We have been working with Stewart Willis of Asset Preservation for the past year…read more We had been trying to manage our 401k's and IRA's ourselves, but we didn't have the time or expertise to get the kind of returns that we should have been getting, so we went searching for someone to give us a hand. After some vetting we landed at Asset Preservation. Stewart and his associates are fiduciaries, and he spent a lot of time meeting with us to establish what our particular financial goals were and ascertaining the level of risk that we were willing to take. He and everyone in his office are attentive, friendly and professional. We have been very pleased with his advise and the level of communication that we receive. We can log into our account 24 hours a day to see what has been happening.

In your commercials, all the people involved are men. (male speaking) "you cant reach your…read moreadvisor because he's out on the golf course." Today I tuned in to see a table full of men. Alienating women .... what century are you living in? Confirms why I should continue to work with a woman-owned firm.

Staff was polite. I asked to make some changes to my Trust and Be was the best in explaining…read moreeverything and made my experience pleasant. I would recommend Pennington Law to anyone.

We recently had our trust restated. From the moment we walked in the door until the moment we…read moresigned our documents everyone was extremely professional, nice, knowledgeable, and informative. Without completely comfortable and at ease with everyone we worked with. These sorts of important life moments require someone who will look at your life as you do. Josh, Reed, and Be did exactly that and we could not be more grateful. We are happy loyal clients now!

Wow! Stacy and the Radiant Financial Team rock! If you want the best, Radiant Financial is the…read moreway to go. They worked to get me the best loan and best terms possible. They went above and beyond. They were always on top of asking me for the documents needed, their online portal is extremely easy to navigate and use. The entire Team is great with communicating and I love the text updates on where the loan is in the process. I cannot say enough great things about Radiant Financial Group. Thank you so much for all you have done for us!

Awesome! Radiant Financial found me the best loan available…read more I checked myself on multiple loan search sites and bank sites. Radiant Financial was the best. The team answered all my questions in a very timely manor. Even when I wanted to make last second changes to the loan, they accommodated me. Thank you so much to the Team!

They know the business of retirement planning well. They sit down and talk over your options,…read morerights and entitlements. Never an obligation. Highly recommend.

Landon is successful because he puts his clients best interest first. He is a straight shooter who…read moretakes responsibility and finds pleasure in peoples happiness and financial well being. Landon is a man who can be trusted! Kevin Wick

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!

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.

Michael Golinski knows how to provide his clients with care and respect. Whenever I have any…read morequestions or just want to follow-up on something, he is readily available to help out. His professionalism is what you expect from your financial advisor.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Abraham Carranza is amazing. I had an issue he couldn't solve on a Saturday because that department…read morewas closed and is only a Monday- Friday. He's said he would find out what was going on with my account and contact me as soon as possible. Behold first thing that Monday I received a call and he had worked everything out. He's a man of his word and I really appreciate the level of communication and confidence associated with the customer service I received. Thank you!

I put 1 star because there's not an option for 0. The institution blocks purchases on line. They…read moresay fraud prevention. I have been blocked from ordering food, baseball tickets, instacart, door dash, and Grubhub. They are fired! I'm tired of them CBing.

He doesn't return calls, emails, things are not done in a timely manner . He also doesn't carry tax…read morepreparer liability insurance and does not disclose this to his clients. I'd put zero stars if I could !!

Did my taxes orderly fashion. Was the first time I used them. Taxes Were very simple. My original…read moretax preparer for 35 years quit doing taxes so I found them as I live in Sun City West I was satisfied.