Northwest Advisor Group - Tacoma (WA)

Mrk Snchz Communication is excellent. We used another firm & really didnt know why they did & didnt do certain things. Not the case here. We knew exactly why we couldnt use money put into a certain investment as a write-off. While that really stinks, at least we understood why. More importantly, he explained what we needed to do with it for next years taxes to get the biggest return. And he was less expensive than the firm we used the year prior

Angel Torres I can’t say enough about how grateful I am for Gerad Nucci and his team. They made my home purchase feel seamless and even managed to get me closed earlier than my original closing date. I moved to Port Angeles on just four weeks’ notice, starting a new job, living in a temporary rental, and trying to juggle everything at once. As a first-time homeowner, I put my full trust in my agent AJ and in Gerad and his team—and they absolutely took care of me. Their professionalism, communication, and dedication gave me peace of mind during a very stressful time. I would recommend them without hesitation, especially to the people I love most. Thank you, Gerad and team, for the incredible work you did for me. I’ll be forever grateful. - Angel

Oregon Customer Great firm and a ton of resources!

Rafael Avendaño Diaz Kurt, has been an amazing financial coach for my wife, daughter and I. We started working together four years ago and set up a plan to tackle student loans, credit cards, organize our retirement and create a home purchasing goal in the Bay Area. My wife and I have been in the public service life work for the past 20 years and owning a home in the County where we grew up is seen as impossible. With the strong coaching and guidance of Kurt our credit improved, student loans forgiveness plans were strategized, our retirement funds were organized and a savings account for the home-ownership goal become a reality. This past month I am proud to say that my wife and I closed on a property in the San Mateo County Bay Area. The goals were set and Kurt helped us get there. We thank him so much for the coaching and support. Thanks Kurt!

Denise Pouchet Top notch guidance, superior experience, thorough, diligent and insightful financial guidance. The entire staff, including the ever supportive Office Coordinator, are exactly who one wants shepherding life events and their ensuing financial implications. Through times of Joy, and times of Sadness, there is no better team to trust with your financial matters.

Lori Olds Personal I am grateful for Leana Mason’s knowledge and expertise in the insurance and debt elimination space. Because of her diverse knowledge I have confidence that she will always be able to help me accomplish my goals of protecting my family. She goes above and beyond the call of duty to help her clients do what is best for their personal peace of mind and goals.