Will waste your time. Don't do it. I supplied the same documents to them at least 3 times and they…read moresent an email asking for the same documents again. Wasted several days going back and forth over the same documents.

Every question I had was answered by my rep Erin. She was extremely thorough, knowledgeable, and…read morethoughtful when talking to me. I've dealt with some companies that only care about getting your acknowledgement to proceed without also ensuring you understand every detail of the contract you're consenting to - this wasn't that.

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.

We were looking to refinance and wanted the best possible rate while working with someone we could…read moretrust to truly have our best interests in mind. Brian made that easy--he was incredibly responsive, attentive, and thoughtful throughout the entire process. He took the time to understand our needs, helped us secure a great rate, and made sure we felt confident every step of the way. Now we feel at peace knowing we made a wise financial decision, saved money, and actually enjoyed the experience along the way.

I was dropping my Nephew off at school & saw the Fidelity signage. I stopped in to see if I could…read morenegate mailing in the paperwork & handle in person. I was able to & the associate not only assisted me with the necessary paperwork, but he also offered to include my documents in their daily mail run to corporate. I also received copies to take with me. A route that would have taken 7-10 business days took me 45 minutes. Good visit with the associate who juggled a few different tasks simultaneously while assisting the steady flow of customers.

Sometimes you have to wonder how a multi-billion company makes money - or just how much of it…read morewastes. Case in point: I needed to open a new 401K account, which any money manager would be salivating to get a new account. Went online and filled out the required forms only to find out that they could not be submitted online but rather had to be handed to an associate at a location. Unfortunately, the closest appointment was over a week away. Opted to walk-in and drop off the forms instead. After arriving at this location, I was greeted by two associate greeters at the door. I presented my paperwork. The gentleman looked it over and made sure all "three" sections were included and advised me that it would be processed and I should hear back shortly. Amazingly, nothing took place in this visit that necessitated an office visit. All could have been submitted online. Go figure. But there's more. After three long weeks I finally receive an email from my assigned account manager. Then a voicemail. I call back a day or so later to find out my account manager is away on vacation. Then the rep on the phone passed me around to a few people before finally get a rep willing to help. I am then instructed that I am missing a different form, though the online walkthrough doesn't mention it. Thankfully the rep offers to email it to me and lets me know that this form must also be dropped off at the office. Lucky me. The email never arrives so a few weeks later I call back. Unknowingly, the email had bounced (though it didn't when the first rep emailed and why not just call me?) and nobody bothered to let me know. The new agent sat on the phone as he walked me to the file location online and I was able to fill out the form! Woo hoo! not yet.... Save the cheers for later... I print the forms and head to the office. No appointment as the closest available appointment was a week away. However, I was greeted and promptly seated with an account manager. Finally, someone checked my ID but refused to take the deposit check with the paperwork. Though the directions clearly stated to bring a check with the form, the rep rationalized that she can't accept the funds until the account is opened - I thought that is what we are doing. Confused I left and waited a few more weeks before I was notified that my account had finally been opened though I was never offered any coffee, cookies, or a Twizzler. I hope your experience is better. How on earth do they make so much money?

Service is very professional, Morgan always greets me with a smile she is very friendly and…read moreprofessional. The team is incredible!

Jerrord is awesome and was very helpful and patient! He walked us through the entire process for…read moreonline banking with the credit union.

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

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've really enjoyed working with Steven. He is smart, easygoing, and attentive to his clients'…read moreneeds. He provided me with great perspective and recommendations on better managing my investments and fiscal priorities. I am definitely more prepared for the future financially because of his expertise.

Growing up as a daughter of refugee/immigrant parents, my parents focused on their survival and…read moremaking a living for their family of six. I had very little knowledge of my family's financial situation, and I was never really taught how to effectively manage my own money. After years of trying to handle my own financial situation, I finally decided it was best to invest in a financial planner. That's when Steven came into the picture. One of the reasons why I was interested in working with Steven is because his business is focused on helping educate and serve young professionals of color and immigrants. I saw myself in his story. I've worked with him since fall 2020, and it has been an amazing experience to witness my own interest in and knowledge of my financial situation expand as a result of our partnership. Steven's expertise and willingness to educate has made me feel more confident (and less stressed!) about my financial situation, and I look forward to continue meeting my financial goals during our time together!

Andrew Klein is our financial advisor at Edward Jones, and we are very happy with his services. My…read morewife and I did plenty of research, and asked for several word-of-mouth testimonials from our friends and family, and no one came as highly recommended as Andrew did. He is friendly, helpful, thorough, and trustworthy, even in these challenging economic times. When we first called Andrew on a Tuesday to schedule an appointment to meet with him, he offered to meet with us as early as the following day. On the day of our meeting, he was available right at the time we scheduled, and spent a great deal of time with us, asking questions, learning about our investment goals, and giving us great advice. I look forward to working with Andrew more, and reaching our goals with Edward Jones.

Andy Klein is one of the most trustworthy individuals I know. He has been my financial adviser for…read morealmost 10 years. He helped navigate me and my finances through the worst US economy since the great depression, and now my funds are stronger than ever. He prides himself on providing excellent customer service. He will call you every month, regardless of how much money you have with him, to give you updates on your finances. He will also recommend any changes that he thinks will be a better fit for you as well. He really listens to your needs, goals, and abilities to set a savings plan that fits you and your budget. Andy and his team at Edward Jones are among the best in the field. They can't control what the market does on any given day, but they set you up for success no matter what it does.

All of the professionals in their organization work together to give the best service possible…read more I've referred 3 friends/family members so far. What's more important is, I am always kept well informed and I'm making money.

I've been working with Cynthia Fick and the folks at Financial Life Planners for over ten years…read more They are simply the best at customer service. My son, daughter, sister and brother are all happy with FLP as well. If you don't have a professional financial planner, you should talk to this company.