WJ WEALTH MANAGEMENT
18275 North 59th Avenue, Suite B-112, Glendale, AZ 85308 Directions
Since 2012
Here’s The Deal:
" WJ Wealth Management is an independent financial planning firm. The firm is committed to offering complete objectivity and unbiased advice. Wilson and Jeff Jones have been in the financial services business for over thirty years individually. They have found that a team strategy can be an effective method to assist clients who have a wide variety of requirements. They specialize in wealth management. The firm strives to provide a disciplined approach to balance risk and return, and believe that educating customers enables them to make informed decisions. They want to keep you on track to a meaningful and purpose-driven financial future.
SPECIALITY:
Investment Management, Managed Accounts, Iras, Tax, Trust and Estate Planning, Fixed Index and Variable Annuities, Long Term Care Insurance, Asset Allocation Design, Competitive Portfolio Analysis, Stocks and Bonds, Mutual, Exchange Traded and Real Estate Investment Trusts, 529 College Plans, Group & Individual Health and Disability Insurance
TBR® Inspection Report:
EPS WEALTH MANAGEMENT SERVICES
6502 West Soft Wind Drive, Glendale, AZ 85310 Directions
Since 1994
Here’s The Deal:
"EPS Wealth Management Services is located in Glendale, AZ. Jim is one of the owners of ESP Wealth Management. The company focuses on estate planning. They will help you assess your current position, address concerns, identify potential problems, then create a written action plan. They help business owners, families, and individuals, minimize taxes, and reduce expenses. The firm assists you in setting your financial making suitable investing decisions and select relevant financial products and services.
SPECIALITY:
Personal Wealth Building and Management, Annuities, Employee Benefit, Probate, Tax, 401K, 403B and 457 Planning, Insurance Strategies, Business Optimization, Estate, Succession and Retirement Income Planning, Asset Allocation, Investment Management & Social Security
TBR® Inspection Report:
FIDELITY INVESTMENTS
17520 North 75th Avenue, Glendale, AZ 85308 Directions
Since 2001
Here’s The Deal:
"Fidelity Investments Glendale offers financial and investment guidance to their clients. They are expertise in integrated employee benefits solutions. Their advisor is an easy, affordable way to enjoy the benefits of professional money management. The firm provides clear recommendations created to help you grow and protect your wealth. They can help you build a plan for what occurs next for the people who matter most to you.
SPECIALITY:
Retirement, Estate and College Planning Saving for Retirement, Tax-Efficient Investing, Charitable Giving, Social Security, 401K, Investment Guidance, Life Insurance, Wealth Management, IRAs, Retirement Income Plan & Other Retirement Accounts