Farnam Financial - Phoenix, Arizona

Farnam Financial is a reputable financial planning firm that can help you make informed decisions about your financial future. Located at Address: 2415 E Camelback Rd Suite 700, Phoenix, AZ 85016, they offer a range of services tailored to meet your individual needs.

With Specialties: Financial planner, Farnam Financial can help you create a comprehensive financial plan that includes investment strategies, retirement planning, tax planning, and estate planning. They can also assist with insurance needs and risk management.

One of the key features of Farnam Financial is their accessibility. Their building has a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom, making it easy for everyone to access their services. They also offer on-site services and online appointments, providing flexibility to meet the needs of their clients.

Farnam Financial has an excellent reputation, with 12 reviews on Google My Business and an average opinion: 5/5. Clients have praised their knowledgeable and friendly staff, as well as their ability to help them achieve their financial goals.

If you are looking for a financial planner who can help you create a solid financial plan, Farnam Financial is an excellent choice. With their convenient location, accessibility, and exceptional reputation, they are well-equipped to help you make informed decisions about your financial future.

To get started with Farnam Financial, we recommend visiting their Website: farnamfinancial.com to learn more about their services and team. From there, you can schedule an appointment online or by calling their Phone: 26034000. Whether you are just starting to plan for your financial future or looking to make adjustments to your existing plan, Farnam Financial is here to help. Contact them today to get started on the path to financial success.

Reviews of Farnam Financial

Caroline Ferreira

5/5

Jonathan was incredible to work with. His knowledge and breakdown of questions I had are tremendous. He is trust worthy and really knows how to make finances seem approachable. I have been putting off tackling some of my financial questions and JD made me excited to start on them. Highly recommend the firm and look forward to tuning into upcoming content from the team. Really appreciate it!!

Keith Donaldson

5/5

I highly recommend Farnam Financial to help you navigate through your financial needs. I started talking with Jonathan about a year ago to learn how his firm operates and to see if we could be a good fit working together. This was the best decision I have made as it relates to trusting a firm to guide me and manage my retirement income. I have not retired yet, however, I am a year away from my date. Jonathan was able to let me know if I am prepared to retire when I want and live the lifestyle that is important to myself and my wife. Jonathan is very personable, he does not push any products, he is honest and answers any question you may have. I feel very confident in my decision to partner with Jonathan at Farnam Financial to manage my retirement income through retirement. I'd be happy to talk to anyone about my experience to date working with Farnam Financial.

David Minnick

5/5

Jonathan Bird possesses a wealth of knowledge and has the ability to listen to your financial objectives and provide rational, sound advice. I have great respect for Jonathan’s financial expertise and would highly recommend him for financial advising needs.

Jay Yi

5/5

Jonathan is an incredibly helpful and knowledgeable financial advisor. His advice was thorough, and took into account all aspects of my personal finance experience/state. He helped setup a financial plan, and provided a ton of resources and advice to help progress it. Jonathan would be my go to recommendation for financial planning.

Dick Lockwood

5/5

Jonathan Bird was very generous with his time. He obviously knows his business, gave me valuable suggestions, and kept me from making a serious mistake. Even though my account is currently smaller than his minimum, he treated me as if I were a high roller. I can't recommend him enough if you need a financial planner.

Beatriz Romero

5/5

Jonathan's financial expertise is a valuable contribution to the world. He is an exceptional listener, patient, and immensely helpful. In just one session, he provided me with answers to questions that had been weighing on me for some time. I now feel confident in implementing his recommendations for a secure financial future.

Allison Halpin

5/5

Jonathan at Farnam Financial assisted me in saving and investing for my future. He helped set me up for success and shared his expertise in a way that made investing simple. He's so knowledge, answered all my questions, and is truly a financial advisor you can trust. Would recommend Farnam Financial to anyone looking to invest, plan for retirement, or whatever else you may need financially!

Robinson Crawford

5/5

Jonathan's an excellent retirement planner. He does great work and is invested in his clients' success. I'd also recommend his book to anyone, whether you're novice or advanced in the details of tax efficient retirement planning.