Needed some information during Medicare open enrollment and spoke to Shawna. She was very…read moreknowledgable and extremely helpful in advising me about plan options I might be interested in. Her responses were quick, informative, and the follow-up great. Highly recommend her services.

Shawna has helped us with our Annuities and Medicare advantage plans for the last few years. She…read morehas always been available to answer questions and help us thru mistakes we made before working with her!

I used Rulon Financial for so many years. Scott was great for us. I went to get an appointment for…read morethe year only to find the business was sold to a new firm. I am happy for Scott but now I have to find a new preparation team. Scott best of luck in your new endeavors . we appreciate all the years you assisted us. Best to your family as well.

I have been using Rulon Financial for almost 20 years. Great…read moreservice and advice. If you need help with your taxes, and your finances, call them and speak to Scott, you can`t go far wrong!

I am so happy that we found Fullerton Financial! We have had two previous financial planners. In…read moreboth situations, I felt that I had to do all the "advise and research" part of the relationship. Since joining Fullerton Financial approximately 9 years ago, we have seen profits every year. All the while, staying within our acceptable risk area. It is such a relief to find honest and sincere fiduciaries. I can relax and trust that I no longer have to worry about finding the best wealth protection and growth for us. The entire office staff is warm, welcoming and so helpful. Our physical and emotional, as well as financial health is import to the entire office staff. I highly recommend Fullerton Financial. Rachelle B

Did not make any money. Finally took out money and was I started with. Put us in an annuity with a…read morelow income for 12 years. Seems it was a $$ for them

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.

We were looking to refinance and wanted the best possible rate while working with someone we could…read moretrust to truly have our best interests in mind. Brian made that easy--he was incredibly responsive, attentive, and thoughtful throughout the entire process. He took the time to understand our needs, helped us secure a great rate, and made sure we felt confident every step of the way. Now we feel at peace knowing we made a wise financial decision, saved money, and actually enjoyed the experience along the way.

Retiring after 37 years in the financial industry we moved to Sun City Grand in 2005. Not too long…read moreafter that we found Rich Groff and his Wealth Management team, Entrusting your life savings with someone is a leap of faith. But this one was easy. We soon chose our investment strategies and revised our living trust. Over the years WMI has added staff and services such as tax accounting and legal planning. Couldn't be more pleased with the results of my portfolio and really appreciate the informational contact regarding the markets and the economy. Talk to them!

I researched "Wealth Management International, LTD." - an investment management and financial…read moreplanning company in Peoria, Arizona - via the Better Business Bureau. The BBB gives the company an A+, its highest positive rating.

We just met with Brett for financial planning. He was refreshingly honest, and did not try to sell…read moreus on things we were not comfortable with. He genuinely seemed to care about pur unique situation. I would recommend him.

From the owner: We specialize in Integrated Comprehensive Wealth Management. Our vast resources and access to…read moresubject matter experts, gives us the ability to offer a truly unique, customized, and unbiased approach to serving all of your financial needs. We provide specialty programs you won't find anywhere else like Integrated Financial Planning for Doctors, Financial Planning for Business Owners and Custom Retirement Plans for Businesses, a local private portfolio management team for High Net-Worth Investors, Federal Employee Financial Planning and Benefits analysis, and Group Benefits and Insurance for Businesses. While most of our client's are located in Arizona we do work with a select group of client's across the United States. Contact us today for a one hour no obligation review and find out how we can help you.