Todd Kalina has been my financial advisor and stock broker for the past 8 years. He has done an…read moreoutstanding job with managing my personal account and my 401k account. He helped me avoid the 2008 stock market crash and has helped me to keep my investments diversified. His individual stock picks have been outstanding and he has almost always bought and sold the stocks he has suggested at the right times. It has been great to work with an advisor that is so in touch with his clients financial goals. Kalina Financial manages all types of of personal client accounts, but he also has offices inside of Aero Federal Credit Union so he has the respect and trust of a major banking offices in Phoenix. I would highly recommend his services.

Mark Brooks at Dean Johnson is a great CPA. He takes the time to explain the reasoning behind his…read morerecommendations. He is always checking to make sure you are on the same page and he prides himself on educating his clients. I would recommend Mark to any small business owner who wants the peace of mind you get when you know your returns are done right.

I feel fortunate to have known Don since 2010 when I opened my Roth IRA with his company. Since…read morethat time Don has taken time each year to meet with me to discuss the performance of my account. He has such an excellent way of reviewing the performance of my investments and he has made sure to put my accounts at a risk level that I am comfortable with. Not only do I trust him with advising me on my retirement goals (and i should also mention, his ability to read the market has provided me with amazing gains!!). I also have Don advise me on the aspects that make a well rounded financial picture such as life insurance, health savings account and advice for running my small business. Don is the first person I recommend to anyone looking to create a solid financial plan for their future. He's compassionate, patient, an EXCELLENT listener and does not try to push his agenda on you. He creates a portfolio that is in line with your goals and vision. Investing in yourself and your future is not only a benefit to you but can also create an incredible future for your family and loved ones. Investing is a marathon, not a sprint. The sooner you get started, the better and I highly recommend Don for managing the wealth you create!

Tim has been our advisor 8 years. He has kept me well informed and has guided my investments in a…read moreway that has both protected my initial investment and grown it significantly at he same time. I see him not only as an advisor, but also as a friend and fellow believer with high moral principals. I would not hesitate to recommend him to anyone.

I have gotten to know Tim Van Houten well over the past couple of years. I've worked with MANY…read morefinancial advisors over the years and I can say without hesitation that Tim one of the best. He is well-versed in a variety of areas including investments, taxation, and protection. His true expertise lies in his ability to help in planning for a safe and secure retirement. If you are looking for a thoughtful, caring professional to work with, Tim is your guy. P.S. I read a couple of negative reviews that others had posted on Yelp. At first I was concerned so I asked him about it. I was informed that a couple of his competitors (not his actual clients) posted those reviews in a bid to damage his reputation. Based off of my personal experience with Tim I am 100% I believe that to be true.

Pat is one of the most honest people in the industry that I have met. Instead of only looking at…read moreour portfolio, Pat looks at our holistic financial situation and makes suggestions that have enhanced our overall financial well-being. He's great to work with and is highly recommended.

I came here based on work I have done with someone whose investments were handled through this…read moreoffice. Larry Herring , the branch manager, took care of my friend's investments for many years. Based on the quality of service he always gave her, it's a natural choice for me to make. I now happen to be in a position to need someone who does Mr. Herring's kind of work. I came to Mr. Herring with a few situations to be resolved. There were actually some financial things I should have dealt with before this. I dreaded having to do this or I would have before. Without going into particulars, Larry made one phone call to to handle the most pressing matter. Was I pleasantly surprised...shocked would be more like it! He's handling everything for me now. To someone like me who is such a novice about these things, that is great. I have no complaints! I walked out understanding what had been done. When it comes to one's finances that certainly is how you wish to feel. Based on my experience I can comfortably recommend Larry Herring's service. I think you could count on the same kind of service if you are well versed in the field.

Larry Herring is definitely the backbone of this branch I have personally worked with him at prior…read morecompanies and if you want someone who genuinely wants to help grow your money this is the place to invest. Absolutely no pressure EVER nothing but good sound professionalism. Larry has helped me to take a relevantly small amount and grow it into a decent retirement portfolio.

I first heard about David Fischer on a radio program that he guests on weekly here in Honolulu, HI…read more I've listened to that particular radio program for over 10 years and trust the host. I reached out to David's team and was treated fairly, professionally, and patiently as diving into precious metals is pretty intimidating. Needless to say, I switched over an account and they were thorough and knowledgable to guide me through what I was looking for and my risk tolerance. Highly recommend this team, especially in light of some of the trying economic times we are facing today. I strongly believe in diversification.

WARNING: DO NOT TRUST this company or David Fischer. They're a bunch of scumbags and will destroy…read moreyour life savings if you make the mistake of doing business with them. I work in this industry and we deal with story after story of people who trusted companies like this one. They will sell you junk "rare" coins that aren't worth anywhere near what you are paying for them. Or tell you to do things that will eventually get the IRS to come to your door. Sadly, what they do is not technically illegal, but it should be. Because they're basically stealing from people who worked their whole lives and want to protect their hard earned money in precious metals, which is a smart thing to do with the right company and with the right metals. You MUST do your research on any company you want to do business with in this industry. Read the fine print. And then read it again. If there is more than a few lines of fine print, run away and never do business with them. These companies will hide behind sometimes dozens of pages of fine print so they can cover themselves when you inevitably find out what they told you to do was illegal and all your money is in the brokers pocket. There are good people and good companies that will give you good advice. But this industry is sadly full of some of the worst greed I have ever experienced in my life. It makes me sick. Like the other review, i would give negative stars if i could. If you want to work your whole life and then burn all the money you have saved, do business with this company. I don't know how these people can sleep at night. Complete and utter scumbag.

If you want your portfolio ruined, contact Jim Golichowski at Edelman…read more He is careless and ruthless. He is not a certified Financial Advisor, he is a complete waste.

Edelman takes care of their clients, and always has their best interests at heart. My planner Jim…read morealways makes time to answer any questions I have, is patient at explaining things I do not completely understand, and he gives us options that fit our needs. He has been a financial planner for years and it shows- We appreciate his hard work and looking out for what's best in regard to our financial situation! With the way our money has been growing since becoming clients, we have no worries about our future retirement :)