Best Financial Advisors in Phoenix, AZ

“The Pro Vision team is professional, has great systems in place, continually educates themselves, continually educates their clients, and knows what they are talking about when it comes to taxes and building wealth.”

“Tax time is always dreadful and we have been looking for a CPA to sit down with us, explain the in's and outs, and help us figure out our best routes.”

“His office staff has offered great tax advice to help us maximize our little nest egg starting with our decisions of what age we should set up our Social Security.”

“During my meetings with various team members, including attorneys, paralegals, and staff, I found everyone to be highly professional, knowledgeable, and detail-oriented.”

“When I initially looked for a financial advisor, I spoke with nearly 30 different people and companies trying to find someone with empathy, foresight, and a devotion to excellence.”

“I needed to start lining up my finances for retirement, but I wasn't sure how to put together a financial plan that would help me retire when and how I want.”

“In just 1 months time i witnessed a jump in my credit score and his willingness to commit to helping me make the best decisions to set me up in life are impeccable.”

“The only tax place i will ever use”

“Also, great costumer service and the CPA I worked with was very knowledgeable and knew his stuff and got me the most I've ever gotten back on my taxes!”

“Met Ken at a Renatus event, if you are looking to connect with some one that knows real estate investing and self directed retirement plans he's your guy.”

“Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.”

“"We help people pursue their dreams. We believe that every person has a goal to be, do or have something and these dreams often have a financial component. We help people create the financial strategies to work toward those goals... and being a part ...”

“After introductory phone calls with both firms, I chose Farnam because I like their investment strategy of using low fee index funds and I liked the idea of working with a local person.”

“Chris and Randy have done a very good job for me in the past.”

“Fair and professional and very courteous staff.”

“I wasn't sure about this at first, but after talking with Keylani Ortiz and her staff I felt very reassured.”

“I haven't always been consistent with the plans she's created for me but she's been so patient and has broken every single thing down for me to understand.”

“They train us so we can go to new places but they treat us so good we do not ever want to leave this company.”