John is Awesome! He is an expert on investing and super guy…read more Also Sandi is super helpful !

I purchased an annuity through Safeguard several years ago. When it came time to start withdrawing…read morefunds, Ana Nunez walked me through the process. She set everything up and followed through to make sure that it started quickly and smoothly. She was kind, attentive and professional. My sincere thanks.

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.

I regret to say that my experience with Grand Canyon Planning has been extremely disappointing. I…read moreseldom write reviews, especially negative ones, I generally feel why take the time to say negative things about a service provider but in this case, I felt it was necessary. I became a client of Grand Canyon Planning in 2012, I was recently divorced and wanted a new financial planner to advise me and grow my money. I met with John Dombrowski and we developed a plan to accomplish these goals. First and foremost, communication--or lack thereof--is appalling. After our initial meetings, I was promised regular updates and check-ins regarding my investments as is customary with most planners. This has not been the case; I have NEVER once heard from him in the more than twelve years since the day I signed the papers. I called him about five years after I signed the papers and asked about my investments, about ten years ago and he had no explanation for the complete lack of communication but offered a flimsy apology. I then moved the funds from two accounts to a different planner who has been an absolute rockstar, making me terrific returns. After that call with John, I never heard from him again even though he promised he would stay in touch with me. I have one remaining product with him, an annuity that has been locked in and I was unable to move until now. I am in the process of moving it to my planner as I write this review, I must pay a nominal penalty which I am happy to do and will make up in just a couple of months. John is the only one that benefitted from this product, I certainly have not. I would use the word abysmal to describe the choices John recommended. If you're looking for someone who prioritizes your financial future and maintains clear communication, look elsewhere.

I regret to say that my experience with Grand Canyon Planning has been extremely disappointing. I…read moreseldom write reviews, especially negative ones, I generally feel why take the time to say negative things about a service provider but in this case, I felt it was necessary. I became a client of Grand Canyon Planning in 2012, I was recently divorced and wanted a new financial planner to advise me and grow my money. I met with John Dombrowski and we developed a plan to accomplish these goals. First and foremost, communication--or lack thereof--is appalling. After our initial meetings, I was promised regular updates and check-ins regarding my investments as is customary with most planners. This has not been the case; I have NEVER once heard from him in the more than twelve years since the day I signed the papers. I called him about five years after I signed the papers and asked about my investments, about ten years ago and he had no explanation for the complete lack of communication but offered a flimsy apology. I then moved the funds from two accounts to a different planner who has been an absolute rockstar, making me terrific returns. After that call with John, I never heard from him again even though he promised he would stay in touch with me. I have one remaining product with him, an annuity that has been locked in and I was unable to move until now. I am in the process of moving it to my planner as I write this review, I must pay a nominal penalty which I am happy to do and will make up in just a couple of months. John is the only one that benefitted from this product, I certainly have not. I would use the word abysmal to describe the choices John recommended. If you're looking for someone who prioritizes your financial future and maintains clear communication, look elsewhere.

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! $$$$$$$$$$$$$$$$$$

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.

It's Jan 1, 2026, and Vanguard's Online system is down…read more I just want to download my 401K data, but no access on a holiday? For a system that's mainly automated, this is pretty weak.

During training....never saw or spoke to any managers to get a WELCOME. Usually that is the norm in…read moremy work history. The turn over is high. Information passed around is always confusing when helping clients due to so much personnel movement and new hires. You get tons of tools to use but they throw it at you in speedy training courses they have for new hires. One really feels lost and tries to fake it til u make it or get a new job elsewhere. Smh

I've been working with Allison for almost a year now and truly can't recommend her enough. She…read moremakes you feel so comfortable talking about finances and has a way of empowering you to feel confident in your decisions. She's helped me plan for a big life transition with my upcoming marriage and navigate how to combine finances in a thoughtful way. I feel so much more prepared going into this next chapter. She's also incredibly organized, responsive, and easy to work with. I'm so grateful to have her as a resource.

Allison is an amazing individual and cares deeply about her practice her team and her clients…read morebalancing family and financial planning isn't easy yet she makes look like a walk in the park!

Received an invitation through regular snail mail to attend a financial seminar. I called, made a…read morereservation for myself and a friend. THE DAY OF THE SEMINAR, I received a text that I was not eligible for the seminar. I had to call my friend to tell them the event was off. If this business cannot manage a simple thing like their invite list, do you think they can manage your money? Beware!

Funny people, I don't recommend this office! They are doing a lot of spam through third party and…read morenot taking responsibility.

Just stopped in to do a couple shared branch transactions....ladies working were extremely helpful…read moreand courteous I've been to several truwest in the valley and each one the folks are super nice.. Professional you'll never go wrong with truwest Love my c.u.

My wife and I recently paid off a vehicle loan with TruWest Credit Union, and this was the most…read moredifficult loan payoff experience we have ever had. We contacted them to request a payoff amount and were provided a specific figure. We then transferred that exact amount from our external checking accounts with the understanding that it would be applied directly to the loan. Instead, the funds were placed into a savings account rather than applied to the loan, and the loan continued to accrue interest. From there, the process became unnecessarily complicated. We had to make multiple follow-up calls, deal with excessive and redundant verification requests, and essentially guide the process ourselves to get the payoff completed correctly. At one point, due to how the transactions were handled, funds were pulled incorrectly, resulting in overdraft fees from both my bank and TruWest. While both institutions ultimately waived those fees, we still had to spend additional time and effort resolving something that should never have happened. Even after we clearly stated that the loan needed to be paid off, the funds still were not applied correctly without further intervention. Only after continued follow-up did they finally apply the funds properly and agree to backdate the payoff to prevent additional interest from being charged. This is the first time I've ever had this much difficulty paying off a vehicle loan. This created unnecessary stress and wasted time for something that should have been routine. In the end, the loan was paid off, but the amount of effort required on our part to ensure it was handled correctly was far beyond what should be expected. I would strongly recommend that anyone working with TruWest closely monitor their accounts and verify that transactions are applied exactly as intended.

Worst company I've ever dealt with zero customer service. Can't get copies of my statements. No…read morereturn phone calls

I moved my account to fidelity because they had people in the office for direct help. I was told…read moreby my account rep that the forms missing from my tax prep would be there on friday. I drove 10 miles to hear that my rmd forms were not there. None of the agents I work with in that office. Get people back in the office. Working at home is not the type office I want. There were only a handful of very junior personnel in the office. This new office is a joke. Get your people back in the office to service the clients James 303 378 5608

Once your funds are at Fidelity, they do everything possible to prevent or make it difficult to…read morewithdraw your money. I attempted to pull out money and then decided to close my account because of the runaround I got on every request. The customer service experience is terrible because the agents are restricted from solving actually our problems. Every hurdle to prevent you getting your money out is offered up. They can't even tell you an ETA on a service level; instead they have to send you a document full of legalese which didn't even have SLAs. What a joke!