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“I opened an account today and I was helped by Heather, she was incredibly knowledgeable and helpful!! I am thrilled with my new bank and the staff is very welcoming. Please give Heather a promotion she's the best!”
9:30AM - 4PM
1702 E Highland Ave Suite 214, Phoenix
Financial Advising
“We have been working with Tim and Meghan a very long time and are so thankful that we found Sonoran Welath Systems, LLC. We worked hard to save our money and Tim has been an excellent steward, guiding us and making sure we understand everything along the way. Thank you Tim and Meghan for everything you've done for us.”
“Jonathan Bird possesses a wealth of knowledge and has the ability to listen to your financial objectives and provide rational, sound advice. I have great respect for Jonathan’s financial expertise and would highly recommend him for financial advising needs.”
“I was very pleased with the process, form my first phone call through the completion of the process. Everything was aking the time over the Labor day weekend and I was still able to have my loan completed the day after the holyday.”
“Any issues that I have encountered have been met with Enthusiasm, knowledge and professionalism. The only financial institution I have dealt with since 2016. Each employee that has dealt with me at the Ahwatukee branch always makes me feel that I am important.
What more can one ask.”
8:30AM - 4:30PM
7220 N 16th St C, Phoenix
Financial Advising
“Coworker wouldn't stop raving about amazing services Jake with Rosevest Financial would provide. You have to understand...it was coming from a person who is not giving away compliments left and right with ease. I had to check it out.
What I greatly appreciated about staff, and Jake specifically is active listening to a client's needs and concerns, not overpushing... on the contrary stating it what it is.. you do need or you don't need x and y.
Thank you. Appreciate you guys.
A.”
“I've been using SBA for 8 years now and I couldn't be happier. Are they expensive compared to some other tax solutions, yes. But you get what you pay for! I have personally saved what has to be 100x of the extra I had to pay for their service. Cindy makes sure I'm doing everything possible to save as much as possible.
I have sent numerus friends their way that all have been very happy.
Highly recommended and worth every penny.”
“The customer service is fantastic - I was greeted immediately once I walked in. My needs were listened to and serviced adequately and next steps were communicated to help me reach my goals. Thank you, Yeni!”
“it was a really great experience for me opening my first bank account, all my questions were answered, everyone was really friendly and i got done fast with everything i needed to know 10/10 would definitely come back in the future!”
“Matt Gaylor has been doing my taxes for more than 20 years. He is excellent at his job and has saved me much in time and money. You couldn't ask for a better representativ at tax time.”
8:30AM - 5PM
4545 N 12th St, Phoenix
Financial Advising
“I've been using Financial Planning Unlimited for my taxes for over the last 20 years. Awesome staff and owner. I like the "family" feel you get when you see them. Never disappointed me.”
“This was my first time visiting Desert Financial Credit Union, and I had a great experience thanks to Angelina! She was fast, steady, and incredibly helpful from start to finish. She assisted me with setting up my checking and savings accounts, and also walked me through opening a CD. I really appreciated how clearly she explained everything — I never felt lost or unsure. Angelina made sure I understood each step and what each account was for. Her professionalism and patience made the whole process easy and smooth. Thank you, Angelina!”
8:30AM - 5PM
6350 N 24th St, Phoenix
Financial Advising
“I want to publicly thank Brett Erickson and his team for their sympathy and support after my son passed away November 30. Not only did they express sympathy and give me time to grieve before gently guiding me in completing documents, but they also sent me beautiful flowers.”
8:30AM - 5PM
4742 N 24th St Suite 400, Phoenix
Financial Advising
8:30AM - 4PM
7250 N 16th St suite 400, Phoenix
Financial Advising
“I give this company a 5-star rating because they gave me excellent service for two car loans. AL Financial is a high-risk lender and gives loans to people who have risky credit; thus, they are much stricter than other lenders. I always paid on time and my interactions with them have resulted in excellent customer service. My advice to anyone who needs to get a car when others want help you, go to AL Financial and make your payments as you promised. They are more than fare and will treat you according to how you keep your promise to pay them.”
“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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“If you are anxious about retiring or about your financial situation at all, please contact Marc! I was confused and very disappointed with my prior experience with a financial advisor, so I prayed, and prayed, then searched and searched and the answer to my prayers landed me here at the Montini & Co Tax Advisory Group! Such an amazing Godsend! Marc is so incredibly friendly and takes the time to explain this process so very thoroughly, by telephone, text, email, and even video calls! So very pleasant dealing with Marc and Samantha is great also! She makes you feel so very welcome, as well! I’m so blessed to have been led to Marc and Samantha! I highly recommend these fine professionals!”