Bill and his team are excellent. There is more to a financial advisor than investments and I…read moreappreciate being able to call or email with questions that are always responded to quickly. I have every confidence in AIO Financial.

I have nothing but great things to say about AIO Financial. They do way more than just manage my…read moreinvestments. They created a plan that covers all areas of my finances and it gives me tremendous peace of mind. I highly recommend them to anyone, especially those with a high net worth. They don't get commissions or sell anything so I know they are always doing what is best for me.

We have entrusted our investments with the Greenberg Financial Group for almost 20 years and have…read morethe highest regards for the Group, the staff, and the investment advisors. As a result of their efforts and expertise, and our willingness to listen and work with them, we are able to enjoy our security and financial comfort as we continue along in our retirement years.

Dave Sherwood has been my Financial Advisor for 20+ years. I seek and appreciate his wisdom and…read moreguidance when making a decision about my investments. He has not steered me wrong! He develops a rapport with his clients and makes each one feel like a valued friend. He is easy to talk with and completely down to earth in discussing one's financial goals.

I have an old Stock Certificate from my Father from many years, almost put it in the trash when we…read morewere moving. I put it away and six months after moving I came across it again and said, maybe I should find out about it and if it's worth anything. I'm deaf so, my Son had set up an appointment. Mr. Douglas Riegger is very professional, help me out along with my Son to understand what we have to do to accomplish my goal of finding out. Still work in progress, I'm giving a five, they have exceeded my expectations. I do recommend this group and they are all very professional, courteous and helpful.

From the owner: Our primary focus is Retirement Planning and Wealth Building. We can also help with calculating…read moreSocial Security Benefits, Long Term Care Insurance, Life Insurance, and Educational Savings. Southwest Investment Advisors (SIA) is a family-oriented company. Our goal is to help families successfully transition from wealth accumulation to retirement and the eventual transfer of wealth to the next generation. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Southwest Investment Advisors, a registered investment advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KY, LA, MD, ME, MI, MN, MO, MT, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI & WY.

Went to open a IRA to go along with my other accounts. They started to do it at the front desk with…read moremy info for everyone to hear and see. I asked to go to a office and was taken to what appeared to be the lunch room and was told they would bring me a laptop and I could do it myself. I thought the guy was joking, but no he was serious. He said that is the way they do it. I left in disgust and went across the street to Fidelity and was treated like a king, the professionalism was night and day(CLASS ACT) In and out, I like Schwab on line but this office is loud, dirty and in my opinion unprofessional.

Somebody out there done gave me an "Oh no," referencing my rosy Review of this joint from back in…read morethe day, when they were way up further East on Craycroft @ Sunrise. Jeffery was my guy then. Well times have changed, but this joint's interior only slightly. Nowadays, you only go as far East as Campbell and bang, it's standing tall on a corner lot in the Escondido [sic?] strip shopping center. Out in these parts, that's considered upper eschelon, dides, cause it's smack dab in the middle of old school "foothills" region. It's in the "sittin' pretty" neighborhood where Sir Campbell looks down at "the Old Pueblo." So I went back in there a couple times 12/2022--2/2023 and my passenger agreed their hospitality remains "second to none." Not only did it feature full Keurig machinery to dose you up with premium tea & coffee packets, but they'll even sport you a SCHWAB mug on the go. My original review, spot on. It's true they don't local answer phones , but their 800 number may greet you like a dearly beloved conceirge. So if you REALLY want to speak with their latest Broker & Chief, just introduce your sheet to 800-435-4000, mkay, it'll happen. Full disclosure, I manage my own investments so at no point have I relied on it to think or market trading activities to me. My only exposure: government checks that require physical deposit. My only suggestions ref: "room for 'provement" would be: 1) Make my check deposits into PensionMaster accounts via mobile app, & 2) Open an office in Mayaguez or Rincon or hell, even Isabela,PR works. Peace out, my peeps.

Zero stars would be more fitting for this dishonest and selfish individual. Rudy should be ashamed…read moreof himself for taking advantage of the elderly, and then lacking the integrity by taking accountability for his wrongdoing. I truly hope you enjoy the kickbacks from my grandmother's crappy annuities that you set-up for her. Rudy's transaction was the ONLY thing from my grandmothers passing that continues to bring grief and resentment to my loved ones. My mother cries everything time it gets mentioned because of how he misused her trust (or either utterly negligent in the transaction). Even after the issue was timely brought to his attention he stopped taking to the executor, and defer all communications with corporate. If you want a man who vaules his own pocketbook above your loved ones, someone who will take Kickbacks from annuity transactilons, and lacks integrity than look no further than Rudy Graf. * PS if you are reading this than I have not been contacted by him or his company for follow-up, which demonstrates his indifference to his former clients.

