Phoenix, AZ Financial Planner

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

They wrote my brother in laws trust. Which seems to be clear cut. Initially, after his passing, Jason was great to work with. Since then we have reached out by phone and ... more

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

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

They wrote my brother in laws trust. Which seems to be clear cut. Initially, after his passing, Jason was great to work with. Since then we have reached out by phone and ... 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 found the entire staff I dealt with very friendly and professional. I felt comfortable discussing all my concerns and assets with all involved.

Fraud

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

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

I needed help getting my long term investments in order. Tobin helped educate me, as well as provide me with some solutions that will get me on track for retirement as we ... more

Experience was effortless! Helps with all my financial needs! Quick to respond!

They wrote my brother in laws trust. Which seems to be clear cut. Initially, after his passing, Jason was great to work with. Since then we have reached out by phone and ... 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

Kalina Wealth Advisors are great to work with! Todd takes care of clients first, above anything else. His ability to build relationships and trust makes for a great par ... more

"I am ecstatic with the overall performance of my investments. With the uncertainty of the stock market, I really feel like my wife and I have found a reliable and consi ... more

Not only did Winston and Companies help us find the tunnel, we can see the light at the end of the tunnel!!!!. We feel so much better about our future.

Great business :)

We have a great relationship with this company and our personal representative Ellie. Always there to answer questions, keeps regular contact on our profile. Just excelle ... more

We met David and his family through a golf tournament and they instantly became family. When David became a financial planner I instantly went to him for help. He is alwa ... more

Jacob was very thorough and helpful with my business coverage. I highly recommend him!

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

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

Highly recommend! Your finances are in good hands!

Vince and his group take the time to truly understand our family and our finances. We are confident he will get us to our retirement and beyond.

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

The WORST investment company, advisor, and manager I have ever dealt with in 30 years of doing business. Since Larry retired, Nate took over my account. He is rude, eva ... more

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

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..

I love the New York Life products