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Finance Advising reviews in Surprise

Real People ~ Real Reviews ~ Real Results

  • The best experience I have ever had with a financial planning company. They never tried to "sell" me anything - not a specific investment nor their services. They gave me sound , thoughtful options that would fit my wife and my plans for the future. we both were very impressed with their honesty and integrity - from our initial meeting with Stewart to our subsequent meetings with Judd we have always felt they have our best interests in mind and believe our financial retirement plans are in excellent hands. We could not possibly give a higher recommendation than this company.
    - Guy E.
  • I have been totally satisfied with their attention to detail regarding my investments, taxes, and any number of questions I may have. They take the time to go through each and every issue and they'll advise me to adjust my portfolio when necessary. Believe me, I've made a fair amount of money having them watch over my accounts. Not only do I have my taxes done yearly but I've bought a number of new clients to them to have their taxes done but to also invest with them. I've found Asset Preservation to be a very professional company and to take very high care of their clients. I recommend them highly.
    - William D.
  • After many years of broken New Year's resolutions to have our will and trust prepared, when we retired and moved to AZ a year ago we knew it was time and began to explore our options on Angie's List.  The Four Peaks Planning website is wonderfully organized and informative, including thorough and easy to understand explanations of what is involved, and also has numerous important documents available for download.  This allowed us to educate ourselves on the subject of estate planning and we knew that we had found the best service for our needs.  Jamie came to our home, explained the document preparation process in step-by-step detail and answered all of our questions.  Planning for a future after we have left this earth can be an uncomfortable and unsettling subject, but thanks to Jamie's depth of knowledge and attention to detail, professional and straightforward approach, together with his very warm and friendly demeanor, this necessary task which had previously seemed overwhelming and thus neglected for too long was actually very painless and simple.

    - Gretchen T.
  • Bob and Lisa Schwarz of Asset Preservation have been doing my taxes for a few years now for a great price.  Whenever I am there their office is usually quite busy.  But, they never make you feel rushed.  I thought that to get this kind of help from tax preparers and financial advisors was reserved for the ultra wealthy.  No wonder they have grown into such a big company that I really like to refer my friends to.
    Also, their annual golf tournaments and Holiday party are "Can't Miss" events.  I think that I see half of my Country Club there every year.
  • Social Security removed the income adjustment from our monthly benefit for 2015 as a result of the estimated 2014 income.
    - Patricia G.
  • Ed Roberts is who we use and he is available anytime. He is really responsive to our personal planning needs, our goals and retirement needs. So, he is able to customize the plan to what we need.
    - Brian S.
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Financial Advisors in Surprise

Companies below are listed in alphabetical order.

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