About WestPac® Wealth Partners (Scottsdale)
Reviews for WestPac® Wealth Partners (Scottsdale)
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
WestPac® Wealth Partners in Scottsdale is dedicated to empowering clients with innovative strategies for financial success. The firm emphasizes a process-oriented approach, focusing on understanding clients' visions to make a lasting impact on their wealth potential. Clients praise the exceptional service provided by their financial advisor, noting his fantastic support for both personal and business needs. His clear guidance and willingness to help, regardless of income level, highlight his professionalism and commitment. Additionally, he actively connects clients with valuable resources in his network. WestPac has also earned recognition for its outstanding workplace culture, further enhancing its reputation as a trusted partner in financial planning.
David Moore is a dedicated professional that truly cares about his clients and colleagues. Mikaela is always super friendly and inviting. Josh Brown is a planner I’m happy to introduce to my closest friends and family members. I could go on forever. Proud to be part of this amazing team!
Anthony is absolutely fantastic!! He's been a huge help as a financial advisor for my business and personal life. Better than that, he's an incredible person, if there's anything he can do to help you out you or your company, he will not hesitate. He has connected me with multiple people in his network who have been very beneficial for our business.
Anthony is amazing. He provides such clear guidance and is always willing to help regardless of your income level. Definitely great to have a team in place that includes a knowledgeable financial voice. Would definitely recommend!