Michael is familiar with my finances and makes filing yearly taxes a breeze!…read more Also when they have seminars, I find them extremely informational!

Please treat your clients with more respect. Unfortunately my experience was terrible. I cannot…read morerecommend this company services. Their attention to details was lacking and very unprofessional

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.

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!!

First impression with Jeff no pressure. Jeff is a great listener he wants to know what your…read morefinancial goals are so he can place you in the write financial vehicle. I know many financial planners. He is the only one that has ever educated me in options that I never knew existed. My wife and I are 70 years old. I want to have my wife protected in the event something should happen to me. With Jeff I no longer worry. Interview Jeff before you decide like I did. Jeff is very knowledgeable! Bob & Joanne Chandler AZ

I took one of Jeff's classes at a community college and reached out to him for assistance with…read moreplanning for my retirement. Jeff was so accommodating, coming to my home when it was convenient for my teaching schedule. He always took time to explain and help me understand the industry lingo, and brought print outs to provide visual support. He answered every question I've come up with since our first meeting and takes time to understand my goals, coming up with a variety of options for me to consider. He is a pleasure to work with and I trust his advice!

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 :)

We first met Lane at a 2 part seminar to learn about his services and financial planning. Since…read morethen we have been more than happy with his services, out finances, timely responses and entire team of professionals. I would recommend anyone considering getting a new planner to sit down with him and his team to review and make the change

Best wealth management team I have ever worked with. Whole staff is extremely professional and have…read morehelped me greatly working towards my goals.

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.