Juantia will take time & show care & true concern for your particular situation and goals. In just…read more3 months using the credit repair, my score with all 3 bureaus increased by 15 points. Juantia provided helpful advice on ways on my own that I can improve matters & accomplish what I need in the easiest way possible. When you sign on with the service she spends time answering questions & is available if you need to text and have a question or concern. She takes initiative to follow up with you to see how things are coming along for you. I highly recommend Juantia & her services, you won't be disappointed!

From the owner: Our business is to help you handle your finances better. We specialize in credit repair/deletions,…read morebudgeting, and saving tools, Will & trust set up and overall financial health at an affordable price.

Outstanding and incomparable customer service!!! Heather took the time to go over multiple plans to…read moresuit the needs of my family and even worked around our hectic schedule to make it happen. I appreciate you immensely Heather! I'd leave TEN STARS if It were an option!!

Heather is awesome!! She has been my financial advisor for three years now. When she moved…read morecompanies I went with her because I felt way more comfortable keeping my policy under her then staying with the old firm. She has also taught me some stuff about what goes into being an advisor and what it would be like to help other families understand the importance of financial planning. I highly recommend working with Heather if you are looking to get your finances in order or if you need someone to help you invest your money.

Adam and his team at Trinity Wealth Management are fantastic. Your money is is safe here, Adam's…read moreknowledge of the financial markets and investment portfolios is second to none. His system is easy to follow and you genuinely feel Adam is invested in your financial well being. Highly recommend!

From the owner: We are a client focused independent financial services firm with a focus on tax diversification…read morestrategies, individual financial planning and retirement plan management. We offer complimentary portfolio reviews and unbiased advice for those who seek to provide protection for their loved ones while saving for their own retirement goals. Our goal is to provide clients with a personal, one on one relationship with a financial professional while offering access to all of the products and services they need to meet their goals. We work with a team approach and review every case to make sure all of our clients needs are addressed. We have no proprietary products and no 'cookie cutter' solutions. Being independent allows us to be agnostic in our recommendations and carry a fiduciary responsibility to our clients. We offer what is best for our clients, not our firm. Registered Representatives. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representatives. Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Trinity Wealth Management are not affiliated. This communication is strictly intended for individuals residing in the state(s) of CO, FL, IL, IN, TX, NY, and CA. No offers may be made or accepted from any resident outside the specific states referenced.

Brian was phenomenal when working with me on my taxes, which included relocation. When I asked to…read moredouble-check the amount of return (because it was larger than expected), he had 3 additional CPAs review the information to confirm. Easy to talk to, honest, prompt, and accurate. He has my business for life.

My husband and I have a relatively complicated tax situation due to our small business, and moving…read morefrom Oregon this year. Brian and his team have been so amazing to work with! He makes everything so easy for us, and is very clear with his explanations. I appreciate his timeliness, and attention to detail. We are so grateful to have found Walter Sanders, and trust that we are in good hands.

I met with other advisers before meeting with Steve and he was by far the most helpful throughout…read morethe entire investing process. He was nice enough to work around my family's schedule and even met in a location that was convenient for us. He really seemed to care about what was best for our future needs instead of providing us with a cookie cutter plan. We felt so comfortable with his knowledge and experience that my wife and I recommended him to all of our friends and family. We will continue to use Steve and Saladino Financial Group for all of our future retirement needs.

From the owner: *Financial Needs Analysis *Long-Term Care Planning *Life Insurance *Disability Income Protection…read more*Risk Management *Retirement Planning *Investing *Estate Planning *Business Consulting and Planning *Property and Casualty Insurance

The branch manager - Rob Fox is who you want to listen to for advice on all your finances…read more He is so sincere and treats you respectfully. He can handle all aspects of financial planning for personal and business He has been doing great work for over twenty five years and it shows with the level of professional expertise that he shows each client He is always happy to answer questions about planning Give him a call for a consultation

Met with her twice in her office. She was completely unprepared both times. She apologized and…read moreoffered several excuses for their lack of professionalism and/or organization. She assured me that if I gave her another week she would "get her shit together and knock my socks off" . After 2 weeks went by I called her. They were still working on our file and not prepared again. By far, the most unreliable and unprofessional financial planner I have ever dealt with.

My wife and I have been a client with Sandy Morris Financial for over 10 years and they have…read moremanaged our finances very well into retirement. Sandy, Steve, and Michelle are great and have been more like a family to us over the years taking care of our portfolio. Sandy has always remembered us over the holidays thanking us for being a client. They are all very accessible and we feel very comfortable contacting them anytime we have questions or need help with our finances. I highly recommend Sandy Morris Financial for your financial portfolio needs.