Financial Advising in Phoenix, AZ

22 locations found near Phoenix
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“Marc (Montini) is very down-to-earth and personable. He has been quick to answer any questions I have had and to explain things to myself and my spouse when we were uncertain. He never fails to answer his phone when I call him with questions. He has never pressured me into buying something I didn't want or need. He has been a great fiduciary advisor and I am glad that we chose to work with him.”

4.6 Superb36 Reviews

“Tim is a very knowledgeable, no pressure advisor who truly has our goals and best interest at heart. He's done a great job for our family for many years!”

5 Superb17 Reviews

“Alondra was wonderfully helpful and pleasant to talk to about getting a new car loan and deposits for my kids I love AZFCU already but Alondra just makes me feel that choosing this bank was the best decision I ever made for my family.”

5 Superb13 Reviews

“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.”

5 Superb10 Reviews

“My Whole life has being so meaningful, ever since God brought a live saving human MR KEVIN to me. I have tried many times, and I fail countless times. The great news is that I never give up. Until I meant KEVIN God now brought a great smiles to my life. Minimum Investment of $1000 Target Profit of $11,500 just in a week. He’s ? legit Contact MR KEVIN on: Gmail.: [email protected] Whatsaap': +17262683019”

3.9 Good38 Reviews

“Look no further! Hire Gaylor Tax Services asap! I have been a client for 10 years. Their customer support is lightning speed, quality of work impeccable, very fair pricing. Matt Gaylor is always available and provides excellent advice . When I switched to him for both my business and personal returns in 2012, he was able to identify areas my prior accountant did not see that would give me the maximum possible tax benefit. Definitely reach out to them!”

5 Superb9 Reviews

“I really appreciate that when I applied for a car refi loan and got denied, AZFCU worked with me. I called confused about the denial. Here I was a member of multiple years, with a paid off car loan with them and I just wanted my new car loan at my home bank. I forget who was on the phone but I said don't you think I should qualify considering I'm already paying the loan with the dealership just fine, your payment is cheaper, I have good history with you, and higher income this time than my last car loan with you guys. He said they were all good points he'll review with his manager. About 30 mins later I got my approval letter and get to stick with AZFCU.”

4.2 Good20 Reviews

“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.”

5 Superb6 Reviews

“Jake has been extremely professional and is always willing to educate me with every question I have. Trust and honesty is vital for a financial advisor, in my opinion. Jake has made it easy choice to handle my hard earn life savings.”

5 Superb5 Reviews

“I really enjoy going to this union, for bank things. The staff is always very nice and helpful, I don't understand why there are bad reviews. Ive never had a problem, they all seem very professional, and helpful. I reccomend them greatly.”

3.3 Good58 Reviews

“Ed Johnson of AIM Financial Services is a really great tax guy. He's friendly, he's fastidious, and an expert in all things financial. I've been a client for 20 years.”

4.2 Good6 Reviews

“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.”

3.4 Good16 Reviews

“I was helped by Valery Torres, she made the process of setting up my credit card very easy to understand and also helped me with any questions I had about the process. The overall environment of the bank was very welcoming and I'm more than happy to be banking with them!”

3.1 Average66 Reviews

“On November I applied for a new loan and Linda Beck was my advisor for the loan she was so professional in her job it went Great the loan was approved on time and for the large amount it was perfect . I will be back to work with her again. Great Job ???”

2.8 Average78 Reviews

“Kelly was a great help when we came in today to open a new checking and savings account. We were very thankful to have someone guide us during this process. Thank you!”

2.6 Average39 Reviews

“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.”

2.5 Average32 Reviews

“Great customer service! We've been members for around 40 years and have never considered another financial institution. They meet all our needs. Staff is friendly and professional!”

2.4 Poor77 Reviews

“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.”

1.3 Poor19 Reviews

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