In 2013, my beloved grandmother fell victim the financial predatory practices of Edward Jones and…read moretheir agent, Rudy Graf. She placed her financial legacy in his hands and he negligently entered into "investments" with high commission kickbacks to him. These "annuity investments" were financial suicide for purchaser but genius revenue makers for Mr.. Graf and Pacific Life Insurance. Mr.. Graf is either incompetent, negligent, or acts with malicious intent if he can't figure out that an investment shouldn't take 30 years to break even on the returns. Had he had my grandmother's interest truly at heart he would have never recommended an investment that requires $50,000 up front and would take 30 years for Pacific Life to slowly give back the money... After 30.5 years I will officially see approx $1,000 of the first interest check. Mr. Graf will have earned more interest in one week than any beneficiary under this investment will see for 35 years. Compare this with a low end cd interest rate of 2.7% over 30.5 years (the same amount of time to just get the money back under Mr.Graf's investment scheme). In this scenario the 50k will have grown to 111k. This is common sense but our elderly get manipulated, as was the case with my Grandmother. What makes matters worse is email correspondence found between me. Graf and my grandmother after her passing (she documented everything). She has question marks and writing on the draft stating she didn't understand, emails saying she was confused why he took money from accounts she didn't authorize, and more telling that he never gave her the required financial disclosure sheet to see what he was signing her up for. She always thought upon her death her gift was the lump sum payment to her grandchildren. Little did she realize Mr.. Graf's lack of transparency was purposeful and a grossly negligent financial mishandling of funds. For the next 30 years I will watch approx. $1,200 be paid out once a year until the full 50k taken is repaid, an approx. $60,000 difference caused by inept financial consultation and unscrupulous business practices of Edward Jones and Pacific Life Insurance. I wish this on no family grieving the loss of a loved one to also realize that there family member was taken advantage during their last days when all they were trying to do was create a legacy. This review is to help others who have also been injured financially but negligent financial advice and personal gain over fiduciary duties by the mismanagement of personal funds by Mr.. Graf, Edward Jones, or Pacific Life. And to warn others who are contemplating annucide by entering into dealings who have one beneficiary's interest at heart, their own. Each year this policy is in place I will ensure a negative review is made on each of these three tortfeasors to commeserate the harm that negligent financial practices cause to families... It's not about the money it's how poorly you treat those individuals who place their trust in your business.

Niki is someone I inherently trust due to our long relationship of working together. She is a very…read moreknowledgeable financial advisor and colleague. We work well together due to openness and honesty about each situation. Whenever someone needs a financial advisor, I recommend her. Not only will she help you get your finances and retirement nailed down, she's also genuinely invested in your long term goals and general well-being. She'll accompany you to meetings with attorneys, accountants, whatever you need to help you get the job done and support you. Niki works with many families meaning she'll have many generations of the same family as clients. She's a great lady and has an excellent team supporting her to boot. Why are you still reading? Go call her!

From the owner: The practice has been in business since 1980 and while a franchise of Ameriprise Financial…read moreServices, LLC, it is comprised of two advisors, a mother-daughter team. Many of our clients have been with us for the duration of that time, and we accept new clients consistently. We have an all female office and are thrilled to say that our office team has been with us for 10+ years. We're happy to have a free initial call with you to determine if we are the right fit.

Update: 2 weeks later. We chose our service. AARP/United…read moreHealthcare. We both got our packets this week and the cards. My wife added part D for her meds. My meds come from the VA. UHC called me twice to confirm I have no further questions. We got the code for the free fitness benefit and converted our memberships to no charge yesterday. So any LA Fitness will accept us for entry, classes and pool. I probably won't need to come back here for help but I am in his computer if I do. Thank you, this went well.

We had to postpone this consult with the agent. Back in a…read moreweek, illness. We were offered another person but since we had spoken to this one, we just put it off.

I visited the office at Campbell & Skyline ne for the first time …read more Plenty of parking and exit available on w side n on Campbell . Second floor very modern office w both stairs & elevator access . Friendly greeting & help but appointments suggested or necessary . I alway get good help on phone too .

Great Place to Work!…read more The mission that drives this company is amazing, and it really unites everyone to work together as a team to provide the best services we can to clients. Great staff and a company that truly cares about their employees!

Each week I get financial tips from Jim personally being part of the ERC group here locally in…read moreTucson Arizona. As most business owners know and understand reputation is everything, and Jim provides the level of expertise that fuels his 22 years of valuable service. Thanks Jim for your expertise and advice.