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I've done my own taxes for years and met with Stephen about a specific tax question. He was able to quickly answer my questions and provide IRS references. He saved me hours of reading, not to mention reducing my anxiety. He was timely, friendly, and charged only for the time he spent on me, which was less than the going rate for professional tax advice. Wish I'd of found him years ago.
Where do I begin?? Crystal is a life saver! My husband and I had been blindly running our business for over a year and couldn't figure out why/what and most importantly how we were even staying afloat. After sitting down with Crystal and putting together a successful plan for our finances - I can gladly say that it has literally all "paid off"!! We can't even imagine how far into debt we would be right now if it weren't for her knowledge and strategic planning to help us succeed. I would recommend Crystal to anyone in need of financial services. Omgoodness!! Thank you so much for your help Crystal!
Jerry has just been awesome! So far the best insurance agent I've had. He's prompt and always available to answer my questions. He also made sure I got all the discounts I qualified for.
Bradley Van Vechten with Private Wealth Management Solutions has been managing my 401K and life savings for almost 20 years. I moved my savings with him to various places over the years, and his advice and services have always been superb. But now that he is a "fee only" registered Investment Advisor, it is much better knowing that he does not make a commission on any trades or purchases that he recommends. This means that it is in both of our best interests to make the right moves with my savings. He also sends out a newsletter approximately monthly or when something drastic happens in the economy or politics to let us know what his research has found making it easier for us to understand. I find this very comforting because finance is not the business I am in and therefore I need to rely on his expertise. He continually attends seminars and workshops to hone his skills, and stays up to date with technology as well.
Working with Fortis has made my life much easier. For the first time in over 3 years, I trust that all my numbers are right and that I will have the support I need as I go along. I get answers right away to any question I ask. All this, and I am paying way less than at my previous CPA.
Our tax advisor, Kaitlin Krozel, was excellent. Ensuring she had all the details regarding our mortgage, many W-2s, the AirBnB we run, and even assisted in some international tax guidance for a term based life insurance policy I had lying around in Canada. Highly recommended!
Paving New Ways for Families Needing Life Insurance Wish you could find a life insurance agent that has your family’s best interest in mind as opposed to a company bottom line or the interests of insurance providers? Looking to work with an insurance professional who puts clients’ needs first? Quite frankly, we believe that this is the only acceptable way to do business when it comes to life insurance. We’re Pacific Insurance Group. Address: 14595 Bel-Red Rd #101 Bellevue, WA 98007
Serving Tukwila, WA, and outlying areas, Richard Artura of RJA Financial Services Inc. and associates are offering the following services but not limited to insurance, investment, retirement, estate planning and tax management.
Serving Lakewood, WA, and the outlying areas, Stephen Bowden of Stephen Bowden Investments is offering the following services, but are not limited to, insurance, investing, retirement, estate planning and wealth preservation to help clients reach their financial goals.
One Strategic Capital, Inc. is a comprehensive financial services and insurance firm dedicated to creating a secure financial future for businesses and their owners, for professionals and their practices, and for individuals and their families.
We are a full-service insurance agency that has been operating in Washington state for over 20 years. We offer all lines of insurance from commercial, professional, auto, home and life, and we also offer retirement products. We make sure to customize all policies to the individual budget and life need.
Insurance Planning, Retirement Planning, Life Insurance
We have CPAs to prepare tax returns and financial advisors who do consultation on retirements, life insurance and much more. We are in this location for over 8 years and offer tax services at discount prices. You can also visit our website to get further details, or call our office, and ask for Sumeet Bedi, who is our CPA lead.
We provide Home, Renters, Life and Car Insurance Agent in Seattle! If you are shopping for car, home, renters or life insurance, we're happy to help!
We are a mortgage protection and life insurance specialist serving the Seattle area. Protect your family with mortgage protection. Ask us about our Return of Premium program. Protection and Cash Back is when you died, there is a protection to make the mortgage payments or pay off the loan, and if you outlive that period, you'll get all the policy premiums you've paid back at the end of the term. Having been an established agency in the Seattle area for over 34 years, we are located near the University of Washington. We have been representing the largest insurance carrier since 1922. Community-oriented, we are here to serve you.