Financial Advising in Phoenix, AZ

19 locations found near Phoenix

“Tim is a very knowledgeable, no pressure advisor who truly has our goals and best interest at heart. He's done a great job for our family for many years!”

5 Superb17 Reviews

“Marc (Montini) is very down-to-earth and personable. He has been quick to answer any questions I have had and to explain things to myself and my spouse when we were uncertain. He never fails to answer his phone when I call him with questions. He has never pressured me into buying something I didn't want or need. He has been a great fiduciary advisor and I am glad that we chose to work with him.”

4.6 Superb29 Reviews

“Alondra was wonderfully helpful and pleasant to talk to about getting a new car loan and deposits for my kids I love AZFCU already but Alondra just makes me feel that choosing this bank was the best decision I ever made for my family.”

5 Superb13 Reviews

“Jonathan Bird possesses a wealth of knowledge and has the ability to listen to your financial objectives and provide rational, sound advice. I have great respect for Jonathan’s financial expertise and would highly recommend him for financial advising needs.”

5 Superb11 Reviews

“Had outstanding customer service from Joshua. It just doesn't happen anymore when someone goes so above and beyond to help you. I just want to thank him again for being so kind.”

3.9 Good145 Reviews

“I was very pleased with the process, form my first phone call through the completion of the process. Everything was aking the time over the Labor day weekend and I was still able to have my loan completed the day after the holyday.”

3.9 Good29 Reviews

“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. Jake has made it easy choice to handle my hard earn life savings.”

5 Superb5 Reviews

“I've been using SBA for 8 years now and I couldn't be happier. Are they expensive compared to some other tax solutions, yes. But you get what you pay for! I have personally saved what has to be 100x of the extra I had to pay for their service. Cindy makes sure I'm doing everything possible to save as much as possible.
I have sent numerus friends their way that all have been very happy.
Highly recommended and worth every penny.”

3.8 Good27 Reviews

“Matt Gaylor has been doing my taxes for more than 20 years. He is excellent at his job and has saved me much in time and money. You couldn't ask for a better representativ at tax time.”

5 Superb8 Reviews

“I really enjoy going to this union, for bank things. The staff is always very nice and helpful, I don't understand why there are bad reviews. Ive never had a problem, they all seem very professional, and helpful. I reccomend them greatly.”

3.4 Good61 Reviews

“I want to publicly thank Brett Erickson and his team for their sympathy and support after my son passed away November 30. Not only did they express sympathy and give me time to grieve before gently guiding me in completing documents, but they also sent me beautiful flowers.”

3 Average18 Reviews

“Oscar was absolutely wonderful and is so kind and knowledgeable. I wanted to move my money from Wells Fargo to a credit union and he explained the all steps and options patiently and clearly. I want my family and friends to move their money out of for-profit banks too, and I’ll def recommend they talk to Oscar.”

3 Average64 Reviews

“Jamarr assisted me with setting up a debit and credit card. He had great customer service and made the process easy. The Manager Michael and the Manager Anna were very polite and also explained anything I needed to know about their bank. Overall, the all staff members had great customer service.”

2.7 Average40 Reviews

“Great customer service! We've been members for around 40 years and have never considered another financial institution. They meet all our needs. Staff is friendly and professional!”

2.1 Poor77 Reviews

“I give this company a 5-star rating because they gave me excellent service for two car loans. AL Financial is a high-risk lender and gives loans to people who have risky credit; thus, they are much stricter than other lenders. I always paid on time and my interactions with them have resulted in excellent customer service. My advice to anyone who needs to get a car when others want help you, go to AL Financial and make your payments as you promised. They are more than fare and will treat you according to how you keep your promise to pay them.”

2 Poor32 Reviews

“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.”

1.2 Poor42 Reviews