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“Wonderful experience! We came in with limited knowledge and Don, the branch manager, was very kind in extending his time and helping us understand.We did have a scheduled appointment and he was prompt, waiting for us.Excellent service, made this our home branch.Thanks Don!”
“We have used several financial advisors from different companies, but Linda Drake is by far the best we have found!!Linda is very professional with great financial knowledge and advise. All while being very compassionate and willing to actually listen to what customers want and then advise best course.She is the only advisor who has called when things may not be going well in the market with possible options to help.I moved my accounts with Linda after she let her card at our home. Very glad I called!!So, happy with Linda that we moved my wife’s account to Linda also. And, recommended her to a few friendsWe rarely write reviews, but the service we receive from Linda is so much superior that others, we want to highly recommend Linda”
8:30AM - 4:30PM
18801 N Thompson Peak Pkwy #230, Scottsdale
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Nate is a consummate professional. He's conscientious, kind and incredibly smart. He goes the extra mile because he cares for his clients and their financial well-being. He is also fast and reasonably priced. Hire Nate you'll be glad you did!”