After our initial consultation and conversation with James, we moved our investments to Allianz,…read more(world's largest insurance company) from our Government 401K's. We gained over $150,000 in future distributions. Best choice we ever made. It now has been over 4 years, and we have also started our son on his retirement account, thanks to Victory Wealth's success with us. Please keep in mind, we live in Phoenix and do all our business over the phone. Never paid a dime to VW. They make their money from the companies they invest in. If we need anything, they are just a phone call away. Never had a problem with them or Allianz. Bruce Moody, Peoria, Az.

Pretty high pressure joint which is expected when they throw a free lunch or dinner at you. Lots of…read moreclients, so not sure.

Excellent financial advisor. Has saved and made me more than my previous manager. Recommend him…read morehighly, very knowledgeable. Recommend disregard other review. She never used his services.

Two words: Steer Clear! We tried to do business with the owner but it turns out his ego is far…read moregreater than his ability to make his clients any money!

I was shopping for insurance. Did not know where to go and my friend recommended Sherrin Rose…read moreFinancial Services. So, I called and made an appointment to see her. Best appointment ever. She made me feel right at home. She explained several plans with me in great detail. She is very well versed with all Medicare products. When she found out my income status, she got me approved with the state of Arizona on AHCCCS. Now all my medical is covered at 100%. Then she helped me with home and auto insurance. BOY DID SHE SAVE ME MONEY THERE!! I asked her what I owed her for her services, and she said "Nothing". I have never had an insurance agent that has helped me the way Sherrin and her staff has. I would recommend Sherrin Rose Financial Services to anyone and everyone. She has made my life so much better with the money she has saved me. Debra Morriss

Hello Community, I…read moream posting this with the purpose and intent of sharing with you a wonderful Professional in our community. Her name is Sherrin Rose and she is an insurance broker like no other. I had been working with someone else who did not handle my health insurance in a manner I felt was advantageous to me. I met Sherrin by chance when she was doing a presentation at La Quinta. I do not own a car and live atop a mountain and she and her associate came to me to help me get my health insurance properly activated. A personal touch is so forgotten these days and that makes me like her ,that much more. Her office is out of her home and makes you feel ever so cozy when you are embark upon important decisions for health, home, life, or auto insurance. Without hesitation, I strongly suggest that you make contact with her! She works very hard for her clients and goes above and beyond. If you are thinking of starting insurance or finding out about switching current policies, do yourself and your family a favor and call her! Additionally, there are some very beautiful welcoming cats and a dog two nozzle up beside you while you make these important decisions about your life. And some little treats for humans as well. With love and respect, Betina