Scottsdale Wealth Services Inc. - Phoenix, Arizona

Scottsdale Wealth Services Inc.

Located at 2325 E Camelback Rd #400, Phoenix, AZ 85016, United States, Scottsdale Wealth Services Inc. is a reputable financial services company that has been serving clients for many years. Their phone number is 4808779979 and their website is scottsdalewealthservices.com.

The company specializes in financial planning, financial advice, and financial consulting, as well as providing a range of other financial services. They are committed to providing personalized solutions to help clients achieve their financial goals. Some other points of interest at this location include a wheelchair-accessible parking space, entrance, and restroom. Appointments are recommended before visiting.

With an impressive average rating of 4.7/5 based on 13 reviews on Google My Business, Scottsdale Wealth Services Inc. has earned a stellar reputation for providing top-notch financial services. Many clients have praised the company for their knowledgeable and caring approach, with one reviewer noting that the financial advisors treat each client as though they were family.

The team at Scottsdale Wealth Services Inc. is dedicated to helping clients make informed decisions about their finances, offering personalized advice tailored to each individual's unique situation and risk tolerance. They emphasize the importance of being proactive about one's financial holdings, and strive to provide the highest level of service and integrity to all their clients.

👍 Reviews of Scottsdale Wealth Services Inc.

Julie L.

5/5

Lovely evening. Angie was informative about the current unique market while offering many options that I can investigate further based upon my situation and risk tolerance. She really personalized how important it is to be proactive on ones holdings by sharing her own family story. So often we use the "set it and forget it" mentality on holdings that can determine what our future and the future of our family will look like. It is clear she will treat each of our own situations with integrity and caring as though each of her clients were family. Thank you Angie and team

Ellen

5/5

Angie is honest, dedicated and very knowledgeable is every single one of her business dealings. She earnestly does whatever she can to serve her clients no matter what status in life they are of. In the financial world it can be difficult to find someone who aims to serve others and not one's own pocket and Angie is just that. I have worked with her and seen her work with others and I've always seen generosity, kindness and sincerity. I highly recommend Scottsdale Wealth Services and it's owner Angie.

Doc F.

5/5

My wife and I have been with Angie for many years. She has been helping us with planning for our "golden years." We have gotten better advice from her, than anyone we have spoken with. She has also saved us a bundle and we have prospered from her financial advice. She is a sweet, kind, generous and gracious lady. I would recommend Angie to anyone.

Christina S.

5/5

Angie has provided professional and friendly help every step of the way! I am now confident of a worry free and secure future thanks to her expertise. Her patience and genuine concern for my welfare was above and beyond the norm. I highly recommend her services!

David T.

5/5

It is rare to find someone in the investment world who manifests genuine care and concern for the individual as a person and not just a back account. Angie is such a person. Her expertise in financial matters and investments is second to none. She is one of the few investment counselors I actually look forward to building a personal relationship with.

Scott V.

5/5

Easily the most honest and knowledgeable financial advisor I’ve ever met. My previous advisor gave me false information and had me in a very bad position. Angie looked at what I had and came up with a plan that allowed me to retire five years sooner and with more income. Literally saved my family since shortly after retiring I experienced some life changing health problems. Without the guidance of Angie I don’t want to think where where we would be.

Phoebe L.

5/5

My husband and me just LOVE Angie. We connected with her through one of her seminars where we learned tons of information on protecting our wealth from taxes and market volatility. Which is very important to us. She has been our financial advisor ever since and we truly cant rave enough about her. We love you Ang and recommend you to everyone!! Xo

maureen D.

5/5

Angie Samules gave a wonderful and informative seminar . She gave interesting facts and situations concerning one’s financial situation and most importantly how to protect one’s assets in the years to come. The dinner and ambiance was perfect also!