Aspirational Wealth Management ,LLC - Tucson, Arizona

Address: 7790 N Oracle Rd #140, Tucson, AZ 85704, United States.
Phone: 5206334733.
Website: aspirationalwm.com
Specialties: Financial planner, Investment company, Investment service.
Other points of interest: On-site services, Online appointments, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Aspirational Wealth Management ,LLC

Aspirational Wealth Management ,LLC 7790 N Oracle Rd #140, Tucson, AZ 85704, United States

☎️5206334733

⏰ Open Hours of Aspirational Wealth Management ,LLC

Monday: 7:30 am–4:30 pm
Tuesday: 7:30 am–4:30 pm
Wednesday: 7:30 am–4:30 pm
Thursday: 7:30 am–4:30 pm
Friday: 7:30 am–4:30 pm
Saturday: Closed
Sunday: Closed

Aspirational Wealth Management, LLC is a prestigious financial planning and investment company situated at 7790 N Oracle Rd #140, Tucson, AZ 85704, United States. The company can be reached by phone at 520-633-4733 and through their website aspirationalwm.com.

Especialidades

Aspirational Wealth Management specializes in financial planning, investment services, and as an investment company. Their team of experienced professionals provides dedicated support to their clients, ensuring that their financial goals are met.

Otras características y servicios

On-site services: The company offers personalized services for clients who prefer to conduct business directly with the firm.
Online appointments: For the convenience of clients, Aspirational Wealth Management provides the option to schedule appointments online.
Wheelchair-accessible facilities: The company takes pride in providing accessibility for all clients, with a wheelchair-accessible car park, entrance, and toilet.

Opiniones

Aspirational Wealth Management has garnered a strong reputation with clients, with an average rating of 5/5 on Google My Business. Clients have praised the team's dedication and willingness to go above and beyond for their clients, as well as their comprehensive approach to managing investments.

Taunya and her team are always happy to help and go above and beyond. We have our investments split with multiple advisors, but only Taunya's team keeps track of everything, so they can advise us accordingly. I highly recommend Aspirational Wealth.

👍 Reviews of Aspirational Wealth Management ,LLC

Aspirational Wealth Management ,LLC - Tucson, Arizona

Jon H.

5/5

Taunya and her team are always happy to help and go above and beyond.

We have our investments split with multiple advisors but only Taunya’s team keeps track of everything (even investments not under their control) so that they have the full picture of where we are positioned and so they can advise us accordingly.

I highly recommend Aspriational Wealth.

Ron W.

5/5

Taunya and her staff at Aspirational Wealth Management provide exceptional service in their management of your investments and much more.
Taunya provides direction in life’s important financial issues and gets to know your wants, needs and desires when it comes to risk and other important investment criteria. She and her staff make their interactions with their customers efficient, thorough, warm, and friendly.
I admire how Taunya has invested in herself, coming from humble beginnings, choosing to not be a victim of circumstances, educating herself and working hard, honestly and responsibly. In additional, I very much admire how she has then given back to the community through her volunteer work in Kiwanis, Tucson Airport Authority, Rio Nuevo and more.
She has given generously of her time with new investors, especially women starting out in the scary investing world. Taunya sees herself in many of these young women and understands the importance of the honest guidance and assistance she received along the way. She is the kind of person who pays it forward. And she does this with heart, passion, respect and sensitivity.
While financial management is a key factor in choosing where to place your trust, it's wonderful to know that Taunya and her team at Aspirational Wealth Management offer so much more than what appears on an financial statement.

Suzanne O.

5/5

Taunya and her team are the best! They are extremely knowledgeable and responsive, and explain things to me in a way that is clear and easy to understand. If you are looking for an advisor, this firm is it.