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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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Maria is the Regional Sales Director at Valiant Capital and oversees all affiliate partnership operations and sales strategies. Before Valiant Capital, she gained over 20 years of experience in the finance industry, from working and advising in investment and asset management, serving the military and their families, to providing risk management solutions.
Maria holds the Series 65 license as Uniform Investment Advisor, Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). All in all, she is passionate about business development and community involvement.
Maria is known for sharp financial interpretations, and she quickly brings her analysis of the latest tax updates, affiliate partnerships, and IRS guidance to the professional community.
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