Phoenix, AZ Financial Consultant

( 12 Reviews )
KORE Accounting Solutions Logo

KORE Accounting Solutions

Accounting Firm, Financial Consultant, Service Establishment

Serving Phoenix, AZ 85054
Barbara Woyak

I highly recommend the KORE Team for all your accounting needs. They are more than just accounting services, they are dedicated to helping make sure you have and underst ... more

( 6 Reviews )
Allstate Personal Financial Representative: Lance Tacquard Logo

Allstate Personal Financial Representative: Lance Tacquard

Financial Consultant

4650 E Thomas Rd Phoenix, Arizona 85018
kisha Mason

Horrible! They have gotten me fined by my mortgaged company for showing my policy had been canceled when in reality they applied a payment to an incorrect account. Most ... more

( 68 Reviews )
Liane Locy | Fairway Independent Mortgage Corporation Loan Officer Logo

Liane Locy | Fairway Independent Mortgage Corporation Loan Officer

Mortgage Lender, Finance Broker, Financial Consultant

11811 N Tatum Blvd Suite 2700 Phoenix, AZ 85028
Carolin Boldt

Her team is friendly, knowledgeable and easy to work with

( 11 Reviews )
NexGen Credit Card Processing & POS Systems Logo

NexGen Credit Card Processing & POS Systems

Software Company, E-commerce Service, Financial Consultant

7010 E Chauncey Ln STE 235 Phoenix, AZ 85054
Stephen Hanna

Great company to work with. Customer service is amazing. Feel like I am talking to my friends.

( 1 Reviews )
Edward Jones - Financial Advisor: Josh Symons, CFP Logo

Edward Jones - Financial Advisor: Josh Symons, CFP

Financial Consultant

15425 S 40th Place, Suite 2 Phoenix, Arizona 85044
L Johnson

Josh and Kristen are both incredible to work with! I cannot recommend them enough. The advisor I had previously talked to me like I was an idiot. Josh is so kind and down ... more

( 1 Reviews )
Edward Jones - Financial Advisor: Julie Gunn, AAMS Logo

Edward Jones - Financial Advisor: Julie Gunn, AAMS

Financial Consultant

2030 W Baseline Road, Suite 178 Phoenix, Arizona 85041
Dunn Troy

I highly recommend this office

( 1 Reviews )
Edward Jones - Financial Advisor: Ivey R Lopez Logo

Edward Jones - Financial Advisor: Ivey R Lopez

Financial Consultant

25155 N 67th Ave, Suite 140 Phoenix, Arizona 85083
Jordan Joseph

Thrilled to have Brandon as my financial advisor! I used to think Edward Jones was a chain of stuffy financial advisors and assumed they were overpriced and one size fits ... more

( 3 Reviews )
Edward Jones - Financial Advisor: Carolyn M Berenger, AAMS|CRPS Logo

Edward Jones - Financial Advisor: Carolyn M Berenger, AAMS|CRPS

Financial Consultant

2005 W Happy Valley Rd, Ste 145 Phoenix, Arizona 85085
Anthony Bone

Professional and has your best interest at heart. Takes time to learn about you and provide guidance that matches the approach you want to take with budgeting and saving.

( 2 Reviews )
Edward Jones - Financial Advisor: Tracy G Milanese, CFP|CEPA|AAMS|CRPS Logo

Edward Jones - Financial Advisor: Tracy G Milanese, CFP|CEPA|AAMS|CRPS

Financial Consultant

6868 N 7th Ave, Suite 103 Phoenix, Arizona 85013
Linda Colwell

Life is better with a financial advisor.

( 10 Reviews )
Edward Jones - Financial Advisor: Jamie Fort, CFP Logo

Edward Jones - Financial Advisor: Jamie Fort, CFP

Financial Consultant

2525 W Carefree Highway, Suite 158 Phoenix, Arizona 85085
Allan Petersen

My wife and I moved here to Phoenix from Dallas in October of 22' and transferred our Edward Jones account to Jamie's office. The service and attention to detail has bee ... more

( 6 Reviews )
Edward Jones - Financial Advisor: Andrew L Klein, CFP Logo

Edward Jones - Financial Advisor: Andrew L Klein, CFP

Financial Consultant

4505 E Chandler Blvd, Ste 235 Phoenix, Arizona 85048
Steven Cambria

I just seen your video. https://youtu.be/CkubhlzHaYU?si=WhAw49k47n0Im0au 5 min in.

