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

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.

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!

Buying a home is a huge investment and one that can feel really daunting, but Joey made the process…read moreso smooth and simple! Joey walked us through each step of the process, what to expect, what all the loan information means and how to understand all the things we were signing, etc. Joey did all the leg work to find us the best rate for our specific situation and made the process so easy! We are so grateful to Joey and the whole Stewardship team for taking such great care of us and making buying a home such a smooth and enjoyable process. We cannot recommend Stewardship enough, the whole team is simply the best!!

Block all calls, and throw away all correspondence from these people . I don't normally respond to…read morespam calls or mail , but this time for some reason I did . They offered us a nice steak dinner in sedona. A long drive, but it would be nice to have a steak dinner in Sedona and see the sites . When we got there this slack jaw overweight horizontal stripe t-shirt stepson told us they were full . I told him we have a reservation . He literally just stared at me . Not a word . I said we drove all the way to Northern Arizona for this , and we have reservations . This guy must have practiced this dumb look, cuz he did it again . I said what are you going to do about this. He said well, I can put you over in a chair in that corner and your wife over there in a chair and you can watch the presentation . I told him we drove all the way up to Northern Arizona for this , once again this master of conversation just stared at me . That's when we walked away . I have made many Investments over the years, I make pretty good money with them . I wanted to hear what these people had to say , I'm almost glad they were as inept as I think they are . I don't want people touching my money who can't even organize a simple dinner presentation. We were pissed off to say the least . Not a thank you for coming. Not a sorry you wasted your time and gas money . Just empty stairs . I'm going to post this review everywhere I possibly can, for as long as I can , until I get tired. And I don't get tired very easily

Mitch will treat you like family. I cannot recommend him enough! I have been a client for a few…read moreyears and he gives great advice on what he does not sell. Secondly, he doesn't have any financial vehicles you can lose money with. You are absolutely safe.

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 met with Chuck and I would agree with the other reviewer that he is a bit condescending​ as if I…read morewasn't well prepared enough for him with my spreadsheets​, last years returns, notes, 1099 forms, deductions organized in a spreadsheet​, etc. He seemed very disinterested in helping me with my taxes which prompted me to, at the end of our meeting, ask "is this something that you're comfortable with taking on" to which he replied (very aloof) "yeah but not until May". There were a lot of mannerisms​ like, scratching his head in frustration​ and dropping his hands on the table as if to say, this is ridiculous​. I felt as though I was wasting his time when I drove to his office and am more than prepared to pay his $300 per hour rate. Eventually​, while trying to set up​ a time/date in May he told me that he has changed his mind and no longer wants to work with me. I believe it to be because​ I corrected him on the dates that he sent me to schedule from. He had sent me an email saying that he is available May the 10th, Friday but, May the 10th is a Thursday. So, I simply wanted to be clear on which date to schedule. I am sure that he didn't like being "corrected" even though I was nothing but courteous​ with him the entire time. Most of my emails began with, "thank you again for taking the time to meet with me" and ended with "I appreciate​ your assistance​" etc. Basically, things he should be saying to me as the client (not vice-versa​). Instead, he was short and uninterested in his responses and in our meeting. I felt uncomfortable and judged as if I was some kid that didn't know what I was doing and it was up to him whether​ he wanted​ to waste his time with me or not. In the end, I guess he chose to not. I'll be more than fine, I'm actually​ very well versed in business income, deductions, tax forms, spreadsheets​, etc. I really don't need to be made to feel that way especially​, when I am educated​. I'm not at all surprised that he declined to help me with my sole proprietorship​ taxes given his demeanor during our meeting and via email. He must make more than enough money than to deal with someone who can easily pay his asking rate and has all of his documents organized and available.

AWFUL advisor. Also, I question his knowledge about certain things. First off, I went to him to…read moreopen an investment account for just me. The first meeting, I was alone and the next meeting I was accompanied by my husband. After that McGrath took it upon himself to add my husband to the account...Why?...Because the "little lady" could not possibly have this account on her own. Here's what, because of my husband's residency status at the time, legally he could not be on the account. I had to put together a legal opinion letter for McGrath. Also, his own company told him my husband could not be added. In addition to not being very knowledgeable about certain things, the documentation he requires has not been required of me by any other financial advisor, in my life. He wanted to see tax returns (I never provided because I didn't go to him for CPA services); he wanted a copy of my driver's license AND a copy of my business card. Really?? Can you say "potential identity theft landmine!" I can't help but wonder if he was either being nosy or suspect (like he couldn't believe that I did what I did for a living). I often wondered if he treated ALL his clients like that.

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.

Working with Chuck and Sheri at Pelleton Capital Management is a pleasure. My own knowledge of…read moremaking sound investments has grown over time as a result of Chuck's ability to explain the process, the risks, and rewards. Enthusiastically recommend Pelleton as financial and investment advisers.

From the owner: For years, we have suggested to clients that their life, especially the financial life, is like one…read moregiant jigsaw puzzle.There are a lot of pieces that need to fit together to complete the puzzle. We ask them, "What it the most important piece of a jigsaw puzzle?" Someone might say, "the corners," Someone else might guess, "the edges." It could be the "the first piece," or "the last." It could even be "the one that fell on the floor." All good answers but not the right one. From what we've learned in our 30+ years in this business, the single most important piece of any jigsaw puzzle is the box top. Without that, how do you know what the puzzle is supposed to look like? At Pelleton Capital Management, we see our role in the investment and financial planning process as being your box top. We help create the overall image, the solution, so that the pieces in your financial puzzle fit nicely together, providing the outcome you desire. Services Offered: Financial Planning, Investment Management, Retirement Income Planning, Insurance review and analysis (life, health, long term care) , Social Security Planning, College Planning