I've been working with Allison for almost a year now and truly can't recommend her enough. She…read moremakes you feel so comfortable talking about finances and has a way of empowering you to feel confident in your decisions. She's helped me plan for a big life transition with my upcoming marriage and navigate how to combine finances in a thoughtful way. I feel so much more prepared going into this next chapter. She's also incredibly organized, responsive, and easy to work with. I'm so grateful to have her as a resource.

Allison is an amazing individual and cares deeply about her practice her team and her clients…read morebalancing family and financial planning isn't easy yet she makes look like a walk in the park!

We worked with Brandon, and he was excellent. He took the time to explain everything thoroughly,…read moreanswered all of our questions, and always responded quickly whenever we reached out. The process was simple and straightforward, which we really appreciated. Not only did Brandon help us better understand our coverage, but Stewardship was also able to save us money on both our home and auto insurance compared to the agencies we were previously with. It feels great knowing we have good coverage and a team that is responsive and helpful when we need them. We highly recommend Brandon and the Stewardship team.

I've always been an entrepreneur so health insurance has always been a challenge. A friend…read moreconnected us to Ryan and he was the best!! He laid out all our options so we could compare and gave us great advice for what would work best for our family. It was great to speak to someone who does this everyday and we can count on as our business grows.

It's Jan 1, 2026, and Vanguard's Online system is down…read more I just want to download my 401K data, but no access on a holiday? For a system that's mainly automated, this is pretty weak.

During training....never saw or spoke to any managers to get a WELCOME. Usually that is the norm in…read moremy work history. The turn over is high. Information passed around is always confusing when helping clients due to so much personnel movement and new hires. You get tons of tools to use but they throw it at you in speedy training courses they have for new hires. One really feels lost and tries to fake it til u make it or get a new job elsewhere. Smh

I'm thrilled with the service and attention to detail. It's…read morealways an uneasy change to make, transitioning from one financial adviser to another. However, Angelica went out of her way to make sure my questions were answered completely and thoroughly, while her team organized all the records for my keeping. I can't recommend Angelica enough - as a new client. Likewise, based on the references my friend gave, I can expect some healthy growth in my portfolio over the coming years. HIGHLY RECOMMEND!

Angelica Prescod is a class act.... at the very top of her field. I have been one of her clients…read morefor the past 5 years. She is extremely personable, engaged, and expertly knowledgeable; always going the extra mile in the best interests of my family. You can't ask for a more dedicated and skilled person to manage your portfolio. Looking forward to the years ahead.

Recently had the privilege of working with Rich and team on numerous insurance needs, and have…read morenothing but positive things to say. Rich worked with our schedules to provide quotes via email, and quickly shopped around for us to provide the best coverage. He provided clear explanations and documentation of the coverage and applicable discounts, and readily got us enrolled. Since we are relocating to the state and were unclear on the insurance differences in Arizona, it was great to have an advocate steering us quickly through the process. All around simple, no pressure process, with first class service from the team.

Widespread incompetence. Nice people, but they routinely fail to do their job. On two separate…read moreoccasions (2025 and around 2022), my homeowners insurance lapsed with no warning from them. I was willing to forgive it the first time, but not the second. Perhaps even more unbelievably, on both occasions I was the one who brought the lapse in coverage to their attention. While they apologized when this was brought to them, that does not make up for this level of ineptitude. Quite simply, they have no system in place to catch issues like this--something that should concern any potential customer, especially high-net-worth individuals.

We have been with RJP since 2018 after a seminar that opened our eyes to the seriousness of life…read morewithout a Trust. All personal have been there every time that we have had questions and were kind and helpful. We just left there after seeing probably the BEST advisor we have had the opportunity to meet, BRETT WOOD. My wife was loaded with questions about changes we needed. Brett was repectful, kind and knowledgeable. Brett took all the time my wife needed to get the questions answered and to the point that she understood. We left with our minds at ease and we felt cared for. THANK YOU BRETT!!!!!!

I went to an Estate planning Seminar. It was very informative and Stacey was a pleasure to work…read morewith.

Charles Schwab is the place to go. Professionals in every facet of money management. 100% great…read moreexperiences with CS over the 15+ years my family and I have been clients. Steven Crane has been my go to contact since day one; he couldn't be any more honest, kind and concerned for his clients' funds.... Jenna Ruth is a new, additional contact I recently communicated with, she & her team show the same "love" and follow through Charles Schwab is known for. Thank you! $$$$$$$$$$$$$$$$$$

The workshop I attended at this location gave me an opportunity to learn more about dividend…read moregrowth. There was an intimate group of six attendee that listened to the presentation over a complimentary lunch. The hour in the meeting room flew by. Out of the three Charles Schwab locations I have been to this one places second for friendly and knowledgeable staff.

Received an invitation through regular snail mail to attend a financial seminar. I called, made a…read morereservation for myself and a friend. THE DAY OF THE SEMINAR, I received a text that I was not eligible for the seminar. I had to call my friend to tell them the event was off. If this business cannot manage a simple thing like their invite list, do you think they can manage your money? Beware!

Funny people, I don't recommend this office! They are doing a lot of spam through third party and…read morenot taking responsibility.

After becoming debt free my husband I were lost on how we should budget to save and also enjoy…read moreourselves so we scheduled a Eureka session with coach Jaclyn. the pre appointment work was eye opening and during the appointment Jaclyn helped us create a realistic game plan. We feel so much security in knowing that each dollar has a place and that we are able to save for our goals like vacations and a new car without worry. if you are on fence just do it! You will gain so much for these incredible coaches!!!

I cannot begin to tell you how satisfied I was with help my wife and I got from Jaclyn. We did a…read moreEureka session and half way through I knew that it was the right decision to have Fiscal Fitness Phoenix help up. Book your session asap!!! You will NOT be disappointed!!

I moved my account to fidelity because they had people in the office for direct help. I was told…read moreby my account rep that the forms missing from my tax prep would be there on friday. I drove 10 miles to hear that my rmd forms were not there. None of the agents I work with in that office. Get people back in the office. Working at home is not the type office I want. There were only a handful of very junior personnel in the office. This new office is a joke. Get your people back in the office to service the clients James 303 378 5608

Once your funds are at Fidelity, they do everything possible to prevent or make it difficult to…read morewithdraw your money. I attempted to pull out money and then decided to close my account because of the runaround I got on every request. The customer service experience is terrible because the agents are restricted from solving actually our problems. Every hurdle to prevent you getting your money out is offered up. They can't even tell you an ETA on a service level; instead they have to send you a document full of legalese which didn't even have SLAs. What a joke!