Independent Wealth Management - Peoria, Arizona

Address: 9844 W Yearling Rd D-1160, Peoria, AZ 85383.
Phone: 37761100.
Website: independentwealthmgt.com.
Specialties: Financial consultant.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 16 reviews on Google My Business.
Average opinion: 5/5.

Location of Independent Wealth Management

37761100

Independent Wealth Management is a financial consulting firm that offers personalized services to help individuals and businesses manage their finances effectively. This company is located at Address: 9844 W Yearling Rd D-1160, Peoria, AZ 85383. You can contact them through their phone number 37761100 or visit their website at independentwealthmgt.com.

One of the key features of Independent Wealth Management is their team of experienced financial consultants who provide specialized services tailored to meet the unique needs of each client. Their specialties include Financial consultant services that cover a wide range of areas, including retirement planning, investment management, tax planning, and estate planning.

Independent Wealth Management is committed to providing accessible services to all their clients. Their location has a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom, making it easy for clients with mobility challenges to access their services. They also have restrooms available on-site.

Appointments are recommended at Independent Wealth Management to ensure that clients receive the personalized attention they deserve. This company has an excellent reputation, with 16 reviews on Google My Business and an impressive average opinion: 5/5.

Reviews of Independent Wealth Management

Independent Wealth Management - Peoria, Arizona

Agnes Smith

5/5

Having no idea on what to do with my finances, I went to a seminar sponsored by Mylo. He was very knowledgeable and able to direct me with my limited funds so that my future will provide my needs! Thank you Mylo and Staff!

Debra Berus

5/5

Independent Wealth Management is amazing! Everyone from the office staff to Marty are so knowledgeable, kind and helpful. Can’t say enough about their professional yet compassionate care. So glad I stumbled on them!!!

Donna Eggers

5/5

We have been with Marty for almost three years and we feel he always has our best interest in mind. The staff is very friendly and we enjoy all of the events the office has provided.

Linda St Pierre

5/5

Marty and his staff are remarkable! Independent Wealth Management is experienced, trustworthy, and dependable. The staff goes the extra mile to answer questions and find the very best investment for your personal situation. I am so fortunate to have Marty Guzman as my financial.advisor.

Pauline Robinson

5/5

Marty Guzman is the greatest. Love his Team. They are so professional

Tracey Cook

5/5

Marty and his office staff are fantastic. He has been managing our money for several years and has our greatest confidence!

Tim Cone

5/5

Independent Wealth Management - Financial Advising

Very professional, personalized, detailed and honest in our meetings.

My wife and I met with the Wealth Management group August to discuss our finances and the best investment options for our family. The meeting was very insightful and eye-opening as we discussed different solutions, and the team was very knowledgeable.

Prior to our meeting, we had completed some information for the Wealth Management Team and also provided some data on our current portfolio. They were able to show us our investment risk profile and help us understand that our current investments didn't match our appetite for risk. This presentation was personal and very easy to understand. We adjusted our portfolio and are very happy with our results.

Overall, my experience with Independent Wealth Management was exceptional. I would recommend to any one needing investment advice (and I have personally recommended them to my personal friends).

Hanging with the Oliver’s

5/5

We have been working with this group for about 3 years or so and it's been nothing but amazing. We have full trust and confidence when dealing with Marty Guzman and his team. He's always been honest and forthright with us and that's something you must have when dealing with retirement advice and guidance. I would highly recommend this company.