Southwest Fiduciary Inc - Glendale, Arizona

Michelle Marie Engler

They are okay. They are a payee service and my bills are fully paid on time. The only thing I don't like about them is they no longer allow me to pickup my checks.

They are in Glendale and I live in Mesa, so my checks take about three days to get delivered. It's a little frustrating having to wait on the days.

I wish there was a way they could deposit money on to a bank account instead of having to send checks because I feel this would be so much easier.

The checks I've received have only been accepted at Fry's and the bank listed on the checks. It gets frustrating having to travel miles on the bus just to cash a check.

When my dad was my payee prior to them, it was easier because my money would be transferred to me on a card.

Another complaint I have is sometimes the employees on the phone can be very short tempered and rude.

I get some clients probably call them too much, but choose kindness. It goes a long way.

One more thing I don't understand is there is a fee per month to use their services but they claim to be non profit. It doesn't make a lot of sense.

I like them because I've heard they're the best state payee in Arizona, however, I'm excited to someday be my own payee so I can receive benefits on a card and pay for bills and expenses on my card rather than have to travel in triple digit weather all the time.

Anthony Calzada

Do not to any business with these people, workers always lead you on. They never call you back when they say they will and your requests will go unanswered. A lot of the people here don’t know what they are doing it seems like Every time I call them they have to answer “ I need to ask to a lawyer about that”. I find that funny because they are “managing” my trust and they don’t even know what they are doing.

Michelle Marie Engler

They are really awesome and I truthfully have had no issues with them.

Richard Young

They are supposed to manage my disability checks so that I am more responsible and accountable with my spending. They have the final say on where and how I spend my money, and furnishing then with receipts for money spent helps us stay in good standing. Anthony is rather new to that location and when her was my case worker- he treated me like a child and spoke sarcastic to me which was witnessed by my Terros case manager who stood in disbelief at his manner in which he dealt with clients... He is condescending, sarcastic, and has often been heard mocking a client who was upset over money issues. My Terros case manager was present when Anthony violated my HIPAA rights by openly discussing my need for funds for a psychiatric visit! It appeared to us that he took pleasure in denying funds to mentally challenged clients, laughing as they walked out of his office yelling obscenities at him. Phillip and Xavier are more professional and cognizant of people challenged by mental illness. If Anthony was not removed from interacting with clients, I would have filed a complaint or found another payee due to the distress he put me through by pure unprofessionalism and lack of a empathy. Since he was demoted and his caseload switched me to Xavier's caseload, I feel like I'm dealing with an adult as opposed to a child in the wrong line of work. It's hard enough having someone decline a purchase request, let alone having a person smirk and giggle as an upset client is walking out the door in a tirade. Thank you for removing Anthony.

Belinda Cannon

These people are a scam! They don't communicate with anyone.

Frank LaPenna

Southwest Fiduciary unsatisfactory therefore a FAILING score ........
FLP had to save money for his own transportation on Federal SSI Disability.
Southwest Fiduciary would not pay for a car the fiduciary wanted interest on a used car...purchase.

Greg DoVico and brother Phillip DoVico lost FAX COPIES of my fathers trust agreements and lost financial and property records.
NO ORIGINALS TRUST DOCUMENT EXISTS. That FLP created 8 of 9 documents.
Southwest Fiduciary appointed a female divorcee trustee that was not established , specifically a miss appointed female trustee who has been divorces from d
Donald LaPenna for over 35 years by the same attorney as Southwest Fiduciary attorney has on file with the superior court..

SFI also stopped writing FLP'S monthly checks 22 months ago for some unknown reason to pay bills prior to DISCHARGING the case and will not DISCHARGE the case in the Maricopa County Superior Court system.

SFI will not release any assets, money after death of Donald Frank LaPenna father to beneficiaries to this date? For over 2 years now

FLP

Richard Young

Good dudes there and they been dishing my ? fairly 2 me

rebekah

I drive by this place on my way to work I'm not sure why it thinks I have been here. Lol it's where people go and meet payee