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.

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!

We started working with Alison earlier this year. My wife and I really appreciate her expertise and…read moreher proactive approach. Her fee structure is also very fair. I would highly recommend her as a financial advisor!

I've been working with Allison for almost a year now and truly can't recommend her enough. She…read moremakes you feel so comfortable talking about finances and has a way of empowering you to feel confident in your decisions. She's helped me plan for a big life transition with my upcoming marriage and navigate how to combine finances in a thoughtful way. I feel so much more prepared going into this next chapter. She's also incredibly organized, responsive, and easy to work with. I'm so grateful to have her as a resource.

Recently had the privilege of working with Rich and team on numerous insurance needs, and have…read morenothing but positive things to say. Rich worked with our schedules to provide quotes via email, and quickly shopped around for us to provide the best coverage. He provided clear explanations and documentation of the coverage and applicable discounts, and readily got us enrolled. Since we are relocating to the state and were unclear on the insurance differences in Arizona, it was great to have an advocate steering us quickly through the process. All around simple, no pressure process, with first class service from the team.

Widespread incompetence. Nice people, but they routinely fail to do their job. On two separate…read moreoccasions (2025 and around 2022), my homeowners insurance lapsed with no warning from them. I was willing to forgive it the first time, but not the second. Perhaps even more unbelievably, on both occasions I was the one who brought the lapse in coverage to their attention. While they apologized when this was brought to them, that does not make up for this level of ineptitude. Quite simply, they have no system in place to catch issues like this--something that should concern any potential customer, especially high-net-worth individuals.

I'm thrilled with the service and attention to detail. It's…read morealways an uneasy change to make, transitioning from one financial adviser to another. However, Angelica went out of her way to make sure my questions were answered completely and thoroughly, while her team organized all the records for my keeping. I can't recommend Angelica enough - as a new client. Likewise, based on the references my friend gave, I can expect some healthy growth in my portfolio over the coming years. HIGHLY RECOMMEND!

Angelica Prescod is a class act.... at the very top of her field. I have been one of her clients…read morefor the past 5 years. She is extremely personable, engaged, and expertly knowledgeable; always going the extra mile in the best interests of my family. You can't ask for a more dedicated and skilled person to manage your portfolio. Looking forward to the years ahead.

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!!

I had a great session. We talked about my goals and established some programmers and he's coming up…read morewith a plan for me. That will discuss soon.

From the owner: 📍 Based in Arizona & California | Serving Clients Nationwide…read more At Pacific Canyon Investments, we provide personalized financial planning and investment management with your goals at the center. Whether you're navigating an IPO, building wealth as a healthcare professional, or managing a recent inheritance, our team brings data-driven strategies and high-touch service to every relationship. ✅ Fiduciary Advice: Always in Your Best Interest ✅ 12-4-2-1 Planning Model: More Support, More Clarity ✅ Transparent Fees & Tailored Portfolios Led by CFP® professional Ekenna Anya-Gafu, we serve individuals and families seeking genuine guidance, not just products. Let's build a plan that works for you today and grows with you tomorrow. "Your Financial Well-Being. Our Genuine Commitment." 📞 Schedule your complimentary consultation today!

Been here twice now to pull out some cash. My bank isn't around here, so I'm glad I can get cash…read morequickly when I need it and without fees! The first time I went to the drive-thru and it was a seamless transaction. The second time I attempted to drive through again, but it was not in service. Boo!! I had to park in front of the ATM and walk up to get my cash. No biggie, but when the drive-thru ATM is broken, I'm sure it puts a damper on anyone's schedule especially if they're on a time crunch! I'm just glad I can get in and out pretty quickly! I'll be back eventually!

Awsome service will be back Stephanie is amazing lots of help very kind always have a great…read moreexperience when i come here

The estate planning process went well. Be prepared for your final meeting that pitch to sell you…read moreannuity is part of that meeting. They get commission for being servicing agent. Told we would meet avg twice a year regarding annuity. I called after year of hearing nothing left VM for serving agent. After 2 yrs of no contact regarding annuity , I requested removing that agent.

We have been with RJP since 2018 after a seminar that opened our eyes to the seriousness of life…read morewithout a Trust. All personal have been there every time that we have had questions and were kind and helpful. We just left there after seeing probably the BEST advisor we have had the opportunity to meet, BRETT WOOD. My wife was loaded with questions about changes we needed. Brett was repectful, kind and knowledgeable. Brett took all the time my wife needed to get the questions answered and to the point that she understood. We left with our minds at ease and we felt cared for. THANK YOU BRETT!!!!!!

