Used their tax services after we moved to Tucson since we would be filing in two different states…read more The woman who was assigned to us was very friendly and did an OK job communicating with us when we had questions. Fast forward 6 months after taxes had been filed and we had issues with both states saying we didn't provide certain items. We tried contacting our lady to help us or explain what was going on and she NEVER responded! Not to emails, not to phone calls, nothing! We ended up having to deal with each entity on our own and figuring it out - which took months. We were do disappointed that we never went back and felt like we wasted a lot of money for something we ended up having to do ourselves anyways.

Met with one of their advisors, Benjamin Goldberg. He was super helpful moving my 401k into an IRA…read more He even took extra time to help me call to ask the right questions to be sure things got transferred over correctly. Thanks for a great experience. I feel completely comfortable with my retirement with them.

My insurance has been with Julie's agency for many years. Julie, Amanda, and Sondra have helped…read moreme many times and they are always friendly, professional and very knowledgeable. This is a top notch agency and it gives me great peace of mind knowing that all of my insurance needs are being taken care of by Julie and her team.

I can't say enough good things about this insurance company and the exceptional service I've…read morereceived. Julie has been absolutely wonderful to work with. The staff are incredibly knowledgeable, thorough, and always take the time to answer questions and explain coverage options in a way that is easy to understand. What really stands out is how much they genuinely care about their clients. Whether it's reviewing auto, home, or liability coverage, Julie and Amanda consistently go above and beyond to make sure everything is handled properly and that I have the protection I need. The claims process has also been impressively fast and efficient. During a stressful time, they provided clear communication, prompt assistance, and excellent follow-through, making the entire experience much easier than I expected. It's rare to find a team that combines expertise, responsiveness, and such a personal touch. Julie and her staff are true professionals, and I highly recommend them to anyone looking for outstanding insurance service and peace of mind.

Mark DOES NOT FILL IN THE BLANKS OF ONE SIZE FITS ALL TEMPLATE AS OTHERS DO. Instead he takes the…read moretime to thoroughly learn the clients situation, needs and their understanding of a trust. In my case protecting the rights of my children who are the issue of a prior marriage. Mark does it right at a competitive rate...BE ASSURED.

Mark and his team were very helpful and professional with my complicated Probate case. He also…read morecreated a Trust for my wife which was also challenging. I would not hesitate to use his services again in the future.

5 Star 2nd year in a row. Brought my family members here now too. Highly recommend Dan the tax…read moreguy here.

I received a couple notices from the Arizona Department of revenue stating that I owed $5500. I…read morecould not make sense of their calculations versus mine, so reached out to The Affordable Tax Man and spoke with An'D on the phone. I was asked to bring my paperwork in for review. An'D set an appointment for me to see Dan later that afternoon. Dan was super helpful, immediately pointing out the error, putting my mind at ease. He gave me verbal instructions on what I needed to do, but I had asked for his help to see this through to avoid any chance of penalties. Dan told me that he would have to charge me for service. I was under the impression I would already be charged for the advice, but he said that was free. I was more than happy to have Dan write a letter to the state, explaining the error. He provided a self-addressed envelope and copies of all of my paperwork for my records with clear instructions on how to proceed. I have not had a tax preparer for well over 20 years, always relying on TurboTax. No more. I have ultimate trust that Dan and An'D will take care of me, all for a very attractive price. They will have all of my tax preparation business moving forward. I highly recommend checking them out!

We have been with The Fernandez team for years. Along with their staff, you couldn't find a better…read morefinancial planning team. Very satisfied and have sent some of my family to them. We are all taken care of very well.

Call Matt! Matt, our…read morefinancial advisor, is patient, very thorough and explained to us our long-term future based on our financial situation. He took a step-by-step of what we need to do in order to lower taxes down and reassure us about meeting our financial goals. Again not having any financial background, Matt was able to convey to us how we can maximize the use of our money by giving ANYMORE to uncle Sam. He has an office on the Eastside and Northwest side of town. Definitely give him a call and Don't take my word for it, experience it for yourself. Let him know Veronica sent you. https://connect.thrivent.com/matthew-gigstad

Not sure what happened but my 2022 business and personal taxes are still all messed up and it's…read morebeen very difficult getting them to respond.

Been going to Dave for years now to get my taxes prepped every year! Great people! Awesome help and…read moreguidance! I learn something new every year I go! I know tax season can be daunting for many, but going to these guys makes the experience smoother

Corey made the entire insurance process easy and stress-free. He helped me create the perfect auto…read moreand home policy, including coverage for some of my jewelry, and took the time to explain everything clearly. Professional, knowledgeable, and genuinely kind. I couldn't have asked for a better experience and highly recommend working with him.

Working with Corey Williams and his State Farm agency has been absolutely perfect from start to…read morefinish. Corey and his team are incredibly professional, knowledgeable, and genuinely care about their clients. Every interaction has been smooth, friendly, and efficient--whether it's answering questions, updating policies, or helping with claims. I've never had a single issue, and I truly wouldn't change a thing. It's rare to find this level of consistency and excellence in service. If you're looking for someone who goes above and beyond to make sure you're protected and well taken care of, I highly recommend Corey Williams and his team!