Financial Advising near Sun City, AZ

9 locations found near Sun City

“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.”

4.7 Superb54 Reviews

“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.”

5 Superb6 Reviews

“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!”

5 Superb4 Reviews

“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.”

5 Superb3 Reviews

“After having extensive damage to our home caused by a water leak which required we establish a seperate acct to track/cover repairs. We were assisted by Ms. Sarel Minasian and Siri in establishing an account for tracking of expenses & level of completion of required/approved work. We are extremely grateful for Ms. Minasian's patience and understanding of what was required of our banking in order to track and complete the work and return to living in our home - comfortably. Thank you!!”

3.5 Good42 Reviews

“Very professional and explanatory. I highly recommend Patricia Estrada, she helped me and assisted me with setting up an account. Everyone was very respectful and professional. Didn't have a long wait time or anything. I recommend this bank to anyone looking to open a new checking or savings account.”

3.2 Average116 Reviews

“I just wanted to say that if all of your employees are like Celina I will be sharing my experience with anyone looking for a bank or credit union and you will continue to grow and prosper. Thankyou for making my experience as positive as it could possibly be. Thanx again. Lynnea Bailey”

3.1 Average53 Reviews

“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!!”

3.3 Good11 Reviews

“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”

1.8 Poor14 Reviews