We had a great experience with Safeguard. My husband and I met with Tom and staff. We were looking…read morefor financial management and retirement planning. We started at the ground and worked up to where we need to be today in life. They listen to yours needs, and they do not overwhelm you with decisions that need to be made NOW. Tom and staff give you the knowledge to make your decisions and understand them. Life planning is difficult when decisions are made, but its comforting knowing there is someone who will guide you through this and continue to be by your side. We highly recommend them and will refer them to all

John is Awesome! He is an expert on investing and super guy…read more Also Sandi is super helpful !

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!

I've always been an entrepreneur so health insurance has always been a challenge. A friend…read moreconnected us to Ryan and he was the best!! He laid out all our options so we could compare and gave us great advice for what would work best for our family. It was great to speak to someone who does this everyday and we can count on as our business grows.

They have great retirement plans for people all ages. They helped me with ease and now I'm…read moresuccessful in all the ways I asked for.

Stay VERY FAR away from this company. If there were less than 1 star, I would use it. Threatens…read moreyou with 1099Rs for non payment of annual fees even though there have been no funds in the accounts for years. Unethical, liars. I was swindled out of over $400k in a Ponzi scheme and this firm refused to waive annual fees even though there have been no funds in the account since 2021. Result was over $10k in legal bills trying to get the IRS convinced there is no money. Stay away.

I regret to say that my experience with Grand Canyon Planning has been extremely disappointing. I…read moreseldom write reviews, especially negative ones, I generally feel why take the time to say negative things about a service provider but in this case, I felt it was necessary. I became a client of Grand Canyon Planning in 2012, I was recently divorced and wanted a new financial planner to advise me and grow my money. I met with John Dombrowski and we developed a plan to accomplish these goals. First and foremost, communication--or lack thereof--is appalling. After our initial meetings, I was promised regular updates and check-ins regarding my investments as is customary with most planners. This has not been the case; I have NEVER once heard from him in the more than twelve years since the day I signed the papers. I called him about five years after I signed the papers and asked about my investments, about ten years ago and he had no explanation for the complete lack of communication but offered a flimsy apology. I then moved the funds from two accounts to a different planner who has been an absolute rockstar, making me terrific returns. After that call with John, I never heard from him again even though he promised he would stay in touch with me. I have one remaining product with him, an annuity that has been locked in and I was unable to move until now. I am in the process of moving it to my planner as I write this review, I must pay a nominal penalty which I am happy to do and will make up in just a couple of months. John is the only one that benefitted from this product, I certainly have not. I would use the word abysmal to describe the choices John recommended. If you're looking for someone who prioritizes your financial future and maintains clear communication, look elsewhere.

I regret to say that my experience with Grand Canyon Planning has been extremely disappointing. I…read moreseldom write reviews, especially negative ones, I generally feel why take the time to say negative things about a service provider but in this case, I felt it was necessary. I became a client of Grand Canyon Planning in 2012, I was recently divorced and wanted a new financial planner to advise me and grow my money. I met with John Dombrowski and we developed a plan to accomplish these goals. First and foremost, communication--or lack thereof--is appalling. After our initial meetings, I was promised regular updates and check-ins regarding my investments as is customary with most planners. This has not been the case; I have NEVER once heard from him in the more than twelve years since the day I signed the papers. I called him about five years after I signed the papers and asked about my investments, about ten years ago and he had no explanation for the complete lack of communication but offered a flimsy apology. I then moved the funds from two accounts to a different planner who has been an absolute rockstar, making me terrific returns. After that call with John, I never heard from him again even though he promised he would stay in touch with me. I have one remaining product with him, an annuity that has been locked in and I was unable to move until now. I am in the process of moving it to my planner as I write this review, I must pay a nominal penalty which I am happy to do and will make up in just a couple of months. John is the only one that benefitted from this product, I certainly have not. I would use the word abysmal to describe the choices John recommended. If you're looking for someone who prioritizes your financial future and maintains clear communication, look elsewhere.

The workshop I attended at this location gave me an opportunity to learn more about dividend…read moregrowth. There was an intimate group of six attendee that listened to the presentation over a complimentary lunch. The hour in the meeting room flew by. Out of the three Charles Schwab locations I have been to this one places second for friendly and knowledgeable staff.

