I have an old Stock Certificate from my Father from many years, almost put it in the trash when we…read morewere moving. I put it away and six months after moving I came across it again and said, maybe I should find out about it and if it's worth anything. I'm deaf so, my Son had set up an appointment. Mr. Douglas Riegger is very professional, help me out along with my Son to understand what we have to do to accomplish my goal of finding out. Still work in progress, I'm giving a five, they have exceeded my expectations. I do recommend this group and they are all very professional, courteous and helpful.

From the owner: Our primary focus is Retirement Planning and Wealth Building. We can also help with calculating…read moreSocial Security Benefits, Long Term Care Insurance, Life Insurance, and Educational Savings. Southwest Investment Advisors (SIA) is a family-oriented company. Our goal is to help families successfully transition from wealth accumulation to retirement and the eventual transfer of wealth to the next generation. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Southwest Investment Advisors, a registered investment advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KY, LA, MD, ME, MI, MN, MO, MT, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI & WY.

When I moved to Arizona from Cali, I was in need of a new accountant. I was referred to Ken Lindow…read moreby my daughter who used Ken for her business accounting. So I reached out to him and Ken was great. he is very knowledgeable and he helped me more than my old CPA that I was working with before. He told me about some tax incentives and what I can do to reduce my tax liability. I highly recommend Ken and his team.

From the owner: K. A. Lindow, CPA, PC is one of the most reputable accounting firms in Phoenix, supporting the…read moregrowth and sustainability of your business. From bookkeeping to financial planning and business advisory, we deliver personalized service that aligns with your strategic goals. Our dedication to quality and client satisfaction makes us a trusted partner for businesses seeking reliable and efficient financial solutions. In addition to accounting, we offer seamless tax preparation in Phoenix to meet the unique financial needs of both individuals and businesses. Our firm is committed to providing precise, up-to-date tax advice to help you optimize your financial position and comply with complex tax laws.

I have been a Cochise Credit Union Member since 1974. They have always professionally served all my…read morefinancial needs locally!

I have only been banking here for the past three years since moving from California. The customer…read moreservice is great. For a small local bank on a small city, it works for me. There's mobile deposits through their mobile app. Good protection when I am traveling. Option to lock your card of purchases are made outside the state. Wish they had more of a return rate on savings accounts. But again for a bank out here, I love it. Definitely recommend.

Bill and his team are excellent. There is more to a financial advisor than investments and I…read moreappreciate being able to call or email with questions that are always responded to quickly. I have every confidence in AIO Financial.

I have nothing but great things to say about AIO Financial. They do way more than just manage my…read moreinvestments. They created a plan that covers all areas of my finances and it gives me tremendous peace of mind. I highly recommend them to anyone, especially those with a high net worth. They don't get commissions or sell anything so I know they are always doing what is best for me.

