Financial Planners near Paradise Valley

“I started by reading all the other reviews which are outstanding. It does not surprise me. I have known Brent for over 12 years. I was in my late 50s trying to financially prepare for a secure retirement. Now I am 70 and have been comfortably retired for almost 6 years. He helped me to balance an equity heavy portfolio with fixed indexed annuities that are providing as predicted lifetime income for us. Brent is patient, an excellent listener and an educator. His communication skills are outstanding. His friendly attitude is matched by his depth of financial planning knowledge. You are in good hands here.“

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“Jonathan Bird possesses a wealth of knowledge and has the ability to listen to your financial objectives and provide rational, sound advice. I have great respect for Jonathan’s financial expertise and would highly recommend him for financial advising needs.“

“Bradley Wealth has been managing my company 401k as well as my personal portfolio for the last 7 years. They do an annual walkthrough with me to make sure I am on track for future finances and are always available to answer questions I may have. I highly recommend them to anyone looking for a full service financial firm that cares about you and knows you and your family needs personally.“

“John and Beth are the best. Opened an account with them a little over 8 months ago and I have to say it's been awesome. Very through and explaining everything to us. Always answered emails and returned phone calls. Treated us like family. If you getting ready to retire please talk to these folks first. We have all the confidence in them taking care of and growing our retirement funds.“

“For more than 15 years, we have had the opportunity and pleasure to work with Mr. Gold towards securing our retirement goals. Jacob and his team are deligent in the pursuit of security and happiness for their clients and have done an excellent job in the growth of our portfolio. The best way to describe them is "total dedication". They care about you on both a personal and business level.“

“Coworker wouldn't stop raving about amazing services Jake with Rosevest Financial would provide. You have to understand...it was coming from a person who is not giving away compliments left and right with ease. I had to check it out.
What I greatly appreciated about staff, and Jake specifically is active listening to a client's needs and concerns, not overpushing... on the contrary stating it what it is.. you do need or you don't need x and y.
Thank you. Appreciate you guys.
A.“

“I know Ms. B. Nuñez as a person of high moral standards and good character. She represents good business practices.“

“Andrew and his team are some of the best people I've worked with. Their culture and company mission are such a contrast with the normal advisor world. I would highly recommend them for people in the Scottsdale and greater Phoenix area who are nearing or already enjoying retirement.“

“UPDATE - Got a Very impressivecall from Hannah, asking if there was anything they could do about my negative review. Unlike Ian S (the business owner) who made excuses, Hannah's focus was on Me, saying she was sorry I had a negative experience and asking what they could do to make me feel better. . She did say they had done a thorough review and update, to make sure their focus is on clients and that everyone feels important. She offered to do another review of my Medicare plan when I said that it felt like no one looked it over this last enrollment period. I said that wasn't necessary, as Tammy had done an impressively thorough job in July when a move nessecitated a new plan. At the end of the call I was feeling like I truly am an important person to this company and will give them another chance to keep me as a client for the annual Medicare review. Maintaining a cautiously optomistic opinion and a wait-and-see approach for the future.“