Will was a breath of calm for us in working through a recent financial crisis. He walked us through…read moreeverything and helped take the stress out of the entire process. Will is very knowledgeable and took the time to answer all of our questions clearly. He has continued to work closely with us and has alleviated a lot of stress for me and my wife. Thank you for everything!

Will is dedicated to helping people not just plan for their future, but making it work in your…read morebudget today! He is very professional, knowledgable in the industry of finances and makes you feel like part of his family too. I highly recommend Newman's Financial Planning.

James is the total package. He is knowledgeable, personable, and trustworthy. For someone like me…read morewho is not astute in finances, he is excellent at bring the cookies down to the bottom shelf, and making investing simple and understandable. I've already sent over a few family and friends, and will continue to do so!

From the owner: Making Sense of Investing…read more Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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.

I've always been an entrepreneur so health insurance has always been a challenge. A friend…read moreconnected us to Ryan and he was the best!! He laid out all our options so we could compare and gave us great advice for what would work best for our family. It was great to speak to someone who does this everyday and we can count on as our business grows.

We've been with Shanna almost since the beginning when HFS was basically just a one woman show…read more She's been very helpful in providing good advice to insure that the money that we have had invested so far through 401k and other means continues to grow. Through her company there's access to other financial tools to help anyone out to get their financial life's not only on track, but ahead of the curve. We recommend her highly if you're looking for someone who won't blow smoke up your (you know what) and will provide solid advice on which you can actually bank! She just opened a larger office and now employs a few advisors who are just as personable and willing to help as Shanna is.

It took me almost one year to debate if I was going to write a review about this company due to the…read morefact that it won't quite put them in the best light. However, knowing there are folks out there who aren't very comfortable/familiar with investing/planning for retirement I wanted to provide my honest opinion about Heritage Financial Strategies. I was looking for a new financial advisor after the previous one, that I actually had a good 3-year run with, decided to put more effort into researching tools of the trade than helping his clients and their retirement goals. My mother and I met with Shanna and decided to give her a try (she was to manage my mom's retirement accounts). In the first few months she seemed to be doing ok, even though the lines of communication weren't the greatest with her. BUT, to be fair, her assistant, Emily, was always fantastic to deal with. Then she went dark, and after some not so nice emails from my mom, she told us if we want to schedule reviews with her that we need to go online and schedule through a link she provided. Now, that information would have been wonderful to know at the start rather than being treated like we were junk on the side of the road. Also, I had to do some pushing to get recommendations on whether or not some stock should be sold and what she had in mind for purchase. Not exactly the way this "financial advisor" thing is supposed to work. I just want folks who are not familiar with investing/markets/planning for retirement to perhaps think about going somewhere else lest you deal with 0% return over the course of a year.

Garrett was instrumental in helping us purchase our first home. Since I was relocating from…read moreCalifornia, I had to search for houses in Arizona while still living out of state. Garrett kept me updated with market insights and new listings, and he even arranged video tours when I couldn't travel. We eventually found the perfect home, and despite heavy competition, Garrett stayed persistent and made sure we secured the contract.

Every transaction we've made with Gluch has been a 10/10 experience, especially working with…read moreGarett. It is not lost on us the time and genuine care he and the team put into making sure we were advocated for and we're forever grateful!

Disclaimer: Rating may increase to 5 stars after we pass the 1-year mark with TJ…read more I came to Empire Wealth Management after dealing with some questionable "financial advisors" and was initially jaded by all the interviews I had gone through with other companies and their advisors telling me what they thought I wanted to hear and what they can do my mother's retirement portfolio. I decided to give TJ at Empire Wealth Management a try due to his honesty in answering not only my questions but also being able to handle the death stare and questions my mother posed. First and foremost, he took a look at my mother's portfolio and with a quizzical expression on his face said he couldn't understand what financial direction the portfolio was headed in since its investments were all over the place (thanks to the wonderful work of previous "advisors"). Then, he walked us through a risk analysis to determine exactly how comfortable my mom is with risk even though she kept telling him she was looking for growth. Mind you, her actual tolerance for risk isn't very high (I wasn't surprised by this). After this and discussions on what types of investment vehicles my mother was interested in, he presented a plan. I was impressed by his proposal for rearranging investments as well as informing my mom and I that his plan would allow him to make trades (nothing crazy like day trading) without requiring approval from my mom or I, provided the investment choices were in line with our defined plan/goals/investment vehicles. We have been with TJ since the start of 2017 and so far I've been impressed with how the portfolio is moving as well as his availability to answer any questions my wonderful mom may have for him. I was rather surprised that no one has rated this company yet and I felt the need to let others know that there are in fact decent people out there who can actually help you with your retirement goals. TJ is one of those guys that just took a bit of time to find after digging through the weeds of the less than desirable.

From the owner: At Empire Wealth Management, we specialize in reviewing and analyzing investment portfolios to…read moreuncover and eliminate hidden and unnecessary fees, pinpoint a client's exact risk level to ensure their accounts are always within the parameters they set and, ultimately, create and implement a plan that will allow them to achieve their financial goals and live comfortably on their own terms.

George is Uh-Mazing! He's been my finance guy for several years. I went in knowing zilch about…read moreinvestments or how to deal with money at all and he's always been very patient to explain and assist where I'm lacking. I feel confident having him as an advisor as I know that he will help me with making the right choices. I would definitely recommend him to anyone that is seeking a hand in investments, or to start a retirement account (as I finally did.) I have moved several times since turning my account over to him and despite living in another state I have continued to work with him. Both George and Lynette are great at communicating and keeping you up to date with everything that's going on and making sure you and your accounts are in tip top shape. Thank you for all that you do!

I just love working with George. He really has his clients best interest in mind. I have set up…read moremy own private retirement plan with him. So happy to work with him.