Financial Planners in Phoenix

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“Jonathan Bird possesses a wealth of knowledge and has the ability to listen to your financial objectives and provide rational, sound advice. I have great respect for Jonathan’s financial expertise and would highly recommend him for financial advising needs.“

“The EP Wealth team in Scottsdale is amazing /. I work w Mj and Adrian often and my experience has been wonderful. They truly have a vested interest in my financial goals and they take their time going over any questions I may have. I could not be happier with EP and honestly recommend to anyone looking for an investing partner to at least meet w the local team ( MJ / Adrian) .. I believe you will be very happy with their services and desire to make you successful !“

“I know Ms. B. Nuñez as a person of high moral standards and good character. She represents good business practices.“

“Coworker wouldn't stop raving about amazing services Jake with Rosevest Financial would provide. You have to understand...it was coming from a person who is not giving away compliments left and right with ease. I had to check it out.
What I greatly appreciated about staff, and Jake specifically is active listening to a client's needs and concerns, not overpushing... on the contrary stating it what it is.. you do need or you don't need x and y.
Thank you. Appreciate you guys.
A.“

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“I am at the start with bancorp I have had an account open a few or more years ago and bancorp has taken care of the account shel-la-be more than a thank you bancorp from Gods word of truth and Gods Image of lite looking forward to meeting with bancorp to the future of the planet revelations the dark and the lite knew world religion“

“Great staff, very helpful and pay attention to detail. They care about your wants and needs and always very kind and knowledgeable“