Financial Advising in Phoenix, AZ
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21 locations found near Phoenix
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1702 East Highland Avenue Suite 214, Phoenix AZ 85016
“I followed Tim VanHouten for several years before I finally made the move from my former financial team. Best. Decision. Ever. Not only has the advice Tim provides proven financially beneficial but I've found Tim always willing to help, easy to talk to and very patient with my never ending (& sometimes repeated) questions and lack of understanding of the investment world. My investments have grown significantly and I have a safe investment portfolio to protect me throughout my retirement years. I highly recommend Tim and his team!!!”
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11811 North Tatum Boulevard Unit 1090, Phoenix AZ 85028
“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!”
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2415 East Camelback Road Suite 700, Phoenix AZ 85016
“Jonathan is exceptional. He takes the time to truly listen and understand the full context before offering thoughtful guidance, always prioritizing our family’s best interests. Over the years, he has consistently demonstrated integrity, strong ethics, and a genuine commitment to doing what’s right. Jonathan is the kind of advisor you want in your corner – trusted, principled, and unwavering in his support. We highly recommend him!”
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2650 W Ross Dr, Phoenix AZ 85027
“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.”
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333 North 44th Street, Phoenix AZ 85008
“I am extremely satisfied with the with the services Arizona Financial has, I have been a customer for 50+ years and have never had an issue with them or any of their employees, I highly recommend them to anyone I know who is looking for banking or credit union services.”
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15625 S 48th St, Phoenix AZ 85048
“My boyfriend and I stopped in to open new checking and savings today. An hour to close and the vibes were still immaculate! Not a single annoyance from anyone ready to go home. We sat down with Josiah at first and when he realized we were opening up 2 separate accounts, he grabbed Christine to assist and make things go faster, and from there the race was on! Despite the obstacle of Christine’s long beautiful nails trying to sabotage the win, she persevered and we were neck and neck. As I’m trying to withdraw my $20 to deposit we hit a road block as my cards declined. Maria was on our team though and quickly recommended the ATM outside, offering to help even beyond close. In the end we hit print first on the debit card machine and somehow still finished second, with our print malfunctioning, very convenient 🧐 Josiah swears he had nothin to do with it, he was pretty nice so I believed him 😜 We finished it off with some ice cream to celebrate Arizona Financial credit unions 90th anniversary. If every location has a team like this one, I can see 90 more years and counting! Thank you so much for all your help, the fun spirited competition, and wonderful experience. So happy we made the switch! 🫶🏻🎉”
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3178 East Camelback Road, Phoenix AZ 85016
“I came in here yesterday and had an issue where they couldn’t print me a new debit card. I was very frustrated and disappointed, but the people working were nothing but kind, courteous, and professional. Even though I was mad, they still offered me solutions and tried to fix my situation. The card printer not working is not the staffs fault, and is probably frustrating for them as well. I really appreciate that despite the overarching issues I have with this credit union, the customer service is always beyond exceptional. They will go out of their way to help you, thank you to everyone who assisted me yesterday and today.”
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1505 E Southern Ave, Phoenix AZ 85040
“I stopped by Arizona Financial to open an account, and Diana helped me through the process. She treated me like family, was incredibly welcoming, and made everything easy and stress-free. I truly appreciated her excellent customer service.”
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7220 North 16th St C, Phoenix AZ 85020
“I have worked with Jake Guttman for years. He is attentive and listens to my questions and concerns. I love working with Econ as well. I highly recommend this firm.”
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11201 North Tatum Boulevard Suite 300, Phoenix AZ 85028
“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.”
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2201 East Camelback Road Ste 200, Phoenix AZ 85016
“I can't speak more highly of BeachFleischman and in specific Josephine Giordano. She took her time to fully understand all the data provided by all parties and personally prepared the valuation accurately and in complete detail with no errors. Not only are her skills and technical abilities in finance excellent, she knows how to explain the information in terms anyone can understand. Additionally, her analytical expertise was quite impressive. Her understanding of the numbers and the analysis of the opposing valuation required the opposing team to reissue their report 2 additional times following their initial report. And even in the 3rd and final report, she clearly identified inconsistencies which called into question the accuracy and validity of the opposing report. The opposing group is said to be the most expensive in the Valley, however BeachFleischman was very affordable.”
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4475 E Van Buren St, Phoenix AZ 85034
“Jessica Flores was fricken awesome!!!! She made my experience opening a new account with them so smooth!!!! Someone need to give her a raise! She really makes it feel less like a transaction and more like a hangout!!! 2 thumbs up!”
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4545 North 12th Street, Phoenix AZ 85014
“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.”
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1819 East Morten Avenue Suite 210, Phoenix AZ 85020
“Greatest accounting firm in the world. The IRS was after me and telling me I owed them so much money. Cindy took charge and boom!!! The IRS was off my back and they send me a check for 16k. Never leaving them for anyone else.”
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6350 North 24th Street, Phoenix AZ 85016
“My experience with Charles Schwab has been positive overall, especially when it comes to their customer service and security support.😊 Whenever I’ve needed assistance, their team has been responsive and professional, which is something I really value. It’s reassuring to know you can reach someone when it matters. I also appreciate benefits like ATM fee reimbursements, which make banking more convenient. Like any large financial institution, experiences can vary, but in my case, I’ve felt supported and secure with their services. Thank you Charles Schwab Ywonda Rich”
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3131 East Camelback Road Unit 420, Phoenix AZ 85016
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4742 N 24th St Suite 400, Phoenix AZ 85016
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7250 N 16th St suite 400, Phoenix AZ 85020
“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.”
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16404 N Black Cyn Hwy #140, Phoenix AZ 85053
“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.”
