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Asset Preservation Specialists

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5.0
13 reviews
|Finance|Surprise, AZ 85378

11323 W Bell Rd, #301, Surprise, AZ 85378

(602) 449-0146

http://www.aptaxandretirement.com/

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About

An Overview Asset Preservation Tax & Retirement Services, is an independent income tax, Financial Planning , Estate Planning, Wealth Management and Insurance services firm devoted to working with seniors, serving the Sun City, Sun City West, Surprise, Peoria, Glendale, and Phoenix areas. We offer a wide range of products and services including Mutual Funds, ETF's, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. The focus of our financial advisors is on a secure and enjoyable retirement for all of our clientele. Our History We have been assisting our valuable clients needs since February 1997. Our company takes a unique approach to our market and strives to be an in

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5.0
13 reviews
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1 review has no rating
  • 6 Reviews5.0Google
  • 3 Reviews5.0Facebook
  • 2 Reviews5.0Merchant Circle
  • 2 Reviews5.0Yellow Pages
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Roger Gustafson on Facebook

5 months ago

11/13/2019, 12:06 PM
Excellent personal and caring service.
Steven J Anderson on Facebook

4 years ago

11/13/2015, 00:22 AM
Yes, I do have a bias, and having been licensed for over 16 years, CFP and ChFC also. These guys have an amazing grasp of Social Security and their techniques to maximize its use in concert with other retirement income options.
Lou Guglielmetti on Facebook

5 years ago

09/06/2015, 04:49 AM
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Anonymous on Merchant Circle

7 years ago

06/21/2013, 04:01 AM
Great!
srodgerssd on Merchant Circle

7 years ago

05/17/2013, 06:35 AM
The Asset Preservation guys are great! I never feel rushed when I meet with them. I Highly recommend.
swillis on Yellow Pages

7 years ago

12/14/2012, 04:17 AM
stewart.willis on Yellow Pages

7 years ago

10/31/2012, 08:20 AM
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