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

Amazing employees, so helpful. Thankful for them . Our whole family uses them . Even my 91 year old…read moredad . They have helped us figure out plans for our financial future .

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.

I've always been an entrepreneur so health insurance has always been a challenge. A friend…read moreconnected us to Ryan and he was the best!! He laid out all our options so we could compare and gave us great advice for what would work best for our family. It was great to speak to someone who does this everyday and we can count on as our business grows.

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.

Allison is an amazing individual and cares deeply about her practice her team and her clients…read morebalancing family and financial planning isn't easy yet she makes look like a walk in the park!

Scammers, been charging me on top of percentage we agreed on another 3.5%! And also ordered…read moreequipment and stuff without aigning any contract, any agreement and I am still being charged monthly for what I don't use, no one ever pick up the phone. Lost lots of money and time with this poor company that I don't know why its still open because they just scam people!

Based on my personal experience, working with Synergy Payment Solutions caused serious financial…read moreand security concerns for my small business. I was contacted and pressured into a meeting, during which I believe my personal and business information was used without my clear and informed consent. I was subsequently enrolled in services that I did not knowingly agree to or fully authorize. As a result of what occurred, I felt it was necessary to freeze my bank account, take steps to protect my identity, and file a complaint with the Federal Trade Commission (FTC) to formally document my experience. Communication afterward was confusing and inconsistent. When I attempted to get clear answers or resolve the situation, I was passed between representatives and third-party companies without accountability or resolution. In my opinion, the conduct I experienced was deceptive and placed small business owners at significant risk. This situation was stressful, costly, and completely avoidable with honest and transparent business practices. I strongly encourage other small business owners to carefully review every document, ask detailed questions, and proceed with extreme caution before engaging with this company.

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!!

Andrew Klein is our financial advisor at Edward Jones, and we are very happy with his services. My…read morewife and I did plenty of research, and asked for several word-of-mouth testimonials from our friends and family, and no one came as highly recommended as Andrew did. He is friendly, helpful, thorough, and trustworthy, even in these challenging economic times. When we first called Andrew on a Tuesday to schedule an appointment to meet with him, he offered to meet with us as early as the following day. On the day of our meeting, he was available right at the time we scheduled, and spent a great deal of time with us, asking questions, learning about our investment goals, and giving us great advice. I look forward to working with Andrew more, and reaching our goals with Edward Jones.

Andy Klein is one of the most trustworthy individuals I know. He has been my financial adviser for…read morealmost 10 years. He helped navigate me and my finances through the worst US economy since the great depression, and now my funds are stronger than ever. He prides himself on providing excellent customer service. He will call you every month, regardless of how much money you have with him, to give you updates on your finances. He will also recommend any changes that he thinks will be a better fit for you as well. He really listens to your needs, goals, and abilities to set a savings plan that fits you and your budget. Andy and his team at Edward Jones are among the best in the field. They can't control what the market does on any given day, but they set you up for success no matter what it does.

I have found Dani and her team at Profound Financial to be extremely thorough with the…read moredocumentation that has been given to her. She has been able to save me thousands of dollars that my previous accountant overlooked. I would highly recommend her and her staff for services to anyone

I would recommend Profound Financial wholeheartedly to anyone looking for affordable and…read morehassle-free tax services. I was able to make an appointment quickly and easily. They are very personable and professional. Profound Financial really are a Top Notch service at a great price! I honestly can't remember the last time I dealt with a business owner so committed to client-focused service. Two thumbs up--and you'll find her office manager, Teri, friendly and wonderful, as well.

You know we all go through difficult times when I met Shana I was in a tough spot. She helped me…read moreget out of debt and pull things off the credit bureau to increase my credit scores. Now I'm back on my feet. Thank you Credit shrink you are a true professional. Highly recommend !!

Shana took the time to explain to us the entire process with a real knowledge of the situation…read more She really have a strong knowledge on everything regarding the credit so I'm advising everyone to sign up with credit Shrink and see your score getting better and better .

I utilize them for their management and throughput of my trades. Occasionally I consider some of…read moretheir advice on trades but ultimately do my own homework. $2M spread among the below funds have performed well for me. (HFCVX) (HFMDX) (IS) ICFIX (HJPNX) (WIW) (A) (FRSAX) (WHOSX)

Granted, I had to cancel a 2nd appointment same day. I called. I emailed. I emailed the original…read morepoint of contact person. No response. Though they say they offer fiduciary advisor services with accounts under $1,000,000, it appears that they do not. At least not to me. So, I'll continue my search. It was a condescending experience. (This marks the 3rd negative review I've ever written).

Joe Laux has been our family's investment manager for several years. My wife and I grateful for…read morethe expertise that he and his Partner wield in effort to serve our needs. The clients I've referred to Joe also rave about their service and more than that Joe's character. He is trustyworthy, smart and fun to work with. More than anything I'm grateful for the 'Financial Peace' that we are achieving with Silverhawk's help.

I have never met or heard someone speak like Kaitlyn, as she is so passionate for helping others…read more She is truly one of the best people that you could have working for your money and assets. She is a very ambitious woman with a heart of gold. Thank you Kaitlyn for all you do!