READ THIS REVIEW, EDWARD JONES IS HORRIBLE!! .... DOES NOT REQUIRE THEIR AGENTS TO BE FIDUCIARY!!…read moreWhich is someone who is legally or ethically obligated to act in the best interests of another person or group. Which their agents do NOT disclose to their clients. Ok, so I know this might be a long review but I feel it's very important to hear the details of our situation to understand we are not just disgruntled former clients. I will get into specifics and name names to expose their deceit. My wife's family put their trust in Edward Jones for a very long time, probably 40+ years. My father-in-law put his and his wife's "nest egg" with them. He also opened up IRAs for his kids, including my wife when she was very young. He trusted Edward Jones so much he also opened up accounts for his grandchildren. He trusted Edward Jones with his entire family. The "advisor" he trusted was Skip Breither (Nonfiduciary), down in Green Valley. The whole family thought of Skip as a long-time family friend, who used to ask how the family is doing, watched the kids grow up, etc.etc. So much he was thought of as a family friend, my Mother-in-law even made him and his wife dinners when his wife was in the hospital, which they willing took. Anyway, I'll cut to the chase...I came into the picture and started looking at my wife's financials as far back as 2014. I noticed some very questionable things. I asked, why has my wife's account in 10 years not grown and at very most minimally made any return? How has my wife's account been open since she was single digit age and now in her late 30's made so little. I started asking questions, I then look at the kid's accounts, also handled by Skip.... same thing, very little returns and minimal movement. Then a strange thing happens, out of nowhere, Skip transfers ALL of the family's accounts to another Agent, Jennifer Nosek, in Tucson without any notice. After so many years of being my wife's family's "Advisor" and supposed friend he "dumps" them and with no real reason, not even a phone call. The way that we found out the accounts were moved was a notice from the new agent for an introductory visit to go over the accounts. The appointments were made but this time I went along with a long list of questions. We didn't get too far into my list of questions before their (Edward Jones' and Skip's) deception and practices became apparent. My first question: "Was Skip Breither a Fiduciary with my wife's, kids and in-laws accounts.... Her answer was "No". My next question / statement was: "Why was there so little growth/return in their accounts? Did Skip act in the best interest of his clients and make moves or changes to help grow the accounts?" Her very "careful" response was: "Well, it's not necessarily how I would have handled your accounts.". So, in short, NO. My next comment was "So in comparison a person with minimal or basic investing knowledge could have taken their entire investment that they trusted Skip and Edward Jones with and just put it in a free account at Fidelity or Schwab and invested in the S&P 500 with almost no fees, the result would have been far better than what you guys did in 40 years. Her honest response (which I appreciate) was YES, you would have had a higher return and gains. At that point I was already done and our minds were made up. Skip Breither was a "scum bag" and so was Edward Jones for supporting these practices. To wrap it all up when Jennifer figured out, we would be taking ALL of our accounts and business somewhere else, her and her secretary became the most uncooperative, unprofessional people I have ever dealt with. Even to go as far as to yell at my wife and myself on the phone when we were trying to transfer all the accounts to another firm. They made what should have been an easy and seamless process into a fight, that lasted months. And no joke their excuse was "Well, you're leaving us, so why should we want to help you or make things easy." Seriously, no joke, that is what Jennifer's secretary told us over the phone, verbatim. To wrap it up, my advice DO NOT trust Edward Jones, their deceptive practices or their awful, unprofessional, deceitful, two-face agents. And if you're still a client or thinking about it signing up with them, don't be fooled by the smile and "how's your family" b**lsh*t. They don't care; they'll shake your hand and act like your friend but behind your back rip you off. I think that's the main reason this review probably "sounds" so angry. My family trusted Skip for so damn long and thought of him as a trusted person but sadly, my family fell for that trap over 40 years. That is why I use the term "scum bag". Save yourself, do your research, it's easy. Good luck!

We've been using Skip for our investments for about 10 years. He does an excellent job! He is great…read moreat keeping us informed of our investment results.

Garrett played a key role in helping us purchase our first home. Throughout the process, Garrett…read morekept us informed with market updates, promptly shared new listings, and arranged virtual tours whenever we couldn't be there in person. When we finally found the right home, we faced strong competition from other buyers. Garrett remained proactive, strategic, and dedicated every step of the way, ultimately helping us secure the contact. We couldn't have asked for a better guide through our first home-buying journey.

I recently had the honor of working across from Gulch Group agent Garett Chatham who represented…read morethe buyer on a real estate transaction and what a pleasure it was to make his acquaintance! He was professional, responsive, and great to collaborate with from start to finish. He is a talented real estate agent and a good asset to the Gluch Group. He did your team proud!

I've been working with Edward Jones investments at this location for 5 years and I have always been…read moreimpressed by the staff and financial advisors. They are helpful without being pushy and I agree that getting together in person is incredibly beneficial when planning a retirement strategy. Gwen, one of the staff, is sweet and personable. She always asks about our family and has stories to share. As for David Ahmad, our financial advisor, I find him to be very meticulous and knowledgeable. He is great with returning emails and answering questions. I couldn't recommend this office more highly!

Luke has been our financial advisor for years. He talks us through everything and answers our…read morequestions in a way that is easy to understand. He even calls me on my birthday! I just spoke with him about getting some funds released and it was a very efficient and informative conversation. I live out of town and it's easy to get a hold of him whenever I need to.

From the owner: Making Sense of Investing…read more Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

This office doesn't follow through on what they say there going to do. I've been trying to get…read morerepaid for towing charges for 3 months!! All I get is the run-a-around. There service and attitude of staff is not professional!

From the owner: Our mission is to help people manage the risks of everyday life, recover from the unexpected and…read morerealize their dreams. Get Coverage You Can Trust. Compare and Save Now. Whatever Your Needs Are State Farm has you Covered. Click or Call for a Free Insurance Quote Today. License #: AZ-1800004788