We had a great experience with Safeguard. My husband and I met with Tom and staff. We were looking…read morefor financial management and retirement planning. We started at the ground and worked up to where we need to be today in life. They listen to yours needs, and they do not overwhelm you with decisions that need to be made NOW. Tom and staff give you the knowledge to make your decisions and understand them. Life planning is difficult when decisions are made, but its comforting knowing there is someone who will guide you through this and continue to be by your side. We highly recommend them and will refer them to all

John is Awesome! He is an expert on investing and super guy…read more Also Sandi is super helpful !

Brandon was extremely helpful in finding our family a reduced rate with our car insurance. We are…read morepaying less and receiving MORE benefits than we previously did (such as rental reimbursement and glass coverage). This is saying a lot as we have 3 teen drivers! He also helped us pay less on our homeowners policy. The process was seamless and I have great relief knowing a professional has had eyes on this important financial piece of our puzzle. Thank you Brandon!

Buying a home is a huge investment and one that can feel really daunting, but Joey made the process…read moreso smooth and simple! Joey walked us through each step of the process, what to expect, what all the loan information means and how to understand all the things we were signing, etc. Joey did all the leg work to find us the best rate for our specific situation and made the process so easy! We are so grateful to Joey and the whole Stewardship team for taking such great care of us and making buying a home such a smooth and enjoyable process. We cannot recommend Stewardship enough, the whole team is simply the best!!

They have great retirement plans for people all ages. They helped me with ease and now I'm…read moresuccessful in all the ways I asked for.

Stay VERY FAR away from this company. If there were less than 1 star, I would use it. Threatens…read moreyou with 1099Rs for non payment of annual fees even though there have been no funds in the accounts for years. Unethical, liars. I was swindled out of over $400k in a Ponzi scheme and this firm refused to waive annual fees even though there have been no funds in the account since 2021. Result was over $10k in legal bills trying to get the IRS convinced there is no money. Stay away.

I regret to say that my experience with Grand Canyon Planning has been extremely disappointing. I…read moreseldom write reviews, especially negative ones, I generally feel why take the time to say negative things about a service provider but in this case, I felt it was necessary. I became a client of Grand Canyon Planning in 2012, I was recently divorced and wanted a new financial planner to advise me and grow my money. I met with John Dombrowski and we developed a plan to accomplish these goals. First and foremost, communication--or lack thereof--is appalling. After our initial meetings, I was promised regular updates and check-ins regarding my investments as is customary with most planners. This has not been the case; I have NEVER once heard from him in the more than twelve years since the day I signed the papers. I called him about five years after I signed the papers and asked about my investments, about ten years ago and he had no explanation for the complete lack of communication but offered a flimsy apology. I then moved the funds from two accounts to a different planner who has been an absolute rockstar, making me terrific returns. After that call with John, I never heard from him again even though he promised he would stay in touch with me. I have one remaining product with him, an annuity that has been locked in and I was unable to move until now. I am in the process of moving it to my planner as I write this review, I must pay a nominal penalty which I am happy to do and will make up in just a couple of months. John is the only one that benefitted from this product, I certainly have not. I would use the word abysmal to describe the choices John recommended. If you're looking for someone who prioritizes your financial future and maintains clear communication, look elsewhere.

I regret to say that my experience with Grand Canyon Planning has been extremely disappointing. I…read moreseldom write reviews, especially negative ones, I generally feel why take the time to say negative things about a service provider but in this case, I felt it was necessary. I became a client of Grand Canyon Planning in 2012, I was recently divorced and wanted a new financial planner to advise me and grow my money. I met with John Dombrowski and we developed a plan to accomplish these goals. First and foremost, communication--or lack thereof--is appalling. After our initial meetings, I was promised regular updates and check-ins regarding my investments as is customary with most planners. This has not been the case; I have NEVER once heard from him in the more than twelve years since the day I signed the papers. I called him about five years after I signed the papers and asked about my investments, about ten years ago and he had no explanation for the complete lack of communication but offered a flimsy apology. I then moved the funds from two accounts to a different planner who has been an absolute rockstar, making me terrific returns. After that call with John, I never heard from him again even though he promised he would stay in touch with me. I have one remaining product with him, an annuity that has been locked in and I was unable to move until now. I am in the process of moving it to my planner as I write this review, I must pay a nominal penalty which I am happy to do and will make up in just a couple of months. John is the only one that benefitted from this product, I certainly have not. I would use the word abysmal to describe the choices John recommended. If you're looking for someone who prioritizes your financial future and maintains clear communication, look elsewhere.

