Jimmy Vercellino - Goldwater Bank

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...

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...

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...

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...