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“Tony Cancilla & his team in the Arrowhead office are top-notch. They walked us through everything my mom needed to know to set up the proper accounts following my dad's passing. They were knowledgeable and more important, they were caring. I would absolutely recommend them!”
“Cassie did wonderfully and helped throughout the entire process. Her high spirits and energizing personality left us in good moods for the rest of the day. Incredibly grateful, Thank you.”
“With interest rates still quite high, I thought we’d have a tough time affording the home of our dreams. But I was wrong. Tara Krieg was able to connect me with multiple loan opportunities that brought the rate down and made the monthly payment so affordable that we were not only able to buy our dream house, we were also able to keep our current house as a rental. I owe a huge debt of gratitude to Tara and her entire team over at TK Team Lending for making home buying such an enjoyable process.”
“She was very helpful and welcoming, my mom has had her before and her experience was wonderful. Celina is her name!! very polite will come back to her if i have any technicial issues!:)”
8:30AM - 5:30PM
11323 W Bell Rd #301, Surprise
Financial Advising
“I have been very impressed with Asset Preservation from the first day I stepped into the office. Everyone is very welcoming. Dan Murphy has been great with me, very patient and explains things in a manner that I can understand. He always responds back to my emails or calls in a timely manner. I highly recommend them.”
“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.”
“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!”
“I had the pleasure of meeting with Rebecca this week. She was so welcoming and professional. I’m so glad I had her look over our taxes because she was able to help tremendously!”
“Condit Associates has been an absolute blessing to our family during one of the most difficult chapters of our lives. For years, they have cared for my aunt as she has approached the end of her life, and the compassion, consistency, and humanity they’ve shown her has meant everything to us.
They thoughtfully matched her with an extraordinary caregiver, Maya, who has gone far beyond what anyone could expect. My aunt has been living with Alzheimer’s for years—she no longer recognizes loved ones, cannot speak, and has been bed bound for a long time. Yet through all of this, Maya has continued to show her unwavering kindness, patience, and love. She treats my aunt with such tenderness, always preserving her dignity and honoring her as a person, even when she cannot respond.
Condit Associates has not only provided care—they have provided comfort, respect, and a sense of peace knowing my aunt is in the best possible hands. In a situation that can feel heartbreaking and overwhelming, they have been a steady source of compassion and professionalism.
I am deeply grateful for everything they have done and continue to do. I cannot recommend them highly enough for families navigating long-term or end-of-life care.”
“I’ve used Brian, the past few years, for my tax returns. He will ask you questions, to figure out, how to get the best tax returnThank you Brian!Sincerely,Rosemary Minardi”
“Had a major problem but sales rep is fixing it immediately. They go from one star to four based on his response time, but beware the fine print of what plan you are signing up for.”
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“My husband and I’ve had gone to HR Block for over a decade, never again! Tammi and David know what they are doing and make sure you understand everything going on with your taxes. They ask questions and give such great advice! Everyone working with Fellows Tax is so friendly and kind!”