Farnam Financial

Farnam Financial

Hours

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
Saturday:
Closed
Sunday:
Closed

Chamber Rating

Verified Member
5.0 - (6 reviews)
6
0
0
0
0

About
Farnam Financial

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.

 

Contact Info

  •   (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
Saturday: Closed
Sunday: Closed


Q How is Farnam Financial rated?

A Farnam Financial has a 5.0 Star Rating from 6 reviewers.

Key Contacts

image
Jonathan Bird
Owner
602-603-4000

Hours

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
Saturday:
Closed
Sunday:
Closed

Ratings and Reviews
Farnam Financial

Overall Rating

Overall Rating
( 6 Reviews )
6
0
0
0
0
Write a Review

Dan VanDusen on Google

image 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

image 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

image Jonathan did a great job at listening to my needs and tailoring my financial plan to my particular situation.


Robinson Crawford on Google

image 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

image 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!


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Overall Rating

Overall Rating
( 6 Reviews )
6
0
0
0
0

Write a Review

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