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!

Buying a home is a huge investment and one that can feel really daunting, but Joey made the process…read moreso smooth and simple! Joey walked us through each step of the process, what to expect, what all the loan information means and how to understand all the things we were signing, etc. Joey did all the leg work to find us the best rate for our specific situation and made the process so easy! We are so grateful to Joey and the whole Stewardship team for taking such great care of us and making buying a home such a smooth and enjoyable process. We cannot recommend Stewardship enough, the whole team is simply the best!!

NEVER USE MORGAN STANLEY! This company is ridiculous, my grandmother passed away over 3 months ago…read more She has/had a substantial stock portfolio with Morgan Stanley. We have been trying to dissolve this account, as it was part of our trust for three months. Everyday we have to call and we're told that we need to sign a different form. They are made us jump through so many hoops! We are trying to grieve and they do not care! This company is stealing our money. And lying to us about what we need to do to clear this up. Never, if you have a choice use this company!!! They will screw over your loved ones at their time of need. They claim it's corporate policies, you can never speak to anyone. When you leave messages they call you back after the market closes, so they do not have to give you your money. You have a lot of choices when investing money, do not choose Morgan Stanley!! I will be (if they let me) closing any accounts with Morgan Stanley and if you are smart you will too! Who knows maybe in a few years they will give you your money back, but wait you have to sign one more form!

The firm always offers financial advisors to speak to about investment friendly customer service.read more

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.

They loaned us $52,000 dollars, then would not let us have our money…read more My wife and I opened a joint account and applied for a home equity loan for $52k for some large purchases that we needed to make. We had the cash, but decided to do the loan so as to keep the cash handy for emergencies. To be clear, the terms were good. 20 years, 7.5% APR (in this banking environment) and only $177 in fees. So technically the loan was for %52,177 where we received $52,000. We had a basic savings account. The first problem was when I learned that I could not transfer to an external account more than $2k in any 24 hour period, and no more than $3k over 30 days. To make matters worse, we could only transfer to external accounts that were also joint accounts with both my name and my wife names. This Arizona Financial Credit union account was our only joint account. I was told that I could initiate a wire transfer, for a fee of course, or visit a branch and get a cashier's check for funds beyond $2000 should I wanted to them to an external account. This is the year of our Lord two thousand twenty-six. Why should I have to bank like it's 1968? I have an account with Alliant Credit Union. I'm allowed to move up to $25k to an external account within any 24 hour period with no limits beyond that. That applies to online transfers or wire transfers. So after accruing about $213 in interest without even reaching the first payment due date, I cut our losses. I paid off the loan and closed the savings account. The only satisfaction I have from this sorry affair is knowing that the loan cost them more than it did me due paying it off so soon.

I am a member of Arizona Financial Credit Union and recently had a disappointing experience with…read moreone of their phone representatives. During the call, I requested to speak with a supervisor. In response, the representative stated, "That would be amazing," in what I perceived to be a sarcastic and unprofessional tone. As a customer, I expect to be treated with courtesy and respect, even when escalating a concern. I'm hopeful management will review the call and address the issue appropriately. My concern is not with the credit union as a whole, but with the level of professionalism displayed during this interaction.

Scammers, been charging me on top of percentage we agreed on another 3.5%! And also ordered…read moreequipment and stuff without aigning any contract, any agreement and I am still being charged monthly for what I don't use, no one ever pick up the phone. Lost lots of money and time with this poor company that I don't know why its still open because they just scam people!

Based on my personal experience, working with Synergy Payment Solutions caused serious financial…read moreand security concerns for my small business. I was contacted and pressured into a meeting, during which I believe my personal and business information was used without my clear and informed consent. I was subsequently enrolled in services that I did not knowingly agree to or fully authorize. As a result of what occurred, I felt it was necessary to freeze my bank account, take steps to protect my identity, and file a complaint with the Federal Trade Commission (FTC) to formally document my experience. Communication afterward was confusing and inconsistent. When I attempted to get clear answers or resolve the situation, I was passed between representatives and third-party companies without accountability or resolution. In my opinion, the conduct I experienced was deceptive and placed small business owners at significant risk. This situation was stressful, costly, and completely avoidable with honest and transparent business practices. I strongly encourage other small business owners to carefully review every document, ask detailed questions, and proceed with extreme caution before engaging with this company.

