Nice people. Makes me feel like family. Trustworthy and there they are there to do their best for…read moreus.

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.

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.

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.

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.

Helpful information to potentially review: AZ Corporation…read moreCommission Docket No. S-21198A-22-0162 Notice of opportunity for hearing regarding proposed order to cease and desist, order for restitution, order for administrative penalties, order for revocation, and order for other affirmative action. Dated 06/23/22.

From the owner: At Hopman Group, we believe that personalized service is the key to our relationship with clients…read more Contact us for a reliable Tucson, AZ Tax-Preparer.

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.

Unfortunately the word "Fiduciaries" (Meaningless Term used by every Financial Advisor in town who…read moreadvertises on the Radio as much as Mr. Junior at Trojan Wealth, does) which is loosely used at Trojan Wealth. After One Year of Having my money in an Annuity that gives 15% dividend of the investment up front and is supposed to pay 10% a year. I got my Statement after 1 Year and there WAS NO 10% Interest for the year. It was substantially less. I took the statement I got to another financial advisor and they told me the Annuity did not pay a 10% Dividend a year. When I called the Annuity Company with the other Financial advisor present, the representative at the Annuity Company told us that they did not PAY 10% dividend a year but gives 3% if the market is 3% or above. If the Market is below 3% it pays where ever the market is plus 1% goes to the Rider on the Policy and 1% goes to Trojan Wealth. Also One has to hold onto the Annuity for 10 Years or there are High penalties for early withdrawal. The only good thing about the Policy is I can withdraw 10% a year without a Penalty. Trojan Wealth came out with their own Fund on April 01, 2021, named: Spinnaker ETF Series - Trajan Wealth Income Opportunities ETF (TWIO). The money one Invests with Trojan Wealth that goes into a Stock Fund, is put in a Stock Fund that is with TD Ameritrade. TD Ameritrade Manages the Fund and trades the stocks in the Fund and NOT Trojan Wealth, although Trojan Wealth still takes 1+% of the money they have in your portfolio invested. As of April 1, 2021 one of the funds that a Trojan Wealth Client has their money go into is the Trojan Wealth Spinnaker ETF Fund. This is very convenient for the Trojan Wealth company. They make money off of the money that one has invested in the Portfolio that Trojan Wealth holds as well as making money off of the investor's money that they have put into their Spinnaker ETF Fund. "Fiduciaries", I Think Not. I pulled all of my money out of Trojan Wealth as in my opinion their practices were deceptive. I would not recommend their services to anyone. Contrary to Mr. Junior's Opinion, I not consider this an "Investor Friendly" Investment or in the "Best Interest" of the Client

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.