WT Wealth Management - Flagstaff, Arizona

Address: 813 N Beaver St, Flagstaff, AZ 86001, United States.
Phone: 9282252474.
Website: wtwealthmanagement.com
Specialties: Financial advisor, Financial planner, Investment service.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 21 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of WT Wealth Management

WT Wealth Management 813 N Beaver St, Flagstaff, AZ 86001, United States

☎️9282252474

⏰ Open Hours of WT Wealth Management

Monday: 8 am–5 pm
Tuesday: 8 am–5 pm
Wednesday: 8 am–5 pm
Thursday: 8 am–5 pm
Friday: 8 am–5 pm
Saturday: Closed
Sunday: Closed

WT Wealth Management

WT Wealth Management se encuentra ubicado en Flagstaff, AZ 86001, Estados Unidos y puede ser contactado por teléfono en 9282252474 o visitando su sitio web en wtwealthmanagement.com.

Esta empresa ofrece servicios de asesoramiento financiero, planificación financiera y servicios de inversión.

Especialidades:

Financial advisor, Financial planner, Investment service.

WT Wealth Management es un lugar que se destaca por su profesionalismo, conocimiento y capacidad de comunicación. Los clientes han comentado que se sienten seguros y confiados en sus consejos y recomendaciones.

Otras características importantes:

Está equipado con un estacionamiento accesible para sillas de ruedas y una entrada accesible para sillas de ruedas.

Con más de 8 años de experiencia en el sector financiero, WT Wealth Management es una opción confiable para aquellos que buscan asesoramiento y planificación financiera personalizados.

Opiniones de los clientes:

Los clientes satisfechos han expresado su satisfacción con los servicios de WT Wealth Management, destacando su profesionalismo, innovación y personalidad.

Algunas de las opiniones destacadas incluyen:

‘Justo empezado a trabajar con Glenn para hacer inversiones. Estoy impresionado por su conocimiento y capacidad de comunicación y estoy emocionado de seguir su orientación y experiencia en la crecimiento de mis inversiones.
‘Mi esposo y yo hemos estado trabajando con Glenn Leest durante más de 8 años. Estamos impresionados por su profesionalismo, conocimiento, innovación y personalidad extremadamente amigable. Teníamos emociones mixtas con asesores financieros en el pasado, pero estamos seguros y seguros en el consejo y juicio de Glenn respecto a nuestros asuntos financieros.

Se recomienda encarecidamente a Glenn y WT Wealth Management.

👍 Reviews of WT Wealth Management

WT Wealth Management - Flagstaff, Arizona

The J. S.

5/5

Just signed up with Glenn to do investing. I am impressed by his knowledge and ability to communicate and look forward to his guidance and expertise in making my investments grow!

Maureen A.

5/5

My husband and I have been working with Glenn Leest for over 8 years. We find Glenn to be professional, knowledgeable, innovative and extremely personable. Having had mixed emotions with financial advisors in the past, we are confident and secure in Glenn’s counsel, and trust his judgement regarding our financial matters.
We highly recommend Glenn and WT Wealth Management.

Starla D.

5/5

After negative experiences working with large nation-wide "chain" financial investment firms, we found a local firm we can trust, WT Wealth Management. Working with Glenn Leest in Flagstaff is a breath of fresh air. Glenn and his team of financial professionals provide exceptional client services, personalized attention and always keep commitments for completion of transactions and follow up. Since we are recently retired, it's important to have an organization we can trust with our investments and financial planning. Working with WT Wealth Management allows us the freedom to enjoy every day in retirement after working decades in health care and business. Glenn and his team are on the job, every day, looking out for our best interests. A true blessing to have this type of service in Northern Arizona.

Bronson P.

5/5

I work with Glenn Leest. His expertise and guidance has been invaluable to me. As someone who always felt overwhelmed and uncertain about managing my finances, finding a reliable financial planner was a game-changer, and Glenn has exceeded my expectations in every way.

One of the things I appreciate the most about Glenn is his ability to simplify complex financial concepts and explain them in a way that is easy for me to understand. He patiently walks me through each step of the planning process, while ensuring that I am well-informed and confident in the decisions we make together.

Highly recommended!

Lori B.

5/5

Glenn Leest has been so helpful in rolling over my Vanguard accounts to Charles Schwab. He is very knowledgeable, professional and cares about his clients. It’s been a pleasure working with Glenn.

Christopher R.

5/5

I have worked with Glenn for years. He is amazing! He helped my wife and I invest an inheritance and set up our retirement IRA's. Glenn explained everything along the way and has always been available to answer questions and respond quickly when we needed him to. I never thought I would go to anyone else for financial advice, but I'm glad I did. Highly recommended!

William T.

5/5

5 stars all around. Our local financial planner was retiring and he recommended us to Glenn Leest. Glenn listens to our goals and his knowledge and experience allows him to attain those goals. Times like this make it even more valuable to have a Financial Planner that you trust and can manage your Wealth through and past this recession. We are very thankful and highly recommend Glenn and WTWM.

Michael P.

5/5

I've been working with Glenn Leest here in Flagstaff since 2015. He's done a great job helping me navigate my financial journey through the good times and the challenges. Always informative and willing to the extra time to educate and inform. Two thumbs up!