Financial Advising in Glendale, AZ

“Carmen Valentin worked with my sisters and aunt to help close out our mom's account today. She was knowledgeable, friendly, and very helpful. I will reach out to her again when I have banking questions.

*06/09/26-Updating review until my issue has been resolved. Carmen assisted with my personal account right after handling moms. Roughly $20k moved from one account to another with no confirmation or statement provided. In addition, suddenly all my transactions have disappeared and I have yet to receive a copy of the transactions and amounts that were in the accounts prior to the transfer. This is a very uncomfortable feeling that I hope the bank will resolve quickly.

06/17/26- Update that after several requests, Carmen was able to retrieve the list of transactions to me promptly. She remained polite and helpful during our email exchanges.”

“I have been going to Lisa for years and would never go to anyone else! She's competent, patient, quick and efficient. No matter how complicated the situation she gets it done no matter how quick of a deadline i have. She's a wonderful communicator and brilliant with what she does. Lisa is the best!! Thank you Lisa for always coming through for me. -Suzann”