Phoenix, AZ Financial Planner

For the most part, I love how fast you get your results. Very simple and straight to the point. Dovly is worth every dime if you're looking for that fresh start. I'm sati ... more

Look forward in doing business with you this year in the golden Era of 2023

Incredibly smart and focused team, they truly care about reducing taxes and helping you build wealth.

Can't say enough about Jeremy's Honesty and Integrity in the the Financial World. He has handled my Families Estate Planning for over 30 years! Highly Recommend. He has p ... more

Wayne is knowledgeable and trustworthy!

I Had MANY questions on what to do with my money/savings and thought about some investing, when Max talked about what we could do and how to do it,everything made sense. ... more

I found the entire staff I dealt with very friendly and professional. I felt comfortable discussing all my concerns and assets with all involved.

Don’t bother coming here, bunch of lazy people who would rather chat amongst themselves then assist you. At least this day in age you can find a bank anywhere, dont was ... more

Excellent people

My agent was knowledgeable and professional. He walked me through all my options and explained in a way I could understand. By the end of my appointment I felt as if he w ... more

Great Business and wonderful staff customer service is first rate and the products the company offers are excellent as well.

They were outstanding and very polite! I really appreciated the honesty and how they put my interest first. They were extremely helpful, best of all they were human. The ... more

I met with Cynthia Fick and learned about her awesome experience and background, as well as how she helps people. She's been doing financial planning for 30 years, so sh ... more

Used to love Everbank when it first opened years ago, but then it changed to TIAA and the changes weren't great but it was still decent and better than most other banks. ... more

I can't believe I let my brother talk me into Edward Jones. His returns were essentially average over the 5 years I allowed him to manage my money. However, once fees ar ... more

We have had nothing but excellent customer service and truly individualized attention with this group. They are professional, knowledgeable, and. . . they LISTEN. Afte ... more

Montse is amazing. She is knowledgeable and so non judgemental. She also makes things easy to understand.

I have been going to A-Advantage since 2011. Dan has always been very knowledgeable and fair. Recently Dan took a couple of hours with my new husband and I to give us fin ... more

Angelica was super helpful.. amazing explaining everything with the paperwork and super patient..

Very good attention from Natali Thank you

Such a great experience working with Charles! He gave us great advice and clear understanding of what can be offered for our future. Cant wait for this financial step wit ... more

Raquel and yareli are the best I have ever come across. A pleasant environment. They got me in and out. If you need a loan with no pressure. Come to these women. They are ... more