Island Tax Service Inc - Friday Harbor (WA)

Cindy Turner Bruce has an easy mannerism and takes time to get to know you and your needs so he can offer choices best suited for your individual needs/goals

Valerie Bruce I deal with title company customer service routinely in our estate planning practice. It is always a pleasure to find a title company whos customer service department goes over and above, and thats what I found with Kellie at Klickitat County Title. I appreciated her quick and thorough response, and going the extra mile to discover some information that made my job much easier. Awesome service!

Igor Kudryn Have done our taxes here for well over 15 years, and are still very happy clients even after moving. Definitely Recommend!

Duy We are very fortunate to have met Sean from Elderrock Financial. My wife and I are new to portfolio management and Sean was very understanding. He took his time in explaining portfolio management and has been very responsive to our questions. He helped us identify what we wanted and compared various options that gave us the most benefit. Its great to be working with a fiduciary because we know he has our best interest. Sean is a wealth of experience and we highly recommend him!

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!

Roger Skaer Working with the amazing team at Pacific Crest Planning has been a very positive experience for me. I feel like Niles truly puts every effort into helping me in every way. They treat me like family, and the general vibe in the office is very warm and welcoming. I definitely recommend considering the team at Pacific Crest for anyone who is looking for some professional, experienced guidance on finance, investments, and planning for the future. Regards, Roger