Northwestern Mutual - Kennewick (WA)

James Harper Sheri and her team at Shambala have been handling our taxes, employee payroll, etc. for many years. Always give sound advice (tough love) and makes sure our operation runs smooth. Anacortes Window Cleaning gives them 5 stars for quality, value, responsiveness and most important, trustworthiness.

Mike Hines We are more than pleased with this firm. Outstanding representation and value. My wife and I are so happy we made them our planners. I would happily recommend Cornerstone to anyone who is looking for help in their financial planning. If you are looking for a highly competent, professional, and friendly firm with outstanding integrity then look no further.

Husam Hayali I had the pleasure of working with Fuad, and I couldnt be happier with the outcome. With two businesses and multiple income sources, my taxes were quite complex. However, Fuad expertly navigated me through the application process and various forms, ensuring everything was done correctly. What truly impressed me was the seamless online experience; despite the distance between us (hes in Washington, Im in California), we managed to accomplish everything virtually. I highly recommend Fuads services to anyone seeking knowledgeable and efficient tax assistance.

Ingram Kate (Herenow) Emily championed my home purchase with just the right amount of everything needed. Never overbearing, she was always there to answer questions and make sure the loan went through on time. Highly, truly recommend!

kat91175 We met Joe through Dave Ramsey smartvestor pro search. He truly has a heart of a teacher and has his clients best interest in mind. Investing can be super confusing and complex. He simplifies everything so regular people can understand it. We have been with him for years. I always feel better about our financial situation after meeting with him.

SweetScotty T I was audited and they charged me over 7k to defend themselves but did not defend my audit. I had to find a new CPA to defend me after I paid them. I asked for a copy of what I was charged for and they did not respond. After repeated attempts to get some info their lawyer responded but gave no info on what they did or billable hours. He just told me the money would not be returned.

Michelle Abbott Needed help with better banking. The whole team worked with us and made it good will highly recommend.