Michelle listens to what the client needs/wants before a recommendation is offered. She goes over…read morethe pros and cons of the investment and then suggests a proper corse of action. Thorough, complete and smart.

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!

Granted, I had to cancel a 2nd appointment same day. I called. I emailed. I emailed the original…read morepoint of contact person. No response. Though they say they offer fiduciary advisor services with accounts under $1,000,000, it appears that they do not. At least not to me. So, I'll continue my search. It was a condescending experience. (This marks the 3rd negative review I've ever written).

Totally deceitful.... Our community came together and raised money to benefit our child who is…read moremedically fragile and in need of special lifelong medical and caregiving. One volunteer who represents schwab helped guide us set up a special needs trust so that this money can earn interest for our child's benefit. As we set the account up, Schwab offered us a debit card for the easy of using funds as needed. After many months of caring for our child we noticed Schwab was "borrowing us" the money and charging us interest. A lot of interest!!!! When we realized this we called and they told us we set the account that way. Why wouldn't they explain this to us. Why would we "borrow" money that is out there for the child's benefit. When we brought it to their attention they said, nothing they can do. We spoke to many people who never called back. Then wrote a letter, no resolution.

Raman has been a huge help to me! I've worked with him for several years and feel very supported…read moreby him. He is great at educating me on specifics (when I need it), respectful and yet challenges me to plan for my future by getting organized now!

Raman has helped me tremendously! He approaches financial consulting from an educator's perspective…read moreso you know and understand his advice to you. I recommend him!

I have found Dani and her team at Profound Financial to be extremely thorough with the…read moredocumentation that has been given to her. She has been able to save me thousands of dollars that my previous accountant overlooked. I would highly recommend her and her staff for services to anyone

I would recommend Profound Financial wholeheartedly to anyone looking for affordable and…read morehassle-free tax services. I was able to make an appointment quickly and easily. They are very personable and professional. Profound Financial really are a Top Notch service at a great price! I honestly can't remember the last time I dealt with a business owner so committed to client-focused service. Two thumbs up--and you'll find her office manager, Teri, friendly and wonderful, as well.

In previous years they've charged me $700 something to do my taxes. Which was already on the high…read moreend. This year they want to charge $1500. Nope. Ain't happening. You can't more than double your prices in one year.

Small Business Accounting and Tax have been handling my taxes for years with incredible service and…read moreresults. Additionally, they have helped several of my friends by refiling past returns and getting them additional money they were owed. Jared and his team are truly an asset to your personal financial planning. You won't regret going to them for your tax needs.

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!!

Adding to my old review- still one star Great they now have…read moreonline pay option cool it is a 4.99 fee regardless of how you do it. Not a big deal to some people but it is too me. Not like they need the extra money??? But anyways I don't think this company/ employees realize how blessed they are to have a consistent income. We are literally in the middle of a pandemic and they could give two shits. Like someone below said they DO NOT CARE about anything but the money. You say "can I pay this amount and then on my next check pay some more?"... they will literally disregard and say a closer date. They are Short on the phone, rude as fuck, they have no personal/ social skills it's actually sad and when I get off of the phone with them all I can do is laugh lol if I could refinance my car somewhere else I would. Dishonest employees. Made a payment in person asked for the full amount was told the "full amount" I paid. Received a call 5 days later saying that it wasn't the amount due and I still owed money. I said how? I paid the amount that I was told. I feel played and If I crefinance my car somewhere else I would. ALSO, they have no website and to me that's sketchy af. I'm not paying through money gram because I don't trust it so I have to drive all the to Phoenix to make the payment.

The worst company ever. People that rate 4-5 are basing it off of just starting with them. Be with…read morethem much longer than a week then judge! Didnt run into contractual and payment issues? Dont worry it's coming! They dont give crap about your personal problems and will take you to court for a few dollars plus interest and fees and go after your home and assets! That is thier business!

Michelle is absolutely amazing!!! I'm so grateful that I connected with her! I originally met her…read moreat a seminar where she was speaking about retirement options. I asked if she had any experience with QOZ Funds and she said she did but hadn't done anything with them in a while. After a further consultation where I explained what I was trying to do she dug right in and did all the research and leg work and made it happen inside of my deadline!!! It is so refreshing to have someone who really listens to you and your goals and has the knowledge and expertise to help you get there! I highly recommend Michelle for anyone who wants a transparent, knowledgeable CFP dedicated to helping her clients reach their financial objectives!!!

From the owner: Fee-based, Certified Financial Planners that can help with your overall financial plan. From real…read moreestate to your 401(k), we give you our honest advice and help you coordinate your finances.

I've been trying to roll over my SEP-IRA in fidelity to Solo401K also in fidelity, each time I call…read moreI'm transferred to 3-4 people who are the "right person.

Kaylee, was great! Very patient explain some things. Took my question(s) seriously.. Research was…read moreon point . Customer Service was on point