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!

Received an invitation through regular snail mail to attend a financial seminar. I called, made a…read morereservation for myself and a friend. THE DAY OF THE SEMINAR, I received a text that I was not eligible for the seminar. I had to call my friend to tell them the event was off. If this business cannot manage a simple thing like their invite list, do you think they can manage your money? Beware!

Funny people, I don't recommend this office! They are doing a lot of spam through third party and…read morenot taking responsibility.

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.

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.

Michelle is awesome. She took the time to thoroughly explain Edward Jones services for my wife and…read moreI. She is very detail oriented and organized. I would recommend her to anyone in need of a financial advisor.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I moved my account to fidelity because they had people in the office for direct help. I was told…read moreby my account rep that the forms missing from my tax prep would be there on friday. I drove 10 miles to hear that my rmd forms were not there. None of the agents I work with in that office. Get people back in the office. Working at home is not the type office I want. There were only a handful of very junior personnel in the office. This new office is a joke. Get your people back in the office to service the clients James 303 378 5608

Once your funds are at Fidelity, they do everything possible to prevent or make it difficult to…read morewithdraw your money. I attempted to pull out money and then decided to close my account because of the runaround I got on every request. The customer service experience is terrible because the agents are restricted from solving actually our problems. Every hurdle to prevent you getting your money out is offered up. They can't even tell you an ETA on a service level; instead they have to send you a document full of legalese which didn't even have SLAs. What a joke!

I was introduced to Shana years ago, I wasn't really paying attention to my credit like your…read moretypical guy.. Well that was a big mistake which a lot of us make! I cannot thank Shana enough for all the help over the years, yeah years, I have her on speed dial and she is just a text away anytime I have questions to this day. She helped get rid of the majority of my negative marks on my credit with "no settlements" to accounts with the creditors. She was able to clear off some unpaid debts I had, as well and remove them from my credit report. The biggest mistake people make is giving up too soon, it won't happen overnight, but trust the process and it will work. I now have several Credit cards at 0% interest due to her work. Before I was paying monthly fees for credit cards before and over 20% interest. She is there every step of the way and as long as you do what she has you do she will repair your credit so you can get 0% interest on Credit Cards and a great rate on a Mortgage, which is key this year with the rates going up!

You know we all go through difficult times when I met Shana I was in a tough spot. She helped me…read moreget out of debt and pull things off the credit bureau to increase my credit scores. Now I'm back on my feet. Thank you Credit shrink you are a true professional. Highly recommend !!

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!!

Eti is great for our window coverings business! Her expert bookkeeping services have given us a…read moreclear picture of our finances, helping us make informed decisions and stay on top of our cash flow. Her attention to detail and fast communication have been invaluable.

From the owner: Helping Business Owners Focus on Growth While I Handle the Numbers…read more Managing your business finances shouldn’t be a headache—it should empower you to make informed decisions, increase profitability, and grow with confidence. That’s where I come in. As a QuickBooks ProAdvisor and financial expert, I help business owners streamline their bookkeeping, optimize cash flow, and gain financial clarity so they can focus on what they do best—running and growing their business. How I Help You: 1. Accurate & Stress-Free Bookkeeping – Say goodbye to messy books and time-consuming reconciliations. I ensure your financials are accurate and up to date. 2. QuickBooks Consulting & Setup – Whether you're new to QuickBooks or need a system cleanup, I’ll customize it for your business needs. 3. Financial Reporting & Insights – Get clear, actionable reports that help you track performance and make data-driven decisions. 4. Cost & Profitability Analysis – Discover where you can save money and maximize profitability. 5. Reliable, Professional Support – I act as your financial partner, offering expert guidance so you never feel lost in the numbers. If you’re looking for a trustworthy, experienced financial professional to take bookkeeping off your plate and help your business thrive, let’s connect! Contact me now for a free evaluation of your books!