After our initial consultation and conversation with James, we moved our investments to Allianz, (world's largest insurance company) from our Government 401K's. We gained over $150,000 in future distributions. Best choice we ever made. It now has been over 4 years, and we have also started our son on his retirement account, thanks to Victory Wealth's success with us. Please keep in mind, we live in Phoenix and do all our business over the phone. Never paid a dime to VW. They make their money from the companies they invest in. If we need anything, they are just a phone call away. Never had a problem with them or Allianz. Bruce Moody, Peoria, Az. read more

Pretty high pressure joint which is expected when they throw a free lunch or dinner at you. Lots of clients, so not sure.

James and his team are up-front, insightful and caring. They always listen to my concerns and provide helpful guidance, direction and answers. They either have the right resources for each of my needs, or direct me to them, every time. Personable and professional, I highly recommend their financial services to everyone. Seeking peace-of-mind in these complicated times? Call Victory Wealth. read more

If you like warm cookies, a friendly staff, and a stellar financial advisor than you need to be introduced to my "guy", James Hait of Victory Wealth Services. If you are lucky enough to receive an invitation to one of his seminars, don't walk but run and reserve a spot or two. Sure the lunch/dinner was great but the piece de resistance was the knowledge that James possesses. I thought I knew a lot about my investments but I learned that I am sorely out of date with the current IRS entrapments. To my delight there were warm cookies awaiting our eager and somewhat nervous appetites on our first visit. After all, was this just another "Guy" trying to get our business? After three meetings with James, he helped us "turn on" several retirement features that added nearly $1,800 per month to our income. Prior to concluding the last meeting we asked him what we owed for his services. We were prepared to pay $1,000's since he spent so much time with us and really did what he said he would. He casually replied, "nothing". After the paramedics left, he just said he likes to help people. All that he asks for are referrals. So if you want to meet an impeccable financial advisor who goes over and above any other "Guy", do yourself and your legacy a favor and call James at 928-778-1050. He offers a free 15 minute consultation, a great sense of humor, and wonderful warm cookies. read more

The most unprofessional approach I have experienced in over 40 years of investing and their interest is self centered and MY interest and goals were no concern to them. STAY AWAY!!! read more