I was partially informed re what I was investing in (annuities). Almost all negative aspects were…read moreminimized or hidden, and I did not even know about the major benefit until about 7 years,, and over 100 grand invested, which is lifetime "unexpireable" monthly income..although it may not be much, it will keep coming. I was quite disappointed, as I trusted Fred. But HEY! I didn't lose any money ..until I transferred some to better percentage annuities. At Fred &Co.'s recommendation.s... before the 10 year holding period..locked in..you lose any 'bonus' at that point too. Just like death- you can't take it with you,I guess.

Excellent, personalized service by an outstanding staff. Good variety of products to meet…read moreindividual needs with great bonuses too! We've had other wealth management companies in other states and Suncrest is a step above...Highly recommend!

Bill and his team are excellent. There is more to a financial advisor than investments and I…read moreappreciate being able to call or email with questions that are always responded to quickly. I have every confidence in AIO Financial.

I have nothing but great things to say about AIO Financial. They do way more than just manage my…read moreinvestments. They created a plan that covers all areas of my finances and it gives me tremendous peace of mind. I highly recommend them to anyone, especially those with a high net worth. They don't get commissions or sell anything so I know they are always doing what is best for me.

We have entrusted our investments with the Greenberg Financial Group for almost 20 years and have…read morethe highest regards for the Group, the staff, and the investment advisors. As a result of their efforts and expertise, and our willingness to listen and work with them, we are able to enjoy our security and financial comfort as we continue along in our retirement years.

Dave Sherwood has been my Financial Advisor for 20+ years. I seek and appreciate his wisdom and…read moreguidance when making a decision about my investments. He has not steered me wrong! He develops a rapport with his clients and makes each one feel like a valued friend. He is easy to talk with and completely down to earth in discussing one's financial goals.

My experience with Travis Woods and LoanDepot can only be explained as awesome. The service was…read morefast, and friendly with constant contacts and updates. Travis was awesome to work with. I would highly recommend Travis Woods to my family and friends and I would recommend him for you and your next home purchase. Thanks, Travis for all your hard work. respectfully, Mike Murrell USNRT Beth Dexter

We have been clients of the Loan depot for years, but this was the first time we happened to work…read morewith Travis Woods and his team. Travis has demonstrated exceptional professional skills all along our project, he was always available to answer our questions or treat our demands, and went beyond what we could have expected to help us finalize in no time the funding of our loan. We are extremely grateful for all his help and competence!

I have used Global Investment Strategies Tucson for many years now. Doug McClure and Jay Clifford…read moreare two dedicated individuals that I have known for 40+years. I trust them implicitly. They have provided advice and guidance for both investing, tax planning and non profit support. The most important parts of my financial plan are income for my self, legacy to my 5 children and support to the charities that I have been a part of for many years. I retired from my Domino's Pizza franchise business 18 years ago. I didn't want to run out of money in my later years. I wanted to enjoy my retirement and keep the standard of living that I had been accustomed to. Many investment advisors are just salesmen. Their main concern is their income ​​not mine. GIS focuses on families and the entire picture of strategy, growth income and appreciation. They have kept in contact with me for all these years. Not just a one and done approach. When I first started I did not have alot to invest or to protect. Over the years my business as well as my family grew. My needs changed and they were able to change and adapt with that. I am totally comfortable with Doug and Jay and trust not only their advice but their confidentiality without question.

There is a valid reason why Hoyt & Associates consistently receives close to a 5 Star rating. It's…read morethe professional service, documentation knowledge, and reasonable cost. I highly recommend this business especially for family Wills and Estate Trusts. It might be less costly to complete these forms online but the hassle of finding a notary and witnesses, plus guessing how to fill out the difficult paperwork correctly isn't worth the savings. Hoyt & Associates eliminates the guesswork by asking the right questions to ensure documentation is completed accurately and thoroughly.

Excellent customer service, perfection with work, no over selling and white "gold bling" in the…read moreoffice, felt comfortable and totally trustworthy. My husband is like a CPA when it comes to our money and taxes. Very vigilant and we highly recommend these guys. And reasonably priced for their services. KC and Grant

This is a great organization. I worked with Byron, who did an excellent job helping me with the…read moreinsurance process, and helped me find a plan that suited my needs. I'd recommend him and this business in a heart beat!

Love working with Jacoby and Ryan Fleming. They are extremely responsive and the majority of the…read morereason I'm with Farmers Insurance. I've been a client of his for over a year and had nothing but stellar service from both Ryan and Jacoby. Would highly recommend them. If Jacoby left Farmers, I'd follow.

Jacoby is a man of his word and works very hard to ensure he is able to insure his clients with the…read morebest rates possible. If he says something he will do it! A very straight-forward individual I am proud to call a friend. I highly recommend him.