So far so good. I have met with Matthew one time and I see him for two more appointments. I have…read morestock I'm considering having Mathew oversee. I was very impressed by our first visit. You have to participate in the success of your visits. I gathered all the financial information he needed to access my current financial picture as I prepare for retirement in 5 or so years. Matt researched and emailed me a website to apply for student loan forgiveness in 10 years. This proactive behavior really impressed me. I filled out the paperwork and submitted it to the government entity for consideration. I thought about doing this 100 times, Matthew's nudge is what got me into action. He also contacted previous employers to verify I didn't have any 401K money, or stock, that I wasn't aware of, again, proactive behavior. He's not lazy. I see him again this Wednesday and we'll review my monthly spending to get me thinking about a budget. Can't wait. Very professional office environment, centrally located.

From the owner: At Blakely Walters, planning starts with you. We established our firm to bring our broad…read moreinstitutional background to the unique needs of individual investors. Our executives utilize their over 25 years of collective experience to provide a truly personal approach to wealth management. Whether you're in the heart of your career or preparing for retirement, our advisors are committed to enhancing your success. As a strategy-driven firm, we create comprehensive and flexible financial solutions that meet the needs of today while laying the foundation for tomorrow. You deserve solutions that are customized to your situation yet adaptable to change. When your life evolves, so should your strategies. Whatever you hope to achieve, our tailor-made strategies are built to help grow your wealth, minimize the burden of taxes, and give you confidence in pursuing your short and long-term goals. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. (finra.org/sipc.org)] Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

In general I don't like the way they operate. You receive notification that "after extensive…read morenegotiations a settlement amount is being offered.". That usually translates for you to expect them to tell you you have to put x amount of dollars into your account. In my case, they resolved to pay off the amount owed, that they negotiated down after months of you not making payments to some creditor, your credit score damaged and them fudging the numbers to reflect how much they saved you, which isn't much because they took so much in fees. That could have been better articulated but it sums it up pretty well. Also in my case, a second debt was quickly resolved. "Oh my! Look how good your doing!!! They basically proclaim. But now things are beginning to gel and in my case, most people would be heading for serious trouble. Most people would have a lot to worry about. They're going for your throat now, but more specifically trying to get you into having to file for bankruptcy WHICH they just so happen to have the connections to"help" you with. More like help their selves take everything you own, as well as get you into debt with them by, for example, taking out a loan, essentially from them or a partner. In my opinion, these people are filthy. I monitor everything closely. Fortunately, I only signed up to have four debts settled. I answered a summons from the court personally from a creditor who was suing me. Good thing I did too. It was at that time I learned I had been assigned an attorney to represent me. Why they assigned an out of state tax attorney is unfolding now. Whatever you do, DON'T let them persuade you to add another credit card or loan to your account should you take on the daunting task in the first place of debt settlement. Chances are you WILL - be - sorry. I have one outstanding account to be negotiated. I learned a lot about how they negotiate by having answered the summons that I was being sued. ClearOne settles by getting the debt repaid QUICKLY. NOT to your advantage or as is the case in my own experience. Believe me. Most people will find their way in a tremendous amount of trouble in a situation similar to mine. After they let you see how well you're doing so-far, they will encourage you to add more accounts to be negotiated. DO NOT DO THAT. YOU WILL BE SORRY. I am feeling very smart and wise right now but still I am not going to get too comfortable here basking in glory or something. Those people out of the blue wanted me to put $6,000 into my account, pay just $350 or so for x amount of months OR, take out a loan through one of their partners (who also specialize I Bankruptcy, among other things.) You don't want this! Again, I have one outstanding debt to be negotiated. That account has been written off as a bad debt, but it still has to be paid long story short. The $6,000 fiasco is under control but only because I got it under control personally by having answered that summons. It got them scrambling and still they're Legal Club is trailing behind having sent me notification it would be a good idea to put money in the account. It's taken care of now. $180 a month for x months then $200 for x months then $180 until July 2027. Still with their fees, it came out to pretty much what I owed the creditor in the first place except ClearOne and Global Holdings received what the creditor didn't get. As for that last account to be negotiated, the one that was written off as a bad debt (but still has to be paid). I still have to pay Global Holdings LLC through or in tandem with ClearOne Advantage until the end of 2029. This was not dumb luck that I am in the position now I am in rather than the one they were aiming for. If you must seek financial assistance, try an organization sponsored by local organizations designed to help you locally. If you must however, stay on top of these people. Take nothing for granted as they are out for their interests, not yours. That's my opinion based on my personal experience. Two stars because I feel generous right now and the company isn't completely void of good employees. I do not recommend signing up for a Debt Settlement but if you insist, I am not certain other companies will be much different. Would I do this again? Though it's been an adventure and learning experience in the world of personal debt management, if you read through this you know my answer is not a positive one. What could improve though you might wonder. Transparency from their people who call you to let you know a settlement has been reached requiring your authorization. You need to find out what the terms are. They won't tell you, I am pretty sure. I easily recall a lot of beating around the bush regarding many things. Also communication from their legal team when you need it and chances are you will, Don't do this. In most cases for the general public, You'll be sorry.

This company is a scam! Avoid them at all costs, they lie about the monthly costs and then tank…read moreyour credit without making any sort of settlements. They will take your money and then ignore you if you need any help or have issues