My husband and I met with several financial and relationship advisers. Kathleen was professional,…read moreeasy to speak with, insightful, and most of all, a very impartial adviser listening to both my husband and my concerns. She suggested several options for us to pursue. I highly recommend Kathleen.

Kathleen has been managing my financial portfolio for a few years now and through her outstanding…read moreexpertise, it has grown steadily and remained healthy. I really appreciate how well Kathleen stays current with my investments and checks in regularly with me about her ideas and plans to keep my portfolio strong, preparing me for the years ahead when I hope to retire. I would highly recommend Kathleen to anyone who wants excellent personal financial planning and investment services. Plus, most importantly, Kathleen is also someone who I can really trust and rely on. She is extremely knowledgable in all areas of investing, making me feel comfortable with how my funds are being managed.

I was shopping for insurance. Did not know where to go and my friend recommended Sherrin Rose…read moreFinancial Services. So, I called and made an appointment to see her. Best appointment ever. She made me feel right at home. She explained several plans with me in great detail. She is very well versed with all Medicare products. When she found out my income status, she got me approved with the state of Arizona on AHCCCS. Now all my medical is covered at 100%. Then she helped me with home and auto insurance. BOY DID SHE SAVE ME MONEY THERE!! I asked her what I owed her for her services, and she said "Nothing". I have never had an insurance agent that has helped me the way Sherrin and her staff has. I would recommend Sherrin Rose Financial Services to anyone and everyone. She has made my life so much better with the money she has saved me. Debra Morriss

Hello Community, I…read moream posting this with the purpose and intent of sharing with you a wonderful Professional in our community. Her name is Sherrin Rose and she is an insurance broker like no other. I had been working with someone else who did not handle my health insurance in a manner I felt was advantageous to me. I met Sherrin by chance when she was doing a presentation at La Quinta. I do not own a car and live atop a mountain and she and her associate came to me to help me get my health insurance properly activated. A personal touch is so forgotten these days and that makes me like her ,that much more. Her office is out of her home and makes you feel ever so cozy when you are embark upon important decisions for health, home, life, or auto insurance. Without hesitation, I strongly suggest that you make contact with her! She works very hard for her clients and goes above and beyond. If you are thinking of starting insurance or finding out about switching current policies, do yourself and your family a favor and call her! Additionally, there are some very beautiful welcoming cats and a dog two nozzle up beside you while you make these important decisions about your life. And some little treats for humans as well. With love and respect, Betina