Jared Daniel, CFP CRPC EA - Gilbert, Arizona

Jared Daniel, CFP CRPC EA - Financial Consultant and Planner

Jared Daniel is a highly regarded financial consultant and planner based in Gilbert, Arizona, United States. With a strong background in financial planning, insurance, and legal services, Jared offers comprehensive financial solutions to his clients. His expertise spans across financial planning, insurance agency, stock brokerage, and legal services, making him a one-stop solution for all your financial needs.

About Jared Daniel, CFP CRPC EA

• Address: 1757 E Baseline Rd Building # Suite #118, Gilbert, AZ 85233, United States.
• Phone: 4809879951.
• Website: wealthguardiangroup.com.
• Specialties: Financial consultant, Financial planner, Insurance agency, Legal services, Life insurance agency, Stock broker.
• Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
• Opinions: This company has 4 reviews on Google My Business.
• Average opinion: 3/5.

Jared's dedication and expertise have earned him a loyal client base who trust him with their financial well-being. His meticulous approach and thorough understanding of various financial instruments make him a trusted advisor. Many clients have praised Jared for his ability to simplify complex financial concepts and provide tailored solutions to meet their unique needs. One client mentions, He is careful and meticulous Another client highlights his pleasant demeanor and trustworthiness, saying, Jared is so thorough and honest and is so pleasant to work with I am confident that we are in good hands.

Jared's commitment to his clients' success is evident in his long-standing relationships. Many have been with him for over a decade, benefiting from his expertise in managing their investments and setting up trusts. One client shares their satisfaction, stating, We have had him managing our investments for over a decade and have been so happy with everything he has done to help our investments grow

If you are looking for a reliable and knowledgeable financial consultant, Jared Daniel is an excellent choice. With his wealth of experience and personalized approach, he can help you achieve your financial goals and secure your future. Don't hesitate to book an appointment and experience the difference a skilled financial planner can make in your life.

👍 Reviews of Jared Daniel, CFP CRPC EA

Cherri S.

5/5

Jared is so thorough and honest and is so pleasant to work with! I am confident that we are in good hands. He is careful and meticulous! If you need to get a trust set up or just manage your investments, he is absolutely the guy to see! We have had him managing our investments for over a decade and have been so happy with everything he has done to help our investments grow! I cannot recommend him highly enough!!

HFamily

1/5

We tried this place for the first time is because our previous tax accountant whom we were with for more then 15+ years has retired.

The very first meeting gave us an impression that he's in a hurry and we better be quick with our questions.

Typically, a tax accountant's job should try to help their clients with maximum refund but he didn't seems to be knowledgeable about it. Charging Professional fees, but very disappointed with the service!

It didn't work out for us, will NOT recommend this place.

Lynn

1/5

Go anywhere else! Will not stand behind what he does. Charges a lot then where there is an error will do nothing to help. We followed his advise and our refund was shorted 2000 by govt.! When we call him for help - no calls back then finally when he does- will do nothing to help. Find someone else who stands behind what they do! Stay far away- do not trust this place!!

CM L.

5/5

I have used Jared Daniel for my family trust documents and would like to recommend him to those who are looking for help. Trust worthy and humble in my opinion.