A huge thank you to Stephanie and the team for their amazing help in getting our business health…read moreinsurance package sorted. Their expertise and dedication made the entire process so much easier for us. We're proud to offer great benefits for our team, thanks to their support. If you're looking for a reliable local resource for your insurance needs, look no further than Wirick Insurance. Highly recommended! The Legacy Roofing Team

We just began using Chantal's accounting services at the start of this year, and so far she has…read moredone our 2023 tax returns, and worked with me to set up an LLC. Definitely plan to stay with Chantal moving forward for tax returns and consulting. We chose to go with Chantal after contacting and talking to several CPA's. I liked that she is a sole proprietor and not a multi-accountant firm (more personalized service), her pricing is fair, and she was very up-front about what she could / could not do and even suggested we screen CPAs in the valley. As well her accounting background is solid, including stints working for big firms. So far all our interactions have been remote (which I like), but since she's local there's the option of meeting face to face should the need arise. I find Chantal to be professional, prompt, and attends appointments on time. She answers questions promptly, and even sends reminders when we had an outstanding action. I like that she uses the TaxDome portal for our exchanges: sending documents back and forth, and chat messages for Q&A. For me, this is much more convenient than having to drive to someone's office, and pick up the phone and call every time I have a question.

I wish I could give more than 5 stars! Chantal took over my taxes in 2023. She has held my hand so…read morekindly through all of my growing pains with a new business. She has saved me so much money with her expertise and advice. Her prices are more than fair, and she is easy to get in touch with. Chantal is professional, kind, and patient. I can't say enough.

Excellent service at a fair price. Knowledgeable and helpful accountants. They make taxes very easy…read morefor me every year.

I had a complex 2020 Tax return to file. Normally I do my own tax returns. But felt the 2020 return…read morewould be well past my skill level. I was certain we would owe a substantial amount to both the IRS and State of Arizona. At any rate, I brought into Sherrill Clark all of my spreadsheets, 1099, W2s and contacts for my personal taxes and businesses. She did a bang up job. She as swift in preparing the returns and had only a few questions. I was impressed at how the process want. At the end, There was a great surprise. We didn't owe anything and in fact were to get a substantial amount back for the IRS and the State of Arizona. Our taxes were filed electronically and we got the money from both the IRS and The state of Arizona in less than 2 weeks. Plus, the fees charged we very affordable. I cannot recommend the company and this accountant enough.

The people especially Brooke Logan. She is very professional, likable and knows her job. Everyone…read morewas very nice. Glad to be back with State Farm.

Fabulous experience with Brook - team member with Tracy Murr Insurance - who not only quoted me…read morebased on my neighborhood being a firewise area - Yavapai Hills - but also was much more thorough and provided me with better coverage at half the price. If I had let them also provide me with auto insurance would have saved even more. Give them a call if you are not happy with your coverage or your cost - they just might make a big difference for your pocket and your home in case of a claim (and the deductible was less than State Farm also)

Wonderful & knowledgeable people who take care of our financial needs…read more We have been with them for about 3 years and they keep us well informed of our investment and how it is growing .

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.

Estate & financial planning Took the time to explain the…read morepros & cons Worth every penny

Where to begin with Spirit West Certified Planning?…read more For more than 25 years my husband and I were encouraged to have a trust set up. We were very busy business owners and never seemed to make a priority. We thought it would be an onerous and very time consuming deal...UNTIL we met our neighbors, Kevin and Amelia Schaefer. We learned they were certified trust and estate planners. Kevin took the time to briefly explain why we needed a trust. We did NOT want to have to go through probate. So, we booked an appointment. The entire office staff is friendly and makes you feel like you are family. We were so blown away by the expert advice and time that Kevin took to explain every little detail. He guided us on decisions that we had wrestled with in deciding what would happen when we are at the end of our life. We are professionals and have been in business for more than 30 years. We know expertise when we see it. Kevin is the consummate professional. We were so impressed with the level of service that we referred Kevin and Sprit West to my 85 year old mother, who was in dire need of a trust. Before you know it, Kevin had her all set up and it's a good thing. Recently, she was hospitalized and if the trust and medical documents weren't in place we would be in a world of hurt. I could go on and on about the level of service that Spirit West provides. But I think you get the picture. I am grateful that my husband and I now have peace of mind in how our estate will be administered. Thank you, Kevin, Amelia, Jonathan and all the staff members at Spirit West. We will be sure to refer your services to everyone we know!

Always wonderful customer service. Better than my other credit union! Also not a new person every…read moretime I go there, which says a lot now

We met with Heather today and she took EXCELLENT care of our needs. She was very knowledgeable and…read moreefficient.

Dana is amazing to work with! She helped with the purchase of my first home and later with…read morerefinancing as well. I've recommended her to family members, and they loved working with her just as much as I did. She's very informative and communicative throughout the entire process and always explains things clearly while answering any questions you have.

Dana is amazing. She works quickly and gets you the information you need to make wise decisions. I…read morecan't recommend her enough.