Financial Advising near Peoria, AZ
24 locations found near Peoria
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Financial Advising
Financial Advising
“Was a Fidelity client, but was treated badly, which brought me to Schwab. They listened, were friendly and willing to work with me. Very professional and highly recommended!!”
8:30AM - 5:30PM
11323 W Bell Rd #301, Surprise
Financial Advising
“I have been very impressed with Asset Preservation from the first day I stepped into the office. Everyone is very welcoming. Dan Murphy has been great with me, very patient and explains things in a manner that I can understand. He always responds back to my emails or calls in a timely manner. I highly recommend them.”
Financial Advising
Financial Advising
“John and his team have been our accountants for more than 5 years. They have consistently done an outstanding job handling all of our personal and business accounting needs. John brings clear insight and proactive suggestions to even the most complex tax issues. He takes the time to explain things and does so in a relaxed and friendly manner. If you are looking for a professional and trustworthy accounting group, I highly recommend John and JJ Swart.”
9:30AM - 7PM
12425 W Bell Rd Suite D-118, Surprise
Financial Advising
“Reposted review from Josh Wonser Feb 2016 " I had the good fortune to meet Russell at a business meeting where he introduce himself and his business Xpress Tax and Business Service. Having heard his presentation I knew he was the person to help me. After having been scammed by one of the large firms that represent tax payers who have IRS problems, Russell took over my case with the IRS and helped me in pursuing a realistic resolution to my serious tax problem. I have been very satisfied with her service, and I would recommend him and his firm to anyone at any time."”
Financial Advising
“Nyfty is a mortgage broker that gives my clients options for loans and is a one stop shop for me to send my clients. They have financing for just about everyone. They can finance low credit scores and help business owners buy a home. Definitely contact them if you need financing to purchase a home.”
Financial Advising
“I’ve used Brian, the past few years, for my tax returns. He will ask you questions, to figure out, how to get the best tax returnThank you Brian!Sincerely,Rosemary Minardi”
Financial Advising
“Nate is a consummate professional. He's conscientious, kind and incredibly smart. He goes the extra mile because he cares for his clients and their financial well-being. He is also fast and reasonably priced. Hire Nate you'll be glad you did!”
Financial Advising
“Bruce taught a Dave Ramsey class I attended. I decided to hire him as my financial advisor after the course concluded. He's been wonderful. He helped me retire early and he's done an outstanding job with my portfolio. I've been working with him for 4 years now and it's been one of the best decisions of my life. He's smart, organized, proactive, and has also has a wonderful office assistant who is always helpful.”
Financial Advising
“Professional, personable, efficient, attention to detail. Very satisfied with the outcome. Glad we used a professional who knows and cares. My grandmother has used cliffs services for a decade and we will do the same.”
9:00 AM - 5:00 PM
Glendale
Financial Advising
“I have been going to Lisa for years and would never go to anyone else! She's competent, patient, quick and efficient. No matter how complicated the situation she gets it done no matter how quick of a deadline i have. She's a wonderful communicator and brilliant with what she does. Lisa is the best!! Thank you Lisa for always coming through for me. -Suzann”
Financial Advising
“Opened a new account and was helped by Hugo. Very nice and friendly gentleman that answered all my questions. I recommend you ask for him to open a new account! Very pleased with the service provided.”
9 AM - 5 PM
12020 N 35th Ave #111, Phoenix
Financial Advising
Financial Advising
“On November I applied for a new loan and Linda Beck was my advisor for the loan she was so professional in her job it went Great the loan was approved on time and for the large amount it was perfect . I will be back to work with her again. Great Job ???”
Financial Advising
“I had the pleasure of working with Bobbie Solarez on a loan application. She was approachable, professional and friendly. She was able to answer all my questions and made good suggestions. She was great to work with and a great representative of the branch. Thank you Bobbie.”
Financial Advising
“Kathleen C., Fiduciary at Condit and Associates, LLC, is the best kind person to help senior citizens regarding taking care of financial issues that seniors have and do not understand the system. She has a lot of patience, love, and respect for the older population. We highly recommend her to do a great job. Sincerely, S&D”
Financial Advising
“Had a major problem but sales rep is fixing it immediately. They go from one star to four based on his response time, but beware the fine print of what plan you are signing up for.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“My husband and I’ve had gone to HR Block for over a decade, never again! Tammi and David know what they are doing and make sure you understand everything going on with your taxes. They ask questions and give such great advice! Everyone working with Fellows Tax is so friendly and kind!”