I came here based on work I have done with someone whose investments were handled through this…read moreoffice. Larry Herring , the branch manager, took care of my friend's investments for many years. Based on the quality of service he always gave her, it's a natural choice for me to make. I now happen to be in a position to need someone who does Mr. Herring's kind of work. I came to Mr. Herring with a few situations to be resolved. There were actually some financial things I should have dealt with before this. I dreaded having to do this or I would have before. Without going into particulars, Larry made one phone call to to handle the most pressing matter. Was I pleasantly surprised...shocked would be more like it! He's handling everything for me now. To someone like me who is such a novice about these things, that is great. I have no complaints! I walked out understanding what had been done. When it comes to one's finances that certainly is how you wish to feel. Based on my experience I can comfortably recommend Larry Herring's service. I think you could count on the same kind of service if you are well versed in the field.

Larry Herring is definitely the backbone of this branch I have personally worked with him at prior…read morecompanies and if you want someone who genuinely wants to help grow your money this is the place to invest. Absolutely no pressure EVER nothing but good sound professionalism. Larry has helped me to take a relevantly small amount and grow it into a decent retirement portfolio.

I was looking for a HELOC & tried many many places in the Valley. I guess very few have the…read morepre-crash options available, so I came to Yelp. Found Steve Howard at Homestreet. Great reviews & he & his team did not disappoint. I was going through Wells, what a horrible experience. I have been a customer of theirs for 25 yrs. & I am in the industry & hated the experience with them. Continually asking for documents I already provided. They kept asking for more. I asked to speak to a supervisor, never happened. So I wanted something/someone else. My experience with Homestreet has been exceptional, & flawless. Less than a month from start to finish, great work all around. Good communication as well. Top notch!! Thank you, thank you!! Someone who delivers, refreshing!

I'm not one to spend my time writing reviews unless you or your company is exceptionally impressive…read moreor distinguishingly incapable. That is certainly what I would like to know when selecting a company and/or representative (preferably; prior to choosing to do business with them). I've known Steve Howard as a personal friend and a business associate for over 25 years now. Steve is an extremely seasoned mortgage veteran who is highly regarded by co-workers, vendors, banks, investors, and most importantly; by his customers. You will not find a more competent, honest, detailed, fair, and caring mortgage banker than Steve. In my career in the the mortgage and real estate industries, I've worked with hundreds of Loan Officers and Brokers. I can honestly say that Steve is hands down the person I trust the most and who I always go to with questions, concerns, or any need for help. Steve is truly a remarkable fiduciary, who is always ready to lobby for his clients' best interests.

Chris is an amazing financial advisor who is as genuine as it comes. He always looks out for me and…read moredoesn't ever push anything on me that I don't want to do with my finances. If there is a move he wants to make on my account, he outlines why it is strategic and takes me through the reasons. The best part about working with him is that I feel he actually cares. If you're looking for a financial advisor in North Scottsdale who is not pushy & is extremely knowledgeable on financial planning, he is worth sitting down with. While I trusted him when he was with Edward Jones for 8+ years, this move to being an independent financial advisor is actually way better for me as a client. I'm thrilled to have followed him and I look forward to trusting him for many more years to come.

We just met with Brett for financial planning. He was refreshingly honest, and did not try to sell…read moreus on things we were not comfortable with. He genuinely seemed to care about pur unique situation. I would recommend him.

Nancy is amazing! I called to schedule a chat about planning for the future, and she talked to me…read morefor about 45 minutes on the phone. When we scheduled an appointment, Lori, her receptionist, was extremely friendly and welcoming. Nancy was prompt and on time and was very wonderful in helping me determine what was best for my specific needs/situation. We spent at hour chatting and she was very thorough in explaining the financial products. I am so happy I found Moneywise AZ and Nancy. Their entire firm is professional, knowledgeable, and helpful. They are truly in the business for the best interests of their clients. You will not be disappointed with them for helping you secure your financial future!

I had a great experience with Wences he was very clear and help me through the process I recommend…read more100 percent best decision ever.

We couldn't be happier with Ernie Baillargeon when we got together for a portfolio review. Just…read moreusing recent statements we sent prior to our meeting Ernie and his team put together a very comprehensive view ahead of time. When we met, Ernie very patiantly walked us through all of the various perspectives and details of our existing portfolio and how we can greatly improve our risk, balance, and stability. He took the time to answer all of our questions as well as really get to know us and our current and future retirement needs. We gladly signed on with Ernie and Asset Preservation to manage our new and balanced portfolio. I highly recommend a no obligation portfolio "check up". I'm so glad we did this! We look forward to continuing to work with Ernie and Asset Preservation for all of our ongoing retirement investment and tax needs.

Top notch, professional, helpful, goes the extra mile, trustworthy and above board. These are some…read moreof the ways I'd describe partnering with Darren. He's easy to work with and replies via text or phone same day/usually immediately unless in a meeting or busy helping another client. Would highly recommend him for your insurance needs.

After moving to Arizona from Colorado we were involved in an accident with our old insurance. The…read moreexperience showed us that we needed a local agent in Arizona we could trust. We luckily met Darren Mullens of Liberty Mutual. We saved a considerable amount of $$$ and are getting better coverage with Darren; however, more importantly if insurance questions or issues surface I know I can call Darren for expert help. I have recommended all family and friends to Darren...everyone says the same thing "Darren was extremely helpful and knows his stuff...and I saved money!".

Spencer offers a great balance of expert advice and friendly encouragement. He is careful not to…read moremake decisions for us, but will intervene as much as we want him to. I have needed reminders between meetings in order to carry out the goals I set and he has provided those reminders, offering help and encouragement, as needed. I have felt immediate relief with daily cash flow management as he has helped me to implement new strategies. And we are actually moving toward our long-term goals for retirement because he is helping us take action now. He really knows what he's doing! We have been meeting with Spencer at least every 6 weeks for the past 6 months. We live in IL, so our meetings are online. We have an old computer and Spencer searched for a program that was compatible with our computer, so that we would have the convenience of frequent, online meetings. He sends us the meeting notes immediately following the meeting, highlighting the "to do" list for us and the things he will do before our next meeting. He coordinates with an accountant and an attorney. We have our own attorney, so we haven't used that service, but we were thrilled to use his accountant, Dustyn Johnson. I highly recommend Alldredge Fee-Only Wealth Management.