Principal Financial Group - Tacoma (WA)

Josh Hartmann I thought I had my finances figured out but decided to take a meeting with Riley after a friend referred me over. Our first couple conversations were definitely eye opening! You really dont know what you dont know. I tend to get caught up in headlines around when to buy and sell so its nice having a professional who can manage my investments with a disciplined strategy and reliable index funds. I also was missing out on some big tax benefits that should help with saving for a home big time. Now Im regretting waiting this long to use a CFP but better late than never. I was as skeptical as anyone but trust me, take an initial appointment, youll only benefit.

Michael Whipple The team at Shepherd Financial has consistently provided reliable support whenever our firm has needed assistance. Their flexibility in adapting to our office standards and procedures has been invaluable. We appreciate their dedication and look forward to continuing our partnership for the foreseeable future.

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

Cal Dowd Awesome bank. Friendly, helpful people. They have helped me many times with all aspects of my business banking from deposits, withdrawals and checks to business and personal loans. Consistently beat other banks and credit unions in rates & fees. Thank you Heritage Bank!

Deez 206 Angie was very professional and polite. The easiest loan process i have ever been through.

Gary Rakestraw Nice if u dont have a bank to use

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.