Investing near Sun Lakes, AZ

“Jeff is a fantastic financial advisor!! Not only is he helpful with financial planning, but he also has an extraordinary contact list of helpful people that meet so many different aspects of life!! I was so grateful for this help, and Jeff is so kind and enthusiastic in the work he does!! It is very obvious to me he loves working with people, and will go above and beyond to meet the various needs of his clients!! Thank you Jeff!!”

“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.”

“When I moved to Arizona from Cali, I was in need of a new accountant. I was referred to Ken Lindow by my daughter who used Ken for her business accounting. So I reached out to him and Ken was great. he is very knowledgeable and he helped me more than my old CPA that I was working with before. He told me about some tax incentives and what I can do to reduce my tax liability. I highly recommend Ken and his team.”

“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!!!”