My husband and I found Sonoran Wealth Systems through a free information session Tim Van Houten…read moreoffered at our library. The session offered insight into mistakes retirees make with their money and how to grow our investments, so we never run out of money. We were so impressed by the impactful information freely given, that we set up a meeting with Tim to understand how he would manage our investments and what results we could expect. We have now been clients for just over a year and have already seen significant growth on our investments. In a nutshell, Tim (and Meghan!) are are dependable, trustworthy, and skilled custodians of our investments and we are happy we found Sonoran Wealth Systems. Highly recommend.

Experience*****. easy to work with to address your needs. Available all the time. Top notch advisor.read more

I didn't expect getting life insurance to feel this reassuring, but Wulf turned what could have…read morebeen stressful into something surprisingly meaningful. His sincerity and attention to detail made me feel way more than just a client -- I feel truly looked after. There's a real sense of relief and gratitude knowing my family's future is more secure because of his help. Exceptional service, genuine heart and a level of care that's rare to find. Thank you for going above and beyond.

What can I say about such a seamless and educational experience! Wulf is extremely knowledgeable…read moreabout his craft and makes it easy to see the benefits with every option. He's passionate about his clients and wants to make you a priority. I highly recommend him when looking into compound interest life insurance assets for your portfolio. Always keeps you informed and puts you in the drivers seat to create future financial success!

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.

Amazing kind CPA. Stands by you in any IRs issues and I've had a couple. Gives me peace of mind and…read moreis always quick to answer any questions. Very happy. Thank you Fred you're the best.

Will outsource your tax information wait till the very last minute to complete it do very little to…read morehelp you or answer any questions and then when you call them out on things, they don't do tell them they can't do business with you anymore. The ethics are not there. It is an unfortunate thing, I did my best to give them my best, but I never got their best in return .

Very professional, really detailed and honest. I have worked with him to get my taxes done for…read moremany years. Always very thougough and clear.

Raman has been a huge help to me! I've worked with him for several years and feel very supported…read moreby him. He is great at educating me on specifics (when I need it), respectful and yet challenges me to plan for my future by getting organized now!

Raman has helped me tremendously! He approaches financial consulting from an educator's perspective…read moreso you know and understand his advice to you. I recommend him!

Ted is very responsive and sensitive to my financial needs. I can reach out to him and he will…read morealways try to answer any questions I have. I also like Raymond James' on-line client access. It has all the information I want and allows me to keep up with my investment progress.

been using this service over 25 years. Richard is extremely professional. ,knowledgeable and…read morepatient with all clients. He is very accurate, and . I never have to call him twice! ! easy to get to . there is always parking..no worries!

Richard has been great for us since he was referred to us when we moved here. Very nice person,…read moregives you his time and does not rush anything. He always asked the right questions, and does his best for us. We will continue to use him as long he is available!