Danta Chase & Co - Everett (WA)

Bob Grazioli "Carissa Mell" helped me out. On a problem I was having with my checking account. Very well mannered and polite! A plus employee for your Bank!

Sara Catherine Neal My husband and I started working with Fortis when we moved to Seattle. The team there is professional but still incredibly personable. They manage our portfolio, retirement plans, long term financial planning and even home buying support. The piece of mind they provide cant be quantified. Couldnt be happier with our decision to work with them!

Sharbi Fowler Friendly staff and the prices are good,they normally have every thing you need.

Mark McCurry John was so knowledgeable. He was able to finance my whole fleet. He was even helpful in providing great key solutions for my fleet. Without the help of HDI service I would not be in business in Washington. I highly recommend him

Martin Hogrefe I was treated with respect by my tax pro. She walked me through the whole process step by step making sure I understood everything. She got me the maximum refund I could get. Plus she went above and beyond her job and helped me with a possible scam. I like my tax pro, she always takes very good care of me.

EvilPigZombie Randomness They will treat you like u have the stupid, up until you prove your "dept" was illegally created. Then you will spend months wondering why they are still racking up interest on a ceist and desist. Once atlas gets the hint they are breaking the law they finally return to original creditor and atlas claims they are "forever yours" Eulanda also broke multiple fdcpa regulations

Rebecca Janning We have been clients of Peter Carlo for decades, in Virginia, Washington and now Missouri. He is ALWAYS available to answer questions and is very patient about explaining ( and re-explaining) the details re managing our finances. When our CPA retired and we had trouble locating someone taking on new clients, Peter helped us research and connect with a new tax preparer even though we are several states away from his office in WA. My husband I are both natural “savers” but we have never had the savvy to make our own investment choices. We are much more comfortable in our retired years than we would have been without the management by Peter Carlo, backed by all the cumulative and proven expertise of the First Command gurus. It’s never too early to connect with a trusted financial advisor. If you are seeking one, I cannot recommend Peter enough.

Jessie Hammett One of the best free services Ive ever received. I made a consultation and was matched with Matthew and had a wide range of questions in regards to my 401k contributions, my roth IRA and some company stock. I met with Matthew twice and he provided actionable steps and recommendations based on my current portfolio. Ive been checking them off and feel so much better about my trajectory. I wish I had reached out for a consultation years ago but am so glad I took the time to meet with them. Highly highly recommend!