Wealth Management Solutions - Scottsdale, Arizona

Address: suite 130, 8550 E Shea Blvd, Scottsdale, AZ 85260.
Phone: 06094334.

Specialties: Financial planner, Financial consultant, Investment service.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Gender-neutral restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.

Location of Wealth Management Solutions

06094334

If you are looking for comprehensive Wealth Management Solutions, consider visiting the office located at Address: suite 130, 8550 E Shea Blvd, Scottsdale, AZ 8

Reviews of Wealth Management Solutions

Wealth Management Solutions - Scottsdale, Arizona

Beth Valera

5/5

Working with David, Joe and Jen has been a pleasure. They are all very professional, and still friendly and down to earth. Each of them are very knowledgeable in their fields and bring a sense of security and comfort to me. After all of my research to find a group of people that I trust to have my best interest and also to have the know-how to assist me in making decisions about my investments and my future, I am truly confident that I made the right decision. Wealth Management Solutions is a cut above the rest. I have been a client for quite a few years and I am more than satisfied with the level of service and especially the results I have seen. Although I live in New Jersey and their office is located in Arizona, they have gone out of their way to make me feel like they are right next door and they are obviously just a phone call away.

Michael Siurek

5/5

I've worked with several Wealth Advisors over the past 20 years, but Joe Vazquez and WMS have delivered the best service. I've been a client for nearly 3 years. Joe goes above and beyond in client service, new ideas and a truly cares about our financial well being.

Troy Gilliam

5/5

My ultimate financial involvement with this team is minila. BUT this classy, highly engaged, and professional team is exceptional. My value was never dismissed and the longevity of my financial future was criticality and honestly engaged! THANK YOU! I TRUST YOU AND YOUR TEAM!

Ed Surabian

5/5

Love working with Joe and the entire team, honest , straight advice and guidance as we start retirement

Christian James

5/5

Joe Vazquez is the best, he really cares about his clients and is super knowledgeable about his business. Highly recommended.

Kathy Bushbaum

5/5

Excellent Organization to work with.