H&R Block - South Bend (WA)

Josh Hartmann I thought I had my finances figured out but decided to take a meeting with Riley after a friend referred me over. Our first couple conversations were definitely eye opening! You really dont know what you dont know. I tend to get caught up in headlines around when to buy and sell so its nice having a professional who can manage my investments with a disciplined strategy and reliable index funds. I also was missing out on some big tax benefits that should help with saving for a home big time. Now Im regretting waiting this long to use a CFP but better late than never. I was as skeptical as anyone but trust me, take an initial appointment, youll only benefit.

Gillian Muessig Brilliant presentation on QSBS stock at Bernstein Global Wealth last week. I am always impressed with the depth of research coupked with wisdom that goes into a Bernstein event.

PianoJeff JPG I have been with Skyline Advisors for 2 1/2 years now. Working with Mark Wallace has been consistently great. He is patient, caring and thorough in his handling of my finances. He is equally principled and passionate about small details as well as the big picture pertaining to long-term planning. Mark was highly recommended to me by a trusted friend, and I in turn will always recommend him and Skyline to others! Jeffrey Gilliam

Deborah Wakefield We’ve worked with Joe Gaudio for more than a decade. He’s made the complicated, sometimes stressful process of planning for retirement a lot easier. And he’s extremely generous with his time, spending however long it takes to thoroughly explain our investment options, as well as the benefits and risks. We appreciate that Joe understands our goals and takes every opportunity to ensure that we successfully achieve them.

Dawn Parkin I have had great experiences with Brandon as our financial advisor. He explains the complex financial world in a way that makes sense. He always has our best interest in mind when making decisions.

judith cline They are there quick so helpful and friendly. They treat you not only a member or a customer but like a family member listen to your personal life or problem like a family. They are awesome 5 stars