Maclean Wealth Planning - Tacoma (WA)

Jeff Garlock Glenn, Kari, and the team provided a comprehensive financial analysis and developed a plan for our retirement that we can feel comfortable for which to follow. He provided the information we needed in a format that was easy to understand, and was able to answer all of our questions. This gave us the confidence to proceed with our plans to retire, knowing there was a clear path to financial stability.

Jenny Dye We have used D2 for many years, they are always accommodating, accurate and do a great job for us. We highly recommend them.

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

Danielle Bradley Nick was absolutely amazing to work with! Ive never purchased any sort of auto insurance before, let alone for commercial use. He made the entire process so easy, quick and painless! I highly recommend Nick for any sort of insurance needs you may need :) - Danielle, Thorn Electric

Deborah Wakefield We’ve worked with Joe Gaudio for more than a decade. He’s made the complicated, sometimes stressful process of planning for retirement a lot easier. And he’s extremely generous with his time, spending however long it takes to thoroughly explain our investment options, as well as the benefits and risks. We appreciate that Joe understands our goals and takes every opportunity to ensure that we successfully achieve them.

Noah Anacker The founder Jonee has been my favorite person to work with over my 9 year business journey. Across all 6-7 business ventures, all my personal taxes, friends/family’s taxes, the successes and failures; Jonee has not only done the dirty work but has provided strategy, oversight, and pitfall prevention for my journey. As a business owner, ONLY focus on making the money; let her focus on making sure the money goes where it belongs(she’s a tax professional)!

Nikki Flis Use Symetra as an agent. People I have spoken to in customer service are always very nice, but we can never get anything resolved. I keep getting the line, "We will call you back when problem is fixed." Two months later. . . Im still the only one making any phone calls so I can once again let someone know that my problem is not fixed.

Katie Egbert Tom is a great guy! He is very knowledgeable in his field, will charge you fairly and work relentlessly for your case. He is ethical and honest - two qualities you don’t always find with lawyers. I recommend him to anyone needing a trustworthy attorney.