CorePath Wealth Partners Scottsdale - Scottsdale, Arizona

CorePath Wealth Partners Scottsdale

CorePath Wealth Partners Scottsdale is a reputable financial consulting firm located at 7114 E Stetson Dr Suite 205, Scottsdale, AZ 85251. With a phone number of 04480334, and a website at corepathwealth.com, this company has established itself as a reliable source of financial advice and planning.

Their specialties include being a financial consultant, and they are committed to providing personalized solutions to their clients' unique financial needs. Some additional points of interest include a wheelchair accessible entrance, parking lot, and restroom, further demonstrating their dedication to accommodating all clients.

CorePath Wealth Partners Scottsdale has received positive feedback from their clients, with four reviews on Google My Business, resulting in an impressive average opinion rating of 5/5. This speaks to the high level of satisfaction among those who have utilized their services.

The firm's goal is to help their clients achieve financial success by offering expert guidance and tailored strategies. Their experienced team of financial professionals works closely with each client to develop a comprehensive plan that addresses their specific goals and concerns.

Whether you are looking to invest, save for retirement, or plan for other long-term financial objectives, CorePath Wealth Partners Scottsdale is well-equipped to assist you. With their combination of expertise, personalized service, and commitment to accessibility, they have earned a strong reputation in the Scottsdale area and beyond.

👍 Reviews of CorePath Wealth Partners Scottsdale

James C.

5/5

If you are looking for a financial advisor who is knowledgeable, trustworthy and socially conscious, Rick Schultenover should be your first call. Rick's attention to detail and his analytical approach to financial planning is what sets him apart from the rest. He is not satisfied with simply executing his clients' wishes, but instead seeks to understand the underlying reasons for those wishes, and then incorporates those factors into his Financial analysis. He is professional and always available to discuss portfolio strategy or new investment ideas. At Corepath wealth they create a portfolio that fits your risk tolerance, time horizon and sustainability goals!

Ricky D.

5/5

Corepath Wealth has been our Family's trusted advisor for a number of years now. They have assisted us with our business and personal finances, 401k plans and investment accounts. Their services are comprehensive, thorough and professional. I highly recommend Corepath Wealth and the entire team at the Scottsdale location.

Lauren M.

5/5

Hidden gem in Scottsdale. Great team of Financial advisors. Definitely worth the visit.

Ben S.

5/5