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.

My dad, brother, and, myself had all been long-term clients with State Farm when Melissa Collins…read morewas the agent at this office (for 20+ years). We decided to stay with the office when Brandon Redfern stepped in, but the service has steeply declined since and we rarely (if ever) saw Redfern himself. In recent years the office seems to be staffed solely with kids who are poorly trained and unprepared to assist folks with insurance. The office dropped my policy erroneously thinking it was my Brother's policy. Then they dropped my father's policy with no explanation, apology or effort to reinstate. We have been in to the office twice in an attempt to clear up these issues but it was to no avail. We all left the office out of frustration. I also cancelled my auto policy at the beginning of November of this year and they said they would cancel it. I just received a email notification this month indicating that it was due. I would strongly advise saving yourself a headache and steering clear of this office.

Haley Fogliano at the Brandon Redfern State Farm Agency was a pleasure to deal with! She gave me…read morethe best customer service I have had at an insurance company in years - set up a home policy quickly and got me a great rate! I would gladly recommend her (and will) to anyone that needs help with insurance needs.

Tom Shannon (with offices in both Arizona and Ft. Lee NJ), has been my personal CPA and financial…read moreadvisor/confidant (as well as a personal friend), since 1994. Allow me to explain how someone can be "crazy" about their accountant (as I am) to the point where I'd be willing to donate a kidney or "take a bullet" for him. (Yes, he's THAT TERRIFIC a person!) I won't be too "specific," but what happened was that a relative of mine was trying to "mess me over, financially," regarding a probated estate. I'm sure that many of you Ladies and Gentlemen reading my words have either had an experience similar to mine, or know of someone who has. It seems that the fastest and best way to totally dissolve a family nowadays, is to introduce an INHERITANCE into the mix. That's what was happening to me, with my wife's brother, who was also the Executor of their parents' estate (1996). I contacted Tom and said, "Please do a 'Forensic Audit' of all the paperwork that we have received from 'The Jerk,' and let us know if some skullduggery is afoot." (He likes that kind of talk, for some reason.) Anyway, he went to work personally, and found a descrepancy totalling $89,000, caused by a very crooked Probate Attorney (in Iowa) who was using the estate money to insert cocaine up his nasal passages. Even "The Jerk" Executor didn't know what was going on, and after all was said and done (in an Iowa courtroom), both "The Jerk" Executor and the Crooked Attorney had to pay us several thousand dollars; many times the reasonable fees Mr. Shannon charged for the in-depth audit of the papers that were presented to the Probate Court, as summarized by Mr. Shannon. Tom Shannon has more personal integrity and honesty in his pinky finger, than all the crooks in Washington DC, combined. Never in my 62 years of living, have I met or known anyone whom I could trust MORE, with highly sensitive and secret financial information. I must advise you that Tom Shannon is not accepting new clients at this time, if ALL they want done is income tax reporting/filing. So, I'm recommending him to you as a "Full-Service" tax man AND financial advisor/consultant, to whom you can take ALL of your financial concerns (as I do). Here are some of the business-to-business services he offers: Structure Design and Implementation Tax Planning and Preparation Entity Establishment and Maintenance Transaction Planning Benefit Plans In addition to his superb preparation of tax reports, Tom Shannon can also provide excellent answers regarding all aspects of your entire financial portfolio. There's no question he can't address, and to your complete satisfaction. I can assure you that if you place your faith and trust in Tom Shannon (as I have done, since 1994) you will quickly discover (as many Hollywood movie stars also know) that his organization (and wonderful staff!) will provide you with the kind of service that will allow you to sleep soundly at night, without any worries. Give him a contact call, right now. You really can't afford to put it off.

Johanna Klomann and the women who work for her are amazing, compassionate, knowledgable and…read moreexperienced. I have had a couple of rough years and they are always so helpful and supportive. I have never felt rushed, judged or dismissed as a client--which I have felt in other CPA establishments. I would highly recommend her office if you are in a complicated situation. She has many years of experience, is extremely knowledgeable. She always speaks to me with respect and kindness. She is always willing to do the research to find the most effective ways (for this single mom) to save money and be successful in my personal and business finances. I appreciate her so much. Shawna Ritter Flagstaff, AZ

I called the office to ask a simple question. I live in Ca and am attempting to help file taxes in…read moreAz for my dad who has a rental property in Flagstaff Az as he is not doing well medically. The question was regarding tax depreciation on a townhome... Is there a property value to subtract from the purchase price and then divide by 27.5 years?? The first gentlemen that answered the phone was polite and honest about not knowing the answer to my question. He said he would put me on hold so he could ask someone. Shortly thereafter, the call was dropped. I called back and the woman that answered told me I would have to make an appointment. I told her I live in Ca and she replied that I can make a phone appt., costing $45 in order to get an answer. Really ?? Yes, I understand this is a business. Yes I know they need to make $$ but I feel that $45 is a bit too much to ask for 2 min of time to answer a simple non obscure question. Not sure what they charge for full tax prep but if their policy to charge $45 for a 2 minute question is any indication, I would steer clear. UPDATE: After writing this review, I called H&R Block and the gentleman that answered was both polite and informative. In less than 90 seconds, he provided the answer I was looking for. Thank you Ryan from H & R Block !!

DO NOT WORK WITH THESE PEOPLE! We were told to send payment…read morefor K-1 forms, we did, and then they refused to return the forms! Now we are being told that additional money was owed. This may be the case but that fact should have been disclosed prior to them accepting our payment. BAIT AND SWITCH.

This Firm offers a top shelf accounting and tax consulting service, along with business guidance…read moreand counseling. They are knowledgeable and trustworthy. The professional support staff are gracious and they understand that client satisfaction is the goal and the referral base. The suite of services is expensive, but as with sophisticated tax matters, the strategies come with "below the line" positive results.

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

We shifted all of our insurances, home, cars and life over to Richard Sanchez's agency. Never had…read morewe had folks so eager to help us through a very difficult process. Richard's staff went well beyond what we had expected. In the retail business we called this "Superior Customer Service". Thank you folks.

The agents aren't very friendly, Alejandra hung up on me while I was still speaking. Somehow they…read morealways have "technical difficulties" when got you ask to go over your bill. I spoke with Allison and Alejandra, both seem to have way more important things to do with their time.

Ask 4 Haley Let's talk about life. Cost are going up,…read morecustomer service isn't what it use to be... However Haley is breaking that stigma. Friendly, knowledgeable & caring. Haley went above & beyond- answered any question w/o hesitation, gave me multiple quotes for different coverage types. I had 6mo left on my other insurance company & just needed to add my spouse. Their "off brand" insurance cost more then the "name brand" that State Farm is. I decided that I wanted to be at a place with a person who knows what's she's doing as well as saving me some money. 10/10 will go with Haley every time. So if you're looking for a reliable, knowledgeable & caring person, go with Haley!!

Steve was super helpful. We've had Allstate for years and contacted Steve to get a quote. His…read morerates were excellent and we received more comprehensive coverage. I wish I had done this earlier! A million thanks!