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.

We had Jared and Annick did our living trust on a premium complete package and it is executed…read moretoday. Jared and Annivk and their team are very professional and amazing. Their team are great! We are strongly recommended. Thank you! -Danny

Using them for a probate situation and set up a trust. Very professional, courteous and efficient…read more They do taxes as well so very busy this time of year yet everything has gone as promised in a timely fashion. It is so important to have your affairs in order and Jared walks you through the process. Excellent service and highly recommended.

Trajen has a winning ideology that no one is too much of a financial "noob", and being fiduciaries,…read morethey're more about you than commissions. Nathan was amazing, he took the time to explain the company's stand on various investment strategies and potential pros & cons. He gave me various scenarios and detailed their potential ups & downs. - I especially recommend them to people juuuuust starting out on their financial / investment journey. I was treated with the respect and dignity that other firms can blow off because you're not investing mega millions (been there!).

Listened to their advertisement 10%…read moreA year etc I was told it would mature in 10 years Find out it's 16 years and no where near the 10% got back in 8 years less that I put in. Do not listen to the BS advertising Not happy I was mislead

I called 5-10 cpa/accountant in the area and they didn't know what I was talking about…read more Jeff, was very friendly and professional he was able to answer all my questions regarding vested/unvested stock and he took the time explaining everything to me. Thank you for being honest and kind and being very helpful to me!

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!!

I have been trying to call them because they locked my account. I've been on hold on different days…read morefor 45 minutes each day.. still never reached anyone. WORST CREDIT UNION EVER!!! Update: manager posted an apology.. how about hire more people and fix your problems! An apology without action is just an excuse!

Always an amazing experience. Excellent customer service, and everyone always has a smile on their…read moreface.

Very friendly and efficient, with a great deal of tax knowledge. Easy to work with! I thought they…read morewere v fast, a big relief!

They weren't willing to quote me a minimum fee or range for their services, and then tried to scare…read moreme with potential penalties from the IRS if our forms weren't prepared properly because we were focused on price. We were unnimpressed and looked elsewhere.

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

I am truly thankful for Undrea Smith because he cares for the people he works with. He treats his…read moreclients like family and listens to your concerns about investing, retirement, and future life plans, then he puts a solid plan together to get you to those goals. He is involved in his community and tries to bring his clients together for special event to get to know more about us and our lives. He's a man with a purpose of helping others. This is why Two other friends of mine have also signed on with him and his team. We wanted the best for our future and we found him. Thanks Undrea for all you do.

I have been a customer with WF most of my adult life and this has got to be the worst customer…read moreservice I have ever received. I just came into this branch from another town to get notary service. I have both business and personal accounts as well as a merchant account and multiple credit lines. I have even had a mortgage with this company. The branch manager Maria on today notified me that she only does notary service today from 2:30-3:30 pm and she would be able to notarize a signature if I came back on her time. Further, she continued to tell me she's the only notary here when I know that is a lie because there were three bankers sitting in bankers offices cubes. In order to be a WF banker you have to become a notary. I asked her could you please just do this real quick and she said no. As a business owner, I wouldn't suggest Maria work anywhere where there is no customer or human interaction involved and nowhere she would have to make concessions for anyone, because Maria is only concerned about Maria. In plain English, she told me "I have other things to do besides your notary service." Maria needs to lose her job and learn the hard way what it means to cultivate relationships as a human, let alone a banker. Further she suggested I go to the UPS store and pay ten dollars for services I get for free here. Lord only knows how Maria made it up to branch manager, but she should be removed yesterday. She is a liability.

Slow slow slow Nobody moves here. Nobody helps anybody out…read more No sense of urgency. They just do not give a crap they take the sweet time with everything and everybody bunch of turtles work here.