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.

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.

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!!!

I cannot begin to tell you how satisfied I was with help my wife and I got from Jaclyn. We did a…read moreEureka session and half way through I knew that it was the right decision to have Fiscal Fitness Phoenix help up. Book your session asap!!! You will NOT be disappointed!!

Jason currently manages my retirement portfolio, my insurance needs, and set up and manages the…read more401k program for my 25 employees. All financial consultants generally cite the same reasons for hiring them - trust,competence, a long term view, a strong brand behind them, a breadth of services, etc, etc. They all say it - and I believe they genuinely mean it. So how is Jason different? Put it this way - I am a pretty tough client to have. I think I know my way around the markets, I'm fairly savvy, and know the Ps and Qs about investing. But I don't have the time or the inclination to pore over charts and news...nor would I want to spend my time doing that if I had it. I have a family, business, friends....and the occasional football game to watch. What I do want - is someone that indulges my questions promptly when I ask them, holds the financial fort down when I disappear into my work and family for quarters at a time, competently manages my assets, looks out for me when I am missing something that is important to my portfolio (whether he is managing it or not)...and generally treats me like the responsible, teachable, but busy as hell person I am. It doesn't hurt when over beers your guy challenges you to ask the questions that really matter...not the "what's you number" BS...but rather that "what's important to you, to your family, now and later....what do you want your legacy to be"...and "what are you most excited about, or most afraid of"...doing so without using fear, uncertainty and doubt. This is what Jason does for me, my family and my business. And he is not just a quality guy - he's tip top. That's it. You should hire the guy.

From the owner: At Edward Jones, we believe our business is personal . We look at your individual needs first so we…read morecan develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Contact me today to help develop an investment strategy that makes sense for you.

Rob Siddoway was amazing. He listened to my requests and acted in a timely efficient manner. I have…read morea legal plan and had used a different attorney in the recent past who did not treat me like i was important. With Rob, this was NOT the case. He treated me with respect and I felt like he has all my best interest at heart. Thank you Rob for your kindness and help. I highly recommend using Tetrant and have and will recommend him to my friends.

My wife and I were looking to set up a trust and utilized YELP to find an advisor that was both…read morenearby and had excellent reviews. We could not be happier that we were led to Rob Siddoway and Tetrant. After our initial meeting with Rob we were confident we came to the right place. We had a total of 3 meetings with him, all at times convenient to us. Meetings always started on time and Rob allowed us all the time we needed to get things right. We are pleased by the result, and as an added bonus his fees are extremely competitive and fair. We would not hesitate to recommend Tetrant to anyone who asks.

Michael is familiar with my finances and makes filing yearly taxes a breeze!…read more Also when they have seminars, I find them extremely informational!

Please treat your clients with more respect. Unfortunately my experience was terrible. I cannot…read morerecommend this company services. Their attention to details was lacking and very unprofessional

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.

Credit Absolute is the real deal! Felicia Leslie actually cares me about me and I'm more than…read morecustomer 10393727 to her! Credit rebuilding takes time and the letters they send do get results but you have to be patient! When credit comes in conversation: I tell everyone about credit absolute: lately I've been exploring a new build home and I think every builder rep: I speak to I tell about Credit Absolute! My previous lender doesn't believe the results: I've gotten and tried to tell me this service was a scam. Felicias boss: Derrick works with many different people and referred me another lender Christopher Holmes who made an excellent impression. 5 stars+ and they won't disappoint if you listen to their guidance and advice!

Company is fine. Need to leave a message and this company will get back to you. You have to join…read moreIdentity IQ as well.

I've really enjoyed working with Steven. He is smart, easygoing, and attentive to his clients'…read moreneeds. He provided me with great perspective and recommendations on better managing my investments and fiscal priorities. I am definitely more prepared for the future financially because of his expertise.

Growing up as a daughter of refugee/immigrant parents, my parents focused on their survival and…read moremaking a living for their family of six. I had very little knowledge of my family's financial situation, and I was never really taught how to effectively manage my own money. After years of trying to handle my own financial situation, I finally decided it was best to invest in a financial planner. That's when Steven came into the picture. One of the reasons why I was interested in working with Steven is because his business is focused on helping educate and serve young professionals of color and immigrants. I saw myself in his story. I've worked with him since fall 2020, and it has been an amazing experience to witness my own interest in and knowledge of my financial situation expand as a result of our partnership. Steven's expertise and willingness to educate has made me feel more confident (and less stressed!) about my financial situation, and I look forward to continue meeting my financial goals during our time together!