“Andrew and his team are some of the best people I've worked with. Their culture and company mission are such a contrast with the normal advisor world. I would highly recommend them for people in the Scottsdale and greater Phoenix area who are nearing or already enjoying retirement.“
“Anthony is amazing. His willingness to understand where you are and where you want to go with the amazing questions that he asks is unmatched not to mention his ability to connect me to others to help me accomplish various things in my life is just amazing. You have a true professional with Anthony and a team member!“
“I have nothing but great things to say about AIO Financial. They do way more than just manage my investments. They created a plan that covers all areas of my finances and it gives me tremendous peace of mind.I highly recommend them to anyone, especially those with a high net worth.They don't get commissions or sell anything so I know they are always doing what is best for me.“
“It was a beautiful day and fun event. Thank you for organizing this gathering and hearing about changes to look forward to.“
“UPDATE - Got a Very impressivecall from Hannah, asking if there was anything they could do about my negative review. Unlike Ian S (the business owner) who made excuses, Hannah's focus was on Me, saying she was sorry I had a negative experience and asking what they could do to make me feel better. . She did say they had done a thorough review and update, to make sure their focus is on clients and that everyone feels important. She offered to do another review of my Medicare plan when I said that it felt like no one looked it over this last enrollment period. I said that wasn't necessary, as Tammy had done an impressively thorough job in July when a move nessecitated a new plan. At the end of the call I was feeling like I truly am an important person to this company and will give them another chance to keep me as a client for the annual Medicare review. Maintaining a cautiously optomistic opinion and a wait-and-see approach for the future.“
“Bradley Wealth takes care of all of our financial needs with top notch professional and personal attention. Love this firm and the folks running it!“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
“For more than 15 years, we have had the opportunity and pleasure to work with Mr. Gold towards securing our retirement goals. Jacob and his team are deligent in the pursuit of security and happiness for their clients and have done an excellent job in the growth of our portfolio. The best way to describe them is "total dedication". They care about you on both a personal and business level.“