Andrew Klein is our financial advisor at Edward Jones, and we are very happy with his services. My…read morewife and I did plenty of research, and asked for several word-of-mouth testimonials from our friends and family, and no one came as highly recommended as Andrew did. He is friendly, helpful, thorough, and trustworthy, even in these challenging economic times. When we first called Andrew on a Tuesday to schedule an appointment to meet with him, he offered to meet with us as early as the following day. On the day of our meeting, he was available right at the time we scheduled, and spent a great deal of time with us, asking questions, learning about our investment goals, and giving us great advice. I look forward to working with Andrew more, and reaching our goals with Edward Jones.

Andy Klein is one of the most trustworthy individuals I know. He has been my financial adviser for…read morealmost 10 years. He helped navigate me and my finances through the worst US economy since the great depression, and now my funds are stronger than ever. He prides himself on providing excellent customer service. He will call you every month, regardless of how much money you have with him, to give you updates on your finances. He will also recommend any changes that he thinks will be a better fit for you as well. He really listens to your needs, goals, and abilities to set a savings plan that fits you and your budget. Andy and his team at Edward Jones are among the best in the field. They can't control what the market does on any given day, but they set you up for success no matter what it does.

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've been with Shanna almost since the beginning when HFS was basically just a one woman show…read more She's been very helpful in providing good advice to insure that the money that we have had invested so far through 401k and other means continues to grow. Through her company there's access to other financial tools to help anyone out to get their financial life's not only on track, but ahead of the curve. We recommend her highly if you're looking for someone who won't blow smoke up your (you know what) and will provide solid advice on which you can actually bank! She just opened a larger office and now employs a few advisors who are just as personable and willing to help as Shanna is.

It took me almost one year to debate if I was going to write a review about this company due to the…read morefact that it won't quite put them in the best light. However, knowing there are folks out there who aren't very comfortable/familiar with investing/planning for retirement I wanted to provide my honest opinion about Heritage Financial Strategies. I was looking for a new financial advisor after the previous one, that I actually had a good 3-year run with, decided to put more effort into researching tools of the trade than helping his clients and their retirement goals. My mother and I met with Shanna and decided to give her a try (she was to manage my mom's retirement accounts). In the first few months she seemed to be doing ok, even though the lines of communication weren't the greatest with her. BUT, to be fair, her assistant, Emily, was always fantastic to deal with. Then she went dark, and after some not so nice emails from my mom, she told us if we want to schedule reviews with her that we need to go online and schedule through a link she provided. Now, that information would have been wonderful to know at the start rather than being treated like we were junk on the side of the road. Also, I had to do some pushing to get recommendations on whether or not some stock should be sold and what she had in mind for purchase. Not exactly the way this "financial advisor" thing is supposed to work. I just want folks who are not familiar with investing/markets/planning for retirement to perhaps think about going somewhere else lest you deal with 0% return over the course of a year.

Garrett played a key role in helping us purchase our first home. Throughout the process, Garrett…read morekept us informed with market updates, promptly shared new listings, and arranged virtual tours whenever we couldn't be there in person. When we finally found the right home, we faced strong competition from other buyers. Garrett remained proactive, strategic, and dedicated every step of the way, ultimately helping us secure the contact. We couldn't have asked for a better guide through our first home-buying journey.

I recently had the honor of working across from Gulch Group agent Garett Chatham who represented…read morethe buyer on a real estate transaction and what a pleasure it was to make his acquaintance! He was professional, responsive, and great to collaborate with from start to finish. He is a talented real estate agent and a good asset to the Gluch Group. He did your team proud!

When I moved to Arizona from Cali, I was in need of a new accountant. I was referred to Ken Lindow…read moreby my daughter who used Ken for her business accounting. So I reached out to him and Ken was great. he is very knowledgeable and he helped me more than my old CPA that I was working with before. He told me about some tax incentives and what I can do to reduce my tax liability. I highly recommend Ken and his team.

From the owner: K. A. Lindow, CPA, PC is one of the most reputable accounting firms in Phoenix, supporting the…read moregrowth and sustainability of your business. From bookkeeping to financial planning and business advisory, we deliver personalized service that aligns with your strategic goals. Our dedication to quality and client satisfaction makes us a trusted partner for businesses seeking reliable and efficient financial solutions. In addition to accounting, we offer seamless tax preparation in Phoenix to meet the unique financial needs of both individuals and businesses. Our firm is committed to providing precise, up-to-date tax advice to help you optimize your financial position and comply with complex tax laws.

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!

Steve Nielsen is a wealth of knowledge and someone you can trust to invest and grow your savings…read morefor retirement. Thank you Steve!!!!

From the owner: Retirement planning, advanced tax strategies, estate planning, and educational seminars.read more

Granted, I had to cancel a 2nd appointment same day. I called. I emailed. I emailed the original…read morepoint of contact person. No response. Though they say they offer fiduciary advisor services with accounts under $1,000,000, it appears that they do not. At least not to me. So, I'll continue my search. It was a condescending experience. (This marks the 3rd negative review I've ever written).

Totally deceitful.... Our community came together and raised money to benefit our child who is…read moremedically fragile and in need of special lifelong medical and caregiving. One volunteer who represents schwab helped guide us set up a special needs trust so that this money can earn interest for our child's benefit. As we set the account up, Schwab offered us a debit card for the easy of using funds as needed. After many months of caring for our child we noticed Schwab was "borrowing us" the money and charging us interest. A lot of interest!!!! When we realized this we called and they told us we set the account that way. Why wouldn't they explain this to us. Why would we "borrow" money that is out there for the child's benefit. When we brought it to their attention they said, nothing they can do. We spoke to many people who never called back. Then wrote a letter, no resolution.

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.

This business is a truly hidden gem! It's literally your one stop shop for your financial services…read more As a licensed professional, I trust them with my financial planning, real estate, insurance, and tax planning and filing. Every aspect of the financial world is tied together, so why not go to someone who truly understands the nuances and intricacies in how they work together to better leverage your personal financial/life situation? If anything get your tax and real estate situations taken care of here, because you won't pay higher end commissions for buying or selling your home with them if you have your taxes prepared with them. Peter and Alex will take care of you like family! EPL will literally will save you thousands of dollars in a multitude of ways and you'll love the service that goes along with it.