JB Tax and Finance Office - Renton (WA)

Will N Great folks who truly know their stuff!

Alex B Im not shur how this business is, I called to schedule an appointment to start investing and I still have yet to receive a return call. It has been 3 weeks as of 1/20/22, I feel like they either have all the clients the need or are just not interested.

Deb Mears My debit card was recently compromised and the person in the credit union helped me to get my new card working

Kevin Parsons Classes were okay, but no one, NO ONE answers their phones. I mean, for months, I could not get in contact with Financial Aid via phone or email. It took a complaint straight to the dean to finally get a call back. They almost screwed me out of thousands of dollars. My counselor or "student success coach" or whatever they call them, ghosted my phone calls and emails for 2 months. When I finally needed to urgently get in contact, I called the front desk and sure enough shes sitting in her cubicle and I get a phone call. Good school to get a degree, but you better pray you dont need any assistance from the offices.

Craig Wood I really enjoy working with Dan. Not only is he trustworthy and responsive to my investing needs, hes a great guy. And hes a national championship college basketball player!

Grace Very friendly and helpful staff!

Brenda Downing smooth and easy. Loice was very helpful. Her professionalism was tops.

George Harvey The company previously known as Vestory has become Apella. Weve been happy Vestory clients for about 10 years and I wanted to paste my old Vestory review in to the new Apella Google Maps information. "Were retired now, but during our working years we read a lot of books and investment magazines, took a few seminars and talked to a number of investment advisors, commission sales brokers, and other interesting people that inhabit the investment world. We gradually educated ourselves (sometimes expensively) on the best way to invest, and thats why were at Vestory. Their fees are very low, they promote the classic "own the entire market inexpensively with index funds" philosophy that has been scientifically proven, its a fiduciary relationship and they never try to sell me anything. Theyre good people. We communicate frequently, they help us with important decisions, and I sleep well at night because I never have to worry about money. The service is excellent. Were very happy."