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Lockhart Professional Services
Referral from
Jan 19, 2017
Kathleen D.:
My mom and I have a small business and I need someone to keep track of our books and do our taxes. Does anyone here do that or know...
Dawn M.:
I work with Lockhart Professional Services and Amelia is amazing with small business! Check out her page:... Frequently Mentioned on Social Media
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Referral from January 31, 2017
El J. asked:
Looking for recommendations for a financial advisor & why you like that person/company.
Jonny H. replied:
Caleb Brown. Nw mutual. He's been helping my wife and I and does an amazing job. He comes from a great family too.
Matt F. replied:
If you would like to meet and see if I'm a good fit, here's my number 360-876-2300 I'm a financial advisor.
Myle D. replied:
Harry Kippert Advance Financial
Valarie H. replied:
Matt Flores, he's your man.
Sarah P. replied:
I use Don Soderquist at Waddell & Reed in Old Town Silverdale. He offers free workshops so you can learn a bit about different options. We discussed my goals and came up with a plan. This past year I saw close to a 13% return on my investments. Hes been with that company for 30 years- through it all. I highly reccommend him.
Denice D. replied:
Stephanie Dorman. Primerica she is the best in the business not only can she do Investments life insurance auto and home you name it she does it one person everything that you need. 710 2553 she is located in Belfair but will come to you for a appointment
Referral from March 14, 2017
Gorvi G. asked:
Please help!
I'm looking for someone to do my taxes, it's a simple return minus the fact that I haven't filed the last three years. I've gathered as much paper work as I...
Maggie L. replied:
Real easy to do on your own at freetaxusa.com. I promise, you can do it and you won't have to pay a penny! Just create an account and it will walk up through it.
Stephanie M. replied:
Liberty Tax does free taxes for new clients. Mention me!
Referral from March 17, 2016
Mandi L. asked:
I am beginning my hunt for a Financial Advisor. Do you have any recommendations for someone in Bremerton?
Kyle T. replied:
Jason Skifstad is fantastic. highly recomended.
Angela D. replied:
Teresa Brandt at Edward Jones is great to. Go to one if her coffee mornings there. Tell her hi.
Sindy C. replied:
Sharon Weathers she is wonderful
Referral from April 8, 2014
Adam G. asked:
I'm looking for an Awesome financial advisor to invite to my networking group. I need some names. I've got a lot of extra time this week, considering I'm stuck at home...
Beverly K. replied:
Angi Sells from Eward Jones in Silverdale. I think you would really like her.
William M. replied:
Caleb Brown
Ben T. replied:
Johnny Mitchell
Referral from April 7, 2014
Catie J. asked:
I belong to BNI PNW Peninsula Business Partners Chapter and we are currently looking for the following businesses to join our chapter:
1. Massage therapist
2. ...
Catie J. replied:
Augustine Lujan I think you should come and be a visitor to the chapter, plus I have a little marketing gift for Rush Investigation & Security Services. Do you have time next week to meet up?
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