Maclean Wealth Planning - Tacoma (WA)

Brittney Deines I called Monday morning to ask if they were letting people into the office cuz of all of the Coronavirus restrictions and policies and was told to go ahead and come into the office right away. When I got there the agent I spoke to on the phone was on lunch but the nice lady at the front desk was able to do everything for me and get me set up. Withing 15 to 20 minutes I left with proof of insurance in hand. She was also great about not pushing any more coverage on me than I needed or could afford to pay for and was very clear about pricing.

Jessie Hammett One of the best free services Ive ever received. I made a consultation and was matched with Matthew and had a wide range of questions in regards to my 401k contributions, my roth IRA and some company stock. I met with Matthew twice and he provided actionable steps and recommendations based on my current portfolio. Ive been checking them off and feel so much better about my trajectory. I wish I had reached out for a consultation years ago but am so glad I took the time to meet with them. Highly highly recommend!

Theresa Fleming Very knowledgeable and provides the most up to date plans for for all income levels.

Tyson Lebold Great place to get your taxes done. They make doing taxes easy and fast. They where all about getting the best for me and I would recommend Jackson Hewitt to anyone.

lee glidewell Gary is honest. First tax advisor that EVER tried to explain where, or even how, we were missing the point on filing a tax document. Yeah, right, yall, tax return is an oxymoron, aint it? By Gods grace and Garys wisdom, we actually got a return of some of our own money. First time in a long time. Well definitely be returning to Garys business. Best part is that his fee is reasonable, cmon! God bless yall, Gary!