A caring advisor
I have been a client of Teresa's for over 6 years. The guidance that she has shared with me both before and after my retirement has been nothing short of amazing! Her attention to my personal financial requirements have made the difference between being merely retired to being happily retired. I can't thank her enough for continually going the extra mile. If you need stellar financial care, then Teresa Bear should be at the top of your list! She is certainly at the top of mine.
Splenid Tax experts
Tax Time Team has a very personal approach for each client. They really take each client professionally now matter...
Ask for Brandon. He is the Certified Financial Planner in the branch and he does a great job understanding your situation, building a financial plan, and then recommending investments to help you accomplish your goals.
I'm relatively new to investments and financial planning, but Hansen made me feel secure in using him to manage my investments. He has many years experience in the industry and I know others that have had great results with his management of their money. Bev is just the icing on top for the whole experience. She is personable, warm, and very knowledgeable as well. As a team, you couldn't find any better in the valley.
Peace of Mind
Teresa Bear, CFP is a woman business owner of JC Grason in Chandler and Mesa, and not just a broker at a large impersonal firm. You can tell the difference she takes time to explain concepts and makes me feel valued and important. Im very happy with her services, and would highly recommend her to anyone who is near retirement or new to Arizona.