Michael is familiar with my finances and makes filing yearly taxes a breeze!…read more Also when they have seminars, I find them extremely informational!

Please treat your clients with more respect. Unfortunately my experience was terrible. I cannot…read morerecommend this company services. Their attention to details was lacking and very unprofessional

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.

Well, since Dec 2023, I have had a new financial consultant at this branch…read more Brandon K. has been my main advisor and I've met with him four times with a couple of meetings including Steve L. I have updated a financial plan, set further goals and have a representative that has a solid understanding of back door Roth contributions. I've been impressed with Brandon's professional and polished communication skills! He makes it comfortable for me to ask a question no matter how simple it may be. I leave this office feeling confident now.

I've now worked w/ Charles Schwab for a few years since leaving Edward Jones in 2022. I'm currently…read moreDIY in managing my retirement accounts but have worked w/ a couple of assigned representatives during my time at CS. Now work w/ Brandon K at this Chandler branch and have been thoroughly impressed with his knowledge, follow through and overall customer service. When contacting CS through their online site or phone reps, I've had nothing but excellent service there as well. Highly recommend Schwab and this branch/Brandon K...specifically.

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!!

Andrew Klein is our financial advisor at Edward Jones, and we are very happy with his services. My…read morewife and I did plenty of research, and asked for several word-of-mouth testimonials from our friends and family, and no one came as highly recommended as Andrew did. He is friendly, helpful, thorough, and trustworthy, even in these challenging economic times. When we first called Andrew on a Tuesday to schedule an appointment to meet with him, he offered to meet with us as early as the following day. On the day of our meeting, he was available right at the time we scheduled, and spent a great deal of time with us, asking questions, learning about our investment goals, and giving us great advice. I look forward to working with Andrew more, and reaching our goals with Edward Jones.

Andy Klein is one of the most trustworthy individuals I know. He has been my financial adviser for…read morealmost 10 years. He helped navigate me and my finances through the worst US economy since the great depression, and now my funds are stronger than ever. He prides himself on providing excellent customer service. He will call you every month, regardless of how much money you have with him, to give you updates on your finances. He will also recommend any changes that he thinks will be a better fit for you as well. He really listens to your needs, goals, and abilities to set a savings plan that fits you and your budget. Andy and his team at Edward Jones are among the best in the field. They can't control what the market does on any given day, but they set you up for success no matter what it does.

The financial representatives & customer service assistance were/are excellent! I highly recommend…read morethis financial institution for your financial investment needs.

I was dropping my Nephew off at school & saw the Fidelity signage. I stopped in to see if I could…read morenegate mailing in the paperwork & handle in person. I was able to & the associate not only assisted me with the necessary paperwork, but he also offered to include my documents in their daily mail run to corporate. I also received copies to take with me. A route that would have taken 7-10 business days took me 45 minutes. Good visit with the associate who juggled a few different tasks simultaneously while assisting the steady flow of customers.

I met with Tom and after speaking with him I found that he is completely on top of his game in the…read morefinancial world. He is also genuine, knowledgeable, sincere, capable, understanding, and a fabulous listener (a rare commodity in today's world). To find someone who knows numbers is a good thing. To find someone who is personable in today's business world is unordinary. And to find someone who has both of those attributes all under one roof is exceptional. Tom is the right guy to know if you need sound financial advice. Just sit with him for 30 minutes and you'll agree.

great and very helpful. They know exactly what they need to get you a loan. they also do credit…read morerepair.

First impression with Jeff no pressure. Jeff is a great listener he wants to know what your…read morefinancial goals are so he can place you in the write financial vehicle. I know many financial planners. He is the only one that has ever educated me in options that I never knew existed. My wife and I are 70 years old. I want to have my wife protected in the event something should happen to me. With Jeff I no longer worry. Interview Jeff before you decide like I did. Jeff is very knowledgeable! Bob & Joanne Chandler AZ

I took one of Jeff's classes at a community college and reached out to him for assistance with…read moreplanning for my retirement. Jeff was so accommodating, coming to my home when it was convenient for my teaching schedule. He always took time to explain and help me understand the industry lingo, and brought print outs to provide visual support. He answered every question I've come up with since our first meeting and takes time to understand my goals, coming up with a variety of options for me to consider. He is a pleasure to work with and I trust his advice!

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.