72(t) Professor, Powered by Spivak Financial Group - Scottsdale, Arizona

Address: 8753 E Bell Rd Suite #101, Scottsdale, AZ 85260.
Phone: 47763728.
Website: 72tprofessor.com.
Specialties: Financial planner, Financial consultant, Investment company, Investment service.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 50 reviews on Google My Business.
Average opinion: 5/5.

Location of 72(t) Professor, Powered by Spivak Financial Group

47763728

The 72(t) Professor, powered by Spivak Financial Group, is a renowned financial planning and consulting firm located at Address: 8753 E Bell Rd Suite #101, Scottsdale, AZ 85260. With a phone number: 47763728 and an informative website: 72tprofessor.com, this company specializes in providing financial planning, financial consulting, investment company, and investment services.

The 72(t) Professor has received numerous positive reviews from clients, with a remarkable average opinion: 5/5. Based on 50 reviews on Google My Business, this company has established itself as a reliable and efficient choice for those seeking financial guidance.

One of the unique attributes of the 72(t) Professor is its commitment to accessibility. The location has a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom, ensuring that all clients can access the building with ease. Additionally, there is a restroom available on-site for added convenience.

Appointments are recommended for those seeking financial guidance from the 72(t) Professor, ensuring that clients receive the attention and expertise required for their financial needs. With a team of experienced and knowledgeable professionals, the 72(t) Professor provides personalized financial plans and investment strategies tailored to each client's goals and risk tolerance.

The 72(t) Professor is an ideal choice for those seeking financial guidance and expertise. With a range of services and a commitment to accessibility, this company is well-equipped to handle all financial planning and consulting needs. To learn more about the 72(t) Professor and its services, visit the 72tprofessor.com website and schedule an appointment today.

Reviews of 72(t) Professor, Powered by Spivak Financial Group

72(t) Professor, Powered by Spivak Financial Group - Scottsdale, Arizona

Steve Lasik

5/5

Stuart did a 30 minute consultation call with me and did a nice job of briefly outlining his potential services. He was on-time, knowledgeable, and friendly. He then set up a 60 minute follow up Zoom call to visually walk through his 72t management options in detail.

Franklin Chun

5/5

Stuart is a wealth of knowledge in a specialized field of 72(t) SEPP. I appreciate him generously sharing his thoughts and knowledge as it applied to my situation and providing guidance to help set me on the right path.

Warren Herder

5/5

Was looking for an advisor who could provide details on how to go about implementing SEPP via IRS rule 72T. Stuart was very helpful in explaining the intricacies of 72T and how they could set it up for me as well as other free advice on how to protect and invest my retirement funds. Glad I found this site, thanks Stuart for the time you spent helping me make progress towards protecting, investing and gaining access to my retirement funds early without penalty! Would strongly recommend Stuart to anyone looking for a financial advisor, he really took his time (at no cost) on a couple of occasions to share his expertise with me and get me going in the right direction!

Roger Paulson

5/5

I had the great good fortune to find Stuart Spivak (aka the 72t Professor) while doing research on 72t. He was kind enough to set up a call with me in which he answered all of my questions. He was a font of information - and incredibly helpful!

Patrick Meehan

5/5

I was able to arrange a meeting with Stuart on the same day I contacted the Spivak Financial Group. During my free consultation, Stuart helped clarify some issues I was having. If you have any questions, especially regarding the 72t process, I would recommend scheduling a call with Stuart.

Scott Ie

5/5

After doing some research on 72T professionals (of which there are few) I located Mr Spivak. I have been in the 72T program for over 7 years and after just a few minutes talking with Stewart I could tell he was spot on within the subject and he did help me with an issue I have. He was very attentive and listened to what I had to say so as to get all the facts. His recommendation reassured me that I was on the correct path to rectify the situation I am in and provided some very good advice. I would highly recommend Stewart to anyone who needs financial advice or needs guidance with the 72T program.

Sincerely:

Scott Lojewski

C G

5/5

Stuart was great at clearly explaining options and does have knowledge in 72t matters if you are stuck with a scenario.

Adrian Sole

5/5

Stuart was very knowledgeable and quickly answered all my 72t questions. In this age of automated phone support it was nice to talk directly to a person. He was quick to reply and took the time on the phone to really explain my options. A great guy to deal with.