Great Place to Work!…read more The mission that drives this company is amazing, and it really unites everyone to work together as a team to provide the best services we can to clients. Great staff and a company that truly cares about their employees!

Each week I get financial tips from Jim personally being part of the ERC group here locally in…read moreTucson Arizona. As most business owners know and understand reputation is everything, and Jim provides the level of expertise that fuels his 22 years of valuable service. Thanks Jim for your expertise and advice.

Mark has handled our taxes for the past several years. Always great service, very professional,…read moreknowledgeable and accurate. Always willing to answer any questions.

I used Copper Canyon for my 2017 taxes and I'm not sure I will be back. I met with Marc in the fall…read moreof 2017 to make sure I understood what sort of records he would need from me, since my property is an apartment building and also my primary residence. Then I provided all of my records and tax documentation to Copper Canyon at the beginning of March 2018 - admittedly later than I intended. I was told it would take about 2 weeks for my taxes to be prepared. I didn't hear anything so I called back a few times and was told they hadn't been able to get to my file yet. I called back again on April 10, and only at that point was I told I needed to complete an "organizer" which was many pages long. I filled it out right away and sent it back, didn't hear anything, called again and was told I would have to file an extension. Ultimately my taxes weren't filed until the end of May. I wouldn't even care about that if Copper Canyon's communication had been better throughout the process. I paid $535 for their services and I didn't feel like I mattered to them as a client, so I'm not sure I want to go back. I have no complaints about my actual tax filings - as far as I can tell Marc did a great job sifting through my expenses and preparing my return.

Wonderful group, From the 1st meeting with Chris to the last meeting with Brett, Very professional…read moreand listening to our needs, We highly recommend them. We are completely satisfied customers

Attended the lunch seminar on the why and how estate planning. It's a no brainer to go for it if…read moreyou own property, for sure. The team outlined the steps and costs. It was totally affordable with no hidden fees. The staff was knowledgeable and efficient. Now our children will inherit without the delay or costs of probate!

Used their tax services after we moved to Tucson since we would be filing in two different states…read more The woman who was assigned to us was very friendly and did an OK job communicating with us when we had questions. Fast forward 6 months after taxes had been filed and we had issues with both states saying we didn't provide certain items. We tried contacting our lady to help us or explain what was going on and she NEVER responded! Not to emails, not to phone calls, nothing! We ended up having to deal with each entity on our own and figuring it out - which took months. We were do disappointed that we never went back and felt like we wasted a lot of money for something we ended up having to do ourselves anyways.

Met with one of their advisors, Benjamin Goldberg. He was super helpful moving my 401k into an IRA…read more He even took extra time to help me call to ask the right questions to be sure things got transferred over correctly. Thanks for a great experience. I feel completely comfortable with my retirement with them.

Bill and his team are excellent. There is more to a financial advisor than investments and I…read moreappreciate being able to call or email with questions that are always responded to quickly. I have every confidence in AIO Financial.

I have nothing but great things to say about AIO Financial. They do way more than just manage my…read moreinvestments. They created a plan that covers all areas of my finances and it gives me tremendous peace of mind. I highly recommend them to anyone, especially those with a high net worth. They don't get commissions or sell anything so I know they are always doing what is best for me.

We have entrusted our investments with the Greenberg Financial Group for almost 20 years and have…read morethe highest regards for the Group, the staff, and the investment advisors. As a result of their efforts and expertise, and our willingness to listen and work with them, we are able to enjoy our security and financial comfort as we continue along in our retirement years.

Dave Sherwood has been my Financial Advisor for 20+ years. I seek and appreciate his wisdom and…read moreguidance when making a decision about my investments. He has not steered me wrong! He develops a rapport with his clients and makes each one feel like a valued friend. He is easy to talk with and completely down to earth in discussing one's financial goals.

I have an old Stock Certificate from my Father from many years, almost put it in the trash when we…read morewere moving. I put it away and six months after moving I came across it again and said, maybe I should find out about it and if it's worth anything. I'm deaf so, my Son had set up an appointment. Mr. Douglas Riegger is very professional, help me out along with my Son to understand what we have to do to accomplish my goal of finding out. Still work in progress, I'm giving a five, they have exceeded my expectations. I do recommend this group and they are all very professional, courteous and helpful.

From the owner: Our primary focus is Retirement Planning and Wealth Building. We can also help with calculating…read moreSocial Security Benefits, Long Term Care Insurance, Life Insurance, and Educational Savings. Southwest Investment Advisors (SIA) is a family-oriented company. Our goal is to help families successfully transition from wealth accumulation to retirement and the eventual transfer of wealth to the next generation. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Southwest Investment Advisors, a registered investment advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KY, LA, MD, ME, MI, MN, MO, MT, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI & WY.

Somebody out there done gave me an "Oh no," referencing my rosy Review of this joint from back in…read morethe day, when they were way up further East on Craycroft @ Sunrise. Jeffery was my guy then. Well times have changed, but this joint's interior only slightly. Nowadays, you only go as far East as Campbell and bang, it's standing tall on a corner lot in the Escondido [sic?] strip shopping center. Out in these parts, that's considered upper eschelon, dides, cause it's smack dab in the middle of old school "foothills" region. It's in the "sittin' pretty" neighborhood where Sir Campbell looks down at "the Old Pueblo." So I went back in there a couple times 12/2022--2/2023 and my passenger agreed their hospitality remains "second to none." Not only did it feature full Keurig machinery to dose you up with premium tea & coffee packets, but they'll even sport you a SCHWAB mug on the go. My original review, spot on. It's true they don't local answer phones , but their 800 number may greet you like a dearly beloved conceirge. So if you REALLY want to speak with their latest Broker & Chief, just introduce your sheet to 800-435-4000, mkay, it'll happen. Full disclosure, I manage my own investments so at no point have I relied on it to think or market trading activities to me. My only exposure: government checks that require physical deposit. My only suggestions ref: "room for 'provement" would be: 1) Make my check deposits into PensionMaster accounts via mobile app, & 2) Open an office in Mayaguez or Rincon or hell, even Isabela,PR works. Peace out, my peeps.

Went to open a IRA to go along with my other accounts. They started to do it at the front desk with…read moremy info for everyone to hear and see. I asked to go to a office and was taken to what appeared to be the lunch room and was told they would bring me a laptop and I could do it myself. I thought the guy was joking, but no he was serious. He said that is the way they do it. I left in disgust and went across the street to Fidelity and was treated like a king, the professionalism was night and day(CLASS ACT) In and out, I like Schwab on line but this office is loud, dirty and in my opinion unprofessional.

The Lewis / Poliseo / Tobin Wealth Management team are by far the best advisors I worked with to…read moredate. I'm a retired small business owner. I met with, Joe Poliseo, and I was impressed by how professional and organized he was, but what stood out to me was his vast knowledge of investing. All my worries about handing over my investments were gone once I witness his promptness, knowledge of the market, and Joe's team responsiveness is incredible. That's very rare today. The integrity of Joe and his team is comforting. Trust is very important to me. Trust is built with consistency and this team impresses me over and over. Five stars isn't enough. Trust me. Todd.

Beware of Lewis /Poliseo/Tobin team for Merrill lynch they claim to be in your best interest, but…read morein fact it's their interests they look out for as l found out. They will abandon you if you don't follow their way.They claim to be a fiduciary.A Dr. Jekyll / Hyde personality fits them perfectly . One star rating is the lowest l can give them. I am so relieved l moved all my accounts from them.