Charles Schwab is the place to go. Professionals in every facet of money management. 100% great…read moreexperiences with CS over the 15+ years my family and I have been clients. Steven Crane has been my go to contact since day one; he couldn't be any more honest, kind and concerned for his clients' funds.... Jenna Ruth is a new, additional contact I recently communicated with, she & her team show the same "love" and follow through Charles Schwab is known for. Thank you! $$$$$$$$$$$$$$$$$$

Very good financial advice and a company that I can trust for my retirement needs.read more

It's Jan 1, 2026, and Vanguard's Online system is down…read more I just want to download my 401K data, but no access on a holiday? For a system that's mainly automated, this is pretty weak.

We started working with Alison earlier this year. My wife and I really appreciate her expertise and…read moreher proactive approach. Her fee structure is also very fair. I would highly recommend her as a financial advisor!

I've been working with Allison for almost a year now and truly can't recommend her enough. She…read moremakes you feel so comfortable talking about finances and has a way of empowering you to feel confident in your decisions. She's helped me plan for a big life transition with my upcoming marriage and navigate how to combine finances in a thoughtful way. I feel so much more prepared going into this next chapter. She's also incredibly organized, responsive, and easy to work with. I'm so grateful to have her as a resource.

Saw the TV Show, it talked about everything I need re accessing my 401k, taxes, Medicare Premiums…read moreetc. Made an appointment. Got asked to bring a bunch of tax, 401 info. When I arrived, you can't park outside unless you use Vallet parking, the guy I saw never once asked to see the info I'd been told to bring, Stewart Willis was sitting in his office and made an excuse to pop in and say hi. The advisor made a few notes , most of my questions were about taxes, IRA conversions, avoiding Medicare Premiums like I'd seen on the tv show. He said he wasn't a tax guy but they had them and it was too close to tax time for them to do my taxes. He talked about investing my money and I had to ask what they charged. I was told I would get an email in a few days re a plan for investing. Never got an email or any contact. After several weeks I called them, was eventually put through to the guy I had seen who apologized for letting me fall through the cracks. He sent me an email requesting secure information most of which I had taken to the meeting. Didn't mention accessing funds or IRA conversions etc. I didn't send anything and have heard nothing since! My appointment was in March!! Draw your own conclusion re what you see on the show and what they actually want you to do!!

Received an invitation through regular snail mail to attend a financial seminar. I called, made a…read morereservation for myself and a friend. THE DAY OF THE SEMINAR, I received a text that I was not eligible for the seminar. I had to call my friend to tell them the event was off. If this business cannot manage a simple thing like their invite list, do you think they can manage your money? Beware!

GREAT SERVICE!!! I like banking at this TruWest Credit…read moreUnion. The personnel is very helpful and friendly.

My wife and I recently paid off a vehicle loan with TruWest Credit Union, and this was the most…read moredifficult loan payoff experience we have ever had. We contacted them to request a payoff amount and were provided a specific figure. We then transferred that exact amount from our external checking accounts with the understanding that it would be applied directly to the loan. Instead, the funds were placed into a savings account rather than applied to the loan, and the loan continued to accrue interest. From there, the process became unnecessarily complicated. We had to make multiple follow-up calls, deal with excessive and redundant verification requests, and essentially guide the process ourselves to get the payoff completed correctly. At one point, due to how the transactions were handled, funds were pulled incorrectly, resulting in overdraft fees from both my bank and TruWest. While both institutions ultimately waived those fees, we still had to spend additional time and effort resolving something that should never have happened. Even after we clearly stated that the loan needed to be paid off, the funds still were not applied correctly without further intervention. Only after continued follow-up did they finally apply the funds properly and agree to backdate the payoff to prevent additional interest from being charged. This is the first time I've ever had this much difficulty paying off a vehicle loan. This created unnecessary stress and wasted time for something that should have been routine. In the end, the loan was paid off, but the amount of effort required on our part to ensure it was handled correctly was far beyond what should be expected. I would strongly recommend that anyone working with TruWest closely monitor their accounts and verify that transactions are applied exactly as intended.

Worst company I've ever dealt with zero customer service. Can't get copies of my statements. No…read morereturn phone calls