Edward Jones - Financial Advisor: Zach Baggenstos - Kent (WA)

Jill Johnson 5 stars for this accounting firm. I became a Shannon and Associates client as the POA for my mother and later the representative of her estate. Over the years I have found S&A to be professional, responsive, and knowledgeable. With the passing of my mother the team was so compassionate, guiding me through the often-complex world of estate taxes. I’ve been so impressed that my husband and I have moved our tax return needs to this top-notch organization.

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.

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!

Michael Clay Always there to help. Highly recommend

Erin Halverson Jamie and Eric are an excellent duo! They truly care about their clients and make them a priority and they love what they do and it shows!

Jayne Schrock Vickerman Investment Advisors has managed my portfolio since 2003. They have wisely guided my investments through the 2008 and 2020 downturns, and my portfolio has continued to grow in a stable manner over these last 19 years. Mike and Amy Jo are astute, yet very personable, and available to talk with me whenever I have questions or concerns. I highly recommend VIA as dependable, forthright and knowledgeable partners for financial investment matters.

Tom Fenner Were getting the house ready for our Gold Star families. It will be a wonderful addition to the area, for veterans and their families. We could use all the financial assistance you could offer. Its a great cause.