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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!”
“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! 🫶🏻🎉”
“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 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.”
“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.”
“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!”
“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!!”
“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.”
“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.”
“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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“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.”