Financial Advising in Prescott, AZ
5 locations found near Prescott
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Financial Advising
Financial Advising
“I've been working with J.E. at Russell Investment Advisors for more than 15 years. I would never go anywhere else. They have managed my money effectively, so much so that I don't even think about it and then I get a statement and my accounts are always growing! J.E. and Tom manage my accounts as if they were their own - putting so much attention, thought, and care into their decisions. Their customer service is top notch and if I ever have a question, Helen, Tom, and Audrey are always at the other end of the phone ready to answer any questions I have. I am so grateful for this team and I highly recommend you go to them for your wealth management!”
Financial Advising
“Excellent financial advisor. Has saved and made me more than my previous manager. Recommend him highly, very knowledgeable.Recommend disregard other review. She never used his services.”
Financial Advising
Financial Advising
“I was shopping for insurance. Did not know where to go and my friend recommended Sherrin Rose Financial Services. So, I called and made an appointment to see her. Best appointment ever! She made me feel right at home. She explained several plans with me in great detail. She is very well versed with all Medicare products as she is contracted with every insurer contracted with Medicare! When she found out my income status, she got me approved with the state of Arizona on AHCCCS. Now all my medical is covered at 100%. Then she also helped me with home and auto insurance. BOY! DID SHE SAVE ME MONEY THERE!! I asked her what I owed her for her services, and she said “Nothing”. I have never had an insurance agent that has helped me the way Sherrin and her staff has. I would recommend Sherrin Rose Financial Services to anyone and everyone. She has made my life so much better with the money she has saved me.Debra Morriss”