Crunch Accounting - Port Townsend (WA)

John Meerscheidt Beatrice helped us understand the financial aid process from proper allocation of assets, to evaluation of the expected costs of various educational institutions, and preparation of the aid application package. Because of Beatrices assistance, our two children will get through college with a reasonable amount of debt. It has also been a pleasure to work with Beatrice and Judy.

Gabrielle Balolia Ted is a great financial advisor and person. He’s a second generation advisor and has done a good job of taking over my portfolio from his father, Tony. I’ve recommended friends and clients to them without reservations.

Larz Hofius Choosing Bill Arnold as our financial advisor has been one of our best choices. His knowledge of retirement planning and his ability to evaluate our retirement goals has been extremely helpful. Highly recommended!

Andrew Tempelis Caring and compassionate financial advisors who put their client’s needs first. By providing goals based advice and guidance.

Justin Smith "I recently worked across from Rosemary & Katie in a real estate transaction as the lender for my first-time homebuyer clients. They were kind, professional, and had great communication throughout the process. Its obvious they take great care of their clients and made the process on our end really smooth. Theyre total pros and Id be thrilled to work across from them in the future."

Kaytlinn Moore Roger worked with us through the beginning of covid shut down. He was knowledgeable and realistic with our budget & needs. He works overtime to make sure we got what we needed to buy our home.

kolobogs69 As I planned for my retirement several years before I was ready (having enough money) I made appointments with several competitors of Harlow wealth management. I sat down with representatives and got the entire sales pitch of what they could do for me and how much it would cost me in fees. Harlow wealth management had the clearest and most concise answers for me regarding when a I could comfortably retire and how much income I could collect every month as income. They also gave me accurate numbers of how much I will have at any age up until death to pass onto my children. The service is absolutely top notch. Every person I have dealt with has been very accommodating and quick to act on my needs. I also would like to add that they charge the lowest fees!! Great company and Im getting great results in my investments. Thanks Harlow Team!

Don Pfaff Im days away from retiring and been with Parker for about a year now. So far Im very happy with the support and advice we have received. Im feeling a level of confidence that helps me sleep at night and they provide us with a level of knowledge and understanding that help my wife and I feel like we can move ahead with our plans. The team is very responsive and they always provide clarification on any topic I throw their way. I look forward to moving into retirement and having Parker Financial in our corner.