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Prism Financial Planning

18708 SE 45th St
Issaquah, WA 98027 425-641-5717

Ratings

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Consumer Ratings for Prism Financial Planning — 2 Ratings

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Percent of customers who rated service "superior" for:
Giving helpful advice
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Doing work properly
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Promptness/responsiveness
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Consumer Comments for Prism Financial Planning

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Consumer from SEATTLE, WA
Feb 16, 2024
Recommended
Amy Goan of Prism has advised us several times over the past 5 years, first in drawing up a financial plan and then in updating the plan. She is prompt, thorough, and charges by the hour --- no ongoing management fees or sales pitches to buy expensive financial products. She also listened and adjusted the plan when we wanted to change some of our goals. Very highly recommended!
Consumer from Seattle, WA
Feb 04, 2022
Recommended

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