex Koning Money has never been an easy thing for me to talk about. Steve takes all that fear, guilt, and mystery out and leaves you with actionable tasks that make you feel empowered. I have yet to have a meeting with Steve where I didnt feel much more in control of my financial future both short and long term. Steve is a fantastic listener, problem solver, and advocate for his clients. Simply put, hes the best!

Robin Semper Russ Panko is such a value to have. Knowing he worked for the IRS for so many years gave me confidence I wouldnt get audited when I filed my return.

Aggie Frizzell Dieter Drews is one of most honorable people I know. He has all the qualities I want in a financial advisor: honesty, integrity, knowledgeable, as well as 30+ years experience. Hes a fiduciary, which is important to me because hes fee-based, no commissions, so hes not pushing stock trades that are not in my best interest.

Terrence McCoy When the CEO of a business leads a company with a belief such as this it shows. "Serving the Heart of the Member makes a big difference" I do not want to put too much family information on here but we recently had an unexpected loss. The extremely difficult time was made easier by the amazing employees. Thank you Kate.

Sletta Frost The Staff was very pleasant and inviting. Susan was wonderful to work with and her teammates were great. They all work well together. Great atmosphere in the office. They worked for me to get the loan I needed.

Susan Pedersen This is an outstanding group you can’t go wrong with. After searching in the area, I found Cory a couple of years ago and had immediate five star service. Our initial meeting was very informative with thorough explanations as to what was offered. We were put in the hands of Jed, who is a stellar individual and very skilled at what he does. During the time since, Jed has worked very hard to maximize our investments, even though they are very small compared to many other accounts the firm must handle. We are used to being told we are small potatoes and made to feel that we are not important because we don’t have millions. This group makes us feel like we are top priority and they have made some very smart decisions for us no matter what the market is doing. Can’t recommend them highly enough.