{{ group }}
- {{ item.name }}
- {{ item.properties.formatted }}
8:30AM - 5:30PM
11323 W Bell Rd #301, Surprise
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!”
“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.”
“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”
“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!”
“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.”
“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.”
“I have absolutely hated traditional banking and have wanted to open an account with a credit union for years but have put it off, dreading even walking in there! My husband and I met with Shavone this morning! What a pleasure the appointment was! Actually before we even met with him, when we walked in and there were several tellers all of which who even said HELLO to us! What a concept!! Then spending time with Shavone; opening up our business accounts and personal accounts was quick, easy and enjoyable! We are looking forward to simplifying our lives with AZ financial!!”
“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.”
“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.”
“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!!”
8:00 AM - 5:00 PM
13912 W Stardust Blvd # 200, Sun City West
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
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
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.”