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Alpha Fiduciary specializes in total wealth planning and management. Investment Consulting & Management: -Investment Management, Portfolio Performance and Analysis -Risk Evaluations / Bear Market Analysis -Optimal Asset Allocation & Asset Location -Prudent Cost Management -Tax-Conscious Portfolios -Evaluation of Employer Retirement Plans -Optimizing Social Security and/or Pension Benefits Advanced Planning: -Tax Planning and Mitigation -Cash Flow Planning - Current & Pro Forma -Unbiased Insurance Information and Advisement -... read more
7010 East Chauncey Lane Suite #130, Ste 130, Phoenix, AZ, 85054, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 6:00 p.m. | |
Tue | 9:00 a.m. to 6:00 p.m. | |
Wed | 9:00 a.m. to 6:00 p.m. | |
Thu | 9:00 a.m. to 6:00 p.m. | |
Fri | 9:00 a.m. to 6:00 p.m. | |
Sat | Closed | |
Sun | Closed |
I've been a client with Alpha for two years and very happy with their service. Excellent financial services!
We have had three advisory firms manage our finances over the last thirty five years. Under the guideance of the first two firms, our investments grew on average, about two to three percent annually. After moving our accounts to Alpha Fiduciary, our portfolio has nearly doubled in value over the past three years. This is an impressive achivement regardless of the calculus, and especially during a worldwide health crisis. I only wish that we had moved our savings to Alpha much sooner than we did. Art Doglione is a genius when... read more
Alpha Fiduciary is the finest Fiduciary & investment advisor I have ever worked with. Their founder & CEO. Arthur Doglione is an excellent leader with the highest level of integrity, ethics & honesty while running a high performance organization. He always has time even for the smallest client. Bottom line - I trust him with my investments.
We have used several Wealth managers over the years, but Art and his team are the best by far. Many places say they are fiduciary or say we act as your fiduciary but this company is a true genuine fiduciary. We feel safe and comfortable with all his financial decisions and he discusses in detail and takes his time to make a great plan that works. He listens and gets your input and makes your portfolio grow without unnecessary fees or services you do not need. Very pleased and highly recommend this firm.
Art Daglioni is exceptionally dedicated to the needs of his clients.He is prepared to give his clients as much time and attention as they need and he delivers on all of his commitments.His recommendations are delivering solid results.
Alpha Fiduciary has a 5 star rating with 6 reviews.
Alpha Fiduciary is closed now. It will open tomorrow at 9:00 a.m.
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