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.

Allison is an amazing individual and cares deeply about her practice her team and her clients…read morebalancing family and financial planning isn't easy yet she makes look like a walk in the park!

Blake Koolick and his team are easy to work with, communicate efficiently, and had our moderately…read morecomplicated tax situation handled quickly. Highly recommended, especially if you prefer all-digital communications (as we did).

We've worked with Blake and Scottsdale CPAs for several years and have always had a great…read moreexperience. Blake is incredibly communicative and consistently available whenever questions come up throughout the year. I highly recommend Blake and Scottsdale CPAs. They make tax season feel straightforward and keep everything beyond that easy to navigate.

I moved my account to fidelity because they had people in the office for direct help. I was told…read moreby my account rep that the forms missing from my tax prep would be there on friday. I drove 10 miles to hear that my rmd forms were not there. None of the agents I work with in that office. Get people back in the office. Working at home is not the type office I want. There were only a handful of very junior personnel in the office. This new office is a joke. Get your people back in the office to service the clients James 303 378 5608

Once your funds are at Fidelity, they do everything possible to prevent or make it difficult to…read morewithdraw your money. I attempted to pull out money and then decided to close my account because of the runaround I got on every request. The customer service experience is terrible because the agents are restricted from solving actually our problems. Every hurdle to prevent you getting your money out is offered up. They can't even tell you an ETA on a service level; instead they have to send you a document full of legalese which didn't even have SLAs. What a joke!

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!

Widespread incompetence. Nice people, but they routinely fail to do their job. On two separate…read moreoccasions (2025 and around 2022), my homeowners insurance lapsed with no warning from them. I was willing to forgive it the first time, but not the second. Perhaps even more unbelievably, on both occasions I was the one who brought the lapse in coverage to their attention. While they apologized when this was brought to them, that does not make up for this level of ineptitude. Quite simply, they have no system in place to catch issues like this--something that should concern any potential customer, especially high-net-worth individuals.

They sold me a car insurance policy with Progressive. Paid my premiums in one lump some for the…read moreentire year for a decade. But when you are in an accident, no one is there for you. I was in a car accident 2 weeks ago and still have not talked to my claims adjuster. All B&P will do for me is connect me to a worthless message taker at Progressive that promises a call back that same day but it never happens. I've left 10 messages in 2 weeks and still have not talked to a live person yet. Do not recommend. I understand that B&P does not control Progressive but they vouch for them by selling me their policy AND they should be of more assistance when their customers are getting the runaround.

So I had car insurance through this broker for almost four years with no tickets or claims. As cost…read moreof everything started to rise I needed to save money wherever I could. I reached out to pinnacle Peak to express my thoughts on a auto insurance policy that only increased in the four years when it should have decreased with no claims or tickets not to mention on time payments and years of loyalty. I received a response back from a broker there named Mike to call the insurer and if need be cancel my policy with them directly. I did just that and now pay half of what I did through this unprofessional insurance broker! I would not recommend getting any kind of coverage through them. In my opinion they only care about there percentage in policys.

Mike Sullivan and team are top notch, very knowledgeable, timely and thorough. I have 2 homes,…read morevehicles, umbrella, etc. with these guys. Best there is!

Our company has been using this firm since 2019 for our business taxes. I think they have…read moreexperienced some growth since then and have forgotten the clients that helped make them what they are today. They no longer return phone calls or emails which makes running a business even more challenging. They provide dates to submit your return info online then extend you anyways despite meeting those deadlines and expect you to pay for the extensions even though you did your part correctly. They've missed some significant deductions the past few years and are generally not very thorough. There is a serious lack of professionalism and duty to their clients. I recommend utilizing another firm that is more engaged with their clients.

Shayne and team do a wonderful job on our taxes. Happy repeat customer and highly recommended.read more

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! $$$$$$$$$$$$$$$$$$

Do not seek advice from David Schaffer. He is extremely arrogant & omniscient. He makes false…read morestatements. If you are ill, he could care less! There are many qualified advisors who are kind, competent & not full of themselves. He is in charge & not interested in what you think or want. We need more kindness & a lot less arrogance!!!

My wife and I received the Outline of Coverage and the Application for Medicare Supplement…read moreInsurance documents from HealthSpring. Mine is fine but my wife's Application for Medicare Supplement Insurance has either the wrong birthdate or social security number on it and cannot be viewed. In addition, I have had my Prescription Card for weeks weeks but my wife has not received hers yet. My wife has repeatedly left messages and emails about the situation over the past few weeks but no nothing seems to have been done regarding these errors. Is there anyone at the office that is working on these issues. We have heard nothing.

I had called a few places looking for help with debt-relief / bankruptcy, and Brant Hodyno of…read moreCompassionate Counsel was literally the only attorney to listen to my needs and work with me from square one. I wish I called him first! Compassionate Counsel is a 100% fitting name. The other guys: receptionist either turns you down and you never talk to an attorney, or takes down your info for a callback and you probably still never hear back from an attorney. Compassionate Counsel: Brant picked up when I called, he took the time to listen to my concerns and needs, and immediately put together a plan for us to work together, and didn't nickel and dime me. You can really tell he cares about people!

Understanding, sympathetic and very knowledgeable. Took over an hour…read moreUnderstandable. Good sense of humor. I feel I can trust him to protect me. Brandt was wonderful