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BestProsInTown

Financial Planners near Paradise Valley

Financial Planners near Paradise Valley picked by BestProsInTown

Scottsdale Wealth Advisory

Scottsdale Wealth Advisory

8501 N Scottsdale Rd, Paradise Valley

Fri 8AM - 5PM

5.0 17 reviews

“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.”

Bradley Wealth LLC

Bradley Wealth LLC

16430 N Scottsdale Rd Suite 230, Scottsdale

Fri 8AM - 5PM

4.9 51 reviews

“Bradley Wealth is an excellent choice if you’re looking for a financial advisor that has your best interest in mind. Michael Bradley and his team work hard for you and insure that any questions you may have are addressed in a timely manner. We are very grateful for the service we’ve received from Michael Bradley and the Bradley Wealth team.”

American Retirement Advisors

American Retirement Advisors

8501 E Princess Dr #210, Scottsdale

Fri 9AM - 5PM

4.8 48 reviews

“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.”

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