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.

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!

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!!!

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!!

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.

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 !!