Hoffman Angela L CPA - Goldendale (WA)

Brett Toney Had a wonderful visit to the Washington Trust Bank Financial Center / Corporate Headquarters. Just look for the tallest building downtown!

kolobogs69 As I planned for my retirement several years before I was ready (having enough money) I made appointments with several competitors of Harlow wealth management. I sat down with representatives and got the entire sales pitch of what they could do for me and how much it would cost me in fees. Harlow wealth management had the clearest and most concise answers for me regarding when a I could comfortably retire and how much income I could collect every month as income. They also gave me accurate numbers of how much I will have at any age up until death to pass onto my children. The service is absolutely top notch. Every person I have dealt with has been very accommodating and quick to act on my needs. I also would like to add that they charge the lowest fees!! Great company and Im getting great results in my investments. Thanks Harlow Team!

Thomas McKenzie What an awful company. They locked me out of my account for no apparent reason 10 minutes before they closed on Saturday, put me on hold when I called, and then just closed!!! I cant email a complaint because I have to log in to do that. Of course, theyre not open on Sunday.

Brittney Deines I called Monday morning to ask if they were letting people into the office cuz of all of the Coronavirus restrictions and policies and was told to go ahead and come into the office right away. When I got there the agent I spoke to on the phone was on lunch but the nice lady at the front desk was able to do everything for me and get me set up. Withing 15 to 20 minutes I left with proof of insurance in hand. She was also great about not pushing any more coverage on me than I needed or could afford to pay for and was very clear about pricing.

Maria Blasquez I can’t recommend Scott enough! He has gone above and beyond to make sure I’m well taken care of, and his customer service is truly unmatched. From the moment I reached out, he listened to all my concerns, answered every question, and worked hard to make sure I understood all my options. I was previously with Progressive and felt like I was being overcharged. Scott stepped in, cut my rate in half instantly, and did everything in his power to help me save as much as possible. He genuinely looks out for his clients and goes the extra mile to find the best coverage at the best price. He is an honest person, he will also let you know of he can help you save or not. If you’re looking for someone trustworthy, knowledgeable, and truly committed to helping you, Scott is the one!