I have worked with C2 Financial loan officers and find them to be "first in service" to their…read moreclients, seeking best rates and programs.

C2 has been handling my loan business years due to amazing service and vast number of loan programs.read more

We've been with Shanna almost since the beginning when HFS was basically just a one woman show…read more She's been very helpful in providing good advice to insure that the money that we have had invested so far through 401k and other means continues to grow. Through her company there's access to other financial tools to help anyone out to get their financial life's not only on track, but ahead of the curve. We recommend her highly if you're looking for someone who won't blow smoke up your (you know what) and will provide solid advice on which you can actually bank! She just opened a larger office and now employs a few advisors who are just as personable and willing to help as Shanna is.

It took me almost one year to debate if I was going to write a review about this company due to the…read morefact that it won't quite put them in the best light. However, knowing there are folks out there who aren't very comfortable/familiar with investing/planning for retirement I wanted to provide my honest opinion about Heritage Financial Strategies. I was looking for a new financial advisor after the previous one, that I actually had a good 3-year run with, decided to put more effort into researching tools of the trade than helping his clients and their retirement goals. My mother and I met with Shanna and decided to give her a try (she was to manage my mom's retirement accounts). In the first few months she seemed to be doing ok, even though the lines of communication weren't the greatest with her. BUT, to be fair, her assistant, Emily, was always fantastic to deal with. Then she went dark, and after some not so nice emails from my mom, she told us if we want to schedule reviews with her that we need to go online and schedule through a link she provided. Now, that information would have been wonderful to know at the start rather than being treated like we were junk on the side of the road. Also, I had to do some pushing to get recommendations on whether or not some stock should be sold and what she had in mind for purchase. Not exactly the way this "financial advisor" thing is supposed to work. I just want folks who are not familiar with investing/markets/planning for retirement to perhaps think about going somewhere else lest you deal with 0% return over the course of a year.

Rise Up Benefits Group is absolutely outstanding! Viola and her team are hands down amazing…read more Knowledgeable, professional, and genuinely caring. They take what could be a complicated process and make it simple and easy to understand. Their expertise with Medicare enrollment gives you complete confidence in the decision. I truly appreciate how they take the time to explain every option clearly and with patience. I highly recommend Rise Up Benefits Group to anyone needing trusted guidance with Medicare -- they're the best!

The cost of everything has gone up so much over the last few years it's hard to get affordable…read moreinsurance. Ride Up can help you get the Insurance you need at a reasonable price, check them out if you're in the market for new insurance.

I can't say enough about Mark and his team. These guys make me feel like I'm the #1 client they…read morehave. Every time I call he greets me by name and if I have an issue he's calling to follow up. No issues is too small. Thanks for taking such good care of me and my family. You hard work and caring truly show. Bravo Mark!

Recently became aware that Farmers/Gallardo had been overbilling us for home insurance for…read moreapproximately 5 years due to incompetent representation. The Agency has absolutely refused to offer any type of credit even admitting that the policy was incorrect for our application. We had a false sense of Farmer's taking care of us since we had been with them over 50 years however, the Agency sold and the competency level failed us. Trust and loyalty is not advised, always shop your insurance every year! Hard lesson to learn.

Karely assisted me in getting new car insurance moving in from Vegas. She was extremely helpful and…read morebasically saved me time and money!

After becoming debt free my husband I were lost on how we should budget to save and also enjoy…read moreourselves so we scheduled a Eureka session with coach Jaclyn. the pre appointment work was eye opening and during the appointment Jaclyn helped us create a realistic game plan. We feel so much security in knowing that each dollar has a place and that we are able to save for our goals like vacations and a new car without worry. if you are on fence just do it! You will gain so much for these incredible coaches!!!

I cannot begin to tell you how satisfied I was with help my wife and I got from Jaclyn. We did a…read moreEureka session and half way through I knew that it was the right decision to have Fiscal Fitness Phoenix help up. Book your session asap!!! You will NOT be disappointed!!

After some early conversations with Mike at LM2, we (Property Cartwheel) really didn't know what to…read moremake of his in-depth probing and interviewing. In our experiences, most HMLers simply analyze a proposal and so long as their interests are protected, they do the deal. We'd had a situation where we were leveraged pretty heavily while doing multiple deals and were looking for a unique, reasonable solution that made business sense. We had options based on a strong equity position in one of the properties, but hadn't found a good fit for our goals. After having spoken to multiple lenders and not being presented with an option we felt satisfactory, it turns out Mike's questions produced the creative option we were looking for and we haven't been disappointed. I've been is sales for close to 20 years and you only see thoroughness like this from a professional. LM2 was transparent, ready to fund in 24 hours, offered competitive rates, were very responsive, and Mike even fielded after hours inquiries. I'd recommend using them and we'll use them again.

I have had the pleasure to work with LM2 numerous times over the past few years and have always…read morebeen impressed by their customer service, professionalism and responsiveness. There are many lenders who specialize in short-term loans for investment properties but these guys are the best! I wouldn't hesitate to recommend them to anyone!

Max was great to work with. I called him completely lost on what to do with an old 401k and a few…read moreother investments and he helped me out right away. He also helped me understand how much I need to save each month to retire at the age I planned on. We also chatted about insurance, which was great because I knew I needed to have that conversation but didn't know where to start. Never felt like I was being pushed to do anything, just presented with my options. All in all a nice, smart guy that I would recommend to anyone!

I started working with Max Hancock at the end of last year, and it's been a very enjoyable process…read moreworking with him. We've discussed my 401k and other financial planning/insurance advice, and Max was able to share some valuable tips. It's primarily been my focus to address retirement savings & he's been able to provide different strategies to help me make progress & keep me on track with where I want to be. I appreciate the way in which we started our conversations with my personal goal setting, and Max does a great job listening to what I have to say. Highly recommend Max and Edward Jones for financial planning services.