Very good financial advice and a company that I can trust for my retirement needs.read more

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.

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!

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.

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!

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.

Joe Laux has been our family's investment manager for several years. My wife and I grateful for…read morethe expertise that he and his Partner wield in effort to serve our needs. The clients I've referred to Joe also rave about their service and more than that Joe's character. He is trustyworthy, smart and fun to work with. More than anything I'm grateful for the 'Financial Peace' that we are achieving with Silverhawk's help.

I have never met or heard someone speak like Kaitlyn, as she is so passionate for helping others…read more She is truly one of the best people that you could have working for your money and assets. She is a very ambitious woman with a heart of gold. Thank you Kaitlyn for all you do!

I have been using Michael since the mid 90'S, when he started his firm in Scottsdale. He is the…read morebest, I have two business's in Oregon plus my personal taxes. Over 30 years!!!! Mike Halverson

This is the second year in a row where the account number we verified prior to signing our…read morefinalized tax documents, was entered incorrectly into the IRS website. We paid $340 for this to be filed correctly, and again, it has not been. Both my husband and I double checked the account number they had, and it was correct. Three weeks after filing our 2024 taxes, we still had not received our return. I was able to find out that whoever at this office entered in the account number, completely missed a number. so now instead of paying for the convenience of an electronic refund we had to wait an additional MONTH for our money. Not happy. Second year in a row.

I have been using this firm for the last few years, and as a real estate investor, I have had…read morenothing but positive experiences. Their team has been knowledgeable, responsive, and proactive in helping me navigate complex tax and accounting issues. Most importantly, they identified and corrected several mistakes made by my previous CPA, which saved me both time and money. I highly recommend them to any real estate investor looking for competent and reliable accounting services.

Called to schedule a consultation. Was told that someone Ryan would give me a call to even see if…read morehe wants to take me as a client? I was confused, asked them that it says on their website to call for scheduling. The person said that they specialize in Small Business Taxes. I asked so don't do personal taxes then? The person said: "well its case by case". I find that very unclear and strange. Overall they can be more clear on their website and the person who answers the phone.