EP Wealth Advisors - Mount Vernon (WA)

Gareth Pederson We got awesome help and would highly recommend for help with your insurance needs.

Robin Semper Russ Panko is such a value to have. Knowing he worked for the IRS for so many years gave me confidence I wouldnt get audited when I filed my return.

Jed Barth We have been using Kingmas for the last 20 years and highly appreciate all their tax guidance for our personal and LLC returns.

annette johnson Eric was very helpful and empathetic with my situation. If he didnt know the answer to a question, he went above and beyond to get an answer. I am grateful for his time.

Trista Magaña Great service, so very thankful to the gal that helped me in the drive-through this morning. Your customer service was awesome.

Scott Thorkelson Mike was a pleasure to talk with. I set up an initial meeting, and he spent about 30 minutes going over my finances with me—where I’m at now and where I want to be. After our conversation, he explained that while he could provide some additional insights, I was already on a good path. What stood out most was his honesty: instead of pushing me toward his services, he encouraged me to continue saving on my own since that would benefit me more. It’s rare to find someone in this industry who prioritizes your best interest over a sale, and I truly appreciate that. I highly recommend reaching out to Mike if you’re looking for trustworthy financial guidance. Thank you for your time Mike!

Kurtis Barnes These guys are great. They even fixed a laptop our cats ruined by peeing on it. It was bought from them and they replaced the keyboard, motherboard and Wi-Fi for just costs of parts. Great place and very helpful. Thanks!

lee glidewell Gary is honest. First tax advisor that EVER tried to explain where, or even how, we were missing the point on filing a tax document. Yeah, right, yall, tax return is an oxymoron, aint it? By Gods grace and Garys wisdom, we actually got a return of some of our own money. First time in a long time. Well definitely be returning to Garys business. Best part is that his fee is reasonable, cmon! God bless yall, Gary!

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!