We just began using Chantal's accounting services at the start of this year, and so far she has…read moredone our 2023 tax returns, and worked with me to set up an LLC. Definitely plan to stay with Chantal moving forward for tax returns and consulting. We chose to go with Chantal after contacting and talking to several CPA's. I liked that she is a sole proprietor and not a multi-accountant firm (more personalized service), her pricing is fair, and she was very up-front about what she could / could not do and even suggested we screen CPAs in the valley. As well her accounting background is solid, including stints working for big firms. So far all our interactions have been remote (which I like), but since she's local there's the option of meeting face to face should the need arise. I find Chantal to be professional, prompt, and attends appointments on time. She answers questions promptly, and even sends reminders when we had an outstanding action. I like that she uses the TaxDome portal for our exchanges: sending documents back and forth, and chat messages for Q&A. For me, this is much more convenient than having to drive to someone's office, and pick up the phone and call every time I have a question.

I wish I could give more than 5 stars! Chantal took over my taxes in 2023. She has held my hand so…read morekindly through all of my growing pains with a new business. She has saved me so much money with her expertise and advice. Her prices are more than fair, and she is easy to get in touch with. Chantal is professional, kind, and patient. I can't say enough.

Wonderful & knowledgeable people who take care of our financial needs…read more We have been with them for about 3 years and they keep us well informed of our investment and how it is growing .

After our initial consultation and conversation with James, we moved our investments to Allianz,…read more(world's largest insurance company) from our Government 401K's. We gained over $150,000 in future distributions. Best choice we ever made. It now has been over 4 years, and we have also started our son on his retirement account, thanks to Victory Wealth's success with us. Please keep in mind, we live in Phoenix and do all our business over the phone. Never paid a dime to VW. They make their money from the companies they invest in. If we need anything, they are just a phone call away. Never had a problem with them or Allianz. Bruce Moody, Peoria, Az.

Dana Newman at Mile High Lending is one of the best in the industry. I am a retired mortgage…read moreprofessional and know all the 'ins and outs' of residential mortgage lending. She is extremely responsive, efficient, knowledgeable and honest. Additionally, her interest rates/closing costs are virtually unbeatable. This is the second time I have had the pleasure of doing business with Dana. She gets my absolute highest recommendation whether you are seeking a refinance or a loan to purchase a home. E.O.

Dana is amazing to work with! She helped with the purchase of my first home and later with…read morerefinancing as well. I've recommended her to family members, and they loved working with her just as much as I did. She's very informative and communicative throughout the entire process and always explains things clearly while answering any questions you have.

Phillip Lecroy was a delight to work with. Made the whole process easy and painless. I would…read morerecommend them to anyone.

Eilas was very pleasant to work with. He gave us a great quote on Homeowner's and car insurance.read more

Thank you Vanessa!…read more Vanessa you were so very helpful to me last night. I felt it was important to give you the "Shout Out" you so very much deserve! Far to often people in the banking industry are overlooked and you were such a big help to me. Thanks for staying late and being so patient with me and all my needs! :) THANK YOU!

They freely give out YOUR money for loans. They don't check who has the title on collateral…read moreproperty thats listed on loan applications. They keeping increasing lines of credit without appraising the property to insure that the loaned money was used to increase the property value. Its not their money, why should they care. When all this was pointed out, they said they would only speak to a lawyer about the fraudulent application. Use another bank or credit union.

I had a very disappointing experience dealing with this office regarding a simple business matter…read more One of their clients received services from me and did not come to my place of business with proper payment, so I called to request the necessary information to resolve the issue professionally. Unfortunately, Julie Cook at the front desk was extremely rude and unprofessional throughout the interaction. She raised her voice, accused me of not allowing her to speak (which was untrue, as I never interrupted her), and hung up on me twice. I had three witnesses present during the call who heard the entire conversation and can confirm how poorly I was treated. What should have been a straightforward request turned into an unnecessarily hostile interaction. When I asked to speak with a supervisor, I was laughed at and told, "This is as supervisor as you're going to get." I work with many local businesses and pride myself on professionalism and respect, so this level of customer service was shocking. I have never been treated this poorly by another local professional office. I hope management takes this feedback seriously and addresses how clients and other businesses are spoken to.

Sam and his staff have been wonderful to my wife and I. When I retired I moved all of my funds to…read morethis office. they are kind. They are professional. They are extremely knowledgeable and willing to share that knowledge. I highly recommend Sam and Julie for your investment needs! Great people doing great work!

Dear Jerome, Mary…read moreand I are writing to express our sincere gratitude and appreciation for the outstanding service we received from your team. As you're aware of, we recently worked with your agency to secure our insurance coverage, and we were thoroughly impressed with the entire experience. I have been a client of "Jerome Prazak Insurance Agency" for over (3) years now and honestly we've always been provided with the highest level of customer service that is absolutely vital and mandatory for the continued growth, achievement and success of any well-established business operating in the highly competitive services/hospitality industry at this time. Every member of your office has always been incredibly helpful in particular, we want to specifically acknowledge your account representative Gina Attaguile for her amazing professionalism while genuinely providing us with complete kindness, consideration and care for our individual interests in both our auto and home policies. She (Gina) was incredibly knowledgeable, patient, responsive and went above and beyond to assist us. The process of finding the right coverage can often feel overwhelming, but she truly made it a seamless and pleasant experience. We were especially grateful for her interest and ability to workout the lowest cost for the best coverage for both policies. Gina clearly explained our options without any pressure, found us the best policy options to fit our specific needs and budget while exceeding our expectations in record breaking time. She is extremely efficient and an asset to your team Jerome. Thanks to the dedicated efforts of your team, we feel confident and secure with our new insurance policies. We are truly grateful for you in leading a team that clearly displays professionalism and commitment to putting customers first. We will not hesitate to recommend the "Jerome Prazak Insurance Agency" to our friends and family. Thank you again for your exceptional service. We look forward to a long and successful relationship with your agency. Respectfully, Randy & Mary

Switching to Jerome Prazak State Farm was one of the best decisions we've made! Our previous…read moreinsurance company was about to double our rates, but Jerome and his team helped reduce our insurance costs lower than even what we were paying. Our homeowners insurance went down, our mortgage payment decreased too--huge savings all around! The team is always friendly, helpful, and easy to work with. We've referred them to many friends, and every single one has had a great experience as well. If you're looking for exceptional service and significant savings, we highly recommend Jerome Prazak State Farm!