Chandler, AZ Financial Consultant

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

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

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

Positive: Professionalism

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

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

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!

Ken always does a thorough job and provides excellent advice.

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

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

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

Excelent service

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

Jimmy & Sylvia helped fixed my credit from 540 to a 700+ credit score which helped get on track. So thankful that I found them. They give advice and help resolve any issu ... more

Rick is great at explaining the use and benefits of using a 1031 Exchange. Very informative and has some interesting stories.

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

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.

I've been with this company for many years and they have always been spot on with advice and service. I recommend them highly.

Im very happy with the professional and personalized service of Dessert Valley and would recommend it to anyone for taxes and accounting matters. I look forward to doing ... 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

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

It's like a second chance!!

Mark and his staff have been our insurance provider for over a decade. They always do a great job. Any questions I have, any help I need, they promptly respond with the r ... more

I can't begin to say how great Brian and Rada are! They are so willing to help and are so quick when you need something. I can't say enough about how great they are! I no ... more

I went in for a rollover IRA and left with a lifetime financial partnership. David is amazing to work with. He took the time to get to know me, my goals, and my financial ... more

Im not Matts client but I have called him a handful of times for financial advice. He is always friendly, helpful, and knowledgeable about everything I have asked him. He ... more

CFO financial is a top rated organization. The professionals have been very helpful in my business and personal tax preparation and planning. I would highly recommend u ... more

Jenn at Copper Peak Financial is amazing. Easy to work with, knowledgeable, and professional. Highly Recommend.

Darrell is professional and extremely knowledgeable in his field.

We refer numerous clients to Mike Wetnight each year because we trust Mike will provide his professional experience along with a high level of insider knowledge and servi ... more

I just waited 40 minutes on my phone for customer service and finally gave up.