Apex Consolidated Financial Services

Stephanie Balck was a referral to me by Wells Fargo bank Mortgage dept in Phoenix. She and two other companies. I reached out to all three and she is the...

I have met with a few people from UBS at the Scottsdale location and they were very knowledgeable financial advisors. In Arizona and Scottsdale especially...

He's the ONLY financial planner I've ever heard of who did not lose a penny of his client's money during this economic downturn. Trust me on this one-- I've...

Joe Laux has been our family's investment manager for several years. My wife and I grateful for the expertise that he and his Partner wield in effort to...

Jimmy and his team were extremely client centric and kept me up to date at all times, ultimately helping me close on my home in record time. Their...

My former Farmers insurance agent retired and the notification for our homeowners insurance bill slipped through the cracks. We were never notified about...

Office is at a great location. The financial advisors aren't bad and can regularly advice you if you set up quarterly calls with them. They do have online...

Dan Smith has been doing my taxes for over 14 years and I trust him explicitly. I can always rely on Dan to stay current with tax and investment advising...

Samantha Jo and Joel Wysin are the reasons I renewed my GL and bought a new work comp with this agency. I always tell people I don't like texting and...