Harry J . Keppert ~ Avantax Investment Services - Port Orchard (WA)

karen gorzela John is a knowledgeable, competent and thorough accountant. He preplans for established clients and takes the time to explain, review and update software, answer questions, and review records with you as part of his annual consultation. He is efficient and since taking me on as a client 7 years ago, has taught me a great deal and has my business taxes ready within a week at an affordable rate. I highly recommend John Baker.

Alexandra Asbury Aric and Marty are extremely knowledgeable and compassionate about helping others with their retirement planning. They helped me secure my investment accounts so that I can rest easy knowing that I will be able to have enough retirement resources for a safe and comfortable retirement. Their information dinner presentations were informative, concise and professional. Thank you for being so generous and supportive!

Ira McMorris Love this branch. Super friendly.

Sra. Chula I have been with CFCU for 30 yrs, and will never leave. I opened my first account when I was 17 and now my adult kids and mama all have accounts. When we decided to open a business, of course we had to see Tara. Tara made the process so smooth and stress free. Then when it was time to get my husbands dream truck, she was with us the whole way. She was even available via phone the 6 hours we sat at the dealership!! I absolutely love going into the Tacoma branch and being welcomed by Tara and the amazing team. She truly enjoys her work and is always willing to help out. Thank you Tara for being a huge part of our success. Tara Shovan is my person!— Kali C.

Eve Henrichsen We dont recommend this firm. We used them for about 5 years for our retirement accounts as a young couple starting out and we kept getting passed off to different financial planners. I guess they werent too interested in smaller accounts. I feel like we got burned by them because A.They were on Dave Ramseys recommended provider list (the reason we chose them) and didnt stick to his qualifications and ideals and B. They took 5% of all the money we put in at the beginning and then years later, suddenly decided they were going to take another annual percentage on top of that if we wanted to continue to get any actual personal management on our accounts and financial consulting. So basically, wed pay twice for the investments we had already put in. Good deal for them, bad deal for us. The investments were fine, but the service and cost of products are why I am giving a low rating.

Brendon Lutton Julie and Ozell were amazing to work with! They were always available for questions and always ensured that I knew what was going. Whenever I didn’t understand something they took the time to explain it to me. I knew that they had my best interest in mind.

thomas cummings Alvin and his team were a pleasure to work with for my small business and family taxes. I would highly recommend his services. He is informative, and will give you the education to understand all of the reasonings behind his suggestions.

cara cowdrey Alexis is amazing at what she does. She explained everything and made sure I understood my options. Was super easy to open an account. Best bank Ive ever used and best teller by far...i highly recommend their service

Natasha Martens Long before I became an employee Ive been a client. My husband and I are business clients as well as individual tax clients and have been for well over 14 years. The great staff, services offered and attention to detail at this business provide full service accounting support from payroll, to taxes, bookkeeping and planning. With a specialty in helping small businesses like ours we have felt supported and confident in the services we receive. We couldnt be happier with Inspire Advisors.