Christensen King PC CPAs & Financial Advisers - Richland (WA)

Brandon DAmore-McDougall Elizabeth is a bright lady who clearly puts the customer’s goals and well being ahead of her own. I respect her opinion as she has her mind inside the investment world. It’s comforting to actually use my time to focus on my business rather than spending time to educate myself in where my investments should be moving toward or which investments I should pull out. Because of this next level real trust and confidence in Elizabeth I can focus on my business and life.

Ruby Kahn Leanne is more than just a financial advisor and planner, she is a strategist, coach, and advocate all in one. What sets her apart is not just her knowledge, but her genuine care. She celebrates my milestones, checks in during uncertain times, and treats my financial future as if it were her own. During the summer of 2023 I found myself in the midst of the passing of my father, with no knowledge of the financial world to move forward. I felt truly lost, alone and quite scared. Leanne agreed to meet with me by recommendation and take me on as a client. She helped guide me through one of the toughest parts of my life. Whether it came to needing advice on how to move forward with certain legal financial processes or just to help draft a scary e-mail, she was there. Every step of the way. She never once made me feel uneducated, less-than, or unimportant. She has helped me achieve goals I never thought were possible. Because of her I was able to rebuild my terrible credit (which I thought Id be stuck with the rest of my life), purchase a home, and feel confident in my financial future. I know I am in good hands with Leanne, she has proved this time and time again. With Leanne on my side, I feel more confident in my future than ever before. Thanks to her, I now have the knowledge and tools to make sound financial decisions in my life with confidence. Whatever you are going through, whichever stage of life you are in, I whole heartedly recommend Leanne as a trusted financial advisor and planner. Shes amazing.

Denise Paul Angie has been a very knowledgeable and helpful relief for me I was able to make sense of things because Angie took the time to explain the things I was not sure of that was great. Thank you both Angie and Teresa. You Get what your looking for at a fair price here.

G M Cyndy is amazing! She does all our commercial sports financing and is responsive and really works to make sure our clients find the best package for their needs. She is hands on...love it!

Dawn Parkin I have had great experiences with Brandon as our financial advisor. He explains the complex financial world in a way that makes sense. He always has our best interest in mind when making decisions.

Emily Financial advisor Samantha Darnell at this location *allegedly* recommended my husband take out a whole-life insurance policy from Liberty National, which is an incredibly poorly rated and often fraudulent company. Whole-life insurance in general is basically a scam (except in very specific instances), and there is NO REASON whatsoever that a young, healthy, single (at the time) person should have been encouraged to take out a 200k whole-life policy ON TOP OF his military death benefit and his SGLI supplemental term life insurance. Additionally, this plan was represented as having a disability pay out benefit, when in fact the contract shows that it does not have this benefit. So my husband has been paying $112 a month for an unnecessary policy. Edit: some additional thoughts now that first command has responded - OF COURSE over 1/2 of service members have whole life insurance, when its being pushed by first command. That makes sense. I actually spoke to a former employee of first command, who stated she was told by management to "make the math work" to show that people need whole life insurance. So those "gaps" theyre talking about - it kind of sounds to me like they create them. Additionally, I never said that whole life insurance is *always* a scam. Do your own research. But most people dont need it. And if first command tells you that you do, you honestly probably dont. Id recommend seeking out an independent financial advisor who isnt incentivized for selling. Lastly, Ive done some more research into the company the insurance was from (Liberty National) and it is widely regarded to be a pyramid scheme, as well as to be predatory and sell people on insurance they dont need. It may have a blah blah blah whatever score with the BBB, but it also has TONS of user complaints.

Monica Lowe After realizing that a place like Fidelity was for-profit (they dont work FOR you, they work to make their own money!), I was looking for a fiduciary to manage my investments properly. Shelley was super friendly, helpful, and explained everything so I understood. In her care, mine, my husbands, and my mothers IRAs have grown substantially, even through the ups and downs of the last couple of years. Yes, a fiduciary costs more, but as a company that is legally bound to work in my best interests, I still have made more on my investments than I did in over 5 years with Fidelity. And with my mother now living off her IRA, the ability to do an automatic payment every month has been such a time and energy saver. I love the future planning, as well - now we have a clear vision of what we need to retire, and Ive even gotten informational calls when theres been upheaval in the market. Shelley and Ryan have been nothing but wonderful, and I have every confidence in them (and we arent huge investors, but I never felt like our little bit was less worthy of attention from her office. I appreciate that!)

Nancy Peterson I love working with Kimberly at Beacon Pointe Seattle. I feel like my investments are in very good hands. She understands my goals, provides useful updates, answers all my questions, and is incredibly personable - it’s a pleasure to connect with her at our quarterly meetings. I highly recommend Beacon Pointe and Kimberly in particular.