I found Glenn through Ramsey's SVP program as well as heard him on the Jeff Oravits Show. After…read morelistening to him talk about money and retirement with Jeff, I came away with someone who has a passion for teaching and helping others to learn and understand the complexities that exist in the financial world. I was really impressed by his knowledge of current financial events as well as political events and how they affect ongoing finances. I knew instantly he was going to be the right fit for me. I called to schedule an appointment with Wealth Management, and the staff was extremely prompt and professional. They had me scheduled within a matter of days for an in-office visit, which I had requested. (They also offered phone, zoom as well for my convenience, much appreciated). I am very happy to say that the front office staff when I got there were amazing. Very friendly, professional, and accommodating. Glenn did an excellent job at educating me, listening to my needs, and following through with multiple solutions for my financial needs. He had the heart of a teacher. Very professional, and knowledgeable, and broke things down in a way that I could understand. He was and has to this day been extremely prompt and on top of communications and administrative details. He treated me like a human being, was down to earth. This is huge for me, I'm a very "in-person" kind of guy and like to meet face-to-face when doing things of this nature. Trust is hard to come by these days. And so far, I have to say the team at Wealth Management has knocked it out of the park. Glenn also educates others in his spare time for free. What do I mean by this? He has dedicated time on top of his work to do a weekly financial podcast. He manages and produces this on his own. I'm in the tech background as well as multimedia and this is a time-consuming thing to do. This just shows me that he is more than just "some financial guy" he has a heart for teaching and educating others. This speaks volumes about his character as a financial advisor. I can't say enough good things about Glenn. I look forward to the coming years and the ongoing business relationship with Glenn and Wealth Management. If you are in the Northern Arizona area and need help or a plan for your investments, Glenn is your man. Thank you to Glenn and the team at Wealth Management for your excellent service!

Glenn has always been present and quick to respond to any inquiries I've made regarding my IRA…read more Even though it's a small account he's treated me as if it were much larger.

The Vora Financial Group has managed my families investments for over 10 years. Recently I was…read moreable to roll a 401K over to the Vora team for independent management, and I am now experiencing a rate of return that I have not seen in the 10 years that this fund was under my former company. Regardless of which direction the market is trending, Vora Financial is always on top of their investments, and quick to keep their client up to date on their actions as it relates to any short term spike or volatility in the market. This level of transparency and service builds trust, and trust is the first thing that comes to mind when I think of Dharmesh and his team. They are exceptional at building an investment strategy specific to each clients needs, and they truly listen. I would recommend the Vora Financial Group to anyone looking for an investment advisor that will consistently exceed expectations.

Had a very negative experience with this company. Note, there is no one on the staff in Flagstaff…read morethat is a Certified Financial Planner. The information I received was not always accurate and the fees are high. Recently, Vora announced it was no longer taking new clients with assets under $250,000. That should have been a clue. Contacting someone is a frustrating process and I found that it would take several calls and/or emails to get someone to respond to me. I would not recommend getting involved with them

Absolutely amazing at what she does and whats even better is she is an incredible person. Whether…read moreyou are just beginning in investing or are a seasoned vet I highly recommend sitting down with her to go over your options.

First financial advisor that actually cares about the best interest of others! I highly recommend…read morethis company.

From the owner: Serving Flagstaff, AZ and the surrounding areas for over 20 years, Donald Rosalez of M.A.S…read moreFinancial & Tax Group is offering the following services not limited to: Tax Management, Investments, Insurance, Estate Planning, and Retirement.

I used to recommend this service to everyone. Much better previously than most other tax places I'd…read moregone. Last year however, me & several others who went here submitted proper paperwork well within a reasonable timeline of filing on time. However, without even seeking permission, this office filed a filing extension & ignored a huge number of inquiries from me & a great number of others trying to get answers about our tax filing statuses. Dealing with continual issues of getting even basic responses to inquiries about why things were extended, when anything would be filed, etc was horrible to deal with. Taxes aren't something I ever wish to have to stress over which is why I went the more expensive route to hiring Jeff & his team here to take care of things. It wasn't until the end of the year til I received notification of successful filing having been done. Talk about stress, jeez! I also invested money with them, you know: stocks. Trusted them & have only ten cents left! So... They somehow invested my money & trust in things that tanked, despite my being told it wouldn't be invested in high-risk stocks. Understand it's a calculated risk but last year yielded generally lucrative increases in investments. Not when trusted with them though. Down to only ten cents. I don't suggest trusting them with your money. Additionally, just today I received a letter from them, this organization, saying that due to restructuring they wouldn't be fulfilling my taxes in the future. Basically receiving a corporate level "F you" with pretend diplomacy. I've yet to ask anyone else who used to file here if they've received the same type of passive aggressiveness after what they had to endure, but after such horrible interactions, nonsensical extensions & lack of responsiveness throughout basically an entire year, it seemed a little unnecessary to say the least. Obviously I wasn't going to stay with them so maybe such nonsensical passive aggressions make them feel better. Who knows. Figured this can serve as a warning for anyone else hoping to find a trustworthy place to trust your taxes to. I don't advise it but it's based on my own experience & having to apologize to others about them having the same lack of responses & overly delayed & extended fillings. I know I'm not alone in last year's experiences & I wish it wasn't something anyone I knew had to deal with. I was planning to go elsewhere anyhow obviously so hopefully one of my connections has a suggestion of somewhere trustworthy that can at the very least file on time & follow basic protocols of appropriate filings & communications.

I highly recommend this practice, I know that my retirement money is 100% safe and growing, never…read moreshrinking and I can now have guaranteed income for life.

From the owner: Abundant Family Financial is your partner in helping you create a healthy financial future so you…read morecan retire well. With 40+ years of experience, we are the trusted source for financial & retirement planning services in Flagstaff. Jim Schweikert leads the team & is licensed in 12 states as well. As a seasoned Advisor in a fiduciary capacity, Jim's goal is to ensure you are prepared for your golden years with a mission to preserve, protect, & grow retirements. We help you map out strategies to ensure optimal income for life, from tax planning to risk assessment, social security optimization & personalized financial strategies. We safeguard your wealth from unexpected financial challenges. Call Us today.

Wow what an amazing experience! I had tax issues and was in over my head! Some of the problems were…read morefrom Another state and Christiana took the bull by the horns and I will sleep toy for the first time in weeks. Much appreciated and don't face tax problems without seeking the advice of experts.

We needed to signup for TSA precheck and this location was the closest to us. Flagstaff is over 60…read moremiles away but it is always a joy to spend time there. The place is a tax financial business first and TSA precheck second. The people were all very friendly and the person doing the TSA check was very good at what she does. The process probably takes only 10 mins and we were approved by TSA the next day! I highly recommend this location.