We recently had our trust restated. From the moment we walked in the door until the moment we…read moresigned our documents everyone was extremely professional, nice, knowledgeable, and informative. Without completely comfortable and at ease with everyone we worked with. These sorts of important life moments require someone who will look at your life as you do. Josh, Reed, and Be did exactly that and we could not be more grateful. We are happy loyal clients now!

Andre is incredibly unprofessional - he doesn't respond to any emails, doesn't do the work…read morerequested of him, and then claims to have a 100% response rate. Ridiculous. Read the other 1-star reviews: they tell you all you need to know about this guy. No doubt the good reviews are written by his family and friends, which would be as much of a joke as this "practice." Save yourself the frustration and find ANYONE else to handle your claims.

We have been working with Stewart Willis of Asset Preservation for the past year…read more We had been trying to manage our 401k's and IRA's ourselves, but we didn't have the time or expertise to get the kind of returns that we should have been getting, so we went searching for someone to give us a hand. After some vetting we landed at Asset Preservation. Stewart and his associates are fiduciaries, and he spent a lot of time meeting with us to establish what our particular financial goals were and ascertaining the level of risk that we were willing to take. He and everyone in his office are attentive, friendly and professional. We have been very pleased with his advise and the level of communication that we receive. We can log into our account 24 hours a day to see what has been happening.

I have seen and watched them on tv for months and decided to call to see if they couple help me and…read moremove me in the right direction. Had a zoom call and was told they couldn't help me unless I had $50,000 to work with right away. How about mention that on your tv ads and shows not only that it should have been something the lady on the phone had mentioned and asked before making my appointment. Waste of time.

Michael Golinski knows how to provide his clients with care and respect. Whenever I have any…read morequestions or just want to follow-up on something, he is readily available to help out. His professionalism is what you expect from your financial advisor.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I put 1 star because there's not an option for 0. The institution blocks purchases on line. They…read moresay fraud prevention. I have been blocked from ordering food, baseball tickets, instacart, door dash, and Grubhub. They are fired! I'm tired of them CBing.

This is the absolute worst bank/credit union I have ever dealt with in my entire 45 years of using…read morebanks of any type. The people are GREAT, but the product is horrible. Transactions, such as bill pay don't post for two days or more on EFT transactions. As all small banks do, they use a third party bill pay vendor who is even worse than this bank. I had an auto withdrawal, from the mortgage lender, for my house payment on the 1st, but it doesn't show at all two days later and yet the mortgage company shows it being paid on time. I will NEVER use this worst behind the scenes credit union again.

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!!

Yo, I saw your $699.99 ad in the local magazine. Called several times, left a voicemail and email…read morefrom website, no responses. Just needed and update on our trust that we made in California since we just moved to Phoenix. Hello? Thank you!

Kramer & Kramer Estate Planning. Jody and her staff took…read morevery good care of us! THANK YOU.

Hi Agave loans Shout out to Anthony and Nick…read more If you need a home, loan approved real quick pick up the phone and Anthony, Patterson and Nick ! Thank you

While this was all done long distance, Chris and ALex have worked hard to push this refinancing…read moreloan through with good speed and careful work to avoid any problems. I appreciate their thoroughness and their frequent touching base, so I know what's going on.