These are difficult times, and we want to provide you with support and guidance. We care about both your physical and financial health and are here to assist you. At Ali Zuberi - Edward Jones, we believe that every financial goal deserves a face-to-face conversation. Our experienced team is committed to helping you plan for retirement, save for education, and make smart tax investments. We will work with you to create the best plan for your future. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Bay Equity Home Loans is a mortgage provider specializing in a wide range of loans. We prioritize customer satisfaction, ensuring our borrowers are always up-to-date with the most suitable products on the market. Our mission is to provide the highest quality financial services to our clients, offering an extensive portfolio of residential mortgages. Our team of experts is dedicated to providing superior service and personalized loan solutions. With decades of experience in the industry, we have the knowledge and skills to find the right loan for you. We take pride in helping our clients achieve their financial goals and strive to make the process as stress-free as possible.

Jeff McGinnis at CrossCountry Mortgage is a trusted mortgage company located in Gilbert, Arizona. At CrossCountry Mortgage, we are dedicated to our customer satisfaction and strive to provide exceptional service for every client. Our mission is to help our clients make informed decisions about their home financing needs. We offer a variety of loan products such as VA, FHA, Fannie Mae, Freddie Mac, USDA, DSCR, Reverse Mortgages, and Jumbo Loans. Our team of experienced professionals is also compliant with the Arizona Department of Financial Institutions and the California Residential Mortgage Lending Act, and hold valid NMLS numbers.

Money is an integral part of our lives and influences the way we think about ourselves, our future, and other people. With Marie McNabb, I strive to help clients gain a deeper understanding of their life and relationships by examining the role of money in their lives. We will take a closer look at your financial state, the goals that you want to achieve, and how to make it happen. However, more importantly, we will seek to identify the underlying psychological aspects of your financial situation. Our work will not only improve your financial circumstances but also enable you to make more informed decisions, speak more openly, balance short-term needs and long-term goals, and live with greater self-confidence and optimism. Before becoming a counselor and therapist, I worked as a CPA for small businesses and entrepreneurs. To assist our clients, I draw from multiple areas, including Jungian, existential, psychodynamic and cognitive behavioral approaches.

At Mangan Wealth Management, our mission is to provide our clients with personalized financial management solutions that bring them peace of mind. Our experienced team offers a comprehensive package of services designed to meet the individual needs of our clients, including Wealth Management, Investment Management, Tax Planning and Compliance. We strive to stay up-to-date on market conditions and legislation, so we can identify opportunities to maximize returns and minimize taxes. All assets are securely held in the client’s name with a custodian. We work closely with each client to better understand their situation and make sure their financial goals are met. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Jordan Comfort, a Seattleite with 7 years of experience in finance and accounting for small and medium-sized businesses, loves to help business owners reach their goals by providing a financial roadmap. Comfort Accounting Services can help you save time, money, and stress by streamlining your bookkeeping processes. Our services include bookkeeping, payroll, and business consulting and CFO services. We provide clarity on your finances so that you can make informed decisions regarding your business. Furthermore, you will receive accurate, easy-to-understand reports. On average, our services have enabled business owners to save 100 hours per year, increase profitability by 15%, and remove the burden of managing their own books. Schedule your free 30-minute consultation with us now to learn more about how we can help you. Don't hesitate to contact us to discuss your business needs.

At H&R Block, we prioritize our customers' well-being above all else. We've implemented various safety measures to protect our community, such as deep cleaning our offices, disinfecting high-touch areas after each appointment, and social distancing. To make it even easier for our customers, we also offer Digital Drop-Off services, where customers can upload their documents to us electronically. Our team works hard to ensure a smooth and safe experience for all of our customers, whether they are in the office or working remotely. We provide the same quality service no matter which option they choose, so they can get the help they need while feeling secure.

At Edward Jones, Winston Felix is here to help you reach your financial goals. With a personal approach and professional advice, he works with you to create a plan that will bring you closer to the future you envision. He will ensure that you are on the right track to achieving your objectives. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

At Quality Tax Service, our mission is to provide you with the most comprehensive financial advice and accounting and tax services for individuals, partnerships, corporations, estates and charities. We strive to make your financial life easier with our experienced team of professionals. Our staff includes an IRS Enrolled Agent, a CPA and a QuickBooks Pro Advisor, all committed to helping you form, manage and analyze your business. We'll also help you set up and maintain QuickBooks, as well as making sure you receive the best representation for your personal and business tax and accounting needs. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Leading Retirement Solutions is a renowned Third Party Administrator and Recordkeeper for company-sponsored retirement plans, such as 401(k), 403(b) and Defined Benefit Plans. With headquarters in Seattle, WA and satellite offices across the US, we provide services to clients in all 50 states. Our mission is to build custom service and consulting solutions that work well for businesses, employees, and investors, while also offering access to alternative investments including real estate, private stock, joint ventures, membership interests, hard money lending, agriculture, and maritime rights. Our team has the expertise to offer tailored retirement plan solutions that meet the unique needs of our clients. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

HomeStreet Bank is a full-service financial institution located in the Pacific Northwest, California, and Hawaii. We offer a wide range of products and services, including consumer banking, commercial banking and lending, mortgage and residential construction financing, commercial real estate lending, and insurance services. HomeStreet Bank is dedicated to supporting our communities by assisting organizations that seek to meet basic needs, such as housing. Our employees are also highly involved in these organizations. HomeStreet Bank Lake City Branch is part of the FDIC and Equal Housing Lender, ensuring the safety and security of your finances. At HomeStreet Bank, customers are treated like family, with bankers who know you by name. We take pride in providing excellent service while doing the right thing. Whether you are a customer or an employee, you will feel right at home here. We are always looking for great people to join our team.

