Nevis Financial - Redmond (WA)

Monica Lowe After realizing that a place like Fidelity was for-profit (they dont work FOR you, they work to make their own money!), I was looking for a fiduciary to manage my investments properly. Shelley was super friendly, helpful, and explained everything so I understood. In her care, mine, my husbands, and my mothers IRAs have grown substantially, even through the ups and downs of the last couple of years. Yes, a fiduciary costs more, but as a company that is legally bound to work in my best interests, I still have made more on my investments than I did in over 5 years with Fidelity. And with my mother now living off her IRA, the ability to do an automatic payment every month has been such a time and energy saver. I love the future planning, as well - now we have a clear vision of what we need to retire, and Ive even gotten informational calls when theres been upheaval in the market. Shelley and Ryan have been nothing but wonderful, and I have every confidence in them (and we arent huge investors, but I never felt like our little bit was less worthy of attention from her office. I appreciate that!)

Malachi Salcido I have had the pleasure of being represented by CLA for many years, both personal and business interests. The combination of a local office with a national presence is the ideal mix of caring, real people I can work with that actually live here and significant expertise across a wide range of tax, assurance, and wealth management content areas. I recommend CLA without reservation!

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

Ethan Armstrong Simple to process, easy communication, helpful service, and swift completion. After multiple years of using online tax sites, we found that we had been missing large amounts from previous refunds. Neal, from Hearthstone CPA expertly helped us get what we were supposed to with speed and a patience that helped me concentrate on my job while deployed, and eased my wifes concerns at home.

Tonja Foster I have moved around a lot in my life and have used many different banks. The people at this bank are memorable due to their willingness to help and solve problems. I want to give a big shout out to Bert, Diego, Nikki, and manager Kristina. These folks are top-notch in my book.

Kirsten Otterness I have been with WSECU for a long time (20 years I think?). There was only one time I had an issue, it was resolved, and have been great since. I especially wanted to shout out to the lady that helped me yesterday 5/4/25 (I wish I knew her name). Fantastic job, professional, polite, patient, helpful, the list goes on. All the emoloyees ive worked with through the years have been great, but she was awesome!