Well I waited till 5 days left and finally called to schedule an appointment with this Medicare…read moreAdvisor. She was recommended by another friend who I know to have sound judgment; she was right! This being only my 2nd year to receive Medicare, I'm still learning, and Sheri Younker was so much more enlightening than the guy my husband and I used last year! A big difference was that she has a screen facing the client to see options from which to choose, making it so much more clear what is offered! She also on paper wrote down costs of choices and other details which she gave me to bring home. She paid attention to whether I was actually understanding what she was explaining. She is a warm, funny, helpful, SMART advisor who I could follow! I felt much more confident that I understood what I'd selected. Last year the agent came to our house, he spoke too fast, apparently not caring whether I understood or not. This was a whole different experience! I so appreciate the experience I had with Sheri a few days ago!!

Above All Insurance really helped us find the best and most affordable home insurance. Their sales…read morerepresentative Eva Gomez was highly professional and helpful. The service they provided was excellent, going above and beyond any others. I highly recommend. If you need insurance, especially home or/and auto, you will be very happy and satisfied working with Above All Insurance. Better than the rest. Thank you Eva, and the rest of the Above All family.

Veronica made the entire life insurance process simple and stress-free. She took the time to…read moreexplain all of my options, answered every question without any pressure, and helped me find a policy that fit both my family's needs and my budget. It's clear that she genuinely cares about protecting her clients rather than just making a sale. If you're looking for someone who is knowledgeable, honest, and responsive, I highly recommend Veronica Vega and V Vega Insurance for your life insurance needs. The peace of mind that comes from knowing my family is protected is priceless.

I received very good customer service from Lupita. I had several questions and all were answered…read morethoroughly. Keep up the good work.

Rosie was great to work with. She answered all my questions and made changing over to State Farm…read moreeasy. Thank you Rosie!

Lynn Marble is amazing. He knows the ins and outs of the insurance options. He helped me find my…read moreoptimal Medicare plan and I've been very happy with his recommendations. I highly recommend this company for your insurance needs.

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!

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.

Garage person, terrible company. DO NOT TRUST THEIR QUOTES. We signed up at $8.00 a month but once…read morewe accepted they rose it to $16.00 and this insensitive guy had the audacity to say that $8.00 extra a month is nothing. How embarrassing it must be to be this unaware and ignorant. Would definitely not recommend.

This is our new insurance agent. Brad was apprehensive when he was asked to make an appointment to…read morego over our insurance needs. He has experienced another insurance agent from NM and was not looking forward to this meeting. John Lang was not pushy at all. He went over the insurances and the differences that are characteristic to Arizona. This meeting was educational and totally not a sales call! He even recommended ways to save on our policies. This guy is legit! I am glad to have him as our insurance agent. Our original SF agent retired and I have not been happy since. Well until now! Great agent backed by a great company!