Made the process very easy and understandable. The staff was personable and knowledgeableread more

We had Jared and Annick did our living trust on a premium complete package and it is executed…read moretoday. Jared and Annivk and their team are very professional and amazing. Their team are great! We are strongly recommended. Thank you! -Danny

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!!!!!!

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.

I had changed to being an independent contractor mid year and was being inundated with phone calls…read morefrom one online inquiry. Michael did research to what plans might work for me (I have some extenuating circumstances), searched for things that would work for me (not an easy task) and came to me and gave me my options and made everything simple and easy-to-understand. I'm happy with the plan and the service. Michael has been available for any questions I have. Highly recommended.

First impression with Jeff no pressure. Jeff is a great listener he wants to know what your…read morefinancial goals are so he can place you in the write financial vehicle. I know many financial planners. He is the only one that has ever educated me in options that I never knew existed. My wife and I are 70 years old. I want to have my wife protected in the event something should happen to me. With Jeff I no longer worry. Interview Jeff before you decide like I did. Jeff is very knowledgeable! Bob & Joanne Chandler AZ

You can always expect transparency, trustworthiness, and sound financial advice from J. Martin…read moreWealth Management. You get personal service from a fiduciary financial advisor, and I trust them with my financial planning needs. They're always personable and they always makes me feel like I'm their only client. 6 stars!

Chris is an amazing financial advisor who is as genuine as it comes. He always looks out for me and…read moredoesn't ever push anything on me that I don't want to do with my finances. If there is a move he wants to make on my account, he outlines why it is strategic and takes me through the reasons. The best part about working with him is that I feel he actually cares. If you're looking for a financial advisor in North Scottsdale who is not pushy & is extremely knowledgeable on financial planning, he is worth sitting down with. While I trusted him when he was with Edward Jones for 8+ years, this move to being an independent financial advisor is actually way better for me as a client. I'm thrilled to have followed him and I look forward to trusting him for many more years to come.

I have been going to Pro Tax for 10 years now. Matt and Melisa have always been helpful and I get…read morebetter returns than I ever did with Turbo Tax. I recommend Pro Tax to all my friends!

We have been using Pro Tax for years and wouldn't go anywhere else! The office staff is always…read morepleasant and willing to help. Matt is awesome and very knowledgeable. Would highly recommend!

They filed our taxes for us and according to their filing we were supposed to be getting a return…read moreof $5,000. We just received a letter from the IRS over the weekend indicating not only are we not getting a refund, but we actually owe $400. To add insult to injury, they were closed yesterday and then closed again today so we can't talk to someone and ask how they were so far off. If they rectify this for us in some way I will update my review, but when we filed our own taxes many many years we NEVER got it wrong. Not sure how we paid these people $700 and this is the end result? Update: I tracked down their hours and it seems they're not closed, but their hours are only 9 am - 12 pm every day. I'm a teacher (teaching summer school) so I can't call them to discuss this. We uploaded the letter from the IRS into the portal over the weekend and haven't heard back.

Really impressed with their service. Just moved to AZ in 2024 and used these guys for the first…read moretime - Wonderful Experience - highly recommend. Communicate very well, very simple process and fair rates. Will be a return customer.

Ken was great getting my checking and savings accounts set up. Super easy and no fees.read more

Great Credit Union, but their online banking is so irrelevant and inapt. It's better to just call…read moreand conduct business on the phone.