Linn James C CPA - Goldendale (WA)

Julie Olson A great company! Matthew is very professional and super knowledgeable concerning financial matters. He is easy to work with and does his best for our financial interests!

CK Soccer Parent Harry has been doing our taxes the last several years and is very knowledgeable and efficient. Would highly recommend.

S P Instructions were clear and we were treated kindly. Great job summarizing information and open to answering questions on the mammoth paperwork a person does not deal with oftem in their lifetime. We appreciate the warmth and support we received throughout the process.

Arianna Cozart Both of the OBanion brothers are the best insurance agents Ive ever dealt with! I use them for a variety of different types of insurance and they are always patient, thorough, and very responsive. The price of the insurance is the lowest to the other companies that Ive shopped or ever used previously.

Matt Cuellar Colleen has been an invaluable partner in helping Nicole and me plan for retirement and our long-term goals. Shes a thoughtful listener, deeply knowledgeable about the market, and consistently helps us stay focused on the big picture—even during turbulent times. Her follow-through is impeccable, her planning is thorough, and we rely on her insight for every major financial decision.

Layne Boone David and his team are great to work with!

Brian Pochert $150 to open the account, $60 per year to maintain, $160 to close the account because you want to go with a different company (which doesn’t offer sub-par performing mutual funds like DA Davidson). This place is an effing joke.