Financial Advising in Surprise, AZ

“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.”

“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."”

“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!!”