Farnam Financial is an independent investment advisory firm located in Phoenix, Arizona that serves clients in retirement or nearing it. We provide portfolio management, financial planning, tax planning, and other wealth management services. Our goal is to turn your financial house into a financial castle by helping provide three primary benefits: more money for you and your family, lowering your tax bill, and peace of mind through any market. We are proud to serve as a fee-only fiduciary and never charge commissions or sell products.
- (602) 603-4000
Questions & Answers
Q What is the phone number for Farnam Financial?
A The phone number for Farnam Financial is: (602) 603-4000.
Q Where is Farnam Financial located?
A Farnam Financial is located at 2415 E Camelback Rd Suite 700, Phoenix, AZ 85016
Q What is the internet address for Farnam Financial?
A The website (URL) for Farnam Financial is: https://www.farnamfinancial.com/
Q Is there a key contact at Farnam Financial?
A You can contact Jonathan Bird at 602-603-4000.
Q What days are Farnam Financial open?
A Farnam Financial is open:
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
Thursday: 9:00 AM - 5:00 PM
Friday: 9:00 AM - 5:00 PM
Q How is Farnam Financial rated?
A Farnam Financial has a 5.0 Star Rating from 6 reviewers.
Ratings and Reviews
Overall Rating( 6 Reviews )
Dan VanDusen on Google
Jonathan is an exceptional financial advisor and possesses all the qualities I seek in a trusted advisor. Also, check out his book, Income on Demand, on Amazon for great insight on retirement planning.
Beatriz Romero on Google
Jonathan's financial expertise is a valuable contribution to the world. He is an exceptional listener, patient, and immensely helpful. In just one session, he provided me with answers to questions that had been weighing on me for some time. I now feel confident in implementing his recommendations for a secure financial future.
Luc Paradis on Google
Jonathan did a great job at listening to my needs and tailoring my financial plan to my particular situation.
Robinson Crawford on Google
Jonathan's an excellent retirement planner. He does great work and is invested in his clients' success. I'd also recommend his book to anyone, whether you're novice or advanced in the details of tax efficient retirement planning.
Allison Halpin on Google
Jonathan at Farnam Financial assisted me in saving and investing for my future. He helped set me up for success and shared his expertise in a way that made investing simple. He's so knowledge, answered all my questions, and is truly a financial advisor you can trust. Would recommend Farnam Financial to anyone looking to invest, plan for retirement, or whatever else you may need financially!
Overall Rating( 6 Reviews )
Write a Review
Financial Planner Near Me in Phoenix, AZ
Paul Hert - RBC Wealth Management Financial Advisor
Phoenix, Arizona 85016
(602) 381-5396 ( 0 Reviews )