Here’s The Deal: The Wealth Guardian Group is an independent financial services company in Gilbert, AZ. The firm is dedicated to staying current with the regularly changing rules and concepts to provide an excellent financial planning experience. They understand that each client has unique financial goals and needs. Their team takes the time to listen and create customized plans that align with each client’s objectives. Whether you are planning for retirement, saving for education, or looking to invest wisely, they tailor their services to meet your specific requirements. The firm places a great deal of emphasis on providing individualized attention and care to each client, which leads to developing strategies that increase efficiency in their financial journey.
3 Best Financial Services in Gilbert, AZ
Expert recommended Top 3 Financial Services in Gilbert, Arizona. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 WEALTH GUARDIAN GROUP REVIEWS
When I was 52 my Mom passed away and I received a considerable amount of inheritance, mostly from the life insurance my dad left behind a few years back. My Mom invested it in stock and I found myself with a tax dilemma. I looked around and met with several financial advisors, but right off Jared was quite a bit different, he was easy to talk to, but he also gave me advice and showed me how to avoid tax without my commitment to him or without payment, he sincerely seemed to want to help. I did decide to become a client and it was no mistake. He helped me set up a generational IRA, helped with eliminate a lot of taxes, and helped me set up a trust. His office is amazing they handle my investments, my insurance, my tax returns and they are just so knowledgeable about everything, I feel like I learn something new each time I visit. I would highly recommend Wealth Guardian Group...in fact I have referred all my family and friends...I wish he was around to help my mom, as we found a lot of mistakes that her advisor had made. Thanks Jared.
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.
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.
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Here’s The Deal: Shoreline Financial Services is one of the leading financial planners in Gilbert, Arizona. Sean Humeston is the chief executive officer and founder of the firm. The team is dedicated to providing retirement planning and financial strategies to those seeking a better lifestyle. Simply put, they strive to be their clients' trusted source of safe money. As a retirement planning firm, their primary focus is to provide unbiased opinions designed to achieve great results. The firm offers certificates of deposit and certificate annuities, investment-grade life insurance, and all traditional life insurance plans. They make informed decisions about the products in any portfolio that are best made after assessing individual requirements. Shoreline Financial Services is dedicated to professionally supporting, teaching, and providing informed direction to each client.
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TOP 3 SHORELINE FINANCIAL SERVICES REVIEWS
Sean is fantastic to work with. He takes all the time you need to understand. In my situation, Sean wanted to take sometime and do some research to find out what would be the best fit for me, which I really appreciated. We made another appointment and at the second appointment Sean explained everything to me in detail (what my cost would be and etc) and why he thought it would be the best fit for me. Sean really CARES about his clients and you can feel how much he cares just by talking with him. Sean really is a joy to work with and I'm looking so forward to working with him. I thank God I found him.
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.
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.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: J. Martin Wealth Management is a well-known financial advisor in Gilbert, Arizona. Jeff Martin is the founder of the firm. He completed a bachelor's degree in Accounting from the University of Central Florida. He has a passion for educating people on personal finance and helping others succeed, which is reflected in his service to his clients. At J. Martin Wealth Management, the team guides their clients in preparing for their retirement and oversees their success while in retirement. They utilize various investment strategies that ensure a low-risk and low-volatility retirement portfolio, as well as income, tax, and estate planning strategies. They work with clients to create a customized and personal approach that meets their long-term financial goals while avoiding unnecessary losses or taxes. Their philosophy is to take a highly personalized approach to providing investment advice. They educate and, in turn, 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 their risk tolerance and comfort level.
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TOP 3 J. MARTIN WEALTH MANAGEMENT REVIEWS
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 especially while managing through 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. The benefits of working with J. Martin Wealth Management have been and continue to be great for us.
I had an appointment with Jeff, and he was outstanding!! He exceeded my expectations! Not only was he extremely knowledgeable, he gave me a variety of options for my financial plan. I highly recommend checking him out.
Jeff is great. He was friendly and knowledgeable and was able to answer a lot of my questions during the initial phone call.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.