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!

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'm thrilled with the service and attention to detail. It's…read morealways an uneasy change to make, transitioning from one financial adviser to another. However, Angelica went out of her way to make sure my questions were answered completely and thoroughly, while her team organized all the records for my keeping. I can't recommend Angelica enough - as a new client. Likewise, based on the references my friend gave, I can expect some healthy growth in my portfolio over the coming years. HIGHLY RECOMMEND!

Angelica Prescod is a class act.... at the very top of her field. I have been one of her clients…read morefor the past 5 years. She is extremely personable, engaged, and expertly knowledgeable; always going the extra mile in the best interests of my family. You can't ask for a more dedicated and skilled person to manage your portfolio. Looking forward to the years ahead.

I had a great session. We talked about my goals and established some programmers and he's coming up…read morewith a plan for me. That will discuss soon.

From the owner: 📍 Based in Arizona & California | Serving Clients Nationwide…read more At Pacific Canyon Investments, we provide personalized financial planning and investment management with your goals at the center. Whether you're navigating an IPO, building wealth as a healthcare professional, or managing a recent inheritance, our team brings data-driven strategies and high-touch service to every relationship. ✅ Fiduciary Advice: Always in Your Best Interest ✅ 12-4-2-1 Planning Model: More Support, More Clarity ✅ Transparent Fees & Tailored Portfolios Led by CFP® professional Ekenna Anya-Gafu, we serve individuals and families seeking genuine guidance, not just products. Let's build a plan that works for you today and grows with you tomorrow. "Your Financial Well-Being. Our Genuine Commitment." 📞 Schedule your complimentary consultation today!

The workshop I attended at this location gave me an opportunity to learn more about dividend…read moregrowth. There was an intimate group of six attendee that listened to the presentation over a complimentary lunch. The hour in the meeting room flew by. Out of the three Charles Schwab locations I have been to this one places second for friendly and knowledgeable staff.

Charles Schwab is the place to go. Professionals in every facet of money management. 100% great…read moreexperiences with CS over the 15+ years my family and I have been clients. Steven Crane has been my go to contact since day one; he couldn't be any more honest, kind and concerned for his clients' funds.... Jenna Ruth is a new, additional contact I recently communicated with, she & her team show the same "love" and follow through Charles Schwab is known for. Thank you! $$$$$$$$$$$$$$$$$$

Max was great to work with. I called him completely lost on what to do with an old 401k and a few…read moreother investments and he helped me out right away. He also helped me understand how much I need to save each month to retire at the age I planned on. We also chatted about insurance, which was great because I knew I needed to have that conversation but didn't know where to start. Never felt like I was being pushed to do anything, just presented with my options. All in all a nice, smart guy that I would recommend to anyone!

I started working with Max Hancock at the end of last year, and it's been a very enjoyable process…read moreworking with him. We've discussed my 401k and other financial planning/insurance advice, and Max was able to share some valuable tips. It's primarily been my focus to address retirement savings & he's been able to provide different strategies to help me make progress & keep me on track with where I want to be. I appreciate the way in which we started our conversations with my personal goal setting, and Max does a great job listening to what I have to say. Highly recommend Max and Edward Jones for financial planning services.

I have met with a few people from UBS at the Scottsdale location and they were very knowledgeable…read morefinancial advisors. In Arizona and Scottsdale especially it can be hard to make a decision. This location has a very nice office just north of Scottsdale Fashion Square. UBS has the brand name recognition but what stood out about this office was how low pressure they were compared to some other FA's in the valley.

We have been with RJP since 2018 after a seminar that opened our eyes to the seriousness of life…read morewithout a Trust. All personal have been there every time that we have had questions and were kind and helpful. We just left there after seeing probably the BEST advisor we have had the opportunity to meet, BRETT WOOD. My wife was loaded with questions about changes we needed. Brett was repectful, kind and knowledgeable. Brett took all the time my wife needed to get the questions answered and to the point that she understood. We left with our minds at ease and we felt cared for. THANK YOU BRETT!!!!!!

The estate planning process went well. Be prepared for your final meeting that pitch to sell you…read moreannuity is part of that meeting. They get commission for being servicing agent. Told we would meet avg twice a year regarding annuity. I called after year of hearing nothing left VM for serving agent. After 2 yrs of no contact regarding annuity , I requested removing that agent.