3 Best Financial Services in Glendale, AZ

“EPS Wealth Management Services is a family wealth-building and management office, a guide at your side to help you create a plan and then implement your plan by purchasing appropriate products and services. Jim, one of the owners of EPS Wealth Management, has over 40 years of experience in the financial services industry as a Certified Financial Planner (CFP®), Registered Investment Advisor, a licensed life insurance agent, and a Certified Legal Document Preparer (CLDP®). Jim is a people-helper and a problem solver who has helped hundreds of families and business owners plan their financial future. EPS Wealth Management Services will help clients assess their current position, address concerns, identify potential problems, and create a written action plan. Call them for a no-cost, no-obligation consultation.”

“Kaizen Wealth Management Group provides outstanding service to clients because of their dedication to the three underlying principles of professionalism, responsiveness, and quality. By combining their expertise, experience, and enthusiasm for financial planning, each client receives close personal and professional attention. Kaizen Wealth Management Group provides total financial services to individuals, large and small businesses, and other agencies. Sheila Madrigal is a financial advisor and investment assistant at Kaizen Wealth Management Group. Sheila has over 30 years of experience in the financial industry, including an extensive banking background. She strives to help clients achieve their financial and retirement goals, and she will go above and beyond to assist them in their needs. Sheila is truly gifted at building trust, which is extremely important to her.”

“Fortress Financial Strategies is dedicated to treating clients like family, with a focus on helping them achieve their goals and dreams. The firm is led by Chief Executive Officer Brett Andrews, who brings over 30 years of experience in the financial industry. His expertise and passion enable him to provide comprehensive guidance on investment and retirement planning. Fortress Financial Strategies team’s mission is to build and protect clients’ financial independence, which they believe begins with a strong foundation built on four equally important cornerstones. With access to skilled asset portfolio managers, specialized products, and custom-designed allocations, they create tailored strategies to meet each client’s unique needs. Appointments can be scheduled by contacting the firm directly. Fortress Financial Strategies offers unique programs like financial planning for doctors and business owners, custom retirement plans, high-net-worth portfolio management, federal employee benefits analysis, and group insurance for businesses.”