Scottsdale, AZ Financial Services

Cole takes great care of our accounts. He communicates well to help us understand and does a wonderful job. I Recommend him. Jenny is wonderful also.

Angelica was a great help! I was lost and didnt know where to start I hadnt filed my taxes in over five years she help me locate all the necessary documents to get caught ... more

Thomas explained everything in great detail. Everyone is very friendly.

I have known David Gray for 15 years. I highly recommend him for your complete financial and portfolio management needs. He is not only extremely knowledgeable about the ... more

My mortgage was a bit convoluted and took a LOT of attention. George, and his team at Mortgage Bee, never faltered! His patience and willingness to explain different proc ... more

Pete Real was extremely helpful in directing me to the appropriate QuickBooks version for our business needs. He also helped get me the resources to set up online access ... more

I've had the pleasure of working with Angelica as my financial advisor. Her knowledge, experience and professionalism are impeccable. She is someone you can trust. She wi ... more

Dale was awesome he took the time to make me feel like a person not just the next job.

Chris was extremely professional while taking the time to advice me about my existing and future investments. He took the time to help me create a budget/saving strategie ... more

Ted was a joy to work with. In our case, we had a very short time frame to get our financing completed by our home's closing date. Ted stayed on top of this and, throug ... more

Debbie was very diligent in getting me the best rate and making the process as convenient as possible. She was courteous and responsive.

As a small business owner we established a relationship with Stewart that with his investment expertise and financial guidance it has resulted in a significant increase i ... more

Professional staff

Ted and his team are great to work with. The fact that Ted is so honest from the beginning makes trusting him easy from the start.

Great firm, and Russ Harris was excellent.

Scott Cadieux is a terrific client based advisor that will always put his clients needs in front of everything else. He understands complex planning and strategies and w ... more

Rizzo Financial Group is 5 star, highly recommend to anyone thinking about a new financial advisor

Vincent DelFranco and his team at LifeTyme Financial have been great to work with. Their honesty and professionalism is much appreciated.

He is the best guy for your financial advisor.  We used him for 10 years . No pressure, good advice without  pushing  in any direction. Cole knows his business  and can b ... more

Shannon Trujillo is a Financial Advisor who brings results!  My portfolio earns at least 20% each year. This way out performs the 7% I expected! Shannon has the gift of u ... more

No matter which branch I go into, I have never had a bad experience.

Have been a client for years. They have been supportive and proactive in suggestions to achieve your goals according to the ever changing economic climate.

We have entrusted our financial holdings to Jackson Roskelley for over 15 years. Thank you for taking such good care of us.

We have entrusted our financial holdings to Jackson Roskelley for over 15 years. Thank you for taking such good care of us.

Have been a client for years. They have been supportive and proactive in suggestions to achieve your goals according to the ever changing economic climate.

We have entrusted our financial holdings to Jackson Roskelley for over 15 years. Thank you for taking such good care of us.

Very slow service, they will make you wait and hold on call until you disconnect by yourself. Morever, if you have any issues they will take ages to resolve it. Maybe the ... more

Stewart is a great financial advisor

Dawn and Joe and Alexandra are amazing!! We always come here and they are a delight!

Very good

They were easy to work with in the beginning until I needed a payoff sent to a Title Company. It was all downhill from there! I felt the responses were rude and unhelpful ... more

Tax professional Laura has handled my tax prep with precision! Everything was completed very quickly. I highly recommend.

Oscar helped me get started at the coin flip machine and was very helpful

Jay Davis at the Scottsdale office was enjoyable and knowledgeable of our needs. Very professional.

Conveniently located in Paseo Village Shopping center, West of Walgreens, South of Starbucks, TruWest Credit Union has a covered drive through. The employees are friendly ... more

My tax professional was amazing.

Heather is AMAZING. Such a sweetheart and is so knowledgeable, gives such great recommendations. This is my second year going to her with taxes and she never fails to get ... more

David Brown is a very thorough and friendly Tax agent. My mom introduced me to Paramount Tax and I think Ill keep coming until he retires. 10/10

Natasha is fantastic. Very knowledgeable and the whole office treats you like they work for you. I highly recommend her.

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