3 Best Financial Services in Chandler, AZ

“Wealthnest Planners has the experience and hands-on approach to managing wealth through various market cycles, helping clients navigate tough times. Michael B. McGinley is the firm's co-founder and financial planner. He has over 20 years of experience in tax and financial services. He holds Series 7, Series 24, and Series 66 licenses and is licensed in life and health insurance. The team at Wealthnest Planners is proud of their independence, free from any corporate agendas. Their financial advisors are ready to share the valuable knowledge they've gained over the years. They also provide year-round monitoring of all client investments. Clients have easy and continuous access to all team members, giving them exposure to a range of specialties and expertise.”

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“J. Martin Wealth Management works with you to create a customized and personal approach that meets your long-term financial goals while avoiding unnecessary loss or taxes. Jeff Martin is the founder and financial advisor of the firm. At J. Martin Wealth Management, the team philosophy is to take a highly personalized approach to providing investment advice. They educate and empower their clients to make confident, knowledgeable decisions for the success of their financial future. Their mission is to protect and preserve their clients' assets across all market cycles, focusing on your risk tolerance and comfort level. Your wealth is their number one priority now and into the future. The team guides their clients in preparing for retirement and oversees their success while in retirement. They utilize various investment strategies that ensure a low-risk and low-volatility retirement portfolio and income, tax, and estate planning strategies.”

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“Strategic Income Group creates a plan to help you reach your goals by using one or more of their core services, keeping you focused on a meaningful and purpose-driven financial future. Michael Gauthier is the owner and financial planner of the firm. He is a CERTIFIED FINANCIAL PLANNER™ professional with over two decades of experience helping families and individuals meet their wealth-building goals. In March 2013, he left a large Wall Street firm to start Strategic Income Group, where he provides one-on-one financial consulting and management services. At Strategic Income Group, the team's comprehensive, proactive approach ensures they address your financial goals and objectives using the most efficient methods available. They focus on building wealth through sound investments and reasonable savings goals to help their clients achieve greater financial security. They offer retirement planning by securing multiple income streams.”

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