LPL Financial - Seattle (WA)

Larry Whitehead I havent been confirmed yet but the phone conversation was professional and informative.

Carena Howard I have been having Sheila do my taxes for over 10 years now. I went to another company and they messed up my taxes and Sheila fixed them for me, ever since that she has been my Rockstar when it comes to taxes. Any time I have questions or concerns about anything tax related she is there to assist and make sure I am understanding everything. I highly recommend her to anyone looking for assistance with their taxes.

Mark Winters I would NOT recommend investing with 3 Rivers Financial Group. From previous interactions I have had with them it is my opinion that they do not have your best interest in mind. Working with them has been a nightmare since we had a family member pass away. They made things more difficult for us then it needed to be to get information and then made us feel bad about choosing a different financial advising firm. One of their office employees told us they had spent a lot of time working on the account and expressed displeasure over our decision to move the funds because they had essentially wasted their time on us. Not ideal when we are grieving the loss of a family member. I would recommend you to consider moving funds away from them if they currently manage your portfolio and to stay away if you are considering them. - Mark W.

December Winter Absolutely love this company and its employees. My wife and I have been using this company for over 5 years now and have nothing but great things to say about this organization. We recently referred some good friends of ours and they were so impressed they bought us dinner, as a thank you. We do not tend to trust a lot of folks with are taxes but Northwest Financial Services is extermly trustworthy. They are so terrific. We love their prices and the piece of mind we get knowing it will be done right the first time. We used to visit them at there office but with everything going on they told us they could do them remotely if we wanted or we could still come in. They left it up to us, we were shocked. We like how they didnt and dont force anything upon us. Honestly we miss going into the office, the friendly hellos, the smiling faces, the one on one interaction. If you are looking for the home town feeling, that personal experience involvement then you found the right place. Thank you so much Northwest Financial Services, please keep up the great work!

Chris Pettit Markets are volitile and directions have no certainty but I have chosen Capstone Investment for my financial advisory support. I find the staff extremely helpful and the investment forecast extremely insightful. They are a great group to trust and work with!