Investing in Tucson, AZ
14 locations found near Tucson
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“Can't say enough good things about Ironwood Financial. My wife and I met with Alex the last two weeks in August. He was professional, courteous, helpful, attentive, and realistic. He listened and synthesized our financial and life goals and gave us a realistic analysis on our potential outcomes and opportunities. If 10 stars was an option Ironwood has earned that. Thank you thank you! From Andy and Sim.”
Investing
“Rhonda McCline is a fantastic advisor at Schwab: competent, professional, caring, and knowledgeable. She always responds to both calls and emails in a timely fashion. I highly recommend her without any reservations whatsoever.”
Investing
Investing
“I recently started doing business at this bank by virtue of my Grandparents having a trust here. Because I am the Trustee of all of my Grandparents assets, house etc and the Trust is with Bank of the West I have been needing to come in several times in the last month and I couldn't be happier with the customer service, competence and patience of the people that I have had experience working with. I brought in a large Cashiers check this afternoon and the Banker, (Tasha) suggested and took her time to call and verify the check was good. I appreciate her taking that extra time and made me feel like she was taking care of me and the Trust. The bank tellers have been efficient and super pleasant! I especially appreciate this with dealing with a sensitive time. Thanks Bank of the West! Your team personifies what personal and great Customer care should look like.”
Investing
“Took care of my grandfather’s needs from health care to finances. Made sure that He got everything he wanted. He passed away last month, Zimmerman’s personal agents made his last couple of years as comfortable and worry free as they could be. I’d recommend this professional yet friendly service to anyone looking for a great trustworthy personal agent service they can relay on.”
Investing
“Great resource for financial management and advice. All three members met with me to discuss my needs. Good depth and varied backgrounds on each individual advisor.”
Investing
Investing
Investing
“I am amazed at the Low Ratings and Reviews. I have dealt with them for years mostly back East before moving to Tucson. Top End website. Staff does what they are asked to do. They also were a big help in my former company's 401K transfer. I'm good with them.”
Investing
“Bank of the West is by far the best bank I have ever done business with. I have been in Business since 1981 and have used a variety of banks. They are friendly and efficient and take time to understand your business.”
Investing
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