Best Financial Advisors in South Hill, WA

“We moved our portfolio to Commencement Financial approximately 9 years ago after becoming disenchanted with our advisor from a large corporate company.”

“I appreciate the convenience and flexibility for those with a busy schedule, the emphasis placed on exceeding my specific & unique needs/goals as well as the commitment towards superior and individualized customer service!”

“Rajiv and his staff help you with much more then their legal advice, they also offer advice on dealing with preparing for aging, long term care and family dynamics.”

“They are so high on my 'recommended' list that I am willing to write more than a word or two about the and honestly can't thank them enough for the work they've done, the money they've saved me and the peace of mind they gave me knowing my tac planni...”

“A month later around Christmas I met Frank at the Mall food court with a sizeable check for deposit to a new account I was a little nervous since I didn't know Frank very well.”

“I have used Cory for the last two filing years and I find he and Ricki an absolute pleasure to work with.”

“Not only is this a great firm to do business with, but this a great firm to get hands on experience and to get a variety of exposure to accounting related duties for any intern interested in accounting.”

“I've been with Mark for 3 years now and I appreciate his attention to detail, his ongoing Commnication going through this process and he has made very smart choices on how and where my funds are invested.”

“She secured us a loan when none of our banks or credit unions could - I highly recommended Penny Lane - they saved my house with an affordable Refi loan!”

“He has been our financial advisor for the past 5 years and even though we have moved recently to Seattle - we continue to meet with Steve as he lets us know of new opportunities to live our last years with financial stability.”

“He has worked through our situation of business owners, and a host of other tax issues, This company stands behind you, and you can always count on them for your tax issues or concerns.”

“All in all, this was a very pleasant and stress-free meeting about my finances.”

“When we were not in any position to invest, I would often tell him there's no money in it for you we aren't ready and he would respond with no worries,…some day you will.”

“The service with her firm is exceptional and I encourage anyone looking for an operation that can keep their books straight, in an easy and efficient manner, to use Madison Financial Group!”

“I thought my last CPA/Accountant had us protected, but I quickly learned after hiring Yasmin that was not the case at all.”

“I'm a small client not even maxing out my Roth IRA yet and I get outstanding customer service every time I need it.”

“They are excellent CPA's - Bob Speicher takes very good care of me personally and for my business - I would recommend them for all your CPA needs”