We first met Lane at a 2 part seminar to learn about his services and financial planning. Since…read morethen we have been more than happy with his services, out finances, timely responses and entire team of professionals. I would recommend anyone considering getting a new planner to sit down with him and his team to review and make the change

We attended one of Lane's 2-part seminars. His presentations were great, and we learned a lot. We…read moredecided to hire him for some of our financial planning. What a disaster! We lost 25k over two months, and it was when the market was strong and climbing! He sold us on an annuity that is guaranteed to reap a minimum of 2% each year, which happens in years when there are losses in the DOW, etc. Well, for the past six years, we have only earned 2% a year, regardless of what the market is doing. We'll cash them in and do our own investments. He was so spot on with his presentations but then did the exact opposite in reality. He's a nice guy in person, and we felt a little bit bad about dropping him, but no nice guy is worth losing 25k that we worked so hard to earn.

All of the professionals in their organization work together to give the best service possible…read more I've referred 3 friends/family members so far. What's more important is, I am always kept well informed and I'm making money.

I've been working with Cynthia Fick and the folks at Financial Life Planners for over ten years…read more They are simply the best at customer service. My son, daughter, sister and brother are all happy with FLP as well. If you don't have a professional financial planner, you should talk to this company.

I found these guys online and they are amazing--super friendly and they know their stuff. Also…read morevery reasonable rates. I highly recommend them to anyone looking for help around tax time.

Marc Montini called me an "asshole" and then refused to complete my taxes because I would not sign…read moretwo of his forms which would allow consent for other companies to access my files, even though on these two supplementary forms, it said it was not necessary in order to have taxes prepared. I had called him to discuss and he said it is necessary for me to sign the forms; that he requires it. I said I do not feel comfortable sharing my Social Security information, Taxes, and income with unknown sources. It was after this that he called me an "asshole,"and then told me to come pick up my tax

Stu has created a powerhouse team that is as passionate about the service and well being as he is…read more Stu takes every situation and life event to heart and treats everyone like he would his own family. He will tell it like it is to ensure your retirement goals and needs are met. His intent is no less than honorable and driven for you personally and your money. Intellect, heart, and honor hold him above many. I fully trust him and his team with me and my families future.

They are always willing to go over your investment information. They take their time to ensure you…read moreunderstand what your money is doing.

If you are looking for a financial planner that cares and will take the time to listen to your…read moreneeds, look no further than Jeff and his team. Jeff is managing my Roth IRA and has helped my husband and I with planning and executing the trust for our estate. First of all, Jeff and Ronnie have met with us numerous times, and asked numerous questions about what our needs are, and what we feel comfortable with as far as investing and our trust. Both of these things can be emotional and they have been amazing about asking the right questions and supplying us with all the tools necessary to make our choices. Second of all, I trust them. Jeff's father Norm started this business in 1981 and Jeff joined in 1994. Later came Anissa and Roni.. They are a family business and they treat their clients like family. Plus, they are really good at what they do! I highly recommend this company!

I've known Jeff Peterson and his staff for over 20 years now. If I didn't think their services were…read moretop notch, I wouldn't be with them for over 20 years now. Friendly service from the staff to the owner, this feels like the days when things were done with a handshake. They do all they can to put the customer first.

How you treat people matters. I can't speak to ELR's financial planning aptitude, but the first…read moreimpression was not good. In a world where how you treat people matters, I assure you that you can find a more people-focused advisor.

Eric has been providing financial planning for my wife and I for many years and we have been very…read morepleased with his services. Eric takes a very balanced approach to planning to make sure your money is where you want it to be while being safe. Eric knows his business well and explains things in detail so that you know what is going on. Eric has always treated us professionally, and has always been available to answer questions without having to make an appointment. I cannot speak for the other review posted here, but his description sounds like a completely different person.

Like so many others over the past few years, we moved to Mitch after researching several financial…read moreadvisors here in Prescott, last year. Our previous advisor had lost us a lot of money not doing their job which left us in a precarious position. Mitch was selected after we met with several of the other advisors mentioned above. It was, for us, a very easy decision. First, Mitch is extremely personable and interested in nothing other than making 100% certain your financial investment not only is the right one that fits your long term needs, but also does not lose you money while at the same time gaining a good return! You cannot ask for more. Secondly, Mitch always follows up and keeps in contact with you regularly to make sure all is going smoothly. Indeed, for us, within a short time frame we more than recouped what we had lost, in very stable funds which will never run out on us (funds for life), and will never lose what we have gained over time. We can now sleep well at night knowing our financial goals are stable, now that we are retired. Mitch's family and employees are second to none and so very friendly and supportive. Several times early on we had to call to ask questions and/or help. Never did they say they were too busy or could not return our calls very timely. Another reason that we love working with them. Our humble opinion is you cannot go wrong and it is worth your time to talk to Mitch.

I was introduced to Freedom Financial by a friend who's known Mitch for many years and was speaking…read morehighly of him. After working with Mitch for a few months I can understand why. Mitch is a person of high integrity, exceptional knowledge and cares deeply about his clients. The way he's able and willing to describe the products in great detail is very appreciated. I feel like he gave us all the information we need (and some) to make the best choice for our financial needs.

Country Financial is one of the worst companies I have every worked with. If they can't do the…read morebasics (e.g. keep information about the account, who can access it, take payments online, etc.), then why would you ever expect them to pay out when there is a claim. Agents seem friendly and nice - I have had several at different office including this office - because apparently there is a high turnover. But there is no follow through and what good is a agent that acts friendly when there are problems all the time. -- Corporate never receives paperwork I spend hours filling out and therefore the 800 department doesn't have current information (including addresses, account information, etc.). It is located at the agent's office and..... did I mention turnover [yup, this is when you really do need to keep a copy of everything handy]. -- Computer systems are old including how you make payments, so of course there are problems. Call 800# and ... oh, they don't have any of that information. And answers like "that is how it works" (e.g. bad computer programs) when things go wrong. -- When they are sending information to old addresses that you don't respond to, they will automatically renew your policy with the worst rating (e.g. 4x the price). Without your permission. When you qualify for a much cheaper rating. "Well you didn't respond and this is what we do." Be prepared to spend a lot of time on the phone and doing paperwork fixing problems they caused. Note: This is the struggles you have when you are paying them for a service they have not yet delivered (a claim payment). Which means be prepared to have 10x the struggles when you need to file a claim. Better yet, hire a better company.

Mark and Country Financial have been wonderful to work with. I have been a client of Mark's for…read moreseveral years and the service I have received has been top notch. When I have a question or concern Mark is always prompt with responding to my emails. I would highly recommend him and his team to anyone looking for great service at a super reasonable price!