Endeavor Advisors, LLC - Phoenix, Arizona

Tess H.

Charles has gone above and beyond for me and my husband over the past four years as we’ve navigated short term insurance plans in addition to the marketplace. Not only is he kind and patient, he also explains everything thoroughly to ensure we’re getting the best plans that align with our shifting needs. We’re so grateful and highly recommend him!

Lisa G.

I recently was referred to Lucas Barnard at Endeavor Advisors. I can't say enough about how personable Lucas is. He asked me many questions without being invasive to help put together a couple different options for me. My husband recently passed unexpectedly which was not our plan for our retirement years. My future now looks different and I needed help with a solid plan moving forward. Lucas took the time to educate me and talk through different scenarios. His compassion and warmth as a genuine person meant so much to me. His knowledge and guidance has been instrumental. I highly recommend Lucas and the team.

Kim C.

Charlie at Endeavor Advisors was incredibly knowledgeable, helpful, responsive and kind! He answered questions my daughter and I had regarding Federal student loan repayment and helped in finding various options. Coming from someone who is not knowledgeable in this arena; he never made me feel silly for not knowing and truly went the extra mile for us! I highly recommend Charlie if you are in need of any financial guidance.

Mary K. B.

Im in my retirement. My son searched for an advisor since my last advisor retired from mass mutual but once he passed me on to his replacement we didn't like him. I then used another advisor and that person didn't do a great job and really let us down- Thankfully we found Charles and he has totally changed our finances and really took care of me. He has guided me through my retirement and answered all my questions and makes me feel real comfortable. I always can talk to him or his team and I trust him. He also referred me to his tax professional and that has been such a peace of mind that everything is taken care of and can retire peacefully and that my nest egg will be taken care of and passed on to my children .

madison

I recently had a meeting with the team at Endeavor Advisors, and I have to say, it was great! From the moment I walked in, they made me feel comfortable and really took the time to understand my situation. They put together a financial plan for me that covers everything, including retirement and estate planning. Their advice on estate planning was especially helpful, giving me peace of mind about the future.

They didn’t just give me generic advice, everything was tailored to my needs, and I finally feel like I have a clear path forward. Overall, I’m really impressed with their knowledge and how much they care about helping their clients. Highly recommend Endeavor Advisors if you're looking for solid financial advice!

Olga B.

I just want to give a big thank you to Lucas and Charles at Endeavor Advisors for all their help in setting me up with my IRA after I got laid off. I'm 62, an immigrant from europe, and honestly, I never had much education or guidance when it came to money. But these guys made everything so easy to understand and walked me through every step with patience. They didn’t treat me like just another client, they really listened to me and made me feel good about my future. Thanks to them, I finally have a plan for retirement. I’m so grateful for everything they’ve done!

Tin L.

I had the pleasure of working with Charles and Lucas and they have been excellent in keeping me informed throughout the transition of my accounts to Endeavor . their communication has been clear and timely, making the process smooth. If I need assistance in the future, I would be more than happy to work with them again

Hoa R.

I met with Charlie and Hieu on Memorial Day and he opened the office just for me-
He took the time to explain things my last advisor never did like how claiming social security while still working affected my benefits, and what I needed to know about survival benefits and taxes.He also helped me better understand my IRA.I am so grateful for his honesty and how much he truly cares.