The Wealth Guardian Group is a privately-owned and independent financial company that specializes in offering services for accumulation, distribution, wealth plan performance, and multi-generational wealth transfer through legacy planning. They are dedicated to keeping up with the constantly changing rules and concepts to provide their clients with exceptional financial planning services. The firm places a great deal of emphasis on providing individualized attention and meticulousness to each client, which leads to the development of strategies that increase efficiency in their financial journey. The company's goal is to ensure that all of their clients have a fulfilling financial planning experience by providing them with honesty, integrity, transparency, and ethical behavior. If you're interested in learning more about their services or booking an appointment, please contact them.
3 Best Financial Services in Gilbert, AZ
Expert recommended Top 3 Financial Services in Gilbert, 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.
WEALTH GUARDIAN GROUP REVIEWS
My husband was recently diagnosed with Stage 4 lung cancer. We decided on getting a revocable living trust and updating our wills and durable power of attorney forms. Jared was very professional and made the process so easy for us. His staff, Audrey, Annick, and Vicki assisted us with finalizing and signing all the necessary paperwork this morning. We were early for our appointment and they took us right in. We were completely finished with the whole process in 20 minutes. They were wonderful and we would highly recommend their service if you are in need of a Living Trust or other financial expertise. They are reasonably priced and very professional.
I met with Jared a little over a year ago, I already had a financial advisor that I thought I was happy with. I only met with him because I learned from a friend that he was an expert on Social Security and I was thinking I was ready to start my social security. After meeting with Jared through several appointments it became clear that his knowledge and experience far exceeded my current advisor. I made the switch and have been incredibly happy. Jared's level of customer service and active attention to detail was far more than I had been accustomed to, or even expected. I was also impressed to get a nice birthday card every year, a personally delivered Christmas gift, and on occasion has come to my home when I was ill. In short, I would say that my retirement has been successful largely because of Jared Daniel and the Wealth Guardian Group.
Annick Rodarte handled our mother’s estate and provided excellent service. As we live in Florida, we put our trust with Annick and she was very professional and took care of every detail. We highly recommend Annick. Bob & Linda Whiteley.
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Shoreline Financial Services is a financial firm that offers a full range of services, with a particular focus on qualified retirement plans. They provide investment options such as certificates of deposit, certificate annuities, investment-grade life insurance, and traditional life insurance plans. They believe that informed decisions about the best products for an individual's portfolio can be made after assessing their unique requirements. The firm is dedicated to helping people plan for retirement and achieve financial security. Their main goal is to provide unbiased opinions and strategies that deliver excellent results. Shoreline Financial Services is committed to offering professional support, education, and informed guidance to each client. They have four locations in Arizona, and you can schedule a consultation by contacting them.
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SHORELINE FINANCIAL SERVICES REVIEWS
Shoreline Financial is such an amazing company! Thanks to Sean and Jackie Humeston, my retirement money was saved when my company decided to discontinue 401K services. I was able to roll everything over into IRAs with the help of Sean and his team. It's been a seamless process so far. I feel that my retirement is now in the best of hands with Shoreline Financial.
We have been clients with Sean of Shoreline Financial Services for 10 years. It has been a great experience and relationship! Sean has been such a great help in organizing our investments and creating a great plan for our retirement. We feel very safe and confident with his suggestions and knowledge. He is always available to answer any questions and concerns. Thanks.
Jackie is a pleasure to speak with both on the phone and in person. Sean is knowledgeable and extremely helpful in setting up my annuity to help prepare for my retirement. Met Jackie and Sean a few years ago and was very impressed with them both. We actually used their company when we refinanced our home a while back. We would definitely recommend doing business with Sean and his company.
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Heritage Financial Strategies is a top-tier financial services provider located in Gilbert, AZ. They offer various services, including college savings, early retirement planning, fiduciary services, asset management, and divorce financial planning. Their primary goal is empowering individuals to control their financial future. The firm is committed to meeting the unique needs of its clients, working collaboratively with them to determine the best strategies based on their desired outcomes and financial goals. With their extensive knowledge and experience, Heritage Financial Strategies serves clients in Chandler, Queen Creek, Mesa, Tempe, and the greater Phoenix East Valley Arizona Area. They believe in providing their clients with exceptional service, starting with a free consultation to discuss their financial needs and goals. In conclusion, Heritage Financial Strategies is a reputable and reliable financial services provider that can help you achieve your financial goals.
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HERITAGE FINANCIAL STRATEGIES REVIEWS
Shanna is by far the best financial advisor I have ever worked with. She is honest, genuine, and an excellent communicator. I met with several financial advisors before deciding to go with Shanna and Heritage Financial and I was beginning to think there were no honest and helpful advisors. I am so grateful to have been referred to as Shanna. She is outstanding in her field. I could not imagine going anywhere else. I have been a client for the past few years and I am extremely happy. I would highly recommend Shanna and Heritage Financial to anyone looking to invest.
I cannot say enough about how much I love Shanna's financial planning services. I have had several different advisers throughout the years and Shanna will be the last. She always makes me feel like I am her only client, and I know that she really cares about the service and advice that she gives me.
HFS was vetted by a financial celebrity that I often listen to. I spoke with Alden Rowe. I was more than taken back on how quick and comprehensive his viewpoint came together for my portfolios strengths and weakness. His responses to my questions were straight and to the point. Kudos for that alone Alden.
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