Redeem Wealth - Gilbert, Arizona

Redeem Wealth: A Comprehensive Financial Solution

Redeem Wealth is a distinguished financial services firm dedicated to providing personalized and holistic financial planning to individuals and families. Located at 2162 E Williams Field Rd #111, Gilbert, AZ 85295, United States, Redeem Wealth offers a comprehensive suite of services designed to help clients achieve their long-term financial goals. With a commitment to transparency, integrity, and client-centric care, they have established themselves as a trusted advisor in the financial landscape.

Specialties and Services

Redeem Wealth’s core competencies encompass a wide range of financial expertise. Their primary specialties include:

• Financial Planning: They develop customized financial plans tailored to each client’s unique circumstances, encompassing retirement planning, estate planning, education funding, and goal setting.
• Financial Consulting: Their experienced consultants provide strategic guidance on investment decisions, debt management, and overall financial strategy.
• Investment Services: Redeem Wealth manages investment portfolios designed to align with clients’ risk tolerance and financial objectives. They offer a variety of investment options, including stocks, bonds, mutual funds, and alternative investments.
• Tax Preparation Services: They assist clients with tax planning and preparation, ensuring compliance with all relevant regulations and maximizing tax efficiency.

Accessibility and Convenience

Redeem Wealth prioritizes client accessibility and convenience. They offer a flexible approach to appointments, including online appointments and on-site services. Recognizing the diverse needs of their clientele, they provide language assistance, ensuring effective communication for all. The facility is fully equipped to accommodate individuals with mobility challenges, featuring a wheelchair-accessible car park, wheelchair-accessible entrance, and a wheelchair-accessible toilet. Furthermore, they offer gender-neutral toilets and general restroom facilities. Parking is readily available on the street, and a free parking lot is also provided. Appointments are required, and are strongly recommended to maximize efficiency and personalized attention. Services are free of charge.

Client Testimonials and Reputation

Redeem Wealth consistently receives positive feedback from its clients, as evidenced by its impressive Average opinion: 5/5 rating on Google My Business. The company boasts 9 reviews on Google My Business, reflecting a strong commitment to client satisfaction. A recent review stated: 'I have worked with Jeremy long before Redeem Wealth came about. The team at Redeem Wealth have done an outstanding job of taking care of my financial future. From my trust, to my taxes , to my investing, to my future plan, it is a comprehensive process that is executed with knowledge and experience. I highly recommend the team to all my clients because when you are well taken care of, you just want others to get the same service’ This sentiment highlights the dedication and expertise of the team at Redeem Wealth, demonstrating their ability to provide a holistic and coordinated approach to financial management. The emphasis on a ‘comprehensive process’ suggests a deep understanding of interconnected financial needs and a proactive approach to planning. The desire for others to receive the same exceptional service underscores the firm’s commitment to building lasting client relationships. The providers demonstrate the knowledge and experience to implement a robust, effective plan.

Contact Information

For more information or to schedule an appointment, please contact Redeem Wealth at Phone: 4806807975. You can also visit their website at redeemwealth.com. The website provides detailed information about their services, team members, and client resources.

Key Features Summary

In conclusion, Redeem Wealth presents itself as a reliable and experienced financial partner. Their comprehensive services, commitment to accessibility, and positive client feedback contribute to their success. Prospective clients seeking a dedicated and knowledgeable financial team should consider Redeem Wealth as a valuable resource in achieving their financial aspirations.

👍 Reviews of Redeem Wealth

Renata S.

5/5

I have worked with Jeremy long before Redeem Wealth came about. The team at Redeem Wealth have done an outstanding job of taking care of my financial future. From my trust, to my taxes , to my investing, to my future plan, it is a comprehensive process that is executed with knowledge and experience.
I highly recommend the team to all my clients because when you are well taken care of, you just want others to get the same service!!

David G.

5/5

Thanks to the advice we received from Redeem Wealth, my wife was able to “retire” after 17 years at her job and pursue her dream of staying home with our kids. It’s been a joy working with Jeremy and Houston. We are so appreciative for all of their counsel on everything from retirement planning to taxes to investing wisely. On top of that, the team at Redeem have helped me as a business owner think smarter about running my real estate business with the right financial guardrails in place. I’m so impressed with Redeem that I regularly refer them to my friends, family, and clients. 5 stars all the way!

Benjamin C.

5/5

I've been with Redeem Wealth since day one and they have been great. I am not well versed in financials and the team there always boils it down in a way that I can understand it and gives me great advice on keeping with my financial goals and how to keep my current cash flow going to accomplish that. They also offer tax services, which I have been using the last few years and it's been really helpful to not only have my taxes done, but also getting advice on how to improve my tax situation for the next year. I can't recommend Redeem Wealth enough if you're looking for a financial advisor/wealth management firm.

Rebeccah P.

5/5

I cannot recommend Houston with Redeem Wealth enough! He has been incredible at helping me with all my financial planning + tax services. He is always available to help and makes everything so easy. I highly recommend using him for all your financial needs!!

kristy C.

5/5

Jeremy and Houston are a joy to work with. They listen and care about our financial concerns and help us plan. I always leave feeling more encouraged about our future than when I arrive.

Darby M.

5/5

It was an excellent experience to have time and leading with the professionals at Redeem Wealth. They helped us make intentional and wise plans for our family and our future. Highly recommend!

Jocelyn F.

5/5

Redeem Wealth is simply the best. Jeremy & Houston make a great team. I trust these guys 💯

Roy H.

5/5

Great people, wise council, and a fantastic experience. I’m very glad I used Redeem Wealth.