Endeavor Advisors is one of the leading financial planners in Phoenix, Arizona. Charles Luong is the Co-Founder and President of the company. His passion for financial planning began in 2008. He started working for a large insurance planning firm in Brea, California. After working there for a couple of years, he decided that while he was in the right direction, he needed to be able to make recommendations that truly served his clients’ best interests. Every day, he finds new ways to serve their clients better. He and his team get to know you, your goals, and your dreams. Their advisors use their best thinking, innovative technology, and time-tested investment philosophy to create your comprehensive financial plan. Their company focuses on helping people make solid retirement plans. They provide individualized, hands-on assistance. They educate their clients about financial concepts and products, taking the mystery out of investing, retirement plans, insurance, estate conservation, and preserving wealth.
UNIQUE FACTS:
• Retirement and Savings Calculator
• Budgeting Tool
• Online Appointment.
3 Best Financial Services in Phoenix, AZ
Expert recommended Top 3 Financial Services in Phoenix, 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!
ENDEAVOR ADVISORS, LLC REVIEWS
As a 50-year-old single mom, I've met my share of advisors, but Charles Luong at Endeavor Advisors truly stands out. His patience, clarity, and genuine care made a world of difference. Charles took the time to understand my unique financial needs, making everything feel less overwhelming. It was refreshing to be treated as an individual, not just another client. His tailored advice and the personalized experience I received were beyond what I've come to expect. Thank you, Charles and team, for making me feel valued and understood.
Charles & his team are top notch Advisors. They changed my perspective on financial & tax strategy. I interviewed with plenty of advisors in Central AZ but Charlie and his team were the most knowledgeable and detailed oriented. Their reviews speak for themselves. I would highly recommend Endeavor to anyone looking to manage their portfolio or plan tax strategy. Would trust his team with any family member or loved one.
I’m very happy I chose Charles to be my financial advisor. He’s very easy to communicate with, and is very knowledgeable about all the products available. I would definitely recommend him to my family and friends.
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Farnam Financial is an Independent financial firm located in Phoenix, Arizona. The founder, Jonathan D. Bird, was born in Phoenix and graduated from Creighton University. Before founding Farnam, he managed over $250 million in client assets for 205 high-net-worth families. He holds both the Certified Financial Planner™ and Certified Wealth Strategist™ professional designations. The team goal is to turn your financial house into a financial castle by helping provide three primary benefits: more money for you and your family, lowering your tax bill, and peace of mind through any market. They proudly serve as a fee-only fiduciary and never charge commissions or sell products. They're committed to their clients having better results and peace of mind. Their only goal is to help you meet your specific financial goals. They understand that each client's situation is unique and provide a customized plan that incorporates all aspects of your financial picture. Contact them to book an appointment.
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Sat & Sun: Closed
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FARNAM FINANCIAL REVIEWS
Jonathan Bird possesses a wealth of knowledge and has the ability to listen to your financial objectives and provide rational, sound advice. I have great respect for Jonathan’s financial expertise and would highly recommend him for financial advising needs.
Jonathan Bird was very generous with his time. He obviously knows his business, gave me valuable suggestions, and kept me from making a serious mistake. Even though my account is currently smaller than his minimum, he treated me as if I were a high roller. I can't recommend him enough if you need a financial planner.
Jonathan is an incredibly helpful and knowledgeable financial advisor. His advice was thorough, and took into account all aspects of my personal finance experience/state. He helped setup a financial plan, and provided a ton of resources and advice to help progress it. Jonathan would be my go to recommendation for financial planning.
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Strategy Financial Group is an independent financial service located in Phoenix, Arizona. Calvin Goetz is the founder and president of the firm. For nearly 20 years, He has dedicated himself to helping retirees and pre-retirees attain their financial, retirement, and estate planning goals. He and his team know that retirement and financial planning can be complicated, but they also know their business. Their years of experience allow them to provide clear, easily understood explanations of products and services to help you make the best decisions. Their advisors' team is committed to assisting customers in developing customized financial plans to meet their lifestyle goals for retirement. Their company focuses on conservative wealth management. They aim to help their clients build wealth while mitigating risk and maintaining their assets.
UNIQUE FACTS:
• Each Partner of Strategy Financial Group Holds a Series 65 Securities License
• Free Retirement Toolkit.
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Fri: 9am - 1pm
Sat & Sun: Closed
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STRATEGY FINANCIAL GROUP REVIEWS
Calvin with Strategy Financial Group has changed my LIFE! When I first met with him, we went over my complete financial situation. He assessed areas where I could improve and helped me set up a budget and a plan for my future! I recommend Calvin to all of my friends and family! Book an appointment today and you won’t be disappointed.
My experience with Calvin Goetz and his team at Strategy Financial Group for my financial planning has been excellent. Calvin is truly an expert in the field and offers practical, helpful advice. Calvin keeps me apprised of financial market conditions and helps me make informed decisions regarding my retirement planning. I highly recommend Calvin and his team for financial planning services.
I have worked with Calvin and his team for several years. They are very knowledgeable and professional. Calvin took the time to learn what my financial concerns and expectations were and has built a retirement plan for me that exceeded my expectations. I have referred friends to this team and will continue to do so.
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