Wealthnest Planners is a leading independent financial planning firm located in the Chandler Midway area of Chandler, Arizona. Their team of experienced financial advisors offers objective and personalized advice to help clients achieve their financial goals. They believe that financial planning is not a one-time event but an ongoing process. That's why they provide year-long monitoring of all client investments to ensure that they are on track and making progress toward their objectives. Their team of advisors includes specialists in various areas, such as retirement planning, investment management, tax planning, and estate planning. As a result, clients have seamless and continual access to all team members, allowing them to benefit from their collective expertise. Wealthnest Planners is proud to be an independent firm with no corporate agenda, so clients can rest assured that their recommendations are solely based on their best interests.
3 Best Financial Services in Chandler, AZ
Expert recommended Top 3 Financial Services in Chandler, Arizona. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
WEALTHNEST PLANNERS REVIEWS
My family has had Mike McGinley do our taxes for the past 6 or 7 years. He is nothing short of professional and always looks out for the best interest of his clients. How do I know this? You see I worked for Wealthnest for 3 tax seasons and it was one of my favorite jobs. Mike has always presented all of the different options on how we could file our tax returns and has always suggested the best option based on his professional opion. This year, he presented us with 3 options and one of them saved us several thousands of dollars. So, I will always go to Mike McGinley for my tax services and would highly recommend him for his professionalism and integrity.
We've been seeing Mike since 2010 at the recommendation of a colleague and it is one of the best things we've done financially. Mike has helped us deal with everything from taxes to life insurance to college savings accounts. He's easy to reach and it's always enjoyable talking to him.
We have been coming here for tax services for many years. Lauren is so great, and they process the refunds so quickly. Such a quick process, and so professional. I highly recommend them!!!
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
Strategic Income Group is a leading financial planning firm with a strong focus on achieving long-term financial security through sound investments and savings goals. Their mission is to help clients accumulate wealth and achieve their retirement goals by securing multiple income streams. Their team of financial experts takes a comprehensive and proactive approach to address your financial objectives with the most efficient methods available. Whether you need retirement planning, wealth management, or investment advice, they can construct a personalized plan that aligns with your unique needs and goals. With their portfolio risk analysis tool, you can get a clear understanding of your current financial position and make informed decisions to secure your financial future.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
STRATEGIC INCOME GROUP REVIEWS
I really enjoyed interviewing with them and upon research and review of the company, I would like to look into utilizing them personally even if I do not get the position. Definitely worth looking into!
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
JEFF MARTIN, CRPC is an active fiduciary financial advisor and the founder of J. Martin Wealth Management, leads a fee-based financial planning and wealth management firm with offices in Chandler, Gilbert, Maricopa, and Tucson, Arizona. Jeff's dedication to educating people on personal finance and assisting them in achieving success is evident in the personal service he provides to his clients. Through a holistic planning approach, the firm collaborates with clients to optimize their assets for the collective pursuit of financial goals. The primary mission is to safeguard and enhance clients' investments. The experienced financial advisors at J. Martin Wealth Management specialize in tailoring individualized financial plans to align with various goals, including retirement planning, home purchases, and funding a child's education. Continuous monitoring of clients' financial progress ensures their financial future remains on a prosperous trajectory. The firm conducts a comprehensive assessment of each client's financial situation, creates personalized investment strategies, and optimizes investments to establish lasting wealth and financial security. They leverage third-party institutional-style professional money managers to oversee the assets. By prioritizing a personal connection with each client and staying attuned to their risk tolerance and financial needs, J. Martin Wealth Management is well-equipped to recommend effective wealth planning strategies and offer understandable, actionable advice.
UNIQUE FACTS:
• Independent Financial Advisor
• Schedule Your Complimentary Consultation.
Specialty:
Contact:
Working Hours:
Fri: 8am - 4pm
Sat & Sun: Closed
TBR® Inspection Report:
JEFF MARTIN, CRPC - J. MARTIN WEALTH MANAGEMENT REVIEWS
Jeff has been an outstanding financial advisor and a huge asset when it comes to understanding my finances and creating a successful plan for growth and ultimately retirement. Not only am I very pleased with my managed account growth thus far, I am extremely happy with all the advice he gives me when it comes to money outside of the market and creating more ways to save, reallocate, and grow. For anyone looking for a financial advisor I highly recommend connecting with Jeff and seeing how much he can help you reach and exceed your financial goals - Bryson C.
Excellent advisor who prepared me well for retirement and continues to provide sound and thoughtful portfolio management with my interests first and foremost. Stays connected with frequent discussion’s especially while managing thru these chaotic times. He has solutions that truly work. Highly recommend you check this company out, even if you think you don’t need a financial advisor. Benefits of working with J. Martin Wealth Management have been and continue to be great for us - Karen B.
My wife and I have had a few different financial advisors over the years but none of them have been as good as Jeff. He is very attentive to our financial needs and goals, is always available to answer questions or meet 1 on 1, he listens and executes, and he is trustworthy-always putting our interests first. I would highly recommend Jeff for all of your financial, retirement and wealth management needs - Lance B.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.