We've been with Shanna almost since the beginning when HFS was basically just a one woman show…read more She's been very helpful in providing good advice to insure that the money that we have had invested so far through 401k and other means continues to grow. Through her company there's access to other financial tools to help anyone out to get their financial life's not only on track, but ahead of the curve. We recommend her highly if you're looking for someone who won't blow smoke up your (you know what) and will provide solid advice on which you can actually bank! She just opened a larger office and now employs a few advisors who are just as personable and willing to help as Shanna is.

It took me almost one year to debate if I was going to write a review about this company due to the…read morefact that it won't quite put them in the best light. However, knowing there are folks out there who aren't very comfortable/familiar with investing/planning for retirement I wanted to provide my honest opinion about Heritage Financial Strategies. I was looking for a new financial advisor after the previous one, that I actually had a good 3-year run with, decided to put more effort into researching tools of the trade than helping his clients and their retirement goals. My mother and I met with Shanna and decided to give her a try (she was to manage my mom's retirement accounts). In the first few months she seemed to be doing ok, even though the lines of communication weren't the greatest with her. BUT, to be fair, her assistant, Emily, was always fantastic to deal with. Then she went dark, and after some not so nice emails from my mom, she told us if we want to schedule reviews with her that we need to go online and schedule through a link she provided. Now, that information would have been wonderful to know at the start rather than being treated like we were junk on the side of the road. Also, I had to do some pushing to get recommendations on whether or not some stock should be sold and what she had in mind for purchase. Not exactly the way this "financial advisor" thing is supposed to work. I just want folks who are not familiar with investing/markets/planning for retirement to perhaps think about going somewhere else lest you deal with 0% return over the course of a year.

Andrew Klein is our financial advisor at Edward Jones, and we are very happy with his services. My…read morewife and I did plenty of research, and asked for several word-of-mouth testimonials from our friends and family, and no one came as highly recommended as Andrew did. He is friendly, helpful, thorough, and trustworthy, even in these challenging economic times. When we first called Andrew on a Tuesday to schedule an appointment to meet with him, he offered to meet with us as early as the following day. On the day of our meeting, he was available right at the time we scheduled, and spent a great deal of time with us, asking questions, learning about our investment goals, and giving us great advice. I look forward to working with Andrew more, and reaching our goals with Edward Jones.

Andy Klein is one of the most trustworthy individuals I know. He has been my financial adviser for…read morealmost 10 years. He helped navigate me and my finances through the worst US economy since the great depression, and now my funds are stronger than ever. He prides himself on providing excellent customer service. He will call you every month, regardless of how much money you have with him, to give you updates on your finances. He will also recommend any changes that he thinks will be a better fit for you as well. He really listens to your needs, goals, and abilities to set a savings plan that fits you and your budget. Andy and his team at Edward Jones are among the best in the field. They can't control what the market does on any given day, but they set you up for success no matter what it does.

Well, since Dec 2023, I have had a new financial consultant at this branch…read more Brandon K. has been my main advisor and I've met with him four times with a couple of meetings including Steve L. I have updated a financial plan, set further goals and have a representative that has a solid understanding of back door Roth contributions. I've been impressed with Brandon's professional and polished communication skills! He makes it comfortable for me to ask a question no matter how simple it may be. I leave this office feeling confident now.

I've now worked w/ Charles Schwab for a few years since leaving Edward Jones in 2022. I'm currently…read moreDIY in managing my retirement accounts but have worked w/ a couple of assigned representatives during my time at CS. Now work w/ Brandon K at this Chandler branch and have been thoroughly impressed with his knowledge, follow through and overall customer service. When contacting CS through their online site or phone reps, I've had nothing but excellent service there as well. Highly recommend Schwab and this branch/Brandon K...specifically.

Just thought I'd put a post out to recommend Eric Sitton, my Financial Advisor at Edward Jones…read more When I met with him, he shared some insights that I hadn't considered while trying to invest on my own.

