Financial Advising in Gilbert, AZ

“We unexpectedly lost our insurance through an employer. Ryan patiently helped us through the process of setting up new insurance, and it's a relief to have that set up.”

“Tara is the best!! She was so awesome to guide me along step by step and answer all of my questions. She also has a very capable team who are very helpful and attentive as well!! Highly recommend using TK team lending!”

“Thorough, capable and caring. It is great having all of our financial needs under one umbrella with people we’ve come to trust and rely on. Thank you, Ensign Partners, for your widespread knowledge and attention to details—and for making us feel valued as clients.”

“We had Jared and Annick did our living trust on a premium complete package and it is executed today. Jared and Annivk and their team are very professional and amazing. Their team are great! We are strongly recommended. Thank you!-Danny”

“My friends recommended Tayler to me and they were right! Taylor and the entire team are very knowledgeable. They took the time to understand where my wife and I were at and help us make financial decisions that fit our goals. Taylor also made sure we understood everything and were comfortable with the entire process. It's a real treat to get to work with Thompson financial. They are great financial planners and the longer I've gotten to know them the more I've come to know they're even better people. It is a great feeling to know you're in a partnership with people who you respect and you want them to succeed.”

“I don't often leave online reviews and instead prefer sharing my recommendations by word of mouth. However in this case, I need to reach a larger population and sing the praises of Heritage Financial Strategies. In 2016, I was in turmoil as my two previous financial planners had been disappointing disasters. I needed someone who was honest and easy to talk with, someone who understood the markets and my needs, and who didn't try to fit me into a box. Equally important, I needed someone who didn't intimidate me with "Financialese." By chance, I attended a program led by a local attorney, and at the end I asked if she could recommend a good financial planner. She said "Gladly," and tucked Shanna Tingom's business card into my hand. I made a phone call and was able to talk with Shanna immediately. I told her about the life change I was going through and how I needed help with the whole pie: Insurance, medical, vehicle, home, investments, potential retirement, long term care, taxes, estate planning, income, quality of life. Well, I was knocked off my chair. She took time and put my mind at ease. She explained that, although she knew about most of these things, there were some where she would need to point me to someone else whom she knew and trusted. She laughed and said over the next months she would become my new "best friend," and boy, did she deliver. Not only passionate about the financial world and how it works, Shanna is honest and reliable. She is an expert in her field and cares about the little guy. She is always ready to answer my questions in words that I understand. She truly wants the best situation for her clients. Her company has grown these past years, but it has not changed its vision. She selects her employees with care and ensures that they are the best fit. I couldn't have made a better choice. Seven years later, I know that selecting Shanna and Heritage Financial Strategies was one of my best decisions.”

“I am very excited to let everyone know that Renata petrovic is the best banker this branch at Gilbert Rd has. She gave my wife and I a supreme service with great attitude.. Not only she helped me open my first bank account in the US, but made me feel welcomed, respected, and important. She was excited as much as us,, and she demonstrated legit enjoyment at her job. We felt like we belong, and we were with family. Thank you Renata. You are an asset to AZFCU. And we will keep coming back to this branch for our banking needs. You are awesome!”