Chandler, AZ Investments

Jason Tulle is my guy! I honestly feel like he really cares about helping and giving the best deals!! Hes great!!

Eris is such a phenomenal asset to her clients and company. She takes the time to discuss the client's total financial needs, shows them why they need insurance and help ... more

Tim knows finance. He is very diligent and listens to the customers needs. I highly recommend him.

Positive: Professionalism, Quality, Responsiveness

Amy and her team were extremely helpful, knowledgeable, and patient during the home buying process. I would highly recommend Amy and her team to anyone looking to purcha ... more

Ken always does a thorough job and provides excellent advice.

Eric Sitton has been handling my finances since 2014. I met him at a networking event in Ahwatukee. I live in Chandler and didn't want an advisor that was physically to ... more

Vicki Paez is just amazing, she was highly commended to us from Ocotillo Friends on FB, so glad we connected with Vicki. Great sound financial advice!

My wife and I appreciated the time Amy took to listen to us and understand our situation. Then, her advice was so very helpful!

Jim has been outstanding to work with, he has been my financial planner for many years. Jim always makes sure he understands my current situation and my goals as we work ... more

Positive: Professionalism

Called Mike about a client who was not even his current client and he still went above and beyond to provide me with what I needed to get everything done. Most people wou ... more

I am very pleased with Scott and his help with my retirement goals. He is also very easy on the eyes.

Kimberly is personable and easy to talk to. She is a really great resource if you’re looking for a financial advisor in Gilbert/ Chandler and surrounding area. Highly r ... more

Stevi is very knowledgeable and personable, she truly listens to your needs. I would definitely recommend!

2/21/18 Update: As a result from my email to them expressing my disappointment, OJ called me shortly thereafter and apologized. The person responsible for the lack of com ... more

This is the worst bank. Ever since the switched from Great Western Bank the service has been so awful. Ive had this bank for almost 8 years and I am switching immediately ... more

ATM is inside Vapor Trails smoke shop. Simply scan your wallet QR code, select currency, and deposit cash!

Excelent service

Used to have fantastic experience with Wells for years, but the past year service has gone down. Understaffed due to the pandemic.

It's so absolutely annoying that you all have a drive up teller window, yet it's never open! Some of your patrons have disabilities, you know. Does that even matter anym ... more

Came. In for a cashier's check. Brian helped out and explained why I haven't got my replacement card yet. I don't normally review banks but when I do it's for a good thin ... more

I dont go inside the bank that often but recently had the pleasure of meeting a teller named Isabella. The few times dealing with her have been amazing! From asking how ... more

Help was quick and easy to get. Happy that Fidelity has physical branch locations for services that can't be done online.

THANK YOU Patricia and Megan (and other staffs who we could not remember the name). We were late for our 9am appointment by 15min, but Patricia greet us with a smile and ... more

Good Selection

Shannon did a great job no problem with loan, I would recommend her to anyone needing a loan for buy a home.

Very pleasant young man and never pressured me to door change anything. Listened to my explanations and concerns!

I have been working with Mark for a number of years and find him and his team's commitment to customer service is second to none. If you want to work professionals that ... more

This team of folks are knowledgeable, hardworking, and always strive to do what is in their client's best interest. They offer a diversified portfolio also. You can't g ... more

Daniel really put in the hard work, countless hours, and tons of determination to help secure our loan. He is absolutely the best and I would recommend him to anyone. Gre ... more

Lillian Wong is my Angel, she has helped us so many times. I was scammed in crypto and just about lost everything, Lillian got me a Second on my home mortgage, and great ... more

My wife and I have been with Sherry L. Bass and Primerica for 20 years. I don't trust anyone else to help me with my financial concerns. Sherry is the best.