I am so happy that we found Fullerton Financial! We have had two previous financial planners. In…read moreboth situations, I felt that I had to do all the "advise and research" part of the relationship. Since joining Fullerton Financial approximately 9 years ago, we have seen profits every year. All the while, staying within our acceptable risk area. It is such a relief to find honest and sincere fiduciaries. I can relax and trust that I no longer have to worry about finding the best wealth protection and growth for us. The entire office staff is warm, welcoming and so helpful. Our physical and emotional, as well as financial health is import to the entire office staff. I highly recommend Fullerton Financial. Rachelle B

Did not make any money. Finally took out money and was I started with. Put us in an annuity with a…read morelow income for 12 years. Seems it was a $$ for them

Tiffany is great! Extremely courteous knowledgeable and professional. I highly recommend their…read moreservices! -JA

I found Sapphire from searching Yelp since my previous tax person retired. When I tell you that…read morefrom start to finish has been stress-free is an understatement. The level of care and security I received in relation to me and my personal documents were everything I wanted in a tax preparation company. A secure place to upload my documents made the entire process super easy for me. I made my appointment to review the return in person and I was in and out in less than 30 minutes! When I arrived, I was greeted by Courtney and my agent was Nicole. Experienced and knowledgeable, I'm so pleased.

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.

We were looking to refinance and wanted the best possible rate while working with someone we could…read moretrust to truly have our best interests in mind. Brian made that easy--he was incredibly responsive, attentive, and thoughtful throughout the entire process. He took the time to understand our needs, helped us secure a great rate, and made sure we felt confident every step of the way. Now we feel at peace knowing we made a wise financial decision, saved money, and actually enjoyed the experience along the way.

Needed some information during Medicare open enrollment and spoke to Shawna. She was very…read moreknowledgable and extremely helpful in advising me about plan options I might be interested in. Her responses were quick, informative, and the follow-up great. Highly recommend her services.

Shawna has helped us with our Annuities and Medicare advantage plans for the last few years. She…read morehas always been available to answer questions and help us thru mistakes we made before working with her!

We have been working with Stewart Willis of Asset Preservation for the past year…read more We had been trying to manage our 401k's and IRA's ourselves, but we didn't have the time or expertise to get the kind of returns that we should have been getting, so we went searching for someone to give us a hand. After some vetting we landed at Asset Preservation. Stewart and his associates are fiduciaries, and he spent a lot of time meeting with us to establish what our particular financial goals were and ascertaining the level of risk that we were willing to take. He and everyone in his office are attentive, friendly and professional. We have been very pleased with his advise and the level of communication that we receive. We can log into our account 24 hours a day to see what has been happening.

I have seen and watched them on tv for months and decided to call to see if they couple help me and…read moremove me in the right direction. Had a zoom call and was told they couldn't help me unless I had $50,000 to work with right away. How about mention that on your tv ads and shows not only that it should have been something the lady on the phone had mentioned and asked before making my appointment. Waste of time.

We couldn't be more pleased with Todd Sulzer as our financial advisor. His expertise in investing…read moreand his advice have guided us into our retirement years. We feel secure knowing he's there for us.

I read a review for this company that made me chuckle. I couldn't have had any better of service…read morewhen i had a life changing situation that required some expert advice. I dealt with Kevin and was put at ease immediately. He helped solve my issue and allowed me time to consider his recommendations. There was no pushiness (if that is a word) at all. I'd recommend Kevin and the two ladies (i don't remember their names) in the office that i worked with for anyone with financial questions. They truly care and showed me with the way they treated me. I'm sure i'm not their biggest client, but I never felt that way either. Great job!!!

I went here thinking I was going to an appointment to discuss setting up a will or trust. I was…read moregreeting politely and asked if I would like a beverage. I declined and waited for my appointment. I get into the appointment to find out I am scheduled with the wrong person as they deal with your portfolio and things like that. I knew I wasted their time, as they had to schedule me an appointment with Trajan Estate. It took a while for the person to schedule me, but I think it was because the whole appointment was messed up. I don't know anything about portfolios, but maybe when I do, I will come back.

We've been clients of Trajan Wealth since 2009. We had a very detailed meeting and together figured…read moreout the best course of action for the time. Fast forward to 2020 times are changing and we have LOTS of questions. I made a phone call and had a phone conference with Paul K for the next day. Not only did he answer my questions he conference called my annuity holder to verify all the information. I honestly feel that Paul went above and beyond to help me with forms that for all I knew were in a foreign language and put it all in plain English for me. I feel that he is acting in MY best interest and guiding us in the right path for our financial goals. Spot on Paul K and the whole Trajan Wealth Team!!

Andre is a consummate professional along with everyone at Universal Wealth. Truly a pleasure…read moregetting my estate plan and life insurance in place. Now I can sleep better at night. Thanks!

From the owner: When planning for your future, estate planning is a critical component. "Estate planning" is…read morecreating a plan, along with the documents to support it, that will protect and manage your assets, both during your life and after your death. By working with a qualified Buckeye, Arizona, estate planning lawyer, you can ensure your assets are protected and distributed per your wishes. At Pennington Law, PLLC, our experienced attorneys are dedicated to helping our clients establish a plan that meets their needs and provides for their loved ones after their passing. Contact us today for a free consultation to learn how our Buckeye, AZ, estate planning lawyers can help you.

Retiring after 37 years in the financial industry we moved to Sun City Grand in 2005. Not too long…read moreafter that we found Rich Groff and his Wealth Management team, Entrusting your life savings with someone is a leap of faith. But this one was easy. We soon chose our investment strategies and revised our living trust. Over the years WMI has added staff and services such as tax accounting and legal planning. Couldn't be more pleased with the results of my portfolio and really appreciate the informational contact regarding the markets and the economy. Talk to them!

I researched "Wealth Management International, LTD." - an investment management and financial…read moreplanning company in Peoria, Arizona - via the Better Business Bureau. The BBB gives the company an A+, its highest positive rating.

In my 20s I was lead to invest by the company I worked for. I chose Fidelity as my grandparents,…read moreparents, and Aunts and Uncles used them. Each client is also insured for up to one billion dollars. Their website is easy to maneuver, and customer service is great. A while after we got married, my husband became vested in a company. I encouraged him to roll it over into a Roth IRA. I am so glad I did. When you open a Roth IRA Fidelity immediately puts it into a mutual fund so you are making money. All this time we didn't realize that. Many companies don't do that, so your money just sits there. If you're a pro, you can use their website to invest on your own. You can also invest with help from them. If you are novice like us, you can let them lead you and take care of everything. You can be as involved as you want. Our first appointment was an hour. Bring your budget. They will plug it in and show you where you will be with all options. Your next 30-1hr appt will be getting the wheels turning. They take the initiative annually to reach out to go over you financial portfolio. You can do this by phone, Zoom, or in person. It was funny as this Peoria location used to be a Sweet Tomatoes. We have been very pleased over the years with their services and results.

Once your funds are at Fidelity, they do everything possible to prevent or make it difficult to…read morewithdraw your money. I attempted to pull out money and then decided to close my account because of the runaround I got on every request. The customer service experience is terrible because the agents are restricted from solving actually our problems. Every hurdle to prevent you getting your money out is offered up. They can't even tell you an ETA on a service level; instead they have to send you a document full of legalese which didn't even have SLAs. What a joke!