Scottsdale Wealth Advisory

• Ken Lepore
  
  
  (May 14, 2019, 2:41 pm)

  I have been a client of Scottsdale Wealth Advisory for over 2 years. Brent Matthew has always kept me in tune with what is happening in the market and how it may effect my portfolios. He is always responsive to my questions and/or requests and spends whatever time is needed to review my portfolios with me on a regular basis.

• Nancy Safinick
  
  
  (February 14, 2019, 1:37 pm)

  I met Brent at a financial seminar where he carefully and methodically educated the audience about himself, and advised about how to carefully select a financial advisor by first doing a back-ground check using FINRA Broker Check.
  
  What struck me was Brent’s straight-forward presentation that was clear and concise yet easy to grasp and understand. I learned about defining financial objectives, and how to shop for financial investments. The decision was easy - he is now my financial advisor and I can’t give him enough accolades! I would have been in a complete mess as a newly retired lady without his wise counsel! The time he spent educating me in his office was pure and simply outstanding. He showed patience and kept showing me examples so I would understand the plan of action. I just can’t imagine any financial advisor going that extra mile for a widow whose husband was a CPA, and I didn’t have a clue!
  
  Well, now I can understand my financial picture and the myriad of asset allocations and financial analyses provided by Scottsdale Wealth Advisory. You will be making the best decision ever to place your trust in Brent Matthew! He works diligently to protect yet maximize financial assets and he thoroughly educates. He is more to me than a financial advisor - I am happy to also call him a friend who I know has my best interests at heart!

• Sandra Britton
  
  
  (August 19, 2018, 7:18 pm)

  I am in mid-seventies and have had many financial planners. The challenge for me as clergy woman was that I did not know the questions to ask a financial planner in order to ascertain the value of what I was being told. Brent immediately gained my trust in the way he approached the plan he had in mind for me. He explained everything that he planned to do and his reasoning behind his actions. In addition and perhaps more importantly, Brent gave me his FINRA report as a first step so that I knew, without a shadow of a doubt, that I was working with someone who had a record of honesty and openness.
  Thank you, Brent, for being an excellent financial planner!

• Robert Prest
  
  
  (August 17, 2018, 9:06 am)

  If you want straight answers and action this is the place.. My experience with Brent has been excellent. The advise is first rate and his follow up is timely. I highly recommend the service...

• Nancy Nguyen
  
  
  (September 19, 2017, 3:20 pm)

  I was fortunate to meet Brent at a local Chamber of Commerce event last year. I called Brent 3 months later and he remembered me and the details of our conversation. He invited me to his office where he spent time teaching me important strategies for managing my retirement and walked me through the process of working with him. Immediately I could tell I was in good hands, and after a year I can say without a doubt, Brent is a financial wizard.
  
  What I like about him and his business the most is the attention to detail and accessibility. No matter my question and no matter the importance, he will take the time to explain in a way that makes sense. He is genuine, honest, respectful and as smart as they come.
  
  As a Scottsdale business owner with a family, I highly recommend Brent Matthew and his company Scottsdale Wealth Advisory. At the very least you will gain priceless information and a new friend. Thank you so much for everything Brent.

Home | Scottsdale Wealth Advisory

(480) 247-9090. We will implement the Scottsdale Wealth Advisory Financial Planning process to examine your financial circumstances and determine an effective Our goal at Scottsdale Wealth Advisory is to help our clients realize their financial dreams by offering creative solutions through an...

Know Your Options | Scottsdale Wealth Advisory

At Scottsdale Wealth Advisory, we believe everyone should be able to live the retirement they've always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products, to help you address your financial needs and concerns.

Scottsdale Wealth Advisory, LLC. - Home | Facebook

Scottsdale Wealth Advisory, LLC., Paradise Valley. 230 likes. Together, we will co-create a financial plan designed to achieve your personal goals.

David D'Eredita - Senior Vice President - Scottsdale Wealth Advisory...

Financial Services. Scottsdale Wealth Advisory, LLC. Secure Investment Management. 262 connections. David D'Eredita. Senior Vice President at Scottsdale Wealth Advisory, LLC. Mobile: (402) 681-1987 Direct: (480) 447-4478.

SCOTTSDALE WEALTH ADVISORY - YouTube

Отмена. Месяц бесплатно. Scottsdale wealth advisory. Zapp 247MEDIA. Загрузка...

Scottsdale Wealth Advisory | Scottsdale, AZ 85254 | DexKnows.com

Scottsdale Wealth Advisory. Find business information, reviews, maps, coupons, driving directions and more. Services: Retirement Planning, Asset Management, Family Financial Planning, Financial Advisors, Wealth Management, Financial Education Workshops, Financial Consultants, Financial...

Scottsdale Wealth Advisory LLC... - BrightScope Advisor Pages

Contact Scottsdale Wealth Advisory LLC or view Scottsdale Wealth Advisory LLC's ratings, investment advice, financial planning and insurance services, and get detailed information on their fees, advisors, licenses and history , and ask one of our 3 advisors a question.

Resources | Scottsdale Wealth Advisory

Scottsdale Wealth Advisory Gainey Center II 8501 N. Scottsdale Road, Ste 205 Paradise Valley, AZ 85253 Direct: (480) 247-9090 info@SWAFirm.com. To learn more about the professional history of our financial advisors, please visit FINRA's Broker Check. Scottsdale Wealth Advisory is a state...

Empowering the Woman Investor | Scottsdale Wealth Advisory

(480) 247-9090. Only 13 percent of women have an actual written strategy for retirement, yet over the next decade, women will control two-thirds of consumer wealth in the United States and will be the beneficiaries of the largest transference of wealth in our country's history.

Events Archive | Scottsdale Wealth Advisory

Facebook LinkedIn. (480) 247-9090.