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“I have loved working with Bert. He is very knowledgeable. I can tell he wants the best for his clients. He explains things so well, he never makes me feels like my questions aren’t important.This office staff is also top notch. They get back to me right away and are always pleasant to talk to.I would recommend him to anyone!”
9:30 AM - 4:00 PM
8196 S POWER RD , GILBERT
Investing
“I was in Queen Creek doing some shopping and with the price of everything these days, I ran out of cash. I did a search for a nearby Wells Fargo and this was the closest one. It seemed to be a bit out of the way, and I was surprised that there weren't more locations in the area. Drove here and used the drive up ATM machine. There was nobody in line ahead of me and I was able to pull up with ease, while driving my mother's car, which I was not 100% used to driving. No issues here whatsoever. No panhandlers near the ATM harassing customers as I have become accustomed to at home, in the LA area. 5 out of 5 stars!”
Investing
Investing
“I've been working with James for over 5 years. If you are considering a financial investment advisor, James is your best choice, he is knowledgeable and trustworthy. James has taken the time to understand my unique position and advise me accordingly. His strategies have been VERY successful. I highly recommend this professional and genuine man. Beth”