Financial Advising near Sun Lakes, AZ

“We unexpectedly lost our insurance through an employer. Ryan patiently helped us through the process of setting up new insurance, and it's a relief to have that set up.”

“I met with Jeff using his complimentary consultation and came away with much more knowledge about what I needed to look out for if I plan to retire early. He answered all of my questions and looked at my finances and gave me a good understanding of when I could retire. This was all free and he didn't try to sell me anything extra. If you're looking for a financial planner I would highly recommend Jeff.”

“Thorough, capable and caring. It is great having all of our financial needs under one umbrella with people we’ve come to trust and rely on. Thank you, Ensign Partners, for your widespread knowledge and attention to details—and for making us feel valued as clients.”

“I explicitly trust Sharon and Paul at LBS Tax. They worked with me to bring my taxes owed each year down to where I'm now getting a return. Thanks to their advice, I no longer dread filing my tax return.”

“My wife and I have been with Alex Marek at Ironwood for over 15 years. We came to Alex after he came with a very high
recommendation from a relative about him. After meeting and talking with Alex for over an hour, we realized that he was the perfect financial advisor for us. Alex and his associates have provided us with expert guidance in every aspect of our financial needs from planning, to tax preparation, to recouping losses from unfortunate financial choice made prior to our affiliation with Alex.

As we were nearing retirement, we had some specific travel requirements. Alex made certain that our investments would give us the results we needed, and after 12 years of retirement, our needs have been met.

One of the best reviews we can give is that both of our daughters, and their families, are with Alex and Ironwood.

Ironwood is a company we value, and Alex Marek is a man we truly trust to manage our investments. All his advice is preceded by thorough and thoughtful explanations. He answers questions we didn't even know we should ask! He is proactive in the management of our finances. He is simply the BEST.
We cannot imagine our financial future without Alex and Ironwood in it.”

“I typically don’t leave reviews butLaMont and Kim are AMAZING! If I could leave more stars I would!They have worked with me EVERY step,Never leaving me in the dark about anything!They have helped restore my credit tremendously! Was finally able to get a house because of the work they did.If you need help with your credit,CALL ASAP because it’s worth it!!10/10 recommend .”

“It was exceptional service! I arrived a little early and they were able to get started. It’s a little on the pricier side for filing but for a last minute file and multiple forms they did great”

“Was greeted the moment I walked in, only sat for about a minute before Walter a Banker at this branch for 25 yrs! assisted me, we at down and I applied for a credit card he was extremely informative and patient with me walking me through the whole process very kind and thorough, Happy to Be banking here with this kind of service!”

“Michael McGinley is the guy! We’ve been going to WN for years! If you’re looking for a financial planner or tax person or both, Wealthnest is the place to go!”

“I don't often leave online reviews and instead prefer sharing my recommendations by word of mouth. However in this case, I need to reach a larger population and sing the praises of Heritage Financial Strategies. In 2016, I was in turmoil as my two previous financial planners had been disappointing disasters. I needed someone who was honest and easy to talk with, someone who understood the markets and my needs, and who didn't try to fit me into a box. Equally important, I needed someone who didn't intimidate me with "Financialese." By chance, I attended a program led by a local attorney, and at the end I asked if she could recommend a good financial planner. She said "Gladly," and tucked Shanna Tingom's business card into my hand. I made a phone call and was able to talk with Shanna immediately. I told her about the life change I was going through and how I needed help with the whole pie: Insurance, medical, vehicle, home, investments, potential retirement, long term care, taxes, estate planning, income, quality of life. Well, I was knocked off my chair. She took time and put my mind at ease. She explained that, although she knew about most of these things, there were some where she would need to point me to someone else whom she knew and trusted. She laughed and said over the next months she would become my new "best friend," and boy, did she deliver. Not only passionate about the financial world and how it works, Shanna is honest and reliable. She is an expert in her field and cares about the little guy. She is always ready to answer my questions in words that I understand. She truly wants the best situation for her clients. Her company has grown these past years, but it has not changed its vision. She selects her employees with care and ensures that they are the best fit. I couldn't have made a better choice. Seven years later, I know that selecting Shanna and Heritage Financial Strategies was one of my best decisions.”

“My friends recommended Tayler to me and they were right! Taylor and the entire team are very knowledgeable. They took the time to understand where my wife and I were at and help us make financial decisions that fit our goals. Taylor also made sure we understood everything and were comfortable with the entire process. It's a real treat to get to work with Thompson financial. They are great financial planners and the longer I've gotten to know them the more I've come to know they're even better people. It is a great feeling to know you're in a partnership with people who you respect and you want them to succeed.”

“I've been to this branch many times and have always had a wonderful/positive experience. I had the pleasure of being helped by Wendy recently as she was friendly, and professional. She went above and beyond to make sure I had exceptional experience and all my needs were met. Thank you to Wendy and everyone at the Val Vista/Elliot branch!”

“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.”

“We have been coming to the Chandler Fidelity office for several years now. We work most closely with Jacob Sickler and Josh Chan. I can’t recommend them enough for financial guidance and support. We recently had our midyear review of our accounts and we always look forward to it. They are so personally invested in how we are as a family, not just our accounts. They answer our questions, the very patient, they explain so many things and help us understand the projections for the future as much as possible. We are so grateful to have Jake and Josh on our team. We trust them immensely.”

“I don't who were people that have visited this location before.After being thoroughly frustrated with my two call-in experiences, I arrived with my Niece whom I had setup a custodial UTMA for.After explaining to Emily (at front, blonde w/ glasses ) she listened intently, resolve the issue we immediately!!!I would/will continue my business with organization based on my interaction here!!!”