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Finance Advising reviews in Tucson

  • A
    This is an easy and efficient service! Everything else I had tried led to nothing but a waste of time and energy. VOC explained everything clearly and finalized the opt out in an extremely timely manner!
    - Len L.
  • A
    We have been a member of Modern Woodmen Life Insurance program for over 50 years and when we moved to our current home Dan Delich became our advisor and planner. He has kept us informed of any options available to us and is always prompt to answer any questions we have had.
    - Leona H.
  • A
    From start to finish, Ethan and Vacation Ownership Consultants were on top of everything. They kept us up to speed on each step of the process and always answered any question that my wife and I may have had. We were very happy with Vacation Ownership Consultants and would recommend them to anyone in a similar circumstance.
    - Mark J.
  • A
    Review Services, Inc. (Patricia Kiefer) has managed, counseled and advised my wife, Esther and I in all facets of our
    financial planning since about 10 years before my retirement in 1998, at age 62.
    We retired to a lovely 55+ community in southern Arizona, and continue to utilize their guidance.
    We regard their firm as trustworthy, and committed to the financial success of their clients.
    NOTE: Cost of services is wholly based on their success in managing your portfolio.

    - william b.
  • A
    With my line of work, I refer others to them on a weekly basis. I have received positive feedback about their services. Through their teachings, I have learned to take quarterly assessments of my credit score. They educate customers and provide seminars on a regular basis. Either Dana Coyle or Mike Miller are ideal in assisting with credit scores and financial matters.
    - ED W.
  • A
    Ken is an amazing person. He is caring, kind, and very aware of his clients need for confidential and solid information about the future of your money. He is by far the best financial planner I've ever done business with.
    - PAT L.
  • A
    Questions answered
    - Judy L.
  • A
    Great upfront information. Then be patient and allow process to play out
    - wendy c.
  • A
    - Ann Lorraine J.
  • A
    Excellent experience, I will definitely use him again for any other insurance needs.
    - BRENT S.
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Financial Advisors in Tucson

Companies below are listed in alphabetical order.

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