Equilus Financial Group Inc - Wenatchee (WA)

Erik J Carlson Everyone was friendly, professional, and knowledgeable. Very nice lobby experience.

Chris Stoll My husband and I were owners of a small business - he had retired in 2019 and I was due to retire at the end of 2022. Our partner intended to keep the business open. Well for over 30 years I did most of the administrative work, including all of the accounting and payroll, except for the annual tax return. We were all working out of our homes so it didnt seem to right to hire an employee. At the time, we were using a large accounting firm for our annual tax return and we asked about taking on our business for "every day" bookkeeping - nope, their specialty was working with larger firms. So the search began! I researched several other firms and it just didnt "click". Turns out I saved the best for last when I met with Shari Cox of PacStar Financial! Small business? Her specialty! Shari is friendly, compassionate, easy to work with and importantly, an excellent accountant! I highly recommend Shari and her team for your small business!

Chuck Farly greg and jeff were excellent they sorted out my mess and got me straight with the tax man

Michael Benson Karly has been amazing. She gave me the tools needed to start saving and budgeting. I highly recommend!!!

Jeff Capeloto I have been working with Anju for several years now and followed her to Chief Financial Partners as she is the only one I want working with me on my taxes as she does a fantastic job. Anju is very knowledgeable, totally understands her craft, is friendly and truly cares about you. I have moved from a more traditional return to a more complex one and Anju has taken the time to help me understand the changes and process. If you are looking for someone to do your taxes, Anju is the person you are looking for. Thank you, Anju, it has been and is a pleasure working with you...

Jesse/Jeanie Hack I have known Cathy many years and she took excellent care of my Mom and now that my Mom has passed, she is taking very good care of my husband and myself. Would highly recommend her. She knows her stuff.

Kirk Ericson Five stars arent enough for Cara and Holly. I give them all the stars in the sky. Cara was our youngest sons fourth and fifth grade math teacher at Lincoln Elementary school in Olympia and he credits her for spawning his love, and competence, at math. Hes now an aeronautical engineering student at the University of Washington. Cara is an exceptional human in all matters, including being patient with this financial semi-illiterate. Ive never written a business review for any business because, you know, you never know. But with these two, I know. Holly and Cara are as dependable and reliable as a quadratic equation.