We have entrusted our investments with the Greenberg Financial Group for almost 20 years and have…read morethe highest regards for the Group, the staff, and the investment advisors. As a result of their efforts and expertise, and our willingness to listen and work with them, we are able to enjoy our security and financial comfort as we continue along in our retirement years.

Dave Sherwood has been my Financial Advisor for 20+ years. I seek and appreciate his wisdom and…read moreguidance when making a decision about my investments. He has not steered me wrong! He develops a rapport with his clients and makes each one feel like a valued friend. He is easy to talk with and completely down to earth in discussing one's financial goals.

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

Josh and his team Klaudija and Stephanie did an outstanding job getting us a refinancing loan on…read moreour house They were extremely professional, extremely courteous and extremely knowledgeable They were always there for you when you had a question and called you back immediately when you left them a message Everything went like clockwork and was fantastically organized We consider ourselves extremely lucky that we found a team like that We had been shopping around for a mortgage company for some time and nobody was nearly as courteous and professional as they were I can really highly recommend Josh and his team When you need a mortgage I can only give them five stars because that is the highest I can give them but if I could, I would give them six or seven stars

I cannot recommend Josh and his team highly enough!!! This was our fourth house, and we've always…read moreconsidered ourselves pretty lucky with lenders, but I had no idea how great a lender could be. Josh is SOOOO responsive and prompt. He is courteous, friendly, immensely knowledgeable and patient. I had lots of questions and we took a few swings before we found the perfect fit- but Josh never showed anything but absolute eagerness to help. Our closing was unbelievably smooth. Josh reached out every few days just to assure me that everything was moving along nicely and he didn't need anything from me- but was there if I had any questions for him. He did everything he could to lock in the lowest rate possible for me. With a purchase as large as a home, you should, of course, shop around. Make sure Josh is one of those calls... probably the last one, because you won't want to keep looking after that. Thank you, Josh and Team!!!

We have been clients of the Loan depot for years, but this was the first time we happened to work…read morewith Travis Woods and his team. Travis has demonstrated exceptional professional skills all along our project, he was always available to answer our questions or treat our demands, and went beyond what we could have expected to help us finalize in no time the funding of our loan. We are extremely grateful for all his help and competence!

My experience with Travis Woods and LoanDepot can only be explained as awesome. The service was…read morefast, and friendly with constant contacts and updates. Travis was awesome to work with. I would highly recommend Travis Woods to my family and friends and I would recommend him for you and your next home purchase. Thanks, Travis for all your hard work. respectfully, Mike Murrell USNRT Beth Dexter

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

Niki is someone I inherently trust due to our long relationship of working together. She is a very…read moreknowledgeable financial advisor and colleague. We work well together due to openness and honesty about each situation. Whenever someone needs a financial advisor, I recommend her. Not only will she help you get your finances and retirement nailed down, she's also genuinely invested in your long term goals and general well-being. She'll accompany you to meetings with attorneys, accountants, whatever you need to help you get the job done and support you. Niki works with many families meaning she'll have many generations of the same family as clients. She's a great lady and has an excellent team supporting her to boot. Why are you still reading? Go call her!

Nice people. Makes me feel like family. Trustworthy and there they are there to do their best for…read moreus.

We had to postpone this consult with the agent. Back in a…read moreweek, illness. We were offered another person but since we had spoken to this one, we just put it off.