I typically don’t write reviews, but I’ve been working with Larry for the past year and everything has been great. He handles my monthly payroll, quarterly taxes, business tax returns, and personal tax returns too. He has been very responsive to my questions and proactive to stay in front of my ongoing tax situation as well as upcoming deadlines. I’ve been very happy working with Larry. I look forward to continue working with Larry for years to come.

I have used Lee Financial Services for my taxes for many, many years. Always friendly, accurate and on time. Also used Larry for life insurance and retirement planning, which has proved very instrumental in my current retirement. You will not find better than Lee Financial Services.

I have a business and a job. Filling for me was usually overly complicated. Larry has helped me now for 4 years and its no longer a stress in my life to file taxes.

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My family has been invested with Quantum for at least two decades. They are a pleasure to work with and provide great, personal service and a very comprehensive take on financial planning. Their philosophy is fairly conservative in terms of risk, and we have had great financial results. I never worry when the market goes down. Our finances are now in order, thanks to Quantum, and it's a big mental relief to have them driving the process forward and staying on top of the tasks.

Before having contact with Quantum Financial Services, I spent time and investment with three other financial institutions. I have been with Quantum Financial for over 30 years and could not be more satisfied. Quantum's advisors know what they are doing. They are easy to work with, can answer all your questions, put your mind at ease and they will make you money.

Quantum has helped me manage my portfolio for a few years now and has helped me both invest outside of work and has helped me pick the best ways to utilize my employer provided retirement plans. I am very happy with their service and focus on education so I understand money better.

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The folks at Fulcrum Financial Group are an immensely knowledgeable and personable team of Spokane financial advisors. They listen to what YOU want in life, and they'll help you financially get there. If you have an ideal lifestyle in mind and are stuck with financial planning, I highly recommend you check them out. You'll see why Sarah, Katie, Travis and the rest of the team love what they do. They're laser focused on helping you achieve your goals!

Fulcrum takes care of you so well you feel like a member of the family. They are very prompt and responsive and make great investment decisions. Most importantly, they clearly care and take the time to understand you and your goals. I have referred several friends and family and they all love Fulcrum, too. Sarah, Travis, and the whole team are great. I highly recommend.

The group at Fulcrum Financial took our (my wife and I) once average-at-best portfolio and turned it into a money-making machine. Sarah and her team are very professional and they are definitely in tune with our financial needs - a highly-recommended company to work with you and your money.

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