Wealth Guardian Group - Gilbert, Arizona

Eric M.

Me and my wife had several consultations with different trust attorneys and providers. We decided to go with Jared at the Wealth Guardian Group for our Revocable Trust. We couldn't be happier with our decision. Jared took the time to explain every detail. He is very knowledgeable and professional. Our Trust came in a well organized professional binder. I would highly recommend Jared at the Wealth Guardian Group.

Judie W.

My husband was recently diagnosed with Stage 4 lung cancer. We decided on getting a revocable living trust and updating our wills and durable power of attorney forms. Jared was very professional and made the process so easy for us. His staff, Audrey, Annick, and Vicki assisted us with finalizing and signing all the necessary paperwork this morning. We were early for our appointment and they took us right in. We were completely finished with the whole process in 20 minutes. They were wonderful and we would highly recommend their service if you are in need of a Living Trust or other financial expertise. They are reasonably priced and very professional!

Sandi R.

I met with Jared a little over a year ago, I already had a financial advisor that I thought I was happy with. I only met with him because I learned from a friend that he was an expert on Social Security and I was thinking I was ready to start my social security. After meeting with Jared through several appointments it became clear that his knowledge and experience far exceeded my current advisor. I made the switch and have been incredibly happy. Jared's level of customer service and active attention to detail was far more than I had been accustomed to, or even expected. I was also impressed to get a nice birthday card every year, a personally delivered Christmas gift, and on occasion has come to my home when I was ill. In short, I would say that my retirement has been successful largely because of Jared Daniel and the Wealth Guardian Group.

Jonathan B.

When I was 52 my Mom passed away and I received a considerable amount of inheritance, mostly from the life insurance my dad left behind a few years back. My Mom invested it in stock and I found myself with a tax dilemma. I looked around and met with several financial advisors, but right off Jared was quite a bit different, he was easy to talk to, but he also gave me advice and showed me how to avoid tax without my commitment to him or without payment, he sincerely seemed to want to help. I did decide to become a client and it was no mistake. He helped me set up a generational IRA, helped with eliminate a lot of taxes, and helped me set up a trust. His office is amazing they handle my investments, my insurance, my tax returns and they are just so knowledgeable about everything, I feel like I learn something new each time I visit. I would highly recommend Wealth Guardian Group...in fact I have referred all my family and friends...I wish he was around to help my mom, as we found a lot of mistakes that her advisor had made. Thanks Jared!

Matt

Jared has done my taxes for several years while I was living in Arizona and surrounding area. Very responsive and thorough. He is very transparent in pricing.Would definitely recommend!

Trevor D.

Several years ago as I approached the age of 40, I had several financial (and non-financial) goals that I desperately needed help achieving. I had spent years trying to save money, buy and sell stocks and piece together some sort of financial plan that would at least 'feel' good enough to get my wife and I to retirement and perhaps help the kids out with school.

Months of research led me to seek out a certified financial planner in the area and Wealth Guardian Group (Jared) came up in that list. I interviewed 3 others in the Gilbert area before deciding that Jared and Wealth Guardian Group were both the person and company I wanted to represent my personal finances.

I've been extremely happy with Wealth Guardian Group and the services they provide. Since working with Jared, I have achieved many of the goals I set out to accomplish and no longer just 'feel' secure - I know I'm working towards the right goals based on Jared's advice and the financial plans we've put in place.

I don't have a ton of money to invest nor am I the largest client they work with but at the end of the day, Jared's level of customer service, responsiveness and availability make me feel just as important as someone with deeper pockets...

I highly recommend Wealth Guardian Group (and Jared) for any and all of your financial planning, tax, estate planning, investment and insurance needs.

Ann L.

Jared is always on time, explains as he goes along and answers if I ask questions. Very pleased with his service. He spent at least 45 minutes with us and we were all done.

Bre A.

The Wealth Guardian Group has been our trusted adviser for the past few years. They have proven to us that they care about our money and our financial interests. I have recommended them to many family members and friends to help with their financial planning needs. They are trustworthy, honest and they work hard for us.