Stifel - Bellevue (WA)

Kevin Dawes We have used Debbie Z as our tax accountant for the last 12 or 13 years. We left Walla Walla but we still send everything to her each year because of her professionalism, our trust in her, and her obvious complete knowledge of the always changing tax code. Use Debbie Zs company with complete confidence!

Trish Fl HFG Trust has been our financial advisor for many years. We have found everyone at HFG to be professional, knowledgeable, helpful and personable. The advisors take into account your income, lifestyle and future long term needs as they monitor and manage your accounts. Well prepared annual visits and quarterly reports keep us informed and any questions we have are addressed quickly. HFG is an excellent business to work with.

Chris Melton I met Anthony of You Choose Insurance LLC when I started my journey into self employment. Right away, I knew I was where I was supposed to be. Anthony spent well over an hour talking with me about my plans for running and growing my company. All the while absorbing information to help get me the insurance and carrier that was best for my me. General Liability, Inland Marine, Commercial Auto, Personal Auto and bond. Since then weve added boat and travel trailer coverage. He used his relationship with these carriers to get me the best rates possible, and its always on top of renewals. His staff are efficient, and always have my requests for "additional insured" and driver changes completed within an hour. Most often within minutes. Currently, Anthony has been fighting with the carrier for my GL policy and advocating for me following their audit. I wont bore you with the details, but know this... it has been MONTHS and he doesnt have to put in all this effort. He does it because the relationship he has cultivated with me is important to him. All this effort doesnt make him one extra cent more in profit. Here is the deal. You can secure your own insurance online. You dont need an insurance agent. You can do it yourself. I did for many years before starting a company. However, using an agent is a service you purchase. A good agent will listen and recommend the best insurance for you. A great agent will use his connections to get you the best insurance for you and save you money. Anthony will do all that, and put himself in the line of fire from these companies to advocate for you when they are dishonorable and try to milk more money from your company at the end of the year. Insurance companies suck. We all know this. Nobody would disagree. Dealing with Anthony to act as a liason with these companies has simplified my business in ways that I cannot fully describe. I can describe my appreciation for their efforts in a review. Even though my words seem so small for everything this team has done for my company; THANK YOU ANTHONY and the team at You Choose Insurance!!!

Jessie Hammett One of the best free services Ive ever received. I made a consultation and was matched with Matthew and had a wide range of questions in regards to my 401k contributions, my roth IRA and some company stock. I met with Matthew twice and he provided actionable steps and recommendations based on my current portfolio. Ive been checking them off and feel so much better about my trajectory. I wish I had reached out for a consultation years ago but am so glad I took the time to meet with them. Highly highly recommend!

Brittany Byma I have worked with Cameron for a number of years and closed multiple transactions with him. I can honestly say he has been a rockstar in our efforts to help people purchase a home. I have used him myself for my own purchase last year and loved the fact he is very thorough and knowledgeable. He breaks down details perfectly and professionally. If there was more than 5 stars I would give more!