We have been working with Stewart Willis of Asset Preservation for the past year…read more We had been trying to manage our 401k's and IRA's ourselves, but we didn't have the time or expertise to get the kind of returns that we should have been getting, so we went searching for someone to give us a hand. After some vetting we landed at Asset Preservation. Stewart and his associates are fiduciaries, and he spent a lot of time meeting with us to establish what our particular financial goals were and ascertaining the level of risk that we were willing to take. He and everyone in his office are attentive, friendly and professional. We have been very pleased with his advise and the level of communication that we receive. We can log into our account 24 hours a day to see what has been happening.

I have seen and watched them on tv for months and decided to call to see if they couple help me and…read moremove me in the right direction. Had a zoom call and was told they couldn't help me unless I had $50,000 to work with right away. How about mention that on your tv ads and shows not only that it should have been something the lady on the phone had mentioned and asked before making my appointment. Waste of time.

We recently had our trust restated. From the moment we walked in the door until the moment we…read moresigned our documents everyone was extremely professional, nice, knowledgeable, and informative. Without completely comfortable and at ease with everyone we worked with. These sorts of important life moments require someone who will look at your life as you do. Josh, Reed, and Be did exactly that and we could not be more grateful. We are happy loyal clients now!

Andre is incredibly unprofessional - he doesn't respond to any emails, doesn't do the work…read morerequested of him, and then claims to have a 100% response rate. Ridiculous. Read the other 1-star reviews: they tell you all you need to know about this guy. No doubt the good reviews are written by his family and friends, which would be as much of a joke as this "practice." Save yourself the frustration and find ANYONE else to handle your claims.

Awesome! Radiant Financial found me the best loan available…read more I checked myself on multiple loan search sites and bank sites. Radiant Financial was the best. The team answered all my questions in a very timely manor. Even when I wanted to make last second changes to the loan, they accommodated me. Thank you so much to the Team!

Wow! Stacy and the Radiant Financial Team rock! If you want the best, Radiant Financial is the…read moreway to go. They worked to get me the best loan and best terms possible. They went above and beyond. They were always on top of asking me for the documents needed, their online portal is extremely easy to navigate and use. The entire Team is great with communicating and I love the text updates on where the loan is in the process. I cannot say enough great things about Radiant Financial Group. Thank you so much for all you have done for us!

They know the business of retirement planning well. They sit down and talk over your options,…read morerights and entitlements. Never an obligation. Highly recommend.

Landon is successful because he puts his clients best interest first. He is a straight shooter who…read moretakes responsibility and finds pleasure in peoples happiness and financial well being. Landon is a man who can be trusted! Kevin Wick

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.

We were looking to refinance and wanted the best possible rate while working with someone we could…read moretrust to truly have our best interests in mind. Brian made that easy--he was incredibly responsive, attentive, and thoughtful throughout the entire process. He took the time to understand our needs, helped us secure a great rate, and made sure we felt confident every step of the way. Now we feel at peace knowing we made a wise financial decision, saved money, and actually enjoyed the experience along the way.

Michael Golinski knows how to provide his clients with care and respect. Whenever I have any…read morequestions or just want to follow-up on something, he is readily available to help out. His professionalism is what you expect from your financial advisor.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I put 1 star because there's not an option for 0. The institution blocks purchases on line. They…read moresay fraud prevention. I have been blocked from ordering food, baseball tickets, instacart, door dash, and Grubhub. They are fired! I'm tired of them CBing.

This is the absolute worst bank/credit union I have ever dealt with in my entire 45 years of using…read morebanks of any type. The people are GREAT, but the product is horrible. Transactions, such as bill pay don't post for two days or more on EFT transactions. As all small banks do, they use a third party bill pay vendor who is even worse than this bank. I had an auto withdrawal, from the mortgage lender, for my house payment on the 1st, but it doesn't show at all two days later and yet the mortgage company shows it being paid on time. I will NEVER use this worst behind the scenes credit union again.

He doesn't return calls, emails, things are not done in a timely manner . He also doesn't carry tax…read morepreparer liability insurance and does not disclose this to his clients. I'd put zero stars if I could !!

Did my taxes orderly fashion. Was the first time I used them. Taxes Were very simple. My original…read moretax preparer for 35 years quit doing taxes so I found them as I live in Sun City West I was satisfied.