Do you need help with the IRS? MC Tax Relief can provide tax relief for many different issues, such as unfiled taxes, unpaid taxes, offers in compromise, payment plans, tax planning, tax credits, and more. We specialize in helping our clients navigate the complex requirements of government agencies and can provide assistance during stressful times. If you have too much tax to pay, are already in collections, or think you may be headed that way, don't worry. MC Tax Relief can help. We can deal with third-party collections agencies hired by the IRS and address notices and phone calls. Give us a call at (855) 540-0850 to discuss your tax situation or email info@mctaxrelief to set up a tax conference at a time that works for you. With years of hands-on tax experience, we'll be here to provide the assistance you need.

At Umpqua Bank, we don't just view our customers as accounts, we see them as people. We want to get to know you and your individual needs so we can provide the best financial support. We are committed to helping you manage your money in a way that fits into your lifestyle. To do this, we give you the tools and access to make managing your finances easier. In addition, our stores have a warm atmosphere that feels more like a living room than a traditional bank branch. Our employees will always remember your name and be familiar with your financial situation. We are dedicated to creating economic vitality for our customers, businesses, and communities. We focus on more than just the size of your balance. Our team has a passion for understanding the bigger picture and making sure banking fits into your life. We also offer mobile tools and easy access that allow you to control your money on your own terms. At Umpqua Bank, we have grown beyond our original roots as a community bank, but we still hold the spirit of community close to our hearts. We strive to provide the best financial support and service to every customer.

Betty Hedrick has been an expert in investments for more than three decades. She began her career in the futures and commodities markets in 1984 and established her own firm two years later. Betty appreciates the complexities of risk and knows how to identify advantageous investment opportunities, demonstrating a keen eye for financial markets. At The Hedrick, she utilizes her expertise to provide her clients with sound advice and prudent guidance. The Hedrick offers a wide range of services, from portfolio management to retirement planning, along with the experience and knowledge of their team of professionals. They strive to help their clients reach their long-term financial goals through careful financial planning, with the utmost respect for their clients' safety and security.

Charles Schwab was founded with the mission of providing better, more contemporary investment services to clients. They are dedicated to putting clients first, and have been doing so for over 40 years through personalized financial advising, retirement planning, expert investment research, and complimentary workshops. Their core values of having the client's best interest in mind have allowed them to continuously innovate on behalf of their customers. Schwab's wealth management services offer a wide range of products and services to meet their clients' individual needs. These include market analysis, financial services, portfolio construction, and risk management. Through their team of experienced professionals, they are able to provide guidance, advice, and support throughout the entire investment process.

Ignite Financial Planning, LLC is a fee-only financial planning firm founded by Certified Financial Planner (CFP®) pro Riley Poppy. Our mission is to help young professionals and their families in the Greater Seattle Area and across the country reach their financial goals. We provide guidance on student loans, 401ks, equity compensation, insurance selection, 529 plans, estate planning, and home buying. With our expertise, we can help new parents and young professionals budget wisely and make sound financial decisions. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

I joined Edward Jones in 2008 as a financial advisor and was promoted to limited partner in 2014. Together with Senior Branch Office Administrator Kathy Burkholder, our team provides clients with 25 years of experience, using personalized strategies and a well-defined process. During these turbulent times, we are here to lend our support - to listen, guide and help with physical and financial health. Paula D Fedirchuk - Edward Jones is committed to investing in our community, with both Kathy and I being active volunteers and members of the regional leadership team. We also mentor and train new advisors at Edward Jones.

At HomeStreet Bank University Branch, our mission is to provide customers with reliable and personalized financial services. We offer a range of banking products and services, including consumer banking, commercial banking, mortgage lending, residential construction financing and commercial real estate lending, as well as insurance services in the Pacific Northwest and California. We are dedicated to supporting organizations within our communities that focus on meeting basic needs, such as housing. Additionally, HomeStreet Bank encourages employees to actively participate in local organizations. When you become a HomeStreet Bank customer, you become part of the family. Our knowledgeable bankers provide excellent service and treat everyone with respect. We pride ourselves on creating an environment where customers and employees alike feel right at home. HomeStreet Bank is a Member FDIC and Equal Housing Lender.

Olympic Point Tax & Consulting is a certified public accounting firm based in West Seattle. Their mission is to provide accounting and tax preparation services for individuals, corporations, and small businesses. They are dedicated to helping their clients plan for their future through estate and trust planning, as well as financial planning services. Their team of experienced professionals provides knowledgeable and personalized advice to each client. The firm takes pride in offering the best service possible for their clients. With years of experience in the industry, they are well-equipped to handle any accounting, tax or financial planning needs. Their commitment to excellence is evident in the quality of their work and dedication to their clients.

At HomeStreet Bank Fremont Branch, we are dedicated to providing our customers with a wide range of banking services and products, as well as supporting organizations in our communities that focus on fulfilling basic needs. We offer consumer banking services, commercial banking and lending, mortgage lending, residential construction financing, and commercial real estate lending in the Pacific Northwest, California and Hawaii. Additionally, insurance services are available in the Pacific Northwest and California. Become part of our family at HomeStreet Bank, where you will be treated like one of us. Our knowledgeable bankers will get to know you by name and make sure you feel at home. We are also always looking for new team members who are passionate about delivering excellent service and doing the right thing.