Michelle is absolutely amazing!!! I'm so grateful that I connected with her! I originally met her…read moreat a seminar where she was speaking about retirement options. I asked if she had any experience with QOZ Funds and she said she did but hadn't done anything with them in a while. After a further consultation where I explained what I was trying to do she dug right in and did all the research and leg work and made it happen inside of my deadline!!! It is so refreshing to have someone who really listens to you and your goals and has the knowledge and expertise to help you get there! I highly recommend Michelle for anyone who wants a transparent, knowledgeable CFP dedicated to helping her clients reach their financial objectives!!!

Over the past month, I requested quotes for my home and auto insurance. After comparing quotes from…read morethree companies, I found that Derrick Spencer State Farm Insurance in Laveen, AZ offered the lowest rates for the same level of coverage I had with my previous provider. I worked with Jesus, who was extremely helpful in explaining the quotes and coverage options. When I needed clarification, he patiently walked me through the details by phone and followed up by email. I am grateful to have Jesus as my State Farm agent. I especially value his patience, professionalism, and commitment to excellent customer service. I also appreciated Jackie's support. When Jesus was unavailable, she responded promptly to my questions and readily offered her assistance when I needed help using the State Farm App. Kathy B.

**Review update** I cannot express how much i love trusting…read moreIvonne Espinosa with my insurance needs. She does an amazing job of listening to my needs and wants and ensuring that my policies issue to my preferences. She is absolutely amazing and I highly recommend that you ask for her and trust her to help protect your family from the unexpected! Whether that is someone crashing into your car, a microburst knocking your roof on your neighbor's pool, or ensuring the financial security of your loved ones through life insurance, Ivonne can help you. Thank you for caring about my family as much as your own!

I have worked with C2 Financial loan officers and find them to be "first in service" to their…read moreclients, seeking best rates and programs.

C2 has been handling my loan business years due to amazing service and vast number of loan programs.read more

If you wonder what Medicare Supplemental Insurance to get for Mom and Dad, Casey is the gal to use…read more She really knows and understands what she is working with--and she can show you any of the companies that have a Medicare Supplemental plan. What impressed me the most about Casey--who is young and in the first five years of her business--is how totally knowledgeable she is. There is no question hardly she doesn't know the correct answer to. I compare her with the broker I had with 30+ years of experience and the lack of information I got from him--plus, his attitude was "just come into my office and we will talk about it" except when you got there his attitude was just sign this form and trust me (sans talking about the details of any plan nor did he give me any information on anything, but the one plan he wanted you to take). Casey will answer all your questions, tell you about the many plans out there and give you suggestions on which plan would work best for your specific needs. I am very impressed by Casey and think you will also be. Give her a call when you are looking for Medicare Supplemental Insurance! Highly recommended!

I found out about Casey from a friend when I posted on Facebook looking for a broker as I…read moreapproached 65. By this time I had a fairly good general idea of what coverage I wanted in addition to Medicare. She came to my work on a Sunday afternoon and had answers to all my questions and either agreed to where I thought I was headed on certain parts or explained why she thought I would be better off going a different path on other parts. By the time she left all parts of the plan were signed up for as she had in her car pretty much all possible forms covered. She even put up with the aggressive bees that showed up.

Raman has been a huge help to me! I've worked with him for several years and feel very supported…read moreby him. He is great at educating me on specifics (when I need it), respectful and yet challenges me to plan for my future by getting organized now!

Raman has helped me tremendously! He approaches financial consulting from an educator's perspective…read moreso you know and understand his advice to you. I recommend him!

Tom was incredibly helpful and responsive throughout my entire refinance process. Anytime I had a…read morequestion, he looked into it right away and clearly walked me through every detail. His transparency made the whole experience smooth and stress-free. After contacting six other lenders, Mortgage Brothers also offered the best refinance rates and lowest overall costs. I'm extremely satisfied with the service and highly recommend this team!

Great company. Knowledgeable, kind and very hard worker. They have amazing reviews on Google as…read morewell.

See similar reviews. I had a lengthy phone call to go over my current strategies before signing up…read moreand paying the 4,000 dollars. I set up my Initial meeting with my tax strategist and we spent about 10 mins and he said he was not able to provide any strategy for me. They said they would apply the 4,000 towards tax preparation which I was fine with. Then when I tried to get my taxes prepared they were behind and unable to do them In time. I asked for a refund so I could go somewhere else and they refused. They didn't prepare my taxes. They didn't give me any tax strategies and said they aren't going to refund my money. It took me months and I fought tooth and nail with them and my credit card company finally refunded my $4,000 they tried to keep without providing service. Years later I get an email saying there is an invoice in my account when I have not engaged in business with them in over 2 years. I own a small business and have real estate investments. If you are in a similar situation stick with your local cpa/book keeper and don't fall for their used car sale pitch,

The Tax Strategy I received from Provision was a complete waste of $4,000…read more Before signing up for the Tax Strategy service I discussed my business with their Client Relation Manager Brad Doran. I explained my current tax strategy and he assured me there are better strategies available for my business, so I signed up with them to learn this "new" strategy. Fast Forward to the end of the process and Provision tells me the exact same strategy I was already using. Complete waste of money. I attempted to resolve the matter with Provision several times and they agreed to refund a portion of the cost. After constant lying and dragging of their feet, they said they had "closed it out" and never refunded any of the cost. If you are interested in getting a tax strategy, just contact a local CPA that is familiar with your type of business and they will be able to advise you for much cheaper than $4,000.

A few years ago I was scouring the internet for last-minute tax help and came across Solved Tax…read more Despite the impending tax deadline and his busy schedule, Jessie Mullin picked up the phone and scheduled an appointment with me. He took the time to figure out a tax solution for my situation and, more importantly, to soothe my frazzled nerves. Since that time Jessie has helped me stay ahead of my taxes and he's been available and helpful for other questions that pop up. I'd trust him for any personal, self-employment, or other business tax or accounting advice. Not to mention he's just a super nice guy and a pleasure to work with. If you're seeking great tax or accounting help with a smile, look no further.