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Accrue Wealth Designs - Gilbert, Arizona

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 51 W Vaughn Ave #303, Gilbert, AZ 85233, United States.
Phone: 4805654363.
Website: accruewealthdesigns.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 3.5/5.

📌 Location of Accrue Wealth Designs

Accrue Wealth Designs 51 W Vaughn Ave #303, Gilbert, AZ 85233, United States
☎️4805654363

⏰ Open Hours of Accrue Wealth Designs

  • Monday: 8:30 am–4:30 pm
  • Tuesday: 8:30 am–4:30 pm
  • Wednesday: 8:30 am–4:30 pm
  • Thursday: 8:30 am–4:30 pm
  • Friday: 8:30 am–1 pm
  • Saturday: Closed
  • Sunday: Closed

Accrue Wealth Designs es una empresa dedicada a la planificación financiera que se encuentra ubicada en 51 W Vaughn Ave #303, Gilbert, AZ 85233, Estados Unidos. Su enfoque principal es la planificación financiera y ofrece servicios en las especialidades mencionadas a continuación:

Especialidades

  • Financial planner

Esta empresa cuenta con características tales como un estacionamiento accesible para sillas de ruedas, entradas accesibles para sillas de ruedas y un baño accesible. Se recomienda hacer una cita previa para asegurar la mejor atención. Además, tiene una página web activa donde pueden obtener más información.

La página web de Accrue Wealth Designs es accruewealthdesigns.com y su número de teléfono es 480-565-4363.

Para obtener más información o para programar una cita, póngase en contacto con Accrue Wealth Designs a través de su sitio web o por teléfono. Esta empresa tiene una media de opinión de 3.5/5 según 2 reseñas en Google My Business.

👍 Reviews of Accrue Wealth Designs

Accrue Wealth Designs - Gilbert, Arizona
Rick S.
2/5

Wife and I attended an information session at Queen Creek library. After some discussion with Josh, we decided to move our retirement accounts to a recommended 50 best company stock allocation from the SP500 at 1% fee. This allocation was portrayed as outperforming the SP500. When this allocation underperformed SP500, inquiry with Accrue (and AE Wealth Management who Accrue work with) revealed that the 50 company allocation was intended to track the SP500. The historical performance provided by AE Wealth did not match what Accrue showed. We left Accrue because 1) paying 1% for a stock portfolio that tracks SP500 is not fiduciary in nature (the retirement accounts were already in SP500 EFT), 2) there seemed to be insufficient understanding/communication from Accrue concerning actual historical portfolio performance. The end result was regrettable as Josh and Accrue seem to be nice people.

Accrue Wealth Designs - Gilbert, Arizona
Will T.
5/5

I stumbled upon this company today at the Queen Creek Library as they were giving a retirement/tax/wealth seminar. Josh and Colin were spectacular! Great information in an easy to understand format! Good visual aids, handouts and both open to questions! I recommend this company and thank you!

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