Sometimes you have to wonder how a multi-billion company makes money - or just how much of it…read morewastes. Case in point: I needed to open a new 401K account, which any money manager would be salivating to get a new account. Went online and filled out the required forms only to find out that they could not be submitted online but rather had to be handed to an associate at a location. Unfortunately, the closest appointment was over a week away. Opted to walk-in and drop off the forms instead. After arriving at this location, I was greeted by two associate greeters at the door. I presented my paperwork. The gentleman looked it over and made sure all "three" sections were included and advised me that it would be processed and I should hear back shortly. Amazingly, nothing took place in this visit that necessitated an office visit. All could have been submitted online. Go figure. But there's more. After three long weeks I finally receive an email from my assigned account manager. Then a voicemail. I call back a day or so later to find out my account manager is away on vacation. Then the rep on the phone passed me around to a few people before finally get a rep willing to help. I am then instructed that I am missing a different form, though the online walkthrough doesn't mention it. Thankfully the rep offers to email it to me and lets me know that this form must also be dropped off at the office. Lucky me. The email never arrives so a few weeks later I call back. Unknowingly, the email had bounced (though it didn't when the first rep emailed and why not just call me?) and nobody bothered to let me know. The new agent sat on the phone as he walked me to the file location online and I was able to fill out the form! Woo hoo! not yet.... Save the cheers for later... I print the forms and head to the office. No appointment as the closest available appointment was a week away. However, I was greeted and promptly seated with an account manager. Finally, someone checked my ID but refused to take the deposit check with the paperwork. Though the directions clearly stated to bring a check with the form, the rep rationalized that she can't accept the funds until the account is opened - I thought that is what we are doing. Confused I left and waited a few more weeks before I was notified that my account had finally been opened though I was never offered any coffee, cookies, or a Twizzler. I hope your experience is better. How on earth do they make so much money?

I was dropping my Nephew off at school & saw the Fidelity signage. I stopped in to see if I could…read morenegate mailing in the paperwork & handle in person. I was able to & the associate not only assisted me with the necessary paperwork, but he also offered to include my documents in their daily mail run to corporate. I also received copies to take with me. A route that would have taken 7-10 business days took me 45 minutes. Good visit with the associate who juggled a few different tasks simultaneously while assisting the steady flow of customers.

Brandon was extremely helpful in finding our family a reduced rate with our car insurance. We are…read morepaying less and receiving MORE benefits than we previously did (such as rental reimbursement and glass coverage). This is saying a lot as we have 3 teen drivers! He also helped us pay less on our homeowners policy. The process was seamless and I have great relief knowing a professional has had eyes on this important financial piece of our puzzle. Thank you Brandon!

Buying a home is a huge investment and one that can feel really daunting, but Joey made the process…read moreso smooth and simple! Joey walked us through each step of the process, what to expect, what all the loan information means and how to understand all the things we were signing, etc. Joey did all the leg work to find us the best rate for our specific situation and made the process so easy! We are so grateful to Joey and the whole Stewardship team for taking such great care of us and making buying a home such a smooth and enjoyable process. We cannot recommend Stewardship enough, the whole team is simply the best!!

Kieth is amazing. He truly have a heart of Gold. When talking to Keith he truly listens with an…read moretentative attitude. His knowledge towards investment planning is far above my expectations. Keith's passion and positive attitude he displays towards his clients is truly motivating to accomplish amazing things personally and financially! That's what he has done for me. Can't thank Keith enough for all he has done for us. I strongly recommend Win Win Investment Planning!

Keith has been of great help to me and my family. Not only has he provided great investment help…read moreand how to save money but he has helped me with great advice and to find a better job in the process! Keith is great and has a large amount of knowledge. Keith is worth having in your corner.

I had an exceptional experience with Khristina, and I will continue to work with her in the future…read more She completed the work fast, answered all of my questions, and was very responsive. I would recommend her to anyone.

2nd year of using Kristina and her team for my taxes. Worth every penny, and since they saved me a…read morelot of those my appreciation is double. Thank you again you guys!