Excellent, personalized service by an outstanding staff. Good variety of products to meet…read moreindividual needs with great bonuses too! We've had other wealth management companies in other states and Suncrest is a step above...Highly recommend!

Sad what some people have said on past reviews, I think because they feel they can hide. Especially…read morenot sure why the one person called Suncrest "......Realty Executives...."they are not a real estate company. I have a fair amount of knowledge in the investment world, years ago I was a financial adviser and stockbroker. Purchasing a fixed index annuity was the last missing piece to my financial portfolio. I got to know these people, took me a year and three meetings but I purchased an annuity three years ago from Suncrest and since have added several more. This is a legit company who are fabulous to do business with. Professional, straight forward, honest, very knowledgeable, and sincere, this is what and the way doing business with a company should be.

Bill and his team are excellent. There is more to a financial advisor than investments and I…read moreappreciate being able to call or email with questions that are always responded to quickly. I have every confidence in AIO Financial.

I have nothing but great things to say about AIO Financial. They do way more than just manage my…read moreinvestments. They created a plan that covers all areas of my finances and it gives me tremendous peace of mind. I highly recommend them to anyone, especially those with a high net worth. They don't get commissions or sell anything so I know they are always doing what is best for me.

Used their tax services after we moved to Tucson since we would be filing in two different states…read more The woman who was assigned to us was very friendly and did an OK job communicating with us when we had questions. Fast forward 6 months after taxes had been filed and we had issues with both states saying we didn't provide certain items. We tried contacting our lady to help us or explain what was going on and she NEVER responded! Not to emails, not to phone calls, nothing! We ended up having to deal with each entity on our own and figuring it out - which took months. We were do disappointed that we never went back and felt like we wasted a lot of money for something we ended up having to do ourselves anyways.

Met with one of their advisors, Benjamin Goldberg. He was super helpful moving my 401k into an IRA…read more He even took extra time to help me call to ask the right questions to be sure things got transferred over correctly. Thanks for a great experience. I feel completely comfortable with my retirement with them.

Call Matt! Matt, our…read morefinancial advisor, is patient, very thorough and explained to us our long-term future based on our financial situation. He took a step-by-step of what we need to do in order to lower taxes down and reassure us about meeting our financial goals. Again not having any financial background, Matt was able to convey to us how we can maximize the use of our money by giving ANYMORE to uncle Sam. He has an office on the Eastside and Northwest side of town. Definitely give him a call and Don't take my word for it, experience it for yourself. Let him know Veronica sent you. https://connect.thrivent.com/matthew-gigstad

Never got a callback from them after leaving several messages, not a good way to run a business.read more

Dave is awesome! He has helped with my taxes for the last 5 years now and makes it super easy! He…read moreis very responsive to any tax related questions I have at any time of year. His rate is very reasonable and I will continue to use his services going forward!

Wonderful group, From the 1st meeting with Chris to the last meeting with Brett, Very professional…read moreand listening to our needs, We highly recommend them. We are completely satisfied customers

Attended the lunch seminar on the why and how estate planning. It's a no brainer to go for it if…read moreyou own property, for sure. The team outlined the steps and costs. It was totally affordable with no hidden fees. The staff was knowledgeable and efficient. Now our children will inherit without the delay or costs of probate!

I have used Global Investment Strategies Tucson for many years now. Doug McClure and Jay Clifford…read moreare two dedicated individuals that I have known for 40+years. I trust them implicitly. They have provided advice and guidance for both investing, tax planning and non profit support. The most important parts of my financial plan are income for my self, legacy to my 5 children and support to the charities that I have been a part of for many years. I retired from my Domino's Pizza franchise business 18 years ago. I didn't want to run out of money in my later years. I wanted to enjoy my retirement and keep the standard of living that I had been accustomed to. Many investment advisors are just salesmen. Their main concern is their income ​​not mine. GIS focuses on families and the entire picture of strategy, growth income and appreciation. They have kept in contact with me for all these years. Not just a one and done approach. When I first started I did not have alot to invest or to protect. Over the years my business as well as my family grew. My needs changed and they were able to change and adapt with that. I am totally comfortable with Doug and Jay and trust not only their advice but their confidentiality without question.

Gilbert helped me through the application process for my home and auto insurance. He helped me…read moreincrease the coverage of my vehicle after taking into account my life changes from when starting career. He puts the terms in easy to understand language and also genuinely is concerned about educating clients