The workshop I attended at this location gave me an opportunity to learn more about dividend…read moregrowth. There was an intimate group of six attendee that listened to the presentation over a complimentary lunch. The hour in the meeting room flew by. Out of the three Charles Schwab locations I have been to this one places second for friendly and knowledgeable staff.

Charles Schwab is the place to go. Professionals in every facet of money management. 100% great…read moreexperiences with CS over the 15+ years my family and I have been clients. Steven Crane has been my go to contact since day one; he couldn't be any more honest, kind and concerned for his clients' funds.... Jenna Ruth is a new, additional contact I recently communicated with, she & her team show the same "love" and follow through Charles Schwab is known for. Thank you! $$$$$$$$$$$$$$$$$$

It's Jan 1, 2026, and Vanguard's Online system is down…read more I just want to download my 401K data, but no access on a holiday? For a system that's mainly automated, this is pretty weak.

During training....never saw or spoke to any managers to get a WELCOME. Usually that is the norm in…read moremy work history. The turn over is high. Information passed around is always confusing when helping clients due to so much personnel movement and new hires. You get tons of tools to use but they throw it at you in speedy training courses they have for new hires. One really feels lost and tries to fake it til u make it or get a new job elsewhere. Smh

We started working with Alison earlier this year. My wife and I really appreciate her expertise and…read moreher proactive approach. Her fee structure is also very fair. I would highly recommend her as a financial advisor!

I've been working with Allison for almost a year now and truly can't recommend her enough. She…read moremakes you feel so comfortable talking about finances and has a way of empowering you to feel confident in your decisions. She's helped me plan for a big life transition with my upcoming marriage and navigate how to combine finances in a thoughtful way. I feel so much more prepared going into this next chapter. She's also incredibly organized, responsive, and easy to work with. I'm so grateful to have her as a resource.

Received an invitation through regular snail mail to attend a financial seminar. I called, made a…read morereservation for myself and a friend. THE DAY OF THE SEMINAR, I received a text that I was not eligible for the seminar. I had to call my friend to tell them the event was off. If this business cannot manage a simple thing like their invite list, do you think they can manage your money? Beware!

Funny people, I don't recommend this office! They are doing a lot of spam through third party and…read morenot taking responsibility.

Opened a high yield checking account online 4.00% then after I opened they told me I would only…read moreget .05% unless I used there debit card 15 times a month, what a scam, bait and switch. I closed my account but still waiting for my balance check. Customer Service is a full day wait on the phone.

My wife and I recently paid off a vehicle loan with TruWest Credit Union, and this was the most…read moredifficult loan payoff experience we have ever had. We contacted them to request a payoff amount and were provided a specific figure. We then transferred that exact amount from our external checking accounts with the understanding that it would be applied directly to the loan. Instead, the funds were placed into a savings account rather than applied to the loan, and the loan continued to accrue interest. From there, the process became unnecessarily complicated. We had to make multiple follow-up calls, deal with excessive and redundant verification requests, and essentially guide the process ourselves to get the payoff completed correctly. At one point, due to how the transactions were handled, funds were pulled incorrectly, resulting in overdraft fees from both my bank and TruWest. While both institutions ultimately waived those fees, we still had to spend additional time and effort resolving something that should never have happened. Even after we clearly stated that the loan needed to be paid off, the funds still were not applied correctly without further intervention. Only after continued follow-up did they finally apply the funds properly and agree to backdate the payoff to prevent additional interest from being charged. This is the first time I've ever had this much difficulty paying off a vehicle loan. This created unnecessary stress and wasted time for something that should have been routine. In the end, the loan was paid off, but the amount of effort required on our part to ensure it was handled correctly was far beyond what should be expected. I would strongly recommend that anyone working with TruWest closely monitor their accounts and verify that transactions are applied exactly as intended.

Worst company I've ever dealt with zero customer service. Can't get copies of my statements. No…read morereturn phone calls