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

We started working with Alison earlier this year. My wife and I really appreciate her expertise and…read moreher proactive approach. Her fee structure is also very fair. I would highly recommend her as a financial advisor!

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.

Expert services! Jeremy is very sensitive to our specific needs related to our plans for the…read moreupcoming years. Relaxed atmosphere in the office. We are sure we will be fine with our choices and plans for our future financial needs.

From the owner: Jeremy Kisner, CFP is the Director of Financial Planning and a Senior Wealth Advisor at Surevest…read moreWealth Management. Jeremy and his team provide Retirement Planning and Investment Management to mid - high net worth individuals and families ($500k minimum account size). Our firm can help you grow and protect your wealth with a well-researched, well-diversified investment portfolio and comprehensive financial plan. We are a "fee-only" fiduciary, which means that we do not earn commissions or have any conflicts of interest.

Several years ago, I was diagnosed with Parkinson's. I went from a high paying career to…read moreDisability. My credit tumbled. That's when the CreditShrink came to the rescue. Over the past few years I've gotten to know Shana and her team. By them always caring and answering questions or any concerns I have. in the last few months, I wound up in and out of the hospital with some major symptoms. I thought I may want to take a look at my budget and was inquiring about terminating my contract with the CreditShrink. Shana answered personally asking if I was OK and if I was still in the hospital and if there's anything she could do she would do that. I thought to myself that's a personal touch that you just don't experience anymore from a company. Not only that, but she took the time to give me a snapshot of my credit and how all three bureaus have improved. She has been able to remove hundreds of negative items thousands of dollars in balances and changing my score in the opposite direction of moving up rather than going down. When I returned home from church earlier today, there was a delivery box from Amazon. I brought it in and opened it up and it was a loving care package (new to me) so I opened it up and there was a note in it read: DearBrendan the CreditShrink family cares about your well-being. We pray to God for your healing and that a miracle will wrap you up and comfort and relieve you of all your suffering. You deserve the best. With love, Shana and CreditShrink fam: Alfie, JASON, and Rusly, signed - Shana. I open the box inside was grandma's homemade chicken soup with servings for a family. Grandma's famous rolls, and cookies. it even came with a silver ladle and a little gold bell to ring. I thought that was it, and then there was another level, which had a rabbit fur chamomile. Heating pad and the softest blanket called. This is bliss in a blanket, snuggle up! Whoever reads this be the judge. Shana and CreditShrink not only care but they show and take action on a personal level for their clients. I am fortunate enough to be one of them. Brendan Laughlin.

Shana and her team helped me to get not only my finances in check but taught me that, I just dont…read morehave to take what the collection company says,and that they too have rules to abide by, I was drowning in debt (unverified) and didn't know what to do.I was completely over my head and kept having court dates and court dates,collection letter after collection letter and I had no way out.So it seemed, A friend of a friend referred me to Credit Shrink, That call ,and conversation that followed was as if a 1000 pound weight was lifted off my chest. Now I'm fighting for my rights and know more about the process,allowing me to get my feet back on the ground, yes its a process and with Shana and the Credit Shrink teams experience and expertise I now feel like I can finally breathe again and have someone in my corner .Great people who know how it all works. Very highly recommend their services..Family vibes..

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!!!

FYI people, in less than a year, I have paid off 1 credit card in full and am about | | that far…read moreaway from another...thats right, debt free in a year. All of that money that I spend now now and will go directly to ME! The decisions on what to do are now harder...I mean after working your ass off to pay off the plastic and focusing on only that, its hard to fathom that now I get to spend all of my hard earned money on me and do it now responsibly! Its awesome the Kelsa is just as excited as you are about paying things off, she even shares it in our FFP Facebook community and its great to see so many other people out there who are choosing to take their financials in their own hands. Thanks again Kesla!