Best Financial Services in Scottsdale

I recently had a call with Angelica and I've got to say, I'm thoroughly impressed! She and her team have a great understanding of the financial industry and are able to explain things in a way that makes sense to me. Angelica took the time to get to know my financial situation and gave me recommendations that fit my goals perfectly. I trust that Angelica has my best interests at heart and I know she'll continue to provide excellent service and guidance in the future. If you're looking for an exceptional and trustworthy financial advisor, I highly recommend Angelica. She's truly amazing.

I am young and wanted to start investing early. Angelica was recommended to me by someone I trust. I had a call with her this week and definitely feel like I have come to the right person. She is confident and willing to answer any questions-- really reassuring that she has my best interests in mind. I loved how she encouraged me to think about long term growth while also making sure I am comfortable with the amount I am deciding to invest. Looking forward to continuing to work with her.

If you are looking for an excellent financial advisor Angelica Prescod and her team are a perfect fit. She's an expert in what she does. She's honest, personable, and passionate about helping everyone have better financial literacy. I am pleased with her service, and I'm optimistic that my future self will be, too, with the advice and expertise Angelica is providing. Oh, and let me not fail to mention she takes out personal time to do monthly market updates via Zoom with all of her clients, allowing everyone to ask questions and provide us with a forecast of what to expect in the market, etc. Angelica and her team are amazing.

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I have known Joe Laux for over a decade and have viewed first hand his career as a trusted and respected financial advisor take off. He is well known in the business community that I frequent and has a sterling reputation both for his character and his financial advisement expertise. I would highly recommend Joe to any of my business colleagues as well as the public at large.

My family has worked with Joe Laux and the Silverhawk team for more than 10 years. They have been a consistent and reliable resource as our family, business, and financial needs evolve and we will continue to look to them for guidance, particularly in these volatile teams. You would be well-served to hire the team at Silverhawk Private Wealth to manage and grow your portfolio!

Joe Laux not only helped me analyze my financial status put laid out a clear plan to reach my financial goals. No pressure, just sound advice to minimize risk and diversify. I would recommend them to anyone.

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I cannot say enough about Summit Wealth Group. I moved my money over with Scott a few years ago when I moved to the Phoenix area. He has a good understanding of the markets and has done a great job handling my accounts. My portfolio is constantly out performing the market. The fees are very reasonable for the performance, products, and services provided. Walking into an office with friendly faces is always a plus. Not to mention if you call the office, you won’t get an automated answering machine. I find joy in the little things in life.

We absolutely love Summit Wealth and Scott Marks. We’ve been with him since 2017 and have achieved goals we didn’t even know we had. The annual in person financial check-in’s are invaluable and between these meetings we can always rely on Scott to briskly answer questions and provide his recommendations but is always open to alternative moves that are important to us. We truly feel part of the Summit Wealth family and can’t imagine where we would be financially without his expertise.

Summit has been a great advising group to work with. Scott makes sure to really listen to your goals and nudge you in the correct direction. I feel much more informed and part of the process than past advisors. I've recommended them to friends and family.

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