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!!

Jay has been working with our family for over two years and has been our sole source for all things…read morefinancial in our home. He is patient and answers all of our questions thoroughly - from retirement set up to setting my our own LLC. He is quick, efficient and makes every process easier. We will continue to use Jay indefinitely. Thanks for all you do for us, Jay!

Honest, reliable, ethical, effective and highly recommended…read more I cannot say enough about the excellent counsel and professional advice I continue to receive from Phoenician Financial Planning. Most recently, I needed a forensic accounting. J. Robert's level of expertise and accuracy exceeded expectations. He was able to explain in layman's terms the findings of the report so that I was able to discuss it with my legal representation. Furthermore, he is accessible and proactively contacts me to review my portfolio and assess my risk tolerance. His knowledge and integrity are invaluable. The sense of security I have with Phoenician Financial Planning gives me piece of mind as I transition to retirement.

See similar reviews. I had a lengthy phone call to go over my current strategies before signing up…read moreand paying the 4,000 dollars. I set up my Initial meeting with my tax strategist and we spent about 10 mins and he said he was not able to provide any strategy for me. They said they would apply the 4,000 towards tax preparation which I was fine with. Then when I tried to get my taxes prepared they were behind and unable to do them In time. I asked for a refund so I could go somewhere else and they refused. They didn't prepare my taxes. They didn't give me any tax strategies and said they aren't going to refund my money. It took me months and I fought tooth and nail with them and my credit card company finally refunded my $4,000 they tried to keep without providing service. Years later I get an email saying there is an invoice in my account when I have not engaged in business with them in over 2 years. I own a small business and have real estate investments. If you are in a similar situation stick with your local cpa/book keeper and don't fall for their used car sale pitch,

The Tax Strategy I received from Provision was a complete waste of $4,000…read more Before signing up for the Tax Strategy service I discussed my business with their Client Relation Manager Brad Doran. I explained my current tax strategy and he assured me there are better strategies available for my business, so I signed up with them to learn this "new" strategy. Fast Forward to the end of the process and Provision tells me the exact same strategy I was already using. Complete waste of money. I attempted to resolve the matter with Provision several times and they agreed to refund a portion of the cost. After constant lying and dragging of their feet, they said they had "closed it out" and never refunded any of the cost. If you are interested in getting a tax strategy, just contact a local CPA that is familiar with your type of business and they will be able to advise you for much cheaper than $4,000.

Scammers, been charging me on top of percentage we agreed on another 3.5%! And also ordered…read moreequipment and stuff without aigning any contract, any agreement and I am still being charged monthly for what I don't use, no one ever pick up the phone. Lost lots of money and time with this poor company that I don't know why its still open because they just scam people!

I am a new business owner and was only accepting cash, venmo and cash app. My customers were…read moredemanding an easier way of paying for my services. I was contacted by a rep at Synergy Payment Solutions for a consultation. The gentleman was very straight forward, laid everything out on the table for me so there was no surprises. I am very happy with the services and the experience thus far. Thanks, Synergy!

Michelle is absolutely amazing!!! I'm so grateful that I connected with her! I originally met her…read moreat a seminar where she was speaking about retirement options. I asked if she had any experience with QOZ Funds and she said she did but hadn't done anything with them in a while. After a further consultation where I explained what I was trying to do she dug right in and did all the research and leg work and made it happen inside of my deadline!!! It is so refreshing to have someone who really listens to you and your goals and has the knowledge and expertise to help you get there! I highly recommend Michelle for anyone who wants a transparent, knowledgeable CFP dedicated to helping her clients reach their financial objectives!!!

From the owner: Fee-based, Certified Financial Planners that can help with your overall financial plan. From real…read moreestate to your 401(k), we give you our honest advice and help you coordinate your finances.

This company is by far the worst at their job We had a…read moresimple Special needs trust that we paid close to $5000 in fees. They held my son's check for 7 .months and lied and sent false documents. I wouldn't call them fiduciaries. They are scam nasty people stealing from the vulnerable. Disgusting

My son died they didn't involved me in my son funeral services. they didn't tell when it's going to…read morebe. they promised me that my will able to transfer to California.

Raman has been a huge help to me! I've worked with him for several years and feel very supported…read moreby him. He is great at educating me on specifics (when I need it), respectful and yet challenges me to plan for my future by getting organized now!

Raman has helped me tremendously! He approaches financial consulting from an educator's perspective…read moreso you know and understand his advice to you. I recommend him!

Hold on tight my Yelp brethren. This will be no Tweet, Thread or cute Emoji. It will be about…read moreEdward Jones and personal financial management. Item 5 gets to the point. 1. Steady Ray and Vassar Barb. I got to know Ray and Jim going to my third high school. They grew up together. Jim's mom was Vassar Barb. I call her Vassar Barb because her obituary said she was a Vassar graduate. Jim's dad was a Danish freedom fighter who came to the US after WW2, beginning a successful flower and vegetable seed company with Barb. The family accepted me and I got to listen. Vassar Barb called Ray "steady", saying he'd make a solid, loyal employee. Steady Ray went to work at the seed company when he was 20. A solid, dependable agricultural Field Man. Vassar Barb told Steady Ray, "Ray, you've got a job now, you should buy a house." Ray bought a house. Vassar Barb told Steady Ray, "Ray, my bank has financial advisors. Save your money, don't spend it all. Let a financial advisor help." Ray did as he was told. He was a plain living bachelor. When he was 40 he married the mailwoman. At 45 Ray retired, Replacing 100% of his work income with an annual 2% payout from his advised investments. I trusted no one, making my solitary way in life. 2. Honeywell Ann and Edward Jones Honeywell Ann has a high school degree. After various jobs Honeywell hired her as an electronics assembler. She assembled critical electronics 19 years. One day an Edward Jones Advisor made his way to Honeywell, explaining Edward Jones principles and policies to her work group. Ann signed up. contributing a little of her paycheck each month most of those 19 years. She trusted EJ completely. Honeywell Ann's highest wage was $13 an hour. She worked a lot of overtime, saved, is frugal and Edward Jones sends her a check each month greater than her Social Security. She's very conservative with her investment dollars, never rolled big on Edward Jone's Wheel of Fortune. I've been impressed for 13 years. I did OK in life. Worked my 46 years, had a fulfilling career and put away some money in a 401K. My savings choice was Vanguard, I trusted myself, educated myself, remembered my ancestors wild gambles and crushing losses in various markets. I was conservative, but risk-on. 3. Edward Jones has excellent online tools for building your personal finance ship. They generate a wealth "horizon" and personal financial goals. If you want to proceed, you can, if not, walk away. I am losing memory and vision. I'll need help going forward. I want someone close to home I can talk to, toss ideas to and help me preserve income going forward and distribute it as required when I finally rest in my final plot of real estate. Spencer Campman and Evelyn Garcia are my EJ team. Spencer's Phoenix born, educated at the University of Arizona - "Bear Down!" Evelyn's roots in the region are deeper than a centuries-old mesquite. She speaks Spanish. She's moved to Phoenix from Tucson Fiduciary is a big word for asset care. The Edward Jones Trust is a very Conservative asset management group. We've spent several weeks accumulating various funds into my new Edward Jones account. I git a notice flagging which of my investment choices were too risky to keep in my account. Vanguard has a Scottsdale office. Spencer invited a Vanguard manager in to view, prune and weed my many Vanguard holdings. Edward Jones systems looked over my several stocks, weeding them to acceptable risk Edward Jones choices. So off I go with Edward Jones. Will I catch up to Steady Ray? I will see.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. 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.