( 1 Reviews )
Edward Jones - Financial Advisor: Joe Levy, CEPA|CRPS Logo

Edward Jones - Financial Advisor: Joe Levy, CEPA|CRPS

Financial Consultant

4731 E Union Hills Dr, Ste 116 Phoenix, Arizona 85050
Todd Gartman

Joe Levy we'll help you take take care of your investment strategies And we'll take time to explain to you any service he is proposing as well as answering any investment ... more

( 1 Reviews )
Edward Jones - Financial Advisor: Kristin M Spackeen, AAMS Logo

Edward Jones - Financial Advisor: Kristin M Spackeen, AAMS

Financial Consultant

3930 E Ray Road, Ste 250 Phoenix, Arizona 85044
( 1 Reviews )
Edward Jones - Financial Advisor: Stacia Weinstein, CFP|ChFC|CEPA|AAMS Logo

Edward Jones - Financial Advisor: Stacia Weinstein, CFP|ChFC|CEPA|AAMS

Financial Consultant

10631 S 51st St, Suite 7 Phoenix, Arizona 85044
Shenika D.

I wanted to make sure that I am able to retire comfortably. I met with Stacia and she addressed all of my concerns. By her being a former teacher, she was able to breakdo ... more

( 1 Reviews )
Edward Jones - Financial Advisor: Max T Hancock Logo

Edward Jones - Financial Advisor: Max T Hancock

Financial Consultant, Finance Broker, Financial Audit

2302 N Central Ave Suite 1, Suite 1 Phoenix, AZ 85004
Rich Tomas

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

( 1 Reviews )
CSI Financial Group Logo

CSI Financial Group

Financial Consultant

11225 N 28th Dr, Suite C100 Phoenix, AZ 85029
( 6 Reviews )
$99 Credit Repair Logo

$99 Credit Repair

Financial Consultant

2550 W Union Hills Dr Suite 350 Phoenix, AZ 85027
Abby

Great and cheap service, highly recommend try them out you won’t be disappointed.

( 8 Reviews )
Keys Tactical Logo

Keys Tactical

Financial Consultant

2400 N Central Ave Suite 100 Phoenix, AZ 85004
Robert DiSiciliano

I wasn't sure about this at first, but after talking with Keylani Ortiz and her staff I felt very reassured. its been two months now and I have seen almost a 100 point in ... more

( 179 Reviews )
Dovly, Inc. Logo

Dovly, Inc.

Credit Counseling Service, Credit Reporting Agency, Financial Consultant

2111 E Highland Ave Suite 145 Phoenix, Arizona 85016
Jason Strickland

Great results just wish it wasn't so expensive a month.

( 32 Reviews )
Price Kong CPAs, Consultants Logo

Price Kong CPAs, Consultants

Certified Public Accountant, Business Development Service, Certified Public Accountant

5300 N Central Ave # 200 Phoenix, AZ 85012
Kam

I have been a client of theirs since 2020 and they are very unprofessional. I gave them the benefit of the doubt because of the pandemic. But as of January 2023 I am very ... more

( 2 Reviews )
Lion’s Share Wealth Logo

Lion’s Share Wealth

Financial Consultant

515 East Carefree Highway, Suite 354 Phoenix, Arizona 85085
Galen Satterlee

I have had the fortune to know and work with Anthony Cino and the TFO Phoenix team for many years. As a business owner in a rapidly changing tax and investing landscape, ... more

( 4 Reviews )
Rosevest Financial Logo

Rosevest Financial

Financial Consultant

7220 N 16th St C Phoenix, AZ 85020
Jon Lawson

Jake has been extremely professional and is always willing to educate me with every question I have. Trust and honesty is vital for a financial advisor, in my opinion. Ja ... more

( 4 Reviews )
FSW Funding Logo

FSW Funding

Financial Consultant

4530 E Shea Blvd Phoenix, AZ 85028
Aiken Personnel (APS)

I highly recommend FSW. I am extremely grateful to their staff. They have gone above and beyond to help me get my company on the right track. Extremely ethical and profes ... more

