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Reviews
Top review highlights
Pros
1
Excellent, personalized, and friendly service from the staff and advisors
“From the moment I walked in today I was treated with care and respect. Carol the receptionist greeted me and talked a bit about life as I waited for my appointment. My meeting was with Corbett LaDuke. Corbett was great to deal with, he answered all my questions, was very understanding of my limited knowledge of the topics we discussed, and ended our meeting with positivity and respect once we wrapped up our time.”
2
Knowledgeable and experienced financial advisors who prioritize the client's best interests
“I couldn't hold a candle to the level of skill and success that Trajan and Chris Nowack have demonstrated.”
3
Seamless and helpful in-house services for estate planning
“The in-house partnership for estate planning is also seamless and extremely helpful.”
4
Efficient and thorough estate planning process
“We put together a complete estate plan in just three 1 hour meetings. The meetings were well organized and planned by the attorney. The concepts and legal terms were all well explained by giving real world examples.”
5
High-quality and comprehensive estate planning documents
“The Phelps Estate law team did a great job setting up our trust and will. They covered all the details and made it very painless for us. I highly recommend them!”
Cons
1
Inconsistent or poor customer service experience for some clients
“Poor customer service. I booked an appointment based on the recommendation of Dave Ramsey and with that I would have figured since being in a business that requires trust, that customer service would be their top priority. The first appointment that I booked was cancelled and rescheduled a day before the appointment, so I booked for the following week and today it happened again.”
2
Concerns about the firm's adherence to fiduciary standards
“This company needs to re-evaluate their definition of a "fiduciary". They aren't even close. We had our money with a Tucson advisor and had difficulty getting returned calls about transferring money in, and when my husband expressed our frustrations to Jeff Junior he was told "we aren't at your beckon call".”
