George is Uh-Mazing! He's been my finance guy for several years. I went in knowing zilch about…read moreinvestments or how to deal with money at all and he's always been very patient to explain and assist where I'm lacking. I feel confident having him as an advisor as I know that he will help me with making the right choices. I would definitely recommend him to anyone that is seeking a hand in investments, or to start a retirement account (as I finally did.) I have moved several times since turning my account over to him and despite living in another state I have continued to work with him. Both George and Lynette are great at communicating and keeping you up to date with everything that's going on and making sure you and your accounts are in tip top shape. Thank you for all that you do!

I just love working with George. He really has his clients best interest in mind. I have set up…read moremy own private retirement plan with him. So happy to work with him.

Have to shoutout Austin Arnett for being quick with questions or requests. He's always super…read moreavailable which is great to have with insurance.

This guy is racist and calls the Gilbert cops on Black People and Indigenous People, he also…read moremisjudges people as loitering/homeless due to having Melenated skin. He also gives racist glares, to show he is a hateful demon, that hides behind a mask. No diffrent than Paula White and Joel Olsteen. Wolf in sheep clothing! He is suppose to be a philanthropist, nothing about this dude is Godly or good! Calling cops on minority, disabled, and assuming someone is homeless is gross, when your suppose to serve on non profit boards!

Me and my wife was looking for some financial help and attended one of the East Valley Retirement…read moreseminars in 2020 not expecting much but pressure to invest with his company. To our surprise, Undrea was such a pleasant surprise teaching and advising on what the future could look like. He and all of the staff truly care about people and they treat you like family. We continue to work with him as he has his eyes on all products that make sense and we review our plan as needed. Investments can be very confusing and he makes it so much easier. We highly recommend attending any event he advertises and become part of the family. Thank you to Undrea and everyone that has helped us over the last 6 years. Mark and Heidi Yazwa

Great people to work with investing my 401k. We purchased 2 Annuities with them and it was just…read morewhat we wanted.

I interviewed quite a few financial professionals before I decided to trust Jeremy at Security…read moreFirst Financial to help me with my retirement goals. I trust Jeremy because he is: 1. Honest 2. Independent; he works for his clients not for the institution(s) he represents. 3. Willing to spend the time to educate me on the "why's" behind his suggestions. I feel that Jeremy is willing to put my needs first and foremost. If I could start over again, I would make Jeremy take me to Top Golf a few more times before I signed up. Thanks Jeremy!

I had some questions about what could count as expenses when selling items online for profit. Chris…read moreanswered them all, and even offered some suggestions that I hadn't thought of.

I have been out of the workforce for about 20 years and have never needed a resume until now. I…read moreturned to Sweeter Solutions to have one created and I am not disappointed! I highly recommend them if you're needing to update your resume and cover letters.

Jay has been working with our family for over two years and has been our sole source for all things…read morefinancial in our home. He is patient and answers all of our questions thoroughly - from retirement set up to setting my our own LLC. He is quick, efficient and makes every process easier. We will continue to use Jay indefinitely. Thanks for all you do for us, Jay!

Honest, reliable, ethical, effective and highly recommended…read more I cannot say enough about the excellent counsel and professional advice I continue to receive from Phoenician Financial Planning. Most recently, I needed a forensic accounting. J. Robert's level of expertise and accuracy exceeded expectations. He was able to explain in layman's terms the findings of the report so that I was able to discuss it with my legal representation. Furthermore, he is accessible and proactively contacts me to review my portfolio and assess my risk tolerance. His knowledge and integrity are invaluable. The sense of security I have with Phoenician Financial Planning gives me piece of mind as I transition to retirement.

Jayson is a super energetic and knowledgeable individual. It's clear right from your first visit…read morethat he's truly concerned with your financial planning and insurance needs. Jayson takes the time to run all the numbers and find the absolute best deals by leaving no stone unturned. When it comes to financial planning, he knows his stuff!! I've never sat with an advisor like him. He makes recommendations, then explains completely why the recommendation is a good fit. He covers the best growth options, best ways to protect your life's savings and makes life-long financial planning easy because of his years of experience. Highly recommended!

Jayson is the best! He is very informative! He takes the time to teach you everything you need to…read moreknow about insurance! I will continue to be setup for success with Jayson, time and time again! Look forward to continue to work with Jayson and his team!

I engaged Boudreau Consulting because I had an unusual tax event…read more Normally I do my own tax returns. It has been over 30 years since I have utilized a CPA. My experience with Boudreau Consulting was spectacular. They exceeded my expectations every step of the way. If you are aware of Dave Ramsey, they are vetted endorsed by his organization. I would recommend them to anyone!

This is Bill Allen and I think Boudreau Consulting is awesome! I have been going to them for years…read more I never thought about doing a Google and Yelp review on my account before and thought I really should do that because of their amazing customer service! You usually think of accounts as all business like but they are some of the nicest people you can ever meet. Kevin, who does my taxes, actually communicates with me by phone or email and would meet with me if I wanted to. I love at the end when my taxes are done, he sends me a video and explains every single page of my taxes. Also, during the process when I have questions, I can talk to Michelle, and she is one of the nicest people you could ever meet as well! Everyone there is nice to work with. In 2025 I had a problem with something I needed to do online for my 2024 taxes, where I had an option of two different websites I could use. A nice person who answered the phone told me the two places and then after I hung up, before I could even try either one of them, during the busy time of season mind you, this was in April, she went to the first website and tried it, found that it wasn't user friendly, then went to the second one, and found that it was user friendly. She then called me back and told me which one to use. Then she told me a few steps to take to make it easier for me. Whenever you call in, they will take care of you right then, or if they don't know the answer, they will check it out and get back with you immediately! Their prices are very reasonable as well. I am actually a very small client, I am sure, yet they treat me like I am important to them! They are amazing, I feel like they actually treat me like family! I love this place and everyone there and will never go anywhere else for my taxes! I know I sound like one of their dads, but I don't think I'm related to anyone there, as far as I know. I truly just think they are the best! I can highly recommend them to you. With MUCH appreciation, Wilford (Bill) Allen