( 3 Reviews )
Edward Jones - Financial Advisor: Michelle R Selsor, AAMS Logo

Edward Jones - Financial Advisor: Michelle R Selsor, AAMS

Financial Consultant

10880 N 32nd Street, Suite 9 Phoenix, Arizona 85028
Nate D.

Michelle is awesome. She took the time to thoroughly  explain Edward Jones services for my wife and I. She is very detail oriented and organized. I would recommend her to ... more

( 7 Reviews )
Edward Jones - Financial Advisor: Jeff Schenk, CFP|AAMS Logo

Edward Jones - Financial Advisor: Jeff Schenk, CFP|AAMS

Financial Consultant

3930 E Ray Road, Ste 250 Phoenix, Arizona 85044
Jill Green

Jeff Schenk is our financial advisor and we really trust his decision making and guidance. He always makes sure that our plans match our current and future needs as our l ... more

( 1 Reviews )
Edward Jones - Financial Advisor: Matthew S Harriman Logo

Edward Jones - Financial Advisor: Matthew S Harriman

Financial Consultant

4505 E Chandler Blvd, Ste 235 Phoenix, Arizona 85048
Damien Ashcraft

I have been with Edward jones for almost 3 years and have always been impressed and very satisfied with their work! Andy and Linda make an extraordinary team and every ex ... more

( 3 Reviews )
Edward Jones - Financial Advisor: Aaron J Martin, AAMS Logo

Edward Jones - Financial Advisor: Aaron J Martin, AAMS

Financial Consultant

2302 N Central Ave, Suite 1 Phoenix, Arizona 85004
Rich Wheeler

I enjoy doing business with Aaron. My wife and I have been clients of his since 2012. He is honest, sincere and a great financial adviser! I can highly recommend him.

( 7 Reviews )
Asset Preservation Wealth & Tax, Financial Advisors Logo

Asset Preservation Wealth & Tax, Financial Advisors

Financial Planner, Accountant, Estate Planning Attorney

4310 E Cotton Center Blvd #120 Phoenix, AZ 85040
Mikey G Brooklyn NY

Excellent people

( 3 Reviews )
Edward Jones - Financial Advisor: Jalen L Mahaney Logo

Edward Jones - Financial Advisor: Jalen L Mahaney

Financial Consultant

2005 W Happy Valley Rd, Ste 145 Phoenix, Arizona 85085
Leo Zuniga

Carolyn is such a great advisor!! Her experience and extremely knowledgeable in her expertise

( 3 Reviews )
UBS Financial Services Inc. Logo

UBS Financial Services Inc.

Financial Consultant

2575 E Camelback Rd # 900 Phoenix, AZ 85016
Cassie Patikan

Andy gave great advice!! Highly recommend, 10/10 :)

( 0 Reviews )
Edward Jones - Financial Advisor: Lucas C Tisland Logo

Edward Jones - Financial Advisor: Lucas C Tisland

Financial Consultant

4910 E Ray Rd, Suite 23 Phoenix, Arizona 85044
( 1 Reviews )
Foothills Wealth Management - UBS Financial Services Inc. Logo

Foothills Wealth Management - UBS Financial Services Inc.

Financial Consultant

2575 East Camelback Road, Suite 900 Phoenix, Arizona 85016
( 1 Reviews )
Debt Advisors Logo

Debt Advisors

Financial Consultant, Debt Collection Agency

722 E Osborn Rd Phoenix, Arizona 85014
Michelle Marcos

This company is very attentive to the needs of their client's & very professional. I have worked for this company for 2.2 years. They train on a continual bases so we are ... more

( 16 Reviews )
Yesenia Hernandez: Primerica - Financial Services Logo

Yesenia Hernandez: Primerica - Financial Services

Financial Consultant, Life Insurance Agency

645 E Missouri Ave Suite 175 Phoenix, AZ 85012
Eduardo Lopez

Thank you to Olivia Gomez for an awesome performance on getting to get life insurance she was very patient and answered all my questions explained how it could help not o ... more

( 27 Reviews )
Jason Sample - COUNTRY Financial Representative Logo

Jason Sample - COUNTRY Financial Representative

Insurance Agency, Financial Consultant, Financial Planner

4545 E Shea Blvd Ste 248 Phoenix, AZ 85028
Alicia Neal

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

( 1 Reviews )
Edward Jones - Financial Advisor: Kyle M Kiser Logo

Edward Jones - Financial Advisor: Kyle M Kiser

Financial Consultant, Finance Broker, Financial Audit

11209 N Tatum Blvd Ste 110, Ste 110 Phoenix, AZ 85028
Ryan Schmoll

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

( 4 Reviews )
Hefar Group Logo

Hefar Group

Financial Consultant

2601 E Thomas Rd, #135` Phoenix, AZ 85016
Tom

Good information presented for those seeking an understanding on College aid - stay away from the investment products

