Fidelity Investments

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

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...

Bill is very lnowledgable. Smart investment man, excellent financial planner, great tax accountant.

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...

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...

Mr. Flynn knows his stuff! We had several issues on our previous years' tax returns because due to negligence by an hrb agent's ineptness. Mr. Flynn's...

The Jenny Craig of debt weight loss or the Jennifer Melfi of credit!!? She slimmed down the "waist" on my debt & eased my mind in a minute! NOT contacting...

Robinson has been such a delight to work with. As I am someone new getting into the financial/investment world, he has been such a help in figuring out what...