Keywords: Financial clarke whitney cpa inc wa

Clarke Whitney, CPA, Inc. - Bremerton (WA)

Address: 🏡 610 Warren Ave, Bremerton, WA 98337, USA
Website: http://www.clarkewhitney.com
Phone : +1 (360) 377-4496
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ1b4m-Hk3kFQRulVL_WkAheA
#Washington

Edward Jones - Financial Advisor: Shipley Ennis, AAMS®|CRPC™ - Puyallup

Barbara Codjoe I first met Shipley as he was going door to door in our neighborhood. I admired his determination and grit. He was also very personable and easy to talk to. I gave him a chance about 3 or 4 months later. Id never worked with an advisor before. He made the process so easy and spoke so I could understand it all. And then we met his branch administrator, Mark. These two are a GREAT team. Shipleys energy is only matched by Mark. They make you feel like you matter and truly want to get to know you. We moved halfway across the country and I will not change my advisors. We still work with them living two time zones away. I would recommend to any one of them. Not only are they great people, they have truly helped to secure my financial future.
5 /5

Atwater Kim M CPA - Port Orchard

don pulisevich I have been with this tax accountant company for many years they are in my opinion one of the best. They will make sure that you have your taxes prepared properly.
5 /5

Cetera Investors - Renton

Outshine Window Cleaning LLC If I could give less than one star, I would. This company is an absolute mess. For the past year I have been through several financial advisors on my account. They all end up leaving the company within months of being assigned to me. Since the last, I have been without an advisor for 6+ months. I have since been trying to close my account. The amount of transfers, hang ups and just nobody getting back to me is ungodly. Nobody knows anything theyre talking about. The amount of wrong information Ive received is insane. Im honestly unsure how this company does so well. For anybody trying to start an investment account, STEER CLEAR of CETERA !!
1 /5

Harrisons Jewelry Co. - Ephrata

Justin Rowland Chris Harrison and staff are absolutely top notch! I have been doing business with the Harrisons for over 25 years, and I have always had the best of service and quality product. Chris goes above and beyond for his customers. Have to mention that he helped me pick out the perfect engagement and wedding ring set!
5 /5

Blanchard Wealth Solutions - Vancouver

Forge Online Fitness & Nutrition Coaching The Blanchards are a family of impeccable integrity and they are always clear with their advice. Jason Blanchard helped us review our pro-forma and financial projections and gave insightful and relevant feedback. He understands assets and how to maximize them!
5 /5

American Financial Solutions - Seattle

Linda Eaves Covid impacts to my household finances had me seeking a professional, simple and legitimate debt management solution. Staff worked with me to figure out a plan to pay off my debts within 3 years at a monthly payment I was able to handle. It has given me peace of mind to delegate this task to someone else and allow AFS to help me meet my financial goals. They are a legitimate and wonderful company. Check them out.
5 /5

Hargrove Financial - Vancouver

Theresa Fleming Very knowledgeable and provides the most up to date plans for for all income levels.
5 /5

First Command District Advisor - Bryan Coleman, ChFC®|RICP®|MBA - Lakewood

Matthew Allen Bryan Colman has been my finacial advisor with First Command for the past 9 years, and I couldn’t be happier with the customer service I’ve received from him throughout all these years. I trust no one more when it comes to sound finacial advice than that of Bryan’s. The peace of mind I get knowing he wants to set me up for success is worth its weight in gold. Whenever I have a question regarding money, expenses, budgeting, etc, I know I can reach out to him for assistance. In the early years when working with him, he was one of the voice of guidance that helped level the bubble with my budget. This helped me realized how wasteful I’ve been with spending money. He helped guide me with establishing my portfolio, TSP, life insurance and Roth IRA. You can tell he is passionate in this role as an advisor and only wants what’s best for his customers. He is an expert in his craft and loves every moment of what he does. 11/10 and if you chose Bryan as your advisor, you are in safe hands.
5 /5