I love the staff and the entire vibe of the place. They are on top of their business. 25 years ago…read morethey put together a plan for my parents. It was a life saver towards the end of their life. Now I see that not only Nancy is advising, but they have a full team with Sean Fleming assuming the leadership. It's nice to know that I have my investments, retirement, and legacy in the hands of a firm that has been around 30 years, but probably 30 more. By the way don't miss the cookies when you come in. Zoe makes them and they are delicious. I would highly recommend this place if you need people you can trust to do the right thing and be there for you.

I met with Shawn on 12/11. My top priority was how to structure a Roth conversion and I made it…read moreclear that I needed a plan in place and executed by 12/31 because my filing status was going to change to single with it's less favorable tax rates. We also talked about their investment managing services. It all sounded great and I had every intention of having them manage my investments. He said he would put together options for the Roth conversion and we made an appointment to get back together 12/18, a week later. A couple of days later I got a call from his office and they told me he got the flu and might not be able to make that appointment. They would let me know. I called them the morning of the 18th and the receptionist told me he couldn't make the appointment and that he asked if we could reschedule after the first of the year. I reminded her that I had to make the Roth decision by 12/31 so after the first of the year would do me no good. She said someone would call me. Shortly thereafter I got a call from Geoff of his office and he said that he would get with Shawn and would call me back in 2 days with options. I never got a call so I had to just wing the Roth conversion. I didn't hear from them at all until today, 1/5/24. Needless to say I told them I wouldn't be doing business with them. If I can't trust them to remember my situation, my priority, and their commitments to call me, how could I trust them to manage my investments?

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

Best wealth management team I have ever worked with. Whole staff is extremely professional and have…read morehelped me greatly working towards my goals.

Andrew was very knowledgeable and provided great guidance in selecting the benefit options for my…read morefamily as well as home and auto insurance. I recommend Andrew to everyone.

My husband and I found Sonoran Wealth Systems through a free information session Tim Van Houten…read moreoffered at our library. The session offered insight into mistakes retirees make with their money and how to grow our investments, so we never run out of money. We were so impressed by the impactful information freely given, that we set up a meeting with Tim to understand how he would manage our investments and what results we could expect. We have now been clients for just over a year and have already seen significant growth on our investments. In a nutshell, Tim (and Meghan!) are are dependable, trustworthy, and skilled custodians of our investments and we are happy we found Sonoran Wealth Systems. Highly recommend.

Experience*****. easy to work with to address your needs. Available all the time. Top notch advisor.read more

I feel fortunate to have known Don since 2010 when I opened my Roth IRA with his company. Since…read morethat time Don has taken time each year to meet with me to discuss the performance of my account. He has such an excellent way of reviewing the performance of my investments and he has made sure to put my accounts at a risk level that I am comfortable with. Not only do I trust him with advising me on my retirement goals (and i should also mention, his ability to read the market has provided me with amazing gains!!). I also have Don advise me on the aspects that make a well rounded financial picture such as life insurance, health savings account and advice for running my small business. Don is the first person I recommend to anyone looking to create a solid financial plan for their future. He's compassionate, patient, an EXCELLENT listener and does not try to push his agenda on you. He creates a portfolio that is in line with your goals and vision. Investing in yourself and your future is not only a benefit to you but can also create an incredible future for your family and loved ones. Investing is a marathon, not a sprint. The sooner you get started, the better and I highly recommend Don for managing the wealth you create!

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.

I met with Tom and after speaking with him I found that he is completely on top of his game in the…read morefinancial world. He is also genuine, knowledgeable, sincere, capable, understanding, and a fabulous listener (a rare commodity in today's world). To find someone who knows numbers is a good thing. To find someone who is personable in today's business world is unordinary. And to find someone who has both of those attributes all under one roof is exceptional. Tom is the right guy to know if you need sound financial advice. Just sit with him for 30 minutes and you'll agree.

great and very helpful. They know exactly what they need to get you a loan. they also do credit…read morerepair.

Jay has been working with our family for over two years and has been our sole source for all things…read morefinancial in our home. He is patient and answers all of our questions thoroughly - from retirement set up to setting my our own LLC. He is quick, efficient and makes every process easier. We will continue to use Jay indefinitely. Thanks for all you do for us, Jay!

Honest, reliable, ethical, effective and highly recommended…read more I cannot say enough about the excellent counsel and professional advice I continue to receive from Phoenician Financial Planning. Most recently, I needed a forensic accounting. J. Robert's level of expertise and accuracy exceeded expectations. He was able to explain in layman's terms the findings of the report so that I was able to discuss it with my legal representation. Furthermore, he is accessible and proactively contacts me to review my portfolio and assess my risk tolerance. His knowledge and integrity are invaluable. The sense of security I have with Phoenician Financial Planning gives me piece of mind as I transition to retirement.