WaFd Bank - Puyallup (WA)

GoAsk Chaz Our experience with Stone 8 Wealth Management, particularly with Robert Lo, was fantastic! Robert’s expertise, professionalism, personalized approach, and meticulous attention to detail made the cost worthwhile. From the moment we started working with him, we were impressed by his friendly, personable demeanor and his great sense of humor, which made the process enjoyable and informative. Robert offered insightful suggestions that we had not previously considered or were not aware of. His thorough analysis also helped us make crucial hard decisions with confidence. We couldnt be happier with the service and advice we received.

Alex Koning Money has never been an easy thing for me to talk about. Steve takes all that fear, guilt, and mystery out and leaves you with actionable tasks that make you feel empowered. I have yet to have a meeting with Steve where I didnt feel much more in control of my financial future both short and long term. Steve is a fantastic listener, problem solver, and advocate for his clients. Simply put, hes the best!

Ethan Armstrong Simple to process, easy communication, helpful service, and swift completion. After multiple years of using online tax sites, we found that we had been missing large amounts from previous refunds. Neal, from Hearthstone CPA expertly helped us get what we were supposed to with speed and a patience that helped me concentrate on my job while deployed, and eased my wifes concerns at home.

Stuart McCurdy Todd has been our advisor for nearly 20 years. He is knowledgeable, flexible , and professional. He advised us in a manner that’s allowed me to retire comfortably.

Jesse/Jeanie Hack I have known Cathy many years and she took excellent care of my Mom and now that my Mom has passed, she is taking very good care of my husband and myself. Would highly recommend her. She knows her stuff.

Shelly nichols Great company and staff.

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!!!