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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!”
“Very happy with Tim at Sonoran Wealth Systems. He has made us feel more secure about our retirement future. We would recommend him to any of our friends. He's a great guy!”
“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!”
“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.”
“I would highly recommend Rosevest Financial for any of your financial planning needs. Jake Guttman and his team are top notch and have been taking care of my family, immediate and extended, for many, many years. I have complete trust in Rosevest for my future financial stability! Thank you Jake and team!!”
“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.”
“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.”
“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.”
“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!”
“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.”
“I had a need to open a trust account and I was very fortunate to have Andrew Brooks at the Charles Schwab 6350 N. 24th Street, Phoenix, Arizona, branch office help with this need. I made an appointment with Andrew and when I met him at his office, he had all the paperwork ready to go. Andrew was very helpful in guiding me through the paperwork needed. If you are in need of an financial advisor who is personable, knowledgeable, and experienced, I recommend you give Andrew a call. Andew will take care of you.”
“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!”
“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!”