Sun City West, AZ Financial Planner

Both updating my Living Trust and making sure I have secure income for my entire future was such a relief. A wonderful company to work with.

Paul presents his information in a concise and understandable manner. It is a one stop shop for you finances. He goes into detail and turns over every stone to make sure ... more

What a rip off, they charge way to much to have short form done, have never paid $600 to have taxes done, most we have paid is $150. Do not go here Rip off!!!!

Mr. Tevis West is a superb financial investment professional. I started my portfolio in 2016 and have done quite well and continue to excell in my profits. I have recomme ... more

As a new client, I can't give a 5 star. I CAN give 4 based on initial interview, information given and implemented, professional yet friendly front desk staff,who were in ... more

If I could put 0 stars I would.  Rich gives poor advice, doesn't review investments with clients and is difficult to get ahold of.  Steer clear of this guy.