We worked with Brandon, and he was excellent. He took the time to explain everything thoroughly,…read moreanswered all of our questions, and always responded quickly whenever we reached out. The process was simple and straightforward, which we really appreciated. Not only did Brandon help us better understand our coverage, but Stewardship was also able to save us money on both our home and auto insurance compared to the agencies we were previously with. It feels great knowing we have good coverage and a team that is responsive and helpful when we need them. We highly recommend Brandon and the Stewardship team.

Brandon was extremely helpful in finding our family a reduced rate with our car insurance. We are…read morepaying less and receiving MORE benefits than we previously did (such as rental reimbursement and glass coverage). This is saying a lot as we have 3 teen drivers! He also helped us pay less on our homeowners policy. The process was seamless and I have great relief knowing a professional has had eyes on this important financial piece of our puzzle. Thank you Brandon!

Will was a breath of calm for us in working through a recent financial crisis. He walked us through…read moreeverything and helped take the stress out of the entire process. Will is very knowledgeable and took the time to answer all of our questions clearly. He has continued to work closely with us and has alleviated a lot of stress for me and my wife. Thank you for everything!

Will is dedicated to helping people not just plan for their future, but making it work in your…read morebudget today! He is very professional, knowledgable in the industry of finances and makes you feel like part of his family too. I highly recommend Newman's Financial Planning.

We've been with Shanna almost since the beginning when HFS was basically just a one woman show…read more She's been very helpful in providing good advice to insure that the money that we have had invested so far through 401k and other means continues to grow. Through her company there's access to other financial tools to help anyone out to get their financial life's not only on track, but ahead of the curve. We recommend her highly if you're looking for someone who won't blow smoke up your (you know what) and will provide solid advice on which you can actually bank! She just opened a larger office and now employs a few advisors who are just as personable and willing to help as Shanna is.

It took me almost one year to debate if I was going to write a review about this company due to the…read morefact that it won't quite put them in the best light. However, knowing there are folks out there who aren't very comfortable/familiar with investing/planning for retirement I wanted to provide my honest opinion about Heritage Financial Strategies. I was looking for a new financial advisor after the previous one, that I actually had a good 3-year run with, decided to put more effort into researching tools of the trade than helping his clients and their retirement goals. My mother and I met with Shanna and decided to give her a try (she was to manage my mom's retirement accounts). In the first few months she seemed to be doing ok, even though the lines of communication weren't the greatest with her. BUT, to be fair, her assistant, Emily, was always fantastic to deal with. Then she went dark, and after some not so nice emails from my mom, she told us if we want to schedule reviews with her that we need to go online and schedule through a link she provided. Now, that information would have been wonderful to know at the start rather than being treated like we were junk on the side of the road. Also, I had to do some pushing to get recommendations on whether or not some stock should be sold and what she had in mind for purchase. Not exactly the way this "financial advisor" thing is supposed to work. I just want folks who are not familiar with investing/markets/planning for retirement to perhaps think about going somewhere else lest you deal with 0% return over the course of a year.

Very friendly and efficient, with a great deal of tax knowledge. Easy to work with! I thought they…read morewere v fast, a big relief!

They weren't willing to quote me a minimum fee or range for their services, and then tried to scare…read moreme with potential penalties from the IRS if our forms weren't prepared properly because we were focused on price. We were unnimpressed and looked elsewhere.

After becoming debt free my husband I were lost on how we should budget to save and also enjoy…read moreourselves so we scheduled a Eureka session with coach Jaclyn. the pre appointment work was eye opening and during the appointment Jaclyn helped us create a realistic game plan. We feel so much security in knowing that each dollar has a place and that we are able to save for our goals like vacations and a new car without worry. if you are on fence just do it! You will gain so much for these incredible coaches!!!

I cannot begin to tell you how satisfied I was with help my wife and I got from Jaclyn. We did a…read moreEureka session and half way through I knew that it was the right decision to have Fiscal Fitness Phoenix help up. Book your session asap!!! You will NOT be disappointed!!

Josh with credit repair and I connected today. I tried to share my frustration my FICO is 800 my…read morehusband needs help Jocelyn started in February then in May told she is too busy so it is my husband I have to explain we are starting all over again after telling him that with Jocelyn from someone else who dropped the ball. I told him I had a short time to hear what he needs and what he can do for my husband. He said "I feel a lot of hostility and anger I don't think we are a good fit and that we can work together". Did he ever hear the phrase the customer is always right? I was sharing my frustration and only wanted reassurances he is a professional and can take it to the finish line. I was not going to beg for his business I saved him the satisfaction of hanging up on me so I hung up on him. My Credit Guy will be getting a very bad yelp review for poor customer service. Josh may be overly sensitive to my being upset for this process of taking so long and having to start over for the 3rd time because my husband's daughter could not help and then Jocelyn dropped the ball and now "My Credit Guy" can't deal with someone frustrated to start over again. It is a legitimate concern. I don't work with poor customer service, overly sensitive snowflakes so you can tell that to your associate Josh !!! I was willing to give Jocelyn all my real estate contacts and pay her for her service. Not now !!!!

Do not waste your time with these people. I spoke to 4 different people in the 2.5 short months I…read moreallowed them to BS me. They pass you around like a bad habit and each one calls themselves a team. I had one specific debt I needed help dealing with and they screwed that up! I first talked to a guy who sold me my plan then I spoke with another guy who set me up with some girl who wrote me three emails in 2 months. Finally when I was supposed to have a conference call with the lender I needed help with, they put me with a girl who knew NOTHING about my account! They say they negotiate for you but that is total garbage! The lender said my account needed paying in full, and the girl whom I just met via telephone and was completely ignorant to my situation, asked "What would you like to do Mr Johnson?" That's it????? That is the totality of your negotiating? There was no negotiating there was NOTHING!!!

I called 5-10 cpa/accountant in the area and they didn't know what I was talking about…read more Jeff, was very friendly and professional he was able to answer all my questions regarding vested/unvested stock and he took the time explaining everything to me. Thank you for being honest and kind and being very helpful to me!

Love the FARM BUREAU! They help me with insurance, investments, and helping Arizona keep local food…read moreon our plates by supporting ageiculture! What other insurance company does that!? The Chandler office is where I do my business!