It's Jan 1, 2026, and Vanguard's Online system is down…read more I just want to download my 401K data, but no access on a holiday? For a system that's mainly automated, this is pretty weak.

During training....never saw or spoke to any managers to get a WELCOME. Usually that is the norm in…read moremy work history. The turn over is high. Information passed around is always confusing when helping clients due to so much personnel movement and new hires. You get tons of tools to use but they throw it at you in speedy training courses they have for new hires. One really feels lost and tries to fake it til u make it or get a new job elsewhere. Smh

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!

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!

I've always been an entrepreneur so health insurance has always been a challenge. A friend…read moreconnected us to Ryan and he was the best!! He laid out all our options so we could compare and gave us great advice for what would work best for our family. It was great to speak to someone who does this everyday and we can count on as our business grows.

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.

Nancy is amazing! I called to schedule a chat about planning for the future, and she talked to me…read morefor about 45 minutes on the phone. When we scheduled an appointment, Lori, her receptionist, was extremely friendly and welcoming. Nancy was prompt and on time and was very wonderful in helping me determine what was best for my specific needs/situation. We spent at hour chatting and she was very thorough in explaining the financial products. I am so happy I found Moneywise AZ and Nancy. Their entire firm is professional, knowledgeable, and helpful. They are truly in the business for the best interests of their clients. You will not be disappointed with them for helping you secure your financial future!

From the owner: Money Wise Retirement Planning assists those nearing or in retirement with putting together a…read moreretirement income plan to get them from point A to point B. We incorporate all areas that may affect income in retirement including Social Security, taxes and longevity. Our firm is transitional, not transactional. We value our clients and put their interests first to keep them for life. Financial Advisor, Investment Advisor, Retirement Planning, Wealth Management, Tax Free Retirement, Social Security Management, Financial Planning, Certified Financial Planning

Joe Laux has been our family's investment manager for several years. My wife and I grateful for…read morethe expertise that he and his Partner wield in effort to serve our needs. The clients I've referred to Joe also rave about their service and more than that Joe's character. He is trustyworthy, smart and fun to work with. More than anything I'm grateful for the 'Financial Peace' that we are achieving with Silverhawk's help.

I have never met or heard someone speak like Kaitlyn, as she is so passionate for helping others…read more She is truly one of the best people that you could have working for your money and assets. She is a very ambitious woman with a heart of gold. Thank you Kaitlyn for all you do!

I have been using Michael since the mid 90'S, when he started his firm in Scottsdale. He is the…read morebest, I have two business's in Oregon plus my personal taxes. Over 30 years!!!! Mike Halverson

This is the second year in a row where the account number we verified prior to signing our…read morefinalized tax documents, was entered incorrectly into the IRS website. We paid $340 for this to be filed correctly, and again, it has not been. Both my husband and I double checked the account number they had, and it was correct. Three weeks after filing our 2024 taxes, we still had not received our return. I was able to find out that whoever at this office entered in the account number, completely missed a number. so now instead of paying for the convenience of an electronic refund we had to wait an additional MONTH for our money. Not happy. Second year in a row.