Independent Wealth Management

• Kathleen Doody
  
  
  (January 29, 2019, 9:46 am)

  Working on the financial services industry for 15 years, I have heard many disappointing stories about financial planners. I am proud to say that my experience with this team at Independent Wealth Management has been stellar. This team helped to develop a success plan based on personal goals and risk decisions. The entire team is personable and communicative with exceptional follow up regarding the details of our account. They provide opportunities to learn about financial decisions through seminars and 1:1 meetings. Moreover they have built a community spirit within their business creating an inviting atmosphere that makes it comfortable to discuss very personal issues that prepare us for our financial future. I retired earlier than I thought I could and with confidence due to the long term plan we developed. I am grateful to this team for looking out for our future so I can truly enjoy the present.

• Tim Cone
  
  
  (April 10, 2018, 1:54 pm)

  Independent Wealth Management - Financial Advising
  
  Very professional, personalized, detailed and honest in our meetings.
  
  My wife and I met with the Wealth Management group August to discuss our finances and the best investment options for our family. The meeting was very insightful and eye-opening as we discussed different solutions, and the team was very knowledgeable.
  
  Prior to our meeting, we had completed some information for the Wealth Management Team and also provided some data on our current portfolio. They were able to show us our investment risk profile and help us understand that our current investments didn't match our appetite for risk. This presentation was personal and very easy to understand. We adjusted our portfolio and are very happy with our results.
  
  Overall, my experience with Independent Wealth Management was exceptional. I would recommend to any one needing investment advice (and I have personally recommended them to my personal friends).

• Hanging with the Oliver’s
  
  
  (March 30, 2018, 6:02 pm)

  We have been working with this group for about 3 years or so and it's been nothing but amazing. We have full trust and confidence when dealing with Marty Guzman and his team. He's always been honest and forthright with us and that's something you must have when dealing with retirement advice and guidance. I would highly recommend this company.

• Chris Bisgrove
  
  
  (January 30, 2017, 11:57 am)

  Capable, reliable, personalized, and responsive ... and no lengthy auto-attendant recordings. I talk to live helpful professionals. I've known this team for five years. They are the real deal for full service financial needs.

Independent Wealth Management in Peoria, AZ 85383 - 623-776-1100

Independent Wealth Management is located at 9844 W Yearling Rd D-1160 in Peoria, Arizona 85383. Independent Wealth Management can be contacted via phone at 623-776-1100 for pricing, hours and directions.

Independent Wealth Management, 9844 W Yearling Rd D-1160 ... - BusinessYab

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Independent Wealth Management & Insurance Services

Contact Information. 9844 W Yearling Rd Ste D-1160. Peoria, AZ 85383-1381. Visit Website. Email this Business. (623) 776-1100.

Independent Wealth Management - Peoria, AZ Firm Profile

Phone: (623) 776-1100. Firm Size. Assets Under Management: $153.1 million # of Advisors: 3 # of Clients: 498. Client to Advisor Ratio: 166:1. Average Account Size: $307,421 ... To view the Minimum Investment and Fee Schedule for Independent Wealth Management, LLC, visit their Part 2 Brochure. Part 2 Brochure.

Independent Wealth Management | 9844 W Yearling Rd D-1160, Peoria, AZ ...

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Independent Wealth Management - Peoria, AZ 85383 - The Real Yellow Pages

Get reviews, hours, directions, coupons and more for Independent Wealth Management. Search for other Estate Planning, Probate, & Living Trusts on The Real Yellow Pages®. ... (623) 776-1100 Visit Website Map & Directions 9844 W Yearling Rd Peoria, AZ 85383 Write a Review. Is this your business? Customize this page. Claim This Business

Arizona Estate Planners, Inc. in Peoria, AZ - (623) 776-1100

Arizona Estate Planners, Inc. (trade name Independent Wealth Management) is in the Financial Consultant business. View competitors, revenue, employees, website and phone number.

Independent Wealth Management Peoria AZ, 85383 - Manta.com

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Independent Wealth Management in 9844 W. Yearling Rd. D-1160

+1 623-776-1100. iwmgt.com. Opening hours Independent Wealth Management: Closed now. Tomorrow: 08:00 am — 04:00 pm . Monday : 08:00 am — 04:00 pm . ... Independent Wealth Management is located at 9844 W. Yearling Rd. D-1160, Peoria, Arizona. You can find Independent Wealth Management opening hours, address, driving directions and map, phone ...

Independent Wealth Management - Peoria

Independent Wealth Management, located in Peoria caters to residents in and around the Phoenix area. Click to call or view current Independent Wealth Management promotions. ... (623) 776-1100 Website . 9844 West Yearling Road Peoria, Arizona 85383 . Get Directions . Like Share. About.