Financial Advising near Oro Valley, AZ
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7 locations found near Oro Valley
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3146 N Swan Rd, Tucson AZ 85712
“Jim Underhill and his team are amazing. They treat their clients like family. I have never felt so comfortable and confident about what the future holds for me financially. They listened to my goals and designed a plan to make all my finances fit to meet those goals. I feel blessed to have them as my financial advisors. Thank you for taking the financial guesswork out of my life and showing me that my future doesn’t have to be a mystery. I would, have, and will continue recommended them to everyone.”
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7497 E Tanque Verde Rd, Tucson AZ 85715
“They have been doing my taxes for 6+ years. Not audited. Tim asks questions for clarification, they can only input what the forms and I tell him. Very professional.”
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6893 N Oracle Rd Suite 121, Tucson AZ 85704
“Trevor was great with providing support and communicating any questions we asked. It was great to have a step by step agenda of what we needed to do along the course of our home buying process. Trevor also had good time flexibility to address any feedback we had. We are glad to have had him as our loan agent.”
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680 W Prince Rd #100, Tucson AZ 85705
“I attempted to give the business to One Main Financial, but I was told to go to the thornydale branch. When I arrived, I was told, that I can not be assisted.So, I called Landmark Financial Service on Prince Rd. Dulce and Mauricio. They assisted my household and I was grant a loan . They won my Repect, business for a loan of $20,000.00 and my spouse will be doing future business.Cheryl”
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1926 E Fort Lowell Rd Suite #100, Tucson AZ 85719
“Can't say enough good things about Ironwood Financial. My wife and I met with Alex the last two weeks in August. He was professional, courteous, helpful, attentive, and realistic. He listened and synthesized our financial and life goals and gave us a realistic analysis on our potential outcomes and opportunities. If 10 stars was an option Ironwood has earned that. Thank you thank you! From Andy and Sim.”
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6401 N Campbell Ave, Tucson AZ 85718
“My husband and I went into the Tucson office of Charles Schwab last week to attach some Canadian stocks we own to our account. Joseph Conto and Emma Anderson, both client relationship specialists, were incredibly helpful. Mr. Conto and Ms. Anderson are both very knowledgeable and helpful in explaining the next steps to us.”
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3001 E Skyline Dr Suite 255, Tucson AZ 85718
“Kevin P was super helpful and knowledgeable. He helped me with each request walking me through step by step. He takes the time to really help you understand what you’re doing. Thanks Kevin!”
