Financial Planners near Tempe

“Jake and Joe are a great team in the world of Financial planning. Very responsive and very knowledgeable.“

“We recently have had issues with a previous accountant. We had a few meetings with Phocus, I wish I found them sooner. They are knowledgable and really helped us understand the world of accounting, taxes and financial planning. THe staff made the transitional process easy.“

“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“

“We've been working with RPOA for years now. John and Beth in the Chandler office are wonderful and so pleasant to work with. John spends quality time to understand our situation and has offered valuable advice to help ensure we meet our financial goals.“

“Brighton Jones has an informed team that has supported me as I was suddenly widowed 15 years ago.“

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

“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 would highly recommend Rosevest Financial for any of your financial planning needs. Jake Guttman and his team are top notch and have been taking care of my family, immediate and extended, for many, many years. I have complete trust in Rosevest for my future financial stability! Thank you Jake and team!!“

“My wife and I have been with Alex Marek at Ironwood for over 15 years. We came to Alex after he came with a very high
recommendation from a relative about him. After meeting and talking with Alex for over an hour, we realized that he was the perfect financial advisor for us. Alex and his associates have provided us with expert guidance in every aspect of our financial needs from planning, to tax preparation, to recouping losses from unfortunate financial choice made prior to our affiliation with Alex.

As we were nearing retirement, we had some specific travel requirements. Alex made certain that our investments would give us the results we needed, and after 12 years of retirement, our needs have been met.

One of the best reviews we can give is that both of our daughters, and their families, are with Alex and Ironwood.

Ironwood is a company we value, and Alex Marek is a man we truly trust to manage our investments. All his advice is preceded by thorough and thoughtful explanations. He answers questions we didn't even know we should ask! He is proactive in the management of our finances. He is simply the BEST.
We cannot imagine our financial future without Alex and Ironwood in it.“

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“We have been clients of Sonmore Financial for almost 9 years. Matt and his staff have always been very responsive and detailed. We discovered Matt through the Dave Ramsey website and knew that he was vetted and had the heart of a teacher. That has proved to be absolutely correct. I highly recommend Sonmore for your financial needs.“

“From my initial consultation with Jonathan years ago, through our most recent communications, I have felt that he has had my family's current and future financial success in mind when discussing our investments and goals as we navigate our way through retirement. Very happy to have him as our advisor.“

“I started by reading all the other reviews which are outstanding. It does not surprise me. I have known Brent for over 12 years. I was in my late 50s trying to financially prepare for a secure retirement. Now I am 70 and have been comfortably retired for almost 6 years. He helped me to balance an equity heavy portfolio with fixed indexed annuities that are providing as predicted lifetime income for us. Brent is patient, an excellent listener and an educator. His communication skills are outstanding. His friendly attitude is matched by his depth of financial planning knowledge. You are in good hands here.“

“Jonathan is exceptional. He takes the time to truly listen and understand the full context before offering thoughtful guidance, always prioritizing our family’s best interests. Over the years, he has consistently demonstrated integrity, strong ethics, and a genuine commitment to doing what’s right. Jonathan is the kind of advisor you want in your corner – trusted, principled, and unwavering in his support. We highly recommend him!“

“Jeff is a very professional financial advisor. He is very helpful, straightforward, and takes his time to explain things so that they makes sense. I will reach out to him in the future and will be sure to recommend him to anyone that needs financial advice.“