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!

Joe Laux has been our family's investment manager for several years. My wife and I grateful for…read morethe expertise that he and his Partner wield in effort to serve our needs. The clients I've referred to Joe also rave about their service and more than that Joe's character. He is trustyworthy, smart and fun to work with. More than anything I'm grateful for the 'Financial Peace' that we are achieving with Silverhawk's help.

I have never met or heard someone speak like Kaitlyn, as she is so passionate for helping others…read more She is truly one of the best people that you could have working for your money and assets. She is a very ambitious woman with a heart of gold. Thank you Kaitlyn for all you do!

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.

Attn: Potential Metals Investor, We have had the pleasure of…read moremeeting Courtney and other staff @ APM a number of years ago. Previously using "Online" or distant sellers of investment bullion always left my wife and I uneasy with the major purchase until the "package" arrived! As a former Ambassador of a large city Chamber of Commerce and a retired Small Business Owner, I recognize the importance of informing others in a community of a Valued/Trusted Business with a proven track record. There is a safe building/parking close to all, that has appointments (preferred) and a locked office entrance for security. We encourage anyone interested in a quality Metal Investment Company to look into APM in the near future. Sincerely, Dave and Dianna M

They are wonderful to work with and I'm doing it again this week. Very knowledgeable in their…read moremetals.

I recently had the honor of working across from Gulch Group agent Garett Chatham who represented…read morethe buyer on a real estate transaction and what a pleasure it was to make his acquaintance! He was professional, responsive, and great to collaborate with from start to finish. He is a talented real estate agent and a good asset to the Gluch Group. He did your team proud!

Impressed by Amy Jones and The Gluch Group from day one!…read more My agent Amy Jones with The John Gluch Group | eXp Realty is incredible! She's genuine, creative, and truly cares about her clients. I met her team -- including John Gluch -- and was so impressed by how knowledgeable and down-to-earth everyone is. Amy and her husband, Paul, just completed their first home flip, and seeing it in person was even better than the photos! The design and craftsmanship are top-notch. If you're looking for a trustworthy, hardworking realtor backed by an amazing team, I highly recommend Amy and the Gluch Group. Check out their first flip here: https://my.flexmls.com/AmyJones10/search/shared_links/D2oBT/listings/20251020224151907507000000

Easy process. I had no idea what to invest in. Customer…read moreservice is amazing! Couldn't believe there were no fees.

Do not recommend. I reached out to Schwab and provided basic personal information at their request…read more I was then called by a rep, Al Smith, and we discussed the same info and set an appointment to review what Schwab might do for me. Arrived at the appointment and any conversation that Al and I had was forgotten and no pre-work was done. Never the less I spent 90 minutes reviewing and providing more in-depth personal wealth information and we agreed to reconvene when Al would have a plan to present. 2 weeks now and no Al. Reached out via email a couple of times with no response. I am a very self aware type person and always courteous and fair so I don't believe I scarred him off but to not even be able to raise a response is disappointing. Is turning out to be the typical, don't give a crap financial institution that I would not trust to have my best interest at heart.

When I moved to Arizona from Cali, I was in need of a new accountant. I was referred to Ken Lindow…read moreby my daughter who used Ken for her business accounting. So I reached out to him and Ken was great. he is very knowledgeable and he helped me more than my old CPA that I was working with before. He told me about some tax incentives and what I can do to reduce my tax liability. I highly recommend Ken and his team.

From the owner: K. A. Lindow, CPA, PC is one of the most reputable accounting firms in Phoenix, supporting the…read moregrowth and sustainability of your business. From bookkeeping to financial planning and business advisory, we deliver personalized service that aligns with your strategic goals. Our dedication to quality and client satisfaction makes us a trusted partner for businesses seeking reliable and efficient financial solutions. In addition to accounting, we offer seamless tax preparation in Phoenix to meet the unique financial needs of both individuals and businesses. Our firm is committed to providing precise, up-to-date tax advice to help you optimize your financial position and comply with complex tax laws.

It's Jan 1, 2026, and Vanguard's Online system is down…read more I just want to download my 401K data, but no access on a holiday? For a system that's mainly automated, this is pretty weak.

During training....never saw or spoke to any managers to get a WELCOME. Usually that is the norm in…read moremy work history. The turn over is high. Information passed around is always confusing when helping clients due to so much personnel movement and new hires. You get tons of tools to use but they throw it at you in speedy training courses they have for new hires. One really feels lost and tries to fake it til u make it or get a new job elsewhere. Smh

We have been working with Stewart Willis of Asset Preservation for the past year…read more We had been trying to manage our 401k's and IRA's ourselves, but we didn't have the time or expertise to get the kind of returns that we should have been getting, so we went searching for someone to give us a hand. After some vetting we landed at Asset Preservation. Stewart and his associates are fiduciaries, and he spent a lot of time meeting with us to establish what our particular financial goals were and ascertaining the level of risk that we were willing to take. He and everyone in his office are attentive, friendly and professional. We have been very pleased with his advise and the level of communication that we receive. We can log into our account 24 hours a day to see what has been happening.

I have seen and watched them on tv for months and decided to call to see if they couple help me and…read moremove me in the right direction. Had a zoom call and was told they couldn't help me unless I had $50,000 to work with right away. How about mention that on your tv ads and shows not only that it should have been something the lady on the phone had mentioned and asked before making my appointment. Waste of time.

I am taking Jeff's LinkedIn Masterclass training and it is fantastic. Jeff has a terrific teaching…read morestyle and I am learning a ton of ways to navigate the site and be effective - Yes I will be a LinkedIn Ninja when class is over. I highly recommend Jeff's class it is the best!

He's the ONLY financial planner I've ever heard of who did not lose a penny of his client's money…read moreduring this economic downturn. Trust me on this one-- I've done a thorough forensic audit of every single penny invested and every single word of advice that every single financial planner in the known universe has uttered during this economic downturn. Don't ask how I did that--it involves a chicken, pentagrams and an alter. But that doesn't matter. All that matters is how Fagin-tastic my homeboy Jeff is. If you want sound financial advice and a sweet Pinochle partner, look no further, my friend. I am truly blessed by the lord almighty hallelujah to have met such a Fagin-tastic individual!