Asset Preservation Wealth & Tax, Financial Advisors
-
16435 N Scottsdale Rd #175
Scottsdale, Arizona 85254 - 602-449-0146
Hours
Chamber Rating
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Cali Wheless
Stewart is a great financial advisor
Mar 7th, 2024 -
Ryan Wheless
Stewart is the best financial advisor in Scottsdale, period.
Feb 9th, 2024 -
Larry Bruce
We are extremely pleased with Stewart and his firm with what they have provided for us and our investment accounts.
Feb 7th, 2024 -
Stephanie Meyer
Erick listened patiently to our questions and answered them. This company offers a wide variety of services that seem to meet our needs at this stage of our lives! Highly recommend!
Feb 2nd, 2024 -
Lawrence Wood
Stewart is the best financial advisor in Scottsdale!!!
Jan 30th, 2024
About
Asset Preservation Wealth & Tax, Financial Advisors
An Overview Asset Preservation Wealth & Tax, is an independent income tax, Financial Planning , Estate Planning, Wealth Management and Insurance services firm devoted to working with seniors, serving the Scottsdale, Paradise Valley, Arcadia, Fountain Hills, and Phoenix areas. We offer a wide range of products and services including Mutual Funds, ETF's, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. The focus of our financial advisors is on a secure and enjoyable retirement for all of our clientele.Our History We have been assisting our valuable clients needs since February 1997. Our company takes a unique approach to our market and strives to be an industry leader. We specialize in tax-saving strategies and risk management. Our time-tested strategies have provided our clients with consistent growth, safety, peace of mind; and lasting success.- Over 25 Years of Dedicated Service - Over $400 Million Managed and Insurance Nesteggs. - Over 9,000 Households StatewideOur Services Asset Preservation Wealth & Tax provides a thorough menu of services including Financial advice, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers, Stretch IRA, IRA Maximization techniques, Annuity consulting, Life Insurance Analysis. Maximizing Social Security income StrategiesCompanies Represented TD Ameritrade, Charles Schwab Institutional, Fidelity, Athene, Allianz, American Equity, Forethought, ING, Jackson National, AIG, Security Benefit Life, National Western, Fidelity and Guaranty, Midland National, Sagicor, and many others.Our Team Asset Preservation Wealth & Tax is a one stop financial services firm that is comprised of professionals from many sides of the industry including: Financial Planners near Scottsdale, AZ Financial advisors in Scottsdale AZ, Investment Advisors, Wealth Managers, Tax Preparers in Scottsdale AZ, Annuity Agents in Scottsdale AZ, Attorneys, Life Insurance Agents in Scottsdale AZ, Legal Document Preparers in Scottsdale AZ. Financial Planners in Scottsdale AZ, Financial advisors in Scottsdale AZ, Investment Advisors in Scottsdale AZ, Wealth Managers, Tax Preparers in Scottsdale , Annuity Agents in Scottsdale AZ Attorneys, Life Insurance Agents in Scottsdale AZ, Legal Document Preparers in Scottsdale West AZ. retirement advisor, retirement planner Areas we serve include Scottsdale, Paradise Valley, Fountain Hills, Arcadia, and Phoenix
Contact Info
- 602-449-0146
- [email protected]
Services
- Tax Preparation
- Financial Planning
- Mutual Funds
- Fiduciary
- Investment Advisor
Brands
- TD Ameritrade
- Allianz
- Fidelity
- Charles Schwab
- Morningstar
Vidoes
Payment Methods
- AMERICANEXPRESS
- CASH
- CHECK
- DISCOVER
- MASTERCARD
- VISA
Questions & Answers
Q What is the phone number for Asset Preservation Wealth & Tax, Financial Advisors?
A The phone number for Asset Preservation Wealth & Tax, Financial Advisors is: 602-449-0146.
Q Where is Asset Preservation Wealth & Tax, Financial Advisors located?
A Asset Preservation Wealth & Tax, Financial Advisors is located at 16435 N Scottsdale Rd #175, Scottsdale, Arizona 85254
Q What is the internet address for Asset Preservation Wealth & Tax, Financial Advisors?
A The website (URL) for Asset Preservation Wealth & Tax, Financial Advisors is: https://www.apsitaxes.com/location/scottsdale-az
Q What days are Asset Preservation Wealth & Tax, Financial Advisors open?
A Asset Preservation Wealth & Tax, Financial Advisors is open:
Thursday: 8:30 AM - 5:30 PM
Friday: 8:30 AM - 5:30 PM
Saturday: 8:30 AM - 5:30 PM
Sunday: 8:30 AM - 5:30 PM
Monday: 8:30 AM - 5:30 PM
Tuesday: 8:30 AM - 5:30 PM
Wednesday: 8:30 AM - 5:30 PM
Q How is Asset Preservation Wealth & Tax, Financial Advisors rated?
A Asset Preservation Wealth & Tax, Financial Advisors has a 5.0 Star Rating from 18 reviewers.
Hours
Ratings and Reviews
Asset Preservation Wealth & Tax, Financial Advisors
Overall Rating
Overall Rating
( 18 Reviews )Cali Wheless on Google
Stewart is a great financial advisor
Ryan Wheless on Google
Stewart is the best financial advisor in Scottsdale, period.
Larry Bruce on Google
We are extremely pleased with Stewart and his firm with what they have provided for us and our investment accounts.
Stephanie Meyer on Google
Erick listened patiently to our questions and answered them. This company offers a wide variety of services that seem to meet our needs at this stage of our lives! Highly recommend!
Lawrence Wood on Google
Stewart is the best financial advisor in Scottsdale!!!
Overall Rating
Overall Rating
( 18 Reviews )Write a Review
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