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

I took one of Jeff's classes at a community college and reached out to him for assistance with…read moreplanning for my retirement. Jeff was so accommodating, coming to my home when it was convenient for my teaching schedule. He always took time to explain and help me understand the industry lingo, and brought print outs to provide visual support. He answered every question I've come up with since our first meeting and takes time to understand my goals, coming up with a variety of options for me to consider. He is a pleasure to work with and I trust his advice!

I've been using Klein Financial for many years. Michael is great and has always taken very good…read morecare of my family and I. His extensive background in the financial, banking and investment sectors really gives him a big advantage over his competition. His expertise will keep me coming back for life!

My wife and I have tried a few agents before we found Klein financial and were not happy. Michael…read morehas restored our faith in financial advisors and fiduciary agents!

We were behind on our taxes by 2 years. I would do as much as I could on Turbo Tax and made…read morepayments to the IRS based on that but our taxes had gotten super complex due to a death in the family and running a small business. These guys did an amazing job and were able to find a lot of things that we hadn't thought of or that we didn't know the workings of. They found we were owed a lot of money back and got us all caught up with our filings. Thank you so much!

Jeremy Reed was great until he choose sides in my divorce. He disclosed my personal tax information…read moreto my ex husband. Helped him to fraudulently file my taxes with it. Lied in a court subpoena!!! Denied everything for a full year until he was caught and finally sent notice of false filing breach in a sad attempt to cover his crime. Reed is completely unethical and corrupt.

James has been fantastic to work with and plan our future. His accessibility goes unmatched from in…read moreoffice meetings, info coming over the EJ portal and impromptu phone calls like we had today. Highly recommend this office and the whole Edward Jones approach to financial planning.

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.

Allison is an amazing individual and cares deeply about her practice her team and her clients…read morebalancing family and financial planning isn't easy yet she makes look like a walk in the park!

We've been with Shanna almost since the beginning when HFS was basically just a one woman show…read more She's been very helpful in providing good advice to insure that the money that we have had invested so far through 401k and other means continues to grow. Through her company there's access to other financial tools to help anyone out to get their financial life's not only on track, but ahead of the curve. We recommend her highly if you're looking for someone who won't blow smoke up your (you know what) and will provide solid advice on which you can actually bank! She just opened a larger office and now employs a few advisors who are just as personable and willing to help as Shanna is.

It took me almost one year to debate if I was going to write a review about this company due to the…read morefact that it won't quite put them in the best light. However, knowing there are folks out there who aren't very comfortable/familiar with investing/planning for retirement I wanted to provide my honest opinion about Heritage Financial Strategies. I was looking for a new financial advisor after the previous one, that I actually had a good 3-year run with, decided to put more effort into researching tools of the trade than helping his clients and their retirement goals. My mother and I met with Shanna and decided to give her a try (she was to manage my mom's retirement accounts). In the first few months she seemed to be doing ok, even though the lines of communication weren't the greatest with her. BUT, to be fair, her assistant, Emily, was always fantastic to deal with. Then she went dark, and after some not so nice emails from my mom, she told us if we want to schedule reviews with her that we need to go online and schedule through a link she provided. Now, that information would have been wonderful to know at the start rather than being treated like we were junk on the side of the road. Also, I had to do some pushing to get recommendations on whether or not some stock should be sold and what she had in mind for purchase. Not exactly the way this "financial advisor" thing is supposed to work. I just want folks who are not familiar with investing/markets/planning for retirement to perhaps think about going somewhere else lest you deal with 0% return over the course of a year.

After almost 2 years working with Clarisa, I am still very pleased with her services. I feel very…read morecomfortable and in control of my finances, but I also feel I have a professional coach looking out for my best interests and keeping up with the market for me day to day. What I appreciate most about Clarisa and her approach is that she is much more than just a financial advisor. Clarisa cares about my life, my career, my well being and my dreams. I originally worried that I would feel that my CFA would be more like a parent telling me what I should and shouldn't do with my money. The reality is, I discuss options with her and she gives me advice but ultimately helps me to reach my goals in everything, not just my finances. I hope if you read this review you give Clarisa a call and tell her you read a review on yelp from Nicole!

I'm only 11, so I'm sorry if I'm getting the idea of a financial group wrong but my dad works here…read moreand I think it is a great spot for a resource group. I'm not just saying this because he is my dad, but I really do love this business. Everyone who works there is so nice and helpful. I have known many of them for years and they are all so awesome!!! The location is great (and the building smells good) From the moment you walk in, you feel like you will leave the building with one less problem. Spoiler alert, you will! It is truly a good financial business for every reason. If you need help with financial issues and want to feel welcome, you are in great hands. I HIGHLY recommend this business and you definitely won't regret coming here.

I was referred by a friend who absolutely loves Bob, but my experience filing my 2021 taxes was…read moredisappointing. Bob was perfectly kind, clearly knowledgeable about taxes, and skilled at his trade. He handled my appointment with ease and I felt comfortable with him. The big issue I experienced is that my taxes weren't filed!!! I had my appointment in early February and at that time, I provided all the documents Bob needed. He said the taxes would be filed within a week. By late March, I still had not received my refund so I reached out to Bob to verify the taxes were filed. I did not get a response. By early April, I reached out again and spoke with Bob's secretary/receptionist/assistant. She grilled me fairly aggressively with questions like "did Bob need more documentation for me" (no) and "had I checked the IRS website yet" (yes). She then put me on hold and came back a few minutes later with a much different demeanor. She said they had experienced some software glitches and that my taxes had not been filed yet. Please note this was EIGHT weeks after my initial appointment. I asked the receptionist what would have happened if I didn't call to check in. She said she checks periodically and would have caught it. I'm sorry, but that feels like a lie. It's been 8 weeks and we are in the middle of tax season. The deadline to file and pay is less than two weeks away. At what point are you going to "periodically" run across my unfiled taxes and take care of it? Balls were dropped on their end, whether it was truly a software glitch or a mistake made by Bob or his receptionist. Things were not handled properly on their side and if they're unable to file in a timely manner, I'm not sure I trust them to handle my sensitive personal information. I did not appreciate the attitude from the receptionist and don't feel that she's a good representative for Bob. He was kind and helpful at my appointment, but she was aggressive and rude over the phone. I'm especially frustrated because I was due an AZ State refund but owed federal taxes. My plan was to use the state refund to cover what I owe the feds. Because the deadline to pay is ten days away now, and my taxes were just *barely* filed yesterday so that state refund will not be here in time to cover my federal payment. Please note that I waited to post my review until everything was filed and processed completely because I didn't want any interference or complications. I rate my interaction with Bob during my appointment 5/5 stars, my interaction with his receptionist 1/5 stars, and the overall experience 1/5 stars. Super disappointed in the overall experience.

Been using Bob for years and can't recommend him highly enough! I was referred to Bob from a friend…read moreand I have referred many other friends to him. He is thorough, thoughtful, and extremely nice and easy going.