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.

We were looking to refinance and wanted the best possible rate while working with someone we could…read moretrust to truly have our best interests in mind. Brian made that easy--he was incredibly responsive, attentive, and thoughtful throughout the entire process. He took the time to understand our needs, helped us secure a great rate, and made sure we felt confident every step of the way. Now we feel at peace knowing we made a wise financial decision, saved money, and actually enjoyed the experience along the way.

I've been using Caleb's services for several years and have enjoyed the experience, dedication and…read moreconsistency he puts forth. I currently am using his services in both my business and personal finance planning. His attention to detail and ability to communicate to all of our employees has been a tremendous assurance for our company.

As a business owner it is critical for me to know what I (and my company) are good at... and what…read morewe are not good at. While we have strong financials we didn't know how to best manage retirement planning for both my wife and I, as owners, as well as our staff. Caleb and his team developed a solid plan for us to follow that was easy to follow. They were able to explain the sometimes complicated issues surrounding financial planning to us in an easy to understand method. I would highly recommend Ridgeline Private Wealth to both individuals and business owners alike.

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!!

We had Jared and Annick did our living trust on a premium complete package and it is executed…read moretoday. Jared and Annivk and their team are very professional and amazing. Their team are great! We are strongly recommended. Thank you! -Danny

Using them for a probate situation and set up a trust. Very professional, courteous and efficient…read more They do taxes as well so very busy this time of year yet everything has gone as promised in a timely fashion. It is so important to have your affairs in order and Jared walks you through the process. Excellent service and highly recommended.

Outstanding financial advisor! I would highly recommend you contacting her office for your…read morefinancial assistance.

If you are looking for a Financial Advisor, I highly recommend you work with Dawn Blocker. She is…read moreamazing! Dawn has multiple decades of experience in advising individuals on how to save for college, invest their portfolio properly, and plan for retirement. Dawn helped my wife and I setup accounts for my daughter and is fantastic to work with. She is consistently available through phone, email, and text, and works hard to ensure your questions are answered and you have the right information. Dawn was great at following up with us throughout the entire process to ensure we felt comfortable with the approach she recommended and agreed on the investment strategy. She genuinely cares about her clients and it's evident. I highly recommend Dawn for all of your financial planning needs.

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.

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.

Very poor experience working with Trajan. My financial advisor was Judah. I received very bad…read morefinancial advice and my accounts were mismanaged. As a result, I saw no growth the entire time I was with Trajan and even lost significant funds. During my introductory call, Judah said my accounts could be with Schwab but then upon signing the account opening documents, he said he that Trajan is no longer partnering with Schwab and only gave me one other option. Then when having banking issues, he said I could choose to move to Schwab, something he initially told me was not an option. Additionally, none of the associates at Trajan could figure out how to add beneficiaries to my accounts, something you'd think was simple and routine. I had to call the bank (not Schwab) myself and they were able to do so. Trajan and the bank were also not able to set my accounts to receive e-statements and email alerts for e-statements, nor could they stop paper statements - another thing that should be standard and routine. When trying to get my last tax forms, I called Trajan's main office and spoke with a representative who was very nice and sent me the forms right away (since the bank's website, not shockingly, was not working). Unfortunately, their financial advisors are not properly trained, their website is terrible and the banks they partner with are equally frustrating. Due to the poor management, financial advisor issues and considerable banking problems, I chose to move my accounts elsewhere and now couldn't be happier. When in the process of moving my accounts, I received an extremely obnoxious call from an associate at Trajan named Ruben. There are many great investment companies and financial advisory firms out there, Trajan, though, it not one of them and I would not recommend using their services.

Listened to their advertisement 10%…read moreA year etc I was told it would mature in 10 years Find out it's 16 years and no where near the 10% got back in 8 years less that I put in. Do not listen to the BS advertising Not happy I was mislead

George is Uh-Mazing! He's been my finance guy for several years. I went in knowing zilch about…read moreinvestments or how to deal with money at all and he's always been very patient to explain and assist where I'm lacking. I feel confident having him as an advisor as I know that he will help me with making the right choices. I would definitely recommend him to anyone that is seeking a hand in investments, or to start a retirement account (as I finally did.) I have moved several times since turning my account over to him and despite living in another state I have continued to work with him. Both George and Lynette are great at communicating and keeping you up to date with everything that's going on and making sure you and your accounts are in tip top shape. Thank you for all that you do!

I just love working with George. He really has his clients best interest in mind. I have set up…read moremy own private retirement plan with him. So happy to work with him.

I don't use the local offices and choose to work online. I find Schwab's integrity and accuracy is…read moregood; and their trading and account apps easy to use. When I have questions, I call customer service (trade desk) and they have always been very helpful and thorough. However, I wished they could have gotten my 1099 out a little sooner than today Feb 12, since it is dated as done on the 6th. Schwab offers a lot of products and education online, so explore the website. I frequently use another website as well, called Trading View. Do your own research and use the consultants as a second opinion. And for sure, feel free to disagree and take your business somewhere else if you aren't comfortable.

I had a great experience here. I'm not sure what the other reviews were talking about. I scheduled…read morea free consultation appointment and the time the Advisor spent with me didn't seem rushed nor was I given the impression I was being "sold" anything. I've always been impressed with Charles Schwab as a company and this location solidified it's reputation with me. Thank you for the financial guidance!