Financial Planning Unlimited - Phoenix, Arizona

Financial Planning Unlimited is a company that specializes in financial planning. They are located at Address: 4545 N 12th St, Phoenix, AZ 85014. You can reach them by phone at 22740371. Their website is fpuinc.com for more information.

One of the key features of Financial Planning Unlimited is that they are wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom. They also have a restroom available for all customers. It is important to note that an appointment is required to visit, and appointments are recommended.

Financial Planning Unlimited has received 3 reviews on Google My Business with an average rating of 5/5. This is a testament to the high-quality service that they provide.

Reviews of Financial Planning Unlimited

Tim Gruber

5/5

I've been using Financial Planning Unlimited for my taxes for over the last 20 years. Awesome staff and owner. I like the "family" feel you get when you see them. Never disappointed me.

Brendon Walsh

5/5

I’ve been working with Jeff Peterson and his team for the last 10 years. I used to think I had a good handle on the financial industry and what I should be doing with my retirement accounts however after working with Jeff; I now have a greater understanding of my investments and accounts. He is very knowledgeable and offers his honest opinion and feedback. I ask a lot of questions and he is always willing to answer them. My life has changed over the years with marriage, children, home buying/selling, etc. He helped me create a plan to stay on track while I achieve my financial goals. He is always keeping me accountable and helping me to be financially independent quicker than I would have on my own. With his knowledge in all things financial, it is only natural that he is also guiding me with my tax planning. I really appreciate the way he and his team provide tax projections throughout the year so that when they prepare and file my return, I am on track with no surprises. It's great to know you can trust this team. I recommend them for all of your financial planning, retirement and tax preparation needs.

Tyler W.

5/5

Friendly team with a personal touch