The Woodard Bay Group - Morgan Stanley - Olympia (WA)

Robert Hoagland Very accurate and thorough.

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

Christine Moore Scott is the Best of the BEST! He has been a Tremendous Asset to our Dealership..... Would highly recommend his Firm!

Aleksey Sapozhnikov Shy and Art have done an outstanding job managing my family’s financial planning. They’ve gone above and beyond to assist us, navigating the complexities of transferring and consolidating our retirement accounts from previous employers with ease. Throughout the process, they kept me and my wife well-informed, communicating clearly at every step. It’s reassuring to work with an advisor who genuinely prioritizes our best interests. Art has a remarkable ability to explain insurance in a way that’s both understandable and insightful—something I never expected. They’re a top-notch team, and I’d confidently recommend them to anyone seeking financial guidance.

Chusuk Song I just had a one year anniversary with Eric and his staff. They took the time to truly understand my financial goals and provided clear explanations. Their expertise and professionalism made me feel confident and secure throughout the process I highly recommend Puget Sound Financial Strategies their exceptional financial advice and personalized service.

kolobogs69 As I planned for my retirement several years before I was ready (having enough money) I made appointments with several competitors of Harlow wealth management. I sat down with representatives and got the entire sales pitch of what they could do for me and how much it would cost me in fees. Harlow wealth management had the clearest and most concise answers for me regarding when a I could comfortably retire and how much income I could collect every month as income. They also gave me accurate numbers of how much I will have at any age up until death to pass onto my children. The service is absolutely top notch. Every person I have dealt with has been very accommodating and quick to act on my needs. I also would like to add that they charge the lowest fees!! Great company and Im getting great results in my investments. Thanks Harlow Team!