Wealth Management Solutions - Scottsdale, Arizona

Wealth Management Solutions is a prestigious financial company located at Suite 130, 8550 E Shea Blvd, Scottsdale, AZ 85260, United States. They can be contacted at 4806094334 or through their website wmsus.com.

The company specializes in financial planning, financial consultancy, and investment services. Their additional services include online appointments, on-site services, and they provide a wheelchair-accessible car park, entrance, and toilet. Appointments are recommended, and this company has a 5/5 average rating based on 6 reviews on Google My Business.

Characteristics and Services

• Financial planner: Offers personalized strategies and advice to help clients achieve their financial goals.
• Financial consultant: Provides expert guidance in various financial areas, including retirement planning, estate management, and tax strategies.
• Investment service: Assists clients in creating and managing investment portfolios to meet their needs and risk tolerance.

Recommended Information

For individuals seeking financial guidance, Wealth Management Solutions offers a comprehensive suite of services to help clients navigate various financial challenges. Their experienced team of financial planners and consultants is dedicated to providing personalized support and guidance to help clients achieve their financial objectives. With a wheelchair-accessible facility and convenient location, Wealth Management Solutions makes it easy for clients to access the expert advice they need to secure their financial future.

👍 Reviews of Wealth Management Solutions

Beth V.

5/5

Working with David, Joe and Jen has been a pleasure. They are all very professional, and still friendly and down to earth. Each of them are very knowledgeable in their fields and bring a sense of security and comfort to me. After all of my research to find a group of people that I trust to have my best interest and also to have the know-how to assist me in making decisions about my investments and my future, I am truly confident that I made the right decision. Wealth Management Solutions is a cut above the rest. I have been a client for quite a few years and I am more than satisfied with the level of service and especially the results I have seen. Although I live in New Jersey and their office is located in Arizona, they have gone out of their way to make me feel like they are right next door and they are obviously just a phone call away.

Michael S.

5/5

I've worked with several Wealth Advisors over the past 20 years, but Joe Vazquez and WMS have delivered the best service. I've been a client for nearly 3 years. Joe goes above and beyond in client service, new ideas and a truly cares about our financial well being.

Troy G.

5/5

My ultimate financial involvement with this team is minila. BUT this classy, highly engaged, and professional team is exceptional. My value was never dismissed and the longevity of my financial future was criticality and honestly engaged! THANK YOU! I TRUST YOU AND YOUR TEAM!

Christian J.

5/5

Joe Vazquez is the best, he really cares about his clients and is super knowledgeable about his business. Highly recommended.

Ed S.

5/5

Love working with Joe and the entire team, honest , straight advice and guidance as we start retirement

Kathy B.

5/5

Excellent Organization to work with.