Davis Insurance & Real Estate Buy and Sell with Phil Davis - South Bend (WA)

Dennis Bigness Kevin is a trusted partner that provides institutional level insights & strategies in a very personal, high touch relationship.

Victrinia Ridgeway Getting a handwritten letter (a long one at that) from our financial advisor... along with a detailed retirement plan outline and other financial service assessments was pretty special. I have to say... getting to know him and his listening deeply to us is the most high-touch financial experience Ive had so far... and I trust him. Scott Davis from Edward Jones in Shelton is awesome. Eric and I drive an hour to see this man... hes pretty epic! Hes like having a finance guru and life coach all wrapped up in one.... and hes patient, and kind... a real treasure. I seriously cant remember the last time I got a handwritten letter from someone who wasnt my spouse/partner. lol Call him.

Lisa Makus Blaine is an outstanding Senior Wealth Advisor and we are very happy with Petersen Hastings.

Peyton Opened an account very simple process! Laura was super helpful!

susan Mourning Ron Horn is a self motivated and well educated Financial Advisor who maintains positive, friendly and professional relations with his clientele. You couldnt ask for a better person to look after your financial needs. He has been in the business for years and is damn good at it.

Ruby Mae Morgan While my taxes arent exactly super complex, theyre more than I can handle. I walked in without an appointment, and these folks bent over backwards to accommodate me the same day as quickly as possible. It is my pleasure to boldly claim that they are loads better than Jackson Hewitt. Youre going to pay about 15-20% more for Block Advisors, and youre going to be really happy about it because itll be worth every dime on your return after theyve gone well out of their way to find you every last dime the IRS owes you (*if* the IRS owes you). They even took the filing costs out of the refund for me since my budget was tight. It comes with an additional minor fee, but again, its worth it. The whole office seems to be filled with kind, gentle, sweet people, and next year, instead of being apprehensive about filing, Im eagerly strolling right down to their office instead with confidence.

Chusuk Song I just had a one year anniversary with Eric and his staff. They took the time to truly understand my financial goals and provided clear explanations. Their expertise and professionalism made me feel confident and secure throughout the process I highly recommend Puget Sound Financial Strategies their exceptional financial advice and personalized service.

Veronica Harris Aside from being a Debt Collector, the services are fine. If you never let anything go into debt, and monitor your Credit report like YOU SHOULD, youll never have to deal with them. I called, talked to Jared I think was his name is it was fine. He was nice, and you know a debt collector. If you dont want to have to deal with a Debt collector then DONT ACT LIKE AN CHILD. And take care of your stuff. Other then that, they were nice each and every time I called.