( 1 Reviews )
Vertess Advisors, LLC Logo

Vertess Advisors, LLC

Appraiser, Financial Consultant, Corporate Office

20860 N Tatum Blvd #300 Phoenix, AZ 85050
David Coit

Expert Business Valuation

( 463 Reviews )
New Era Merchant Services Logo

New Era Merchant Services

Financial Consultant

4001 N 3rd St Suite 220 Phoenix, AZ 85012
Arizona Transaxle Exchange

New Era is the best! They have been saving us money for years. We recently had an issue with one of our employees not using our machine properly and Ailyn came to our re ... more

( 2 Reviews )
Affordable Financial Counseling Logo

Affordable Financial Counseling

Credit Counseling Service, Attorney Referral Service, Business Management Consultant

5060 N 19th Ave 3rd Floor Suite 10 Phoenix, AZ 85015
Samantha Jackson

I did the $99 do-it-yourself credit improvement kit and it worked really well. It was easy to use and they answered all of my questions. I was pleasantly surprised by the ... more

( 4 Reviews )
Action Recovery Online Logo

Action Recovery Online

Financial Consultant

2720 E Thomas Rd Bldg. C 250 D Phoenix, Arizona 85016
Richard Weisenberg

Helped our firm recover revenue due to our firm. Thank you Action Recovery.

( 1 Reviews )
The Equitable Group Logo

The Equitable Group

Financial Consultant, Financial Planner, Investment Service

2640 E Rose Garden Ln Ste 5 Phoenix, AZ 85050
Brandon Shay

"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

( 2 Reviews )
AlphaTrust Advisors Logo

AlphaTrust Advisors

Financial Consultant, Tax Consultant

5141 N 40th St # 400 Phoenix, AZ 85018
Jaclyn Vargo

The best!

( 11 Reviews )
Financial Freedom Advisors Logo

Financial Freedom Advisors

Financial Consultant

11811 N Tatum Blvd UNIT 3031 Phoenix, AZ 85028
Posey O'Kane

Brian Smith has been my financial advisor for many years and has recently started his own business. He is awesome, very knowledgeable and passionate about what he does. ... more

( 9 Reviews )
Dedicated Money Management Logo

Dedicated Money Management

Financial Consultant

4621 E Le Marche Ave Phoenix, AZ 85032
Patrick Guarracino

I highly recommend Steve Brooks as a Financial Money Manager. He helped my wife and I get a realistic view of our budget and what we needed to do to make things work. Ste ... more

( 1 Reviews )
Walsvick Wealth Management Logo

Walsvick Wealth Management

Financial Planner, Financial Consultant, Tax Preparation Service

3823 E Daley Ln Phoenix, AZ 85050
Nav M

Great business :)

( 1 Reviews )
Fractional CFO and Financial Analyst Logo

Fractional CFO and Financial Analyst

Certified Public Accountant, Website Designer, Financial Consultant

20911 N 39th Pl Phoenix, AZ 85050
Mark Kennedy

Dan did an amazing job with my taxes. Couldnt be more satisfied with our results.

( 1 Reviews )
Richard L Goldstein: Primerica - Financial Services Logo

Richard L Goldstein: Primerica - Financial Services

Financial Consultant, Life Insurance Agency

3240 E Union Hills Dr UNIT 127 Phoenix, AZ 85050
( 2 Reviews )
Divorce Financial Planner Training Center Logo

Divorce Financial Planner Training Center

Financial Consultant

5110 N 40th St Ste 109 Phoenix, AZ 85018
Maryann Ruck

Nancy and her team are amazing in helping you zero in on the most important aspects of your business in order to help you grow!

( 5 Reviews )
HardyInvestment Logo

HardyInvestment

Financial Consultant

25223 N 65th Ave Phoenix, AZ 85083
Monique Booth

I was referred to Hardy Investment by a friend who had told me that they helped her improve her credit in 90 days. Judge and his team were professional and patient; takin ... more

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