Financial Advising near Sun City, AZ

“Our family has been using JJ Swart for years. I have nothing negative to say. We receive the same top notch service yearly when we have our taxes prepared and filed. Pat always gives the best friendly greeting and truly treats you like family. Rebecca is extremely thorough and takes pride in her work.”

“We recently had the pleasure of working with Wences in Asset Preservation Wealth, and I cannot recommend them highly enough! From the very first interaction, I was impressed by their outstanding customer service. The team is incredibly personable and truly goes above and beyond to ensure that every question is answered and every concern is addressed.

Wences took the time to understand my financial goals and connect me with a specialist that tailored advice that made me feel confident in my investment decisions. Their knowledge and expertise in asset preservation are evident, and I appreciated how they made complex topics accessible and easy to understand.

Not only did I receive exceptional guidance, but the team's genuine care and attentiveness made the entire experience enjoyable. I was always feeling empowered and informed, knowing that I was in capable hands.

I'm excited to continue working with Wences for other services in the near future, as I trust their judgment and value their proactive approach. If you're looking for a dedicated and helpful partner in asset preservation and wealth management, look no further than Wences – they truly set the standard for customer service excellence!”

“My experience here at Arizona financial was amazing! I had the pleasure of working with Juan Lopez , he helped me open an account here and made the process super fast & easy! I was satisfied with my experience!”

“She was very helpful and welcoming, my mom has had her before and her experience was wonderful. Celina is her name!! very polite will come back to her if i have any technicial issues!:)”

“From the moment you walk through the door at Fellows Tax and finacial you will be treated like family. My returns are prepared with 100% accuracy. It has been a very positive experience using David. If kindness and respect are important to you,Fellows is the place to go!! I belive for the fee I am charged having professional help is very important. I never want to be audited. I feel using fellows I am in good hands.”

“Nate is a consummate professional. He's conscientious, kind and incredibly smart. He goes the extra mile because he cares for his clients and their financial well-being. He is also fast and reasonably priced. Hire Nate you'll be glad you did!”

“Carmen Valentin worked with my sisters and aunt to help close out our mom's account today. She was knowledgeable, friendly, and very helpful. I will reach out to her again when I have banking questions.

*06/09/26-Updating review until my issue has been resolved. Carmen assisted with my personal account right after handling moms. Roughly $20k moved from one account to another with no confirmation or statement provided. In addition, suddenly all my transactions have disappeared and I have yet to receive a copy of the transactions and amounts that were in the accounts prior to the transfer. This is a very uncomfortable feeling that I hope the bank will resolve quickly.

06/17/26- Update that after several requests, Carmen was able to retrieve the list of transactions to me promptly. She remained polite and helpful during our email exchanges.”

“Condit Associates has been an absolute blessing to our family during one of the most difficult chapters of our lives. For years, they have cared for my aunt as she has approached the end of her life, and the compassion, consistency, and humanity they’ve shown her has meant everything to us.

They thoughtfully matched her with an extraordinary caregiver, Maya, who has gone far beyond what anyone could expect. My aunt has been living with Alzheimer’s for years—she no longer recognizes loved ones, cannot speak, and has been bed bound for a long time. Yet through all of this, Maya has continued to show her unwavering kindness, patience, and love. She treats my aunt with such tenderness, always preserving her dignity and honoring her as a person, even when she cannot respond.

Condit Associates has not only provided care—they have provided comfort, respect, and a sense of peace knowing my aunt is in the best possible hands. In a situation that can feel heartbreaking and overwhelming, they have been a steady source of compassion and professionalism.

I am deeply grateful for everything they have done and continue to do. I cannot recommend them highly enough for families navigating long-term or end-of-life care.”

“Tony Cancilla & his team in the Arrowhead office are top-notch. They walked us through everything my mom needed to know to set up the proper accounts following my dad's passing. They were knowledgeable and more important, they were caring. I would absolutely recommend them!”

“I’ve used Brian, the past few years, for my tax returns. He will ask you questions, to figure out, how to get the best tax returnThank you Brian!Sincerely,Rosemary Minardi”