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.

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!!

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.

Max was great to work with. I called him completely lost on what to do with an old 401k and a few…read moreother investments and he helped me out right away. He also helped me understand how much I need to save each month to retire at the age I planned on. We also chatted about insurance, which was great because I knew I needed to have that conversation but didn't know where to start. Never felt like I was being pushed to do anything, just presented with my options. All in all a nice, smart guy that I would recommend to anyone!

I started working with Max Hancock at the end of last year, and it's been a very enjoyable process…read moreworking with him. We've discussed my 401k and other financial planning/insurance advice, and Max was able to share some valuable tips. It's primarily been my focus to address retirement savings & he's been able to provide different strategies to help me make progress & keep me on track with where I want to be. I appreciate the way in which we started our conversations with my personal goal setting, and Max does a great job listening to what I have to say. Highly recommend Max and Edward Jones for financial planning services.

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!

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

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.

I had a great session. We talked about my goals and established some programmers and he's coming up…read morewith a plan for me. That will discuss soon.

From the owner: 📍 Based in Arizona & California | Serving Clients Nationwide…read more At Pacific Canyon Investments, we provide personalized financial planning and investment management with your goals at the center. Whether you're navigating an IPO, building wealth as a healthcare professional, or managing a recent inheritance, our team brings data-driven strategies and high-touch service to every relationship. ✅ Fiduciary Advice: Always in Your Best Interest ✅ 12-4-2-1 Planning Model: More Support, More Clarity ✅ Transparent Fees & Tailored Portfolios Led by CFP® professional Ekenna Anya-Gafu, we serve individuals and families seeking genuine guidance, not just products. Let's build a plan that works for you today and grows with you tomorrow. "Your Financial Well-Being. Our Genuine Commitment." 📞 Schedule your complimentary consultation today!

Like so many others over the past few years, we moved to Mitch after researching several financial…read moreadvisors here in Prescott, last year. Our previous advisor had lost us a lot of money not doing their job which left us in a precarious position. Mitch was selected after we met with several of the other advisors mentioned above. It was, for us, a very easy decision. First, Mitch is extremely personable and interested in nothing other than making 100% certain your financial investment not only is the right one that fits your long term needs, but also does not lose you money while at the same time gaining a good return! You cannot ask for more. Secondly, Mitch always follows up and keeps in contact with you regularly to make sure all is going smoothly. Indeed, for us, within a short time frame we more than recouped what we had lost, in very stable funds which will never run out on us (funds for life), and will never lose what we have gained over time. We can now sleep well at night knowing our financial goals are stable, now that we are retired. Mitch's family and employees are second to none and so very friendly and supportive. Several times early on we had to call to ask questions and/or help. Never did they say they were too busy or could not return our calls very timely. Another reason that we love working with them. Our humble opinion is you cannot go wrong and it is worth your time to talk to Mitch.

I was introduced to Freedom Financial by a friend who's known Mitch for many years and was speaking…read morehighly of him. After working with Mitch for a few months I can understand why. Mitch is a person of high integrity, exceptional knowledge and cares deeply about his clients. The way he's able and willing to describe the products in great detail is very appreciated. I feel like he gave us all the information we need (and some) to make the best choice for our financial needs.

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..