We worked with Brandon, and he was excellent. He took the time to explain everything thoroughly,…read moreanswered all of our questions, and always responded quickly whenever we reached out. The process was simple and straightforward, which we really appreciated. Not only did Brandon help us better understand our coverage, but Stewardship was also able to save us money on both our home and auto insurance compared to the agencies we were previously with. It feels great knowing we have good coverage and a team that is responsive and helpful when we need them. We highly recommend Brandon and the Stewardship team.

Brandon was extremely helpful in finding our family a reduced rate with our car insurance. We are…read morepaying less and receiving MORE benefits than we previously did (such as rental reimbursement and glass coverage). This is saying a lot as we have 3 teen drivers! He also helped us pay less on our homeowners policy. The process was seamless and I have great relief knowing a professional has had eyes on this important financial piece of our puzzle. Thank you Brandon!

NEVER USE MORGAN STANLEY! This company is ridiculous, my grandmother passed away over 3 months ago…read more She has/had a substantial stock portfolio with Morgan Stanley. We have been trying to dissolve this account, as it was part of our trust for three months. Everyday we have to call and we're told that we need to sign a different form. They are made us jump through so many hoops! We are trying to grieve and they do not care! This company is stealing our money. And lying to us about what we need to do to clear this up. Never, if you have a choice use this company!!! They will screw over your loved ones at their time of need. They claim it's corporate policies, you can never speak to anyone. When you leave messages they call you back after the market closes, so they do not have to give you your money. You have a lot of choices when investing money, do not choose Morgan Stanley!! I will be (if they let me) closing any accounts with Morgan Stanley and if you are smart you will too! Who knows maybe in a few years they will give you your money back, but wait you have to sign one more form!

The firm always offers financial advisors to speak to about investment friendly customer service.read more

Granted, I had to cancel a 2nd appointment same day. I called. I emailed. I emailed the original…read morepoint of contact person. No response. Though they say they offer fiduciary advisor services with accounts under $1,000,000, it appears that they do not. At least not to me. So, I'll continue my search. It was a condescending experience. (This marks the 3rd negative review I've ever written).

Totally deceitful.... Our community came together and raised money to benefit our child who is…read moremedically fragile and in need of special lifelong medical and caregiving. One volunteer who represents schwab helped guide us set up a special needs trust so that this money can earn interest for our child's benefit. As we set the account up, Schwab offered us a debit card for the easy of using funds as needed. After many months of caring for our child we noticed Schwab was "borrowing us" the money and charging us interest. A lot of interest!!!! When we realized this we called and they told us we set the account that way. Why wouldn't they explain this to us. Why would we "borrow" money that is out there for the child's benefit. When we brought it to their attention they said, nothing they can do. We spoke to many people who never called back. Then wrote a letter, no resolution.

They loaned us $52,000 dollars, then would not let us have our money…read more My wife and I opened a joint account and applied for a home equity loan for $52k for some large purchases that we needed to make. We had the cash, but decided to do the loan so as to keep the cash handy for emergencies. To be clear, the terms were good. 20 years, 7.5% APR (in this banking environment) and only $177 in fees. So technically the loan was for %52,177 where we received $52,000. We had a basic savings account. The first problem was when I learned that I could not transfer to an external account more than $2k in any 24 hour period, and no more than $3k over 30 days. To make matters worse, we could only transfer to external accounts that were also joint accounts with both my name and my wife names. This Arizona Financial Credit union account was our only joint account. I was told that I could initiate a wire transfer, for a fee of course, or visit a branch and get a cashier's check for funds beyond $2000 should I wanted to them to an external account. This is the year of our Lord two thousand twenty-six. Why should I have to bank like it's 1968? I have an account with Alliant Credit Union. I'm allowed to move up to $25k to an external account within any 24 hour period with no limits beyond that. That applies to online transfers or wire transfers. So after accruing about $213 in interest without even reaching the first payment due date, I cut our losses. I paid off the loan and closed the savings account. The only satisfaction I have from this sorry affair is knowing that the loan cost them more than it did me due paying it off so soon.

I am a member of Arizona Financial Credit Union and recently had a disappointing experience with…read moreone of their phone representatives. During the call, I requested to speak with a supervisor. In response, the representative stated, "That would be amazing," in what I perceived to be a sarcastic and unprofessional tone. As a customer, I expect to be treated with courtesy and respect, even when escalating a concern. I'm hopeful management will review the call and address the issue appropriately. My concern is not with the credit union as a whole, but with the level of professionalism displayed during this interaction.

Scammers, been charging me on top of percentage we agreed on another 3.5%! And also ordered…read moreequipment and stuff without aigning any contract, any agreement and I am still being charged monthly for what I don't use, no one ever pick up the phone. Lost lots of money and time with this poor company that I don't know why its still open because they just scam people!

Based on my personal experience, working with Synergy Payment Solutions caused serious financial…read moreand security concerns for my small business. I was contacted and pressured into a meeting, during which I believe my personal and business information was used without my clear and informed consent. I was subsequently enrolled in services that I did not knowingly agree to or fully authorize. As a result of what occurred, I felt it was necessary to freeze my bank account, take steps to protect my identity, and file a complaint with the Federal Trade Commission (FTC) to formally document my experience. Communication afterward was confusing and inconsistent. When I attempted to get clear answers or resolve the situation, I was passed between representatives and third-party companies without accountability or resolution. In my opinion, the conduct I experienced was deceptive and placed small business owners at significant risk. This situation was stressful, costly, and completely avoidable with honest and transparent business practices. I strongly encourage other small business owners to carefully review every document, ask detailed questions, and proceed with extreme caution before engaging with this company.

I've been trying to roll over my SEP-IRA in fidelity to Solo401K also in fidelity, each time I call…read moreI'm transferred to 3-4 people who are the "right person.

Kaylee, was great! Very patient explain some things. Took my question(s) seriously.. Research was…read moreon point . Customer Service was on point

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!

Expert services! Jeremy is very sensitive to our specific needs related to our plans for the…read moreupcoming years. Relaxed atmosphere in the office. We are sure we will be fine with our choices and plans for our future financial needs.

From the owner: Jeremy Kisner, CFP is the Director of Financial Planning and a Senior Wealth Advisor at Surevest…read moreWealth Management. Jeremy and his team provide Retirement Planning and Investment Management to mid - high net worth individuals and families ($500k minimum account size). Our firm can help you grow and protect your wealth with a well-researched, well-diversified investment portfolio and comprehensive financial plan. We are a "fee-only" fiduciary, which means that we do not earn commissions or have any conflicts of interest.

You know we all go through difficult times when I met Shana I was in a tough spot. She helped me…read moreget out of debt and pull things off the credit bureau to increase my credit scores. Now I'm back on my feet. Thank you Credit shrink you are a true professional. Highly recommend !!

Shana took the time to explain to us the entire process with a real knowledge of the situation…read more She really have a strong knowledge on everything regarding the credit so I'm advising everyone to sign up with credit Shrink and see your score getting better and better .

After becoming debt free my husband I were lost on how we should budget to save and also enjoy…read moreourselves so we scheduled a Eureka session with coach Jaclyn. the pre appointment work was eye opening and during the appointment Jaclyn helped us create a realistic game plan. We feel so much security in knowing that each dollar has a place and that we are able to save for our goals like vacations and a new car without worry. if you are on fence just do it! You will gain so much for these incredible coaches!!!

I cannot begin to tell you how satisfied I was with help my wife and I got from Jaclyn. We did a…read moreEureka session and half way through I knew that it was the right decision to have Fiscal Fitness Phoenix help up. Book your session asap!!! You will NOT be disappointed!!