EVFS was recommended by the attorney who revised my mother's estate plan in 2017. Written into both…read moreher will and trust, she and I googled the company name after she signed her documents. At that time, there were several people with complaints and outstanding issues with the firm, and mom became concerned. We wrote an addendum to the will at her request. Since she passed, however, East Valley Fiduciary services has served as mom's Trustee and done a fine job. Their staff has been communicative, courteous, prompt and professional in every way, and I trust Mike Bogle to help us wrap up her estate and close this chapter in our lives. In short, EVFS is a very good fiduciary. I've served as executor twice now, and appreciate the challenges that must come with the duties of a professional fiduciary. Family discord, client incapacity and heightened emotions are woven into the aging/caregiving/hospice and executor experience - at a time when all decisions are inherently financial. EVFS services include preventing pitfalls and helping families manage finances as they prepare for end of life. I recommend Mike Bogle and East Valley Fiduciary Services while making estate plans and to families out of state who need help managing the care/loss of a loved one. They are handling the elements of estate management that pose the biggest challenge to me, and I'd rely on their expertise again. Thank you Theresa and Mike!

Mike Bogle didn't listen to our goals and directives. He invested into risky projects evading our…read morerisk tolerance, as my husband is disabled and will not earn more money. This firm cannot even find account numbers for investments of $50,000 and the like. We have over $100,000, possibly $300,000 or more investments that cannot be found as he hasn't got the account numbers. Have you heard of Bernie Madoff??? RUN!

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.

I love the staff and the entire vibe of the place. They are on top of their business. 25 years ago…read morethey put together a plan for my parents. It was a life saver towards the end of their life. Now I see that not only Nancy is advising, but they have a full team with Sean Fleming assuming the leadership. It's nice to know that I have my investments, retirement, and legacy in the hands of a firm that has been around 30 years, but probably 30 more. By the way don't miss the cookies when you come in. Zoe makes them and they are delicious. I would highly recommend this place if you need people you can trust to do the right thing and be there for you.

I met with Shawn on 12/11. My top priority was how to structure a Roth conversion and I made it…read moreclear that I needed a plan in place and executed by 12/31 because my filing status was going to change to single with it's less favorable tax rates. We also talked about their investment managing services. It all sounded great and I had every intention of having them manage my investments. He said he would put together options for the Roth conversion and we made an appointment to get back together 12/18, a week later. A couple of days later I got a call from his office and they told me he got the flu and might not be able to make that appointment. They would let me know. I called them the morning of the 18th and the receptionist told me he couldn't make the appointment and that he asked if we could reschedule after the first of the year. I reminded her that I had to make the Roth decision by 12/31 so after the first of the year would do me no good. She said someone would call me. Shortly thereafter I got a call from Geoff of his office and he said that he would get with Shawn and would call me back in 2 days with options. I never got a call so I had to just wing the Roth conversion. I didn't hear from them at all until today, 1/5/24. Needless to say I told them I wouldn't be doing business with them. If I can't trust them to remember my situation, my priority, and their commitments to call me, how could I trust them to manage my investments?

Outstanding financial advisor! I would highly recommend you contacting her office for your…read morefinancial assistance.

If you are looking for a Financial Advisor, I highly recommend you work with Dawn Blocker. She is…read moreamazing! Dawn has multiple decades of experience in advising individuals on how to save for college, invest their portfolio properly, and plan for retirement. Dawn helped my wife and I setup accounts for my daughter and is fantastic to work with. She is consistently available through phone, email, and text, and works hard to ensure your questions are answered and you have the right information. Dawn was great at following up with us throughout the entire process to ensure we felt comfortable with the approach she recommended and agreed on the investment strategy. She genuinely cares about her clients and it's evident. I highly recommend Dawn for all of your financial planning needs.

George is Uh-Mazing! He's been my finance guy for several years. I went in knowing zilch about…read moreinvestments or how to deal with money at all and he's always been very patient to explain and assist where I'm lacking. I feel confident having him as an advisor as I know that he will help me with making the right choices. I would definitely recommend him to anyone that is seeking a hand in investments, or to start a retirement account (as I finally did.) I have moved several times since turning my account over to him and despite living in another state I have continued to work with him. Both George and Lynette are great at communicating and keeping you up to date with everything that's going on and making sure you and your accounts are in tip top shape. Thank you for all that you do!

I just love working with George. He really has his clients best interest in mind. I have set up…read moremy own private retirement plan with him. So happy to work with him.

Steve Nielsen is a wealth of knowledge and someone you can trust to invest and grow your savings…read morefor retirement. Thank you Steve!!!!

From the owner: Retirement planning, advanced tax strategies, estate planning, and educational seminars.read more

I've been using Caleb's services for several years and have enjoyed the experience, dedication and…read moreconsistency he puts forth. I currently am using his services in both my business and personal finance planning. His attention to detail and ability to communicate to all of our employees has been a tremendous assurance for our company.

As a business owner it is critical for me to know what I (and my company) are good at... and what…read morewe are not good at. While we have strong financials we didn't know how to best manage retirement planning for both my wife and I, as owners, as well as our staff. Caleb and his team developed a solid plan for us to follow that was easy to follow. They were able to explain the sometimes complicated issues surrounding financial planning to us in an easy to understand method. I would highly recommend Ridgeline Private Wealth to both individuals and business owners alike.

We worked with Brandon, and he was excellent. He took the time to explain everything thoroughly,…read moreanswered all of our questions, and always responded quickly whenever we reached out. The process was simple and straightforward, which we really appreciated. Not only did Brandon help us better understand our coverage, but Stewardship was also able to save us money on both our home and auto insurance compared to the agencies we were previously with. It feels great knowing we have good coverage and a team that is responsive and helpful when we need them. We highly recommend Brandon and the Stewardship team.

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!

I interviewed quite a few financial professionals before I decided to trust Jeremy at Security…read moreFirst Financial to help me with my retirement goals. I trust Jeremy because he is: 1. Honest 2. Independent; he works for his clients not for the institution(s) he represents. 3. Willing to spend the time to educate me on the "why's" behind his suggestions. I feel that Jeremy is willing to put my needs first and foremost. If I could start over again, I would make Jeremy take me to Top Golf a few more times before I signed up. Thanks Jeremy!

From the owner: Services- Retirement Planning…read moreSocial Security Estate & Legacy Planning Long-Term Care Life Insurance Auto & Home Insurance