Cancel

Open app

Search

Dominion Private Wealth

5.0 (1 review)
Closed • Closed
Updated 1 month ago

Request a consultation

You can now request a consultation from this business directly from Yelp

Services - Dominion Private Wealth

Dominion Private Wealth Financial Advising Photos

You might also consider

Recommended Reviews - Dominion Private Wealth

Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
Yelp app icon
Browse more easily on the app
Review Feed Illustration

30 days ago

Helpful 0
Thanks 0
Love this 0
Oh no 0

Ask the Community - Dominion Private Wealth

You might also consider

Freedom Financial and Life - Office

Freedom Financial and Life

(3 reviews)

Like so many others over the past few years, we moved to Mitch after researching several financial…read moreadvisors here in Prescott, last year. Our previous advisor had lost us a lot of money not doing their job which left us in a precarious position. Mitch was selected after we met with several of the other advisors mentioned above. It was, for us, a very easy decision. First, Mitch is extremely personable and interested in nothing other than making 100% certain your financial investment not only is the right one that fits your long term needs, but also does not lose you money while at the same time gaining a good return! You cannot ask for more. Secondly, Mitch always follows up and keeps in contact with you regularly to make sure all is going smoothly. Indeed, for us, within a short time frame we more than recouped what we had lost, in very stable funds which will never run out on us (funds for life), and will never lose what we have gained over time. We can now sleep well at night knowing our financial goals are stable, now that we are retired. Mitch's family and employees are second to none and so very friendly and supportive. Several times early on we had to call to ask questions and/or help. Never did they say they were too busy or could not return our calls very timely. Another reason that we love working with them. Our humble opinion is you cannot go wrong and it is worth your time to talk to Mitch.

I was introduced to Freedom Financial by a friend who's known Mitch for many years and was speaking…read morehighly of him. After working with Mitch for a few months I can understand why. Mitch is a person of high integrity, exceptional knowledge and cares deeply about his clients. The way he's able and willing to describe the products in great detail is very appreciated. I feel like he gave us all the information we need (and some) to make the best choice for our financial needs.

Arete Financial & Legal Solutions

Arete Financial & Legal Solutions

(6 reviews)

Could never keep scheduled appointments. Always long waits. Taxes were prepared wrong and it was a…read morestruggle to get them to clean it up.

Tax preparers have a difficult job and are often overburdened by the quantity of clients and time…read morerestraints for completing their tasks. That being said, expecting a tax preparer to perform their responsibilities in a timeframe they establish should be considered a reasonable expectation. Of course, unforeseen circumstances can arise requiring the tax preparer to extend timeframes for completing their work. However, quality tax professionals recognize the importance of communication with their clients when timeline extensions are needed and use this skill to keep their clients informed and up to date. Unfortunately, Stephanie Ware with Arete Financial And Legal Solutions falls short in this relevant skill. Although she has received multiple positive reviews, she has also received multiple reviews showing a pattern of neglect and contempt for her clients. She repeatedly states she will perform tasks and provide phone calls or email replies within a specified timeframe without doing so. In 2025, she scheduled multiple appointments with me and never had the decency (at the very least) to have someone from her office call and reschedule when she determined she could not keep the appointment. I even sat down with Ted Ashton (one of the owners of Arete Financial And Legal Solutions) and showed him a packet of emails between Stephanie and myself documenting her lack of ability in handling (in a professional manner) my tax preparation. When he stated, "you're not wrong"... and then proceeded to read the multiple reviews I shared showing her inability to satisfy multiple client's tax preparation needs, an apology was all he was able to offer. He stated our discussion would hopefully help to improve the outcome of his business by improving deficiencies that currently exist. Stephanie Ware is a "hit or miss" tax preparer. She has years of experience that comes with a chip on her shoulder. I am writing this review to help expose the public to "real time" factual experiences. I hope to help people avoid the same type of recurring problems Stephanie Ware makes while ensuring the public has reliable information to help make informed decisions about their personal tax preparation needs.

Dominion Private Wealth - financialadvising - Updated June 2026

Loading...
Loading...
Loading...