My husband and I met with several financial and relationship advisers. Kathleen was professional,…read moreeasy to speak with, insightful, and most of all, a very impartial adviser listening to both my husband and my concerns. She suggested several options for us to pursue. I highly recommend Kathleen.

Kathleen has been managing my financial portfolio for a few years now and through her outstanding…read moreexpertise, it has grown steadily and remained healthy. I really appreciate how well Kathleen stays current with my investments and checks in regularly with me about her ideas and plans to keep my portfolio strong, preparing me for the years ahead when I hope to retire. I would highly recommend Kathleen to anyone who wants excellent personal financial planning and investment services. Plus, most importantly, Kathleen is also someone who I can really trust and rely on. She is extremely knowledgable in all areas of investing, making me feel comfortable with how my funds are being managed.

Dana is amazing to work with! She helped with the purchase of my first home and later with…read morerefinancing as well. I've recommended her to family members, and they loved working with her just as much as I did. She's very informative and communicative throughout the entire process and always explains things clearly while answering any questions you have.

Dana is amazing. She works quickly and gets you the information you need to make wise decisions. I…read morecan't recommend her enough.

Mr. Machado is extremely knowledgeable and takes a sincere interest in his clients. I have been…read morevery impressed with how carefully he listens and understands my personal circumstance and needs. I highly recommend him!

From the owner: Serving the Prescott Area in all financial services from IRA & 401k rollovers to advanced financial…read moreplanning.

Working with Daniel is easy. He does not beat round the bush, but is honest, kind and willing to…read moretalk you through his recommendations. He is able to make insurance choices feel less complicated and overwhelming by explaining the bigger picture in simple terms.

We highly recommend Daniel! He's a straight shooter. He can find a good rate, but just as…read moreimportant, he'll talk through your situation to make sure you have proper coverage. No pushing from him, ever. He's extremely knowledgeable and easy to talk to. He came recommended by a friend, and we have recommended him to others. Thanks Erin for the recommendation, and thank you Daniel.

My wife and I cannot say enough wonderful things about our Real Estate Agent, Kim Womble! I would…read moreactually need to write a book to cover all the tremendous characteristics about her. However this is a short list: Knows the market like the back of her hand Superior negotiator Smart Kind Selfless Upbeat regardless if I was not Funny and down to earth Sincere Hardworking Great with numbers Patient Her team of Allison, Anthony and Carol are great too. Anthony also knows the market really well and helped us move into our new home. We could not have done it without him. If you are ready to buy or sell a house, contact Kim at 928 899 3098

Brad Bergamini is one of the most honorable, respectful and knowledgeable realtors I've had the…read morepleasure to meet and since I'm living in my 30th house, that says a lot. If you're looking for a realtor in the Prescott area and you want someone who is straightforward with no hype, call Brad.

Very professional people who are prompt and they follow through with what they say they are going…read moreto do.

From the owner: It is an absolute honor to SERVE! We look forward to helping you finance your new home - rather you…read moreare a first time homebuyer, a move-up buyer or buying an investment property to build wealth. We are here for you! Please call anytime for a Free PreApproval. We look forward to helping your financial goals come true!

Estate & financial planning Took the time to explain the…read morepros & cons Worth every penny

Where to begin with Spirit West Certified Planning?…read more For more than 25 years my husband and I were encouraged to have a trust set up. We were very busy business owners and never seemed to make a priority. We thought it would be an onerous and very time consuming deal...UNTIL we met our neighbors, Kevin and Amelia Schaefer. We learned they were certified trust and estate planners. Kevin took the time to briefly explain why we needed a trust. We did NOT want to have to go through probate. So, we booked an appointment. The entire office staff is friendly and makes you feel like you are family. We were so blown away by the expert advice and time that Kevin took to explain every little detail. He guided us on decisions that we had wrestled with in deciding what would happen when we are at the end of our life. We are professionals and have been in business for more than 30 years. We know expertise when we see it. Kevin is the consummate professional. We were so impressed with the level of service that we referred Kevin and Sprit West to my 85 year old mother, who was in dire need of a trust. Before you know it, Kevin had her all set up and it's a good thing. Recently, she was hospitalized and if the trust and medical documents weren't in place we would be in a world of hurt. I could go on and on about the level of service that Spirit West provides. But I think you get the picture. I am grateful that my husband and I now have peace of mind in how our estate will be administered. Thank you, Kevin, Amelia, Jonathan and all the staff members at Spirit West. We will be sure to refer your services to everyone we know!