Northsight Wealth Management - Scottsdale, Arizona

Address: 20715 N Pima Rd Suite 108, Scottsdale, AZ 85255.
Phone: 02690026.
Website: northsightwealth.com.
Specialties: Financial planner.
Other points of interest: Identifies as veteran-owned, Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, LGBTQ+ friendly, Transgender safespace, Appointment required, Appointments recommended.
Opinions: This company has 17 reviews on Google My Business.
Average opinion: 4.8/5.

Location of Northsight Wealth Management

Northsight Wealth Management is a financial planning firm that can be found at Address: 20715 N Pima Rd Suite 108, Scottsdale, AZ 85255. They can be reached at Phone: 02690026. The company's website is Website: northsightwealth.com.

One of the key features of Northsight Wealth Management is that they are identified as veteran-owned. They offer online appointments and onsite services, and the entrance, parking lot, and restroom are all wheelchair accessible. Northsight Wealth Management is also LGBTQ+ friendly and provides a transgender safe space. An appointment is required, and it is recommended to schedule one in advance.

Northsight Wealth Management has received 17 reviews on Google My Business, with an impressive average opinion of 4.8/5. This is a testament to the high-quality service they provide to their clients.

When looking for a financial planner, it is important to consider the location, services offered, and accessibility of the firm. Northsight Wealth Management ticks all of these boxes and more. They are committed to providing excellent service to all of their clients, and their veteran-owned status, wheelchair accessibility, and LGBTQ+ friendly environment make them an inclusive and welcoming choice.

If you are looking for a financial planner that you can trust, Northsight Wealth Management is an excellent choice. With their convenient location, online appointments, and onsite services, they make it easy to get the financial planning help you need. Their wheelchair accessibility, transgender safe space, and commitment to inclusivity make them a standout choice in the industry.

Reviews of Northsight Wealth Management

Northsight Wealth Management - Scottsdale, Arizona
John G
5/5

Matt and his team are thorough, genuine and enthusiastic to find the best solution for your needs. Matt personally helped me sort through what I consider to be a very complex financial scenario. Northsight offers a mix of different service strategies and packages to make finding the right fit an easy process.

Northsight Wealth Management - Scottsdale, Arizona
Scott Dunkle
5/5

I have been dealing with Matt at Northsight since 2017 with my inheritance money and investments. He and his team has been phenomenal. He guided me through a lot of scenarios and I am still working with him and his team moving into 2023. Highly recommend him and his team.

Northsight Wealth Management - Scottsdale, Arizona
Ashley Rush
5/5

Matt helped me create a plan to achieve my financial goals. He offered understanding in each step. He has great expertise in wealth management and is very knowledgeable in all things financial and the tax code. It’s awesome that he is always making sure I am taking advantage of every legal tax means possible. I discovered that having a CPA was not enough to really save money on taxes. It’s great to know you can trust him and that he will act in your best interest. He will definitely make any unforeseen financial storms easier to manage. He is always keeping me accountable and setting me up to be financially independent quicker than I would have on my own. I am very satisfied with not only his level of customer service, but also his responsiveness. Matt provides you a plan not only to help your investments grow but also to make sure that you and your family are protected at all times.
Great planning and advice!

Northsight Wealth Management - Scottsdale, Arizona
Sean Rush
5/5

Working with Northsight Wealth Management has been great. Matt is very knowledgeable about all aspects of financial planning. He does not sell any products like the majority of financial planners (especially those at the large firms) and he is independent. There is no conflict of interest and his opinion is free of any bias. Matt is very familiar with the U.S. tax system, while many financial planners are not. He explains where you stand and is willing to explain complicated information. He went through every aspect of my finances, savings and investments and gave me guidance, clarity, and specific plans. He is always three steps ahead of every situation and that has helped a lot since his guidance is reliable. This gives peace of mind that my situation is always under control. He truly only wants what is best for his clients.
I highly recommend him.

Northsight Wealth Management - Scottsdale, Arizona
Aimee
5/5

I have had the pleasure of working with Matt Vian for over 5 years now. Initially, I did not have a lot of knowledge of the financial industry, but after working with Matt, I now have a greater understanding of the industry, my investments and accounts. He is very knowledgeable and up to date with the stock market and trends, and gives his honest opinion and feedback. He is very detail oriented, thorough, and prompt in responding to my questions. His positive attitude and dedication goes a long way. Thanks, Matt!

Northsight Wealth Management - Scottsdale, Arizona
Arizona Fun Rentals
5/5

We found Northsight while searching for a financial planner. We interviewed nearly a dozen professionals before moving forward with this firm. Our experience has been nothing but positive and educational. We have referred several of our friends who have had the same experience as us. I recommend giving Northsight a call before moving forward with anyone, especially the big brand firms that have a one size fits all portfolio.

Northsight Wealth Management - Scottsdale, Arizona
Bridget Hull
1/5

In 16 months Matt managed to lose over 30% of my portfolio, way more than the over all market losses. When I asked him to show me the stocks he sold at a loss, he locked me out of my login and terminated our agreement. He was inexperienced and reckless with my money and my retirement is dismal thanks to him!

Northsight Wealth Management - Scottsdale, Arizona
Jeff Kanagur
5/5

I'm a certified mortgage planner in Arizona and Matt reached out to me a few months ago after apparently interviewing multiple mortgage people throughout the valley to see who would be best for his clients.

Matt chose me because he wanted to make sure his clients paid lenders the absolute minimum possible for the shortest amount of time possible. To ensure that, he needed to find someone whose rates and fees were measurably lower than the rest, which makes total sense.

While I do retain the business of many financial planners, and their clients, Matt is the only one I know who keeps very close tabs on what his clients pay to their lenders for properties they have mortgages on.

Many of Matt's clients were already in great positions, but one of them who just bought a house a year ago, was paying PMI, and had a rate of 3.625% on a 30 year fixed. Matt seemed to think there was a shot at getting the PMI cancelled that early on, and he was right, and removing the PMI was something I was able to accomplish. Together we were able to remove his client's PMI of $236 a month and reduce their rate down to 3.125% on a 22 year fixed. Those course corrections led to a reduction of $73,392 off their loan.

What I find interesting about that is that it shows that Matt cares about even the most minute details of his clients assets classes to the point where he is ensuring they are winning on multiple levels the most that they can, so to speak.

Quite honestly, he is the only financial planner I know that does that.

What it tells me is that because he is THAT thorough for his clients on things that he's not directly involved in, like their mortgage, (their largest and longest debt), he is probably also 10 times more focused on the things he can control for his clients and their money under his management.

Thanks for caring Matt, it really shows. And that's why I refer clients of mine to you!

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