3 Best Financial Services in Phoenix, AZ

“Endeavor Advisors, LLC values transparency, ensuring that their clients receive clear, straightforward advice and unwavering trust. Charles Luong is the founder of Endeavor Advisors, LLC. They strive to build bridges between brands and their audiences, fostering genuine and lasting relationships. By maintaining the highest ethical and fiduciary standards, they build strong, lasting relationships grounded in mutual respect and reliability. From initial consultation to financial milestones, Endeavor Advisors is committed to turning your financial vision into reality. They will help guide you through the steps necessary to secure enough assets for your optimal retirement lifestyle.”

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“Welborn Financial strives to put you at ease with your relationship to money. Their mission is simply to advise, teach, and inspire so you can walk away feeling better about yourself and your money. Kent Welborn is the principal of Welborn Financial. He has more than two decades of experience serving as a professional financial steward for business owners and high-net-worth individuals. His mission is simple: to provide people with peace today, and a vision to create a financial future better than today. The Welborn Financial team works closely with your CPA, attorney, banker, and any other trusted advisors. They are here to listen, to think strategically, and to fashion a solution that is tailored to your specific situation.”

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“Farnam Financial has Certified Financial Planners who care exclusively about your results. Jonathan D. Bird is the founder of Farnam Financial. With ten years of wealth advisory experience, he holds both the Certified Financial Planner™ and Certified Wealth Strategist™ professional designations. Jonathan is the author of the Amazon #1 Best-selling book, Income on Demand – Master Your Retirement Portfolio, Ignore the Market, and Leave the IRS Weeping. Farnam Financial has found 13 wealth management issues are critical for you to achieve success through each phase of your financial life. Their Financial Castle educational program is designed to help eliminate your financial stress and give you peace of mind through any stock market downturn.”

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