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“I explicitly trust Sharon and Paul at LBS Tax. They worked with me to bring my taxes owed each year down to where I'm now getting a return. Thanks to their advice, I no longer dread filing my tax return.”
“My wife and I have been with Alex Marek at Ironwood for over 15 years. We came to Alex after he came with a very high
recommendation from a relative about him. After meeting and talking with Alex for over an hour, we realized that he was the perfect financial advisor for us. Alex and his associates have provided us with expert guidance in every aspect of our financial needs from planning, to tax preparation, to recouping losses from unfortunate financial choice made prior to our affiliation with Alex.
As we were nearing retirement, we had some specific travel requirements. Alex made certain that our investments would give us the results we needed, and after 12 years of retirement, our needs have been met.
One of the best reviews we can give is that both of our daughters, and their families, are with Alex and Ironwood.
Ironwood is a company we value, and Alex Marek is a man we truly trust to manage our investments. All his advice is preceded by thorough and thoughtful explanations. He answers questions we didn't even know we should ask! He is proactive in the management of our finances. He is simply the BEST.
We cannot imagine our financial future without Alex and Ironwood in it.”
“I typically don’t leave reviews butLaMont and Kim are AMAZING! If I could leave more stars I would!They have worked with me EVERY step,Never leaving me in the dark about anything!They have helped restore my credit tremendously! Was finally able to get a house because of the work they did.If you need help with your credit,CALL ASAP because it’s worth it!!10/10 recommend .”
“Michael McGinley is the guy! We’ve been going to WN for years! If you’re looking for a financial planner or tax person or both, Wealthnest is the place to go!”
“It was exceptional service! I arrived a little early and they were able to get started. It’s a little on the pricier side for filing but for a last minute file and multiple forms they did great”
“Was greeted the moment I walked in, only sat for about a minute before Walter a Banker at this branch for 25 yrs! assisted me, we at down and I applied for a credit card he was extremely informative and patient with me walking me through the whole process very kind and thorough, Happy to Be banking here with this kind of service!”
“We have been coming to the Chandler Fidelity office for several years now. We work most closely with Jacob Sickler and Josh Chan. I can’t recommend them enough for financial guidance and support. We recently had our midyear review of our accounts and we always look forward to it. They are so personally invested in how we are as a family, not just our accounts. They answer our questions, the very patient, they explain so many things and help us understand the projections for the future as much as possible. We are so grateful to have Jake and Josh on our team. We trust them immensely.”
“I don't who were people that have visited this location before.After being thoroughly frustrated with my two call-in experiences, I arrived with my Niece whom I had setup a custodial UTMA for.After explaining to Emily (at front, blonde w/ glasses ) she listened intently, resolve the issue we immediately!!!I would/will continue my business with organization based on my interaction here!!!”
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“I met with Jeff using his complimentary consultation and came away with much more knowledge about what I needed to look out for if I plan to retire early. He answered all of my questions and looked at my finances and gave me a good understanding of when I could retire. This was all free and he didn't try to sell me anything extra. If you're looking for a financial planner I would highly recommend Jeff.”