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Asset Preservation Tax & Retirement Services
- Financial Services
- Surprise, AZ
About this business
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 o... read more
Location details
11323 W Bell Rd #301, #301, Surprise, AZ, 85378, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | 8:30 a.m. to 12:00 p.m. | |
| Sun | Closed |
I've been a client for over 15 years and have had a wonderful relationship with this company. I put all of my finances with them and have had nothing but successful results. My portfolio has grown quite a bit over these years and that's due to them going over my accounts periodically and advising me to invest with other financial institutions to receive a better return on my portfolio. My taxes are done every year, very successfully I might add. My daughter is also a client.Trust is a very important when it comes to handling... read more
In 2015 I attended a free social security/retirement seminar hosted by Asset Preservation and spent one hour obtaining great insight about information most pre-retirees do not have but should before they make one of the most important life decisions about retirement. I made an appointment afterward and met with Justin "****" C******. I can't express how impressed I was with his professionalism, knowledge and genuine care for my specific situation - he helped me make some extremely important decisions. At no point did I feel ... read more
Frequently asked questions about Asset Preservation Tax & Retirement Services
How is Asset Preservation Tax & Retirement Services rated?
Asset Preservation Tax & Retirement Services has a 4.9 star rating with 33 reviews.
When is Asset Preservation Tax & Retirement Services open?
Asset Preservation Tax & Retirement Services is closed now. It will open tomorrow at 8:30 a.m.
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