Here’s The Deal: Angelica F Prescod has a successful tenure as a financial advisor at Edward Jones, leveraging her expertise to assist clients. She focuses nationally on high-net-worth individuals, families, businesses, athletes, and sports and entertainment professionals. She views all areas that affect wealth, including asset accumulation, protection, preservation, distribution, and succession, to create a sense of financial security. Angelica F Prescod has helped hundreds of clients plan for and work toward their personal financial goals. Her consultative approach and depth of experience allow her to deliver personalized financial solutions to help her clients pursue their financial goals. Her keen intuition, empathy, and listening ability influence her client interactions. Edward Jones's team specializes in investment management, prioritizing providing exceptional customer service to its clients. The firm collaborates closely with your accountant, attorney, and other trusted professionals to develop strategies that capitalize on their collective expertize. Their financial advisors are dedicated to supporting clients throughout their lifelong journey, providing guidance and assistance as circumstances evolve.
3 Best Financial Services in Scottsdale, AZ
Expert recommended Top 3 Financial Services in Scottsdale, 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 ANGELICA F PRESCOD - EDWARD JONES REVIEWS
I spoke with Angelica for the 3rd time today. I am always grateful for her knowledge and patience with me. She allows me to say what I think I know lol, correct me where wrong, educate and then suggest the proper course of action. Never in my life would I think I would have access to someone of her magnitude. I am a bit behind in where I'd like to be but Angelica gives me so much solid direction that I know I'll be where I want to be one day. She hears every unspoken concern and eases them. She is so valuable. She gives me so much hope for retirement when I really thought I probably couldn't. Thank you, Angelica, sincerely.
No matter where you are in your financial journey, let Angelica be your guide. As a young and naive student in graduate school, I have so many concerns about student loans and financing my life until I start receiving consistent paychecks. Angelica HEARD what I was saying and empathized with my position. I felt powerful just after one conversation with her. Not many people have that effect! There is not one other person I would trust to lead my finances as I travel through life.
I had my first conversation with Mrs. Prescod yesterday and she gave me some very good information. I have been buying and holding stock on my own with very little knowledge. I was told my technique is good but the stock I have which were suppose to take off aren't the best ones. I am excited to start this journey with her to create financial wealth for myself and children.
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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: Summit Wealth Group is an independent wealth management firm and financial planner in Scottsdale, Arizona. Randy Morris is the firm's Chief Executive Officer. He graduated from the University of Colorado in 1982 with a business and organizational management degree. He worked for two years as Vice President of Executive Economic Services, Inc., in Denver, Colorado. Randy Morris is a CERTIFIED FINANCIAL PLANNER Practitioner. He is also a Registered Representative, an Investment Adviser Representative, and a Registered Securities Principal with Commonwealth Financial Network. The team at Summit Wealth Group are certified financial planners who serve with you to distinguish opportunities and address concerns as they build a robust financial plan. They are passionate about helping individuals, families, and business owners. They focus on pre-retirees, retirees, and those transitioning significantly. Their customized, holistic financial planning and wealth management is your guide to reaching your fullest potential. They are dedicated to giving customers a more comprehensive array of personalized strategies, superior relational practice, and the time to pursue personal passions and interests more fully.
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Fri: 8am - 3pm
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TOP 3 SUMMIT WEALTH GROUP REVIEWS
Scott Marks is an excellent financial advisor. My husband and I were wanting to find someone to help us steward our finances well, achieve our desires and goals and have a plan for our future. Scott got to know us and listened to us well. He then came up with a sound financial plan which we are following. In addition to our annual review, Scott is always available to answer our questions and give wise counsel throughout the year. As a result of our relationship with Scott I have so much peace.
Cathy and I had our annual review yesterday with Scott. He’s been our advisor for a few years now , and his attentiveness to our financial situation has been, and continues to be, stellar. We appreciate his expert guidance and his calming words regarding the current market situation. We also enjoyed talking about family and other “non business “ topics.
Summit has been a great advising group to work with. Scott makes sure to really listen to your goals and nudge you in the correct direction. I feel much more informed and part of the process than past advisors. I've recommended them to friends and family.
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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: Asset Preservation Wealth & Tax is a fee-only Financial planner in Scottsdale, Arizona. Stewart Willis is the firm's president and high-net-worth adviser. He completed his Bachelor of Arts in Political Science from Berkeley, intending to attend Law School after completing his undergraduate studies. The team has been assisting their valuable clients' needs since February 1997. Their company takes a unique approach to their market and strives to be an industry leader. The company's proven strategies have delivered consistent growth, safety, peace of mind, and enduring success to its clients. They take pride in retaining the fundamental family values of trust, compassion, and integrity. They can evaluate your current plan or help design a complete one that best fits your needs and goals. Asset Preservation Wealth & Tax serves in Arizona and Las Vegas.
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Average flat-rate fee: $7,500 for investments under $500,000
Average hourly cost: $100 to $300
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TOP 3 ASSET PRESERVATION WEALTH & TAX REVIEWS
Stuart Willis is an amazing professional and he has helped us with our financial situation and continues to gain our confidence with each meeting. Thankyou Stuart we are looking forward to a comfortable retirement in the near future.
Erick Jimenez has been incredibly helpful in a planning for our retirement and reaching our goals. He’s extremely knowledgeable in financial planning.
We are extremely pleased with Stewart and his firm with what they have provided for us and our investment accounts.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
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.