Phoenix, AZ Financial Services

It was great it was quite.

Kym and Ashley were brilliant to work with from start to finish. Prompt response times, expert knowledge and explained the process really well. Kym took time to offer a ... more

I have had an exceptional experience with Chris Walsh at Capital Choice, who provided me with easy-to-understand financial review about my retirement and my pension. Chri ... more

Always available, Accurate & easy to use.

I'm a single mother of two and after 8 years of renting, I decided it was time to buy a home. I qualified for the Pathway to Purchase program and after two days of lookin ... more

I have had the fortune to know and work with Anthony Cino and the TFO Phoenix team for many years. As a business owner in a rapidly changing tax and investing landscape, ... more

Mike is an AMAZING Loan Officer. He made my refinance so easy and it was done quickly. He was able to find funding that other companies couldn't and he lowered my monthly ... more

Jake has been extremely professional and is always willing to educate me with every question I have. Trust and honesty is vital for a financial advisor, in my opinion. Ja ... more

Obviously

Josh went above and beyond to help us through the process. Thank you for all your help.

Fast Service & reliable. Most importantly, Very Secure.

Great Customer service.

Incredibly smart and focused team, they truly care about reducing taxes and helping you build wealth.

They are usually 10 cents cheaper, even the Circle K or Fry's can compete with them.

My husband and I met with Tamara yesterday and had a GREAT experience. With all the new changes in the tax laws and our financial situation we really appreciated her expe ... more

Trying to find my man

Jason Wojtyna is a consummate professional who knows the industry, knows his company's products and knows his borrowers' needs. He is organized, attentive and very helpfu ... more

David gives great and professional customer service

Life is better with a financial advisor.

Karen and her team are always so helpful and knowledgeable. They respond quickly, and make the whole refi processes easier.

Thrilled to have Brandon as my financial advisor! I used to think Edward Jones was a chain of stuffy financial advisors and assumed they were overpriced and one size fits ... more

Call over there give every verification piece of information I can possibly give Edwin being super rude and snooty unbelievable

What a great service! Super professional, helpful, and educational! I used them to scale my business and they definitely delivered. Thank you so much for your exceptional ... more

Josh and Kristen are both incredible to work with! I cannot recommend them enough. The advisor I had previously talked to me like I was an idiot. Josh is so kind and down ... more

I have been fortunate enough to work with Jeremy Schachter over the last 10+ years. He has helped me purchase my last 3 homes. He is absolutely amazing to work with and o ... more

cashier is very friendly,

Both ladies (Genesis and Vianey) were very helpful as soon as I came in - great customer service and will help you in any way.

Wayne is knowledgeable and trustworthy!

My wife and I moved here to Phoenix from Dallas in October of 22' and transferred our Edward Jones account to Jamie's office. The service and attention to detail has bee ... more

First time doing taxes! Clinton Watson was amazing😁

Friendly, knowledgeable, staff. Eager and ready to assist with a smile. Would go out of their way to make my Banking experience, complete. Love this bank and its employee ... more

Carlene was exceptional, she always answered my questions regarding my bankruptcy no matter how many times I would ask the same or similar questions. She would respond q ... more

Thanks and success for you all..Love a Bank Arizona ..Kingdom

Well a lot has been happening. I just want to say thank from the bottom of my heart for selling the Nitro to us. It's an awesome SUV. Fun to drive and practical. In the f ... more

I wanted to make sure that I am able to retire comfortably. I met with Stacia and she addressed all of my concerns. By her being a former teacher, she was able to breakdo ... more