SC Financial Group LLC - Bellevue (WA)

p griff I have never before written a business review, but Danielle Rivers definitely deserves my praise. Over a number of years, she has consistently guided my financial decisions in a professional and friendly manner. Professionally, she is bright and clear in her explanations of my options. She listens first, which is very important. She pays attention. She follows through. She continues to improve her own command of her profession. Personally, she is kind and understanding and someone this conservative and cautious person has learned to trust. I am happy to recommend her as a valued financial advisor and lovely human being.

Cyndee Rayburn-Smith Rob and Beckie are exceptional! Investing and preparing for retirement can be daunting, but Rob and Beckie walked us through this process over the years with open arms and the wealth of knowledge necessary to help us make good decisions. We started investing for retirement a little late in life, but Rob advised us step by step, worked with the financial situation we were in, and has now seen us through fruition. Working with Rob and taking the advise he offered has put us exactly where we need to be, and we were able to retire on our projected date with amble assets. This relsationship is not over yet. We will continue to work with Rob and Beckie moving froward. They have become family... Bruce and Cyndee Smith

David Kaylor If you are looking for a GREAT financial advisor, Joel Frank at Equilis Group is without a question who I would recommend! He brings a ton of financial and life experience and wisdom to the table. Plus he brings a whole network of professionals that he works with and gives his clients access to. He brings the heart of a teacher to his work with his clients. And the other thing I appreciate is that he is an independent advisor so he is not trying to get you into a certain group of products. Im so thankful I have him on my financial planning team!!

Hawk Tutle I am incredibly impressed with the outstanding service I received from both Eva and Tinder. Evas dedication and professionalism stood out as she worked tirelessly to help me apply for a mortgage, even with the challenge of it being so close to closing time. Her efficiency and client-focused approach made what could have been a stressful process feel seamless. A special shoutout to Tinder as well, who is going above and beyond by working over the weekend to get the papers submitted. Their commitment to ensuring everything was completed on time speaks volumes about their work ethic and care for their clients. I deeply appreciate the teamwork, hard work, and support from both Eva and Tinder Blue. They turned what felt like an impossible task into a smooth and successful experience. Thank you both—you’re amazing!

Phillip Burns Best Finnacial planer , he has kept me from Major Financial mistake Lets me know pit falls on Financial issues I would definitely recommend them

miss informed This place is heaven sent. The ladies there truly put their heart in helping everyone that walks through their doors. They offer so many services, and the play groups awesome.

Keith Vidal William and his team are responsive, clear, knowledgeable, reliable, and direct. All you can ask for in a tax accountant.