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Asset Preservation Wealth & Tax, Financial Advisors
- Finance
- Scottsdale, AZ
About this business
Location details
16435 N Scottsdale Rd #175, Scottsdale, AZ, 85254, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:30 p.m. | |
| Tue | 8:30 a.m. to 5:30 p.m. | |
| Wed | 8:30 a.m. to 5:30 p.m. | |
| Thu | 8:30 a.m. to 5:30 p.m. | |
| Fri | 8:30 a.m. to 5:30 p.m. | |
| Sat | 8:30 a.m. to 5:30 p.m. | |
| Sun | 8:30 a.m. to 5:30 p.m. |
Terrible arrogant staff. They search for wealthier clients and come to conclusions too soon based a couple of assets only. They look for clients they can benefit the most from. Otherwise, they turn you away.
Customer service is non existent! Arrogant is the only word that comes to mind
We are so thankful we switched from our previous advisor to APW&T! Dan Murphy has provided us exceptional service and is very personable and genuinely cares about us as people. He offers great advice, but lets us decide what we want to do in the end. He is extremely knowledgeable about markets and investment strategies. He patiently explains things in terms and descriptions we can easily understand. APW&T is a one stop shop with all of the financial services you will need. We couldn’t be happier with their excellent service ... read more
Asset Preservation Wealth & Tax has been exceptional! The staff is professional, friendly, and always willing to help. Our financial advisor, Jeff Stegge, is incredibly knowledgeable and takes the time to explain everything in detail, ensuring we feel confident and informed. They are always available to answer our questions and provide clarifications, no matter how big or small. It’s evident they genuinely care about their clients' financial well-being. Highly recommend their services!
My experience with Asset Preservation Wealth &Tax Company, specifically with Jeff Stegge a Wealth Strategist. Has lifted a weight off my shoulders. That was in August 2024. In November 2024 Mr. Stegge reviewed my portfolio. When we met good news. He explained in detail…in a language I understood, I was pleased to learn the changes made increased my portfolio. My experience with Asset Preservation has been exceptional. I highly recommend them. Anne M Fitness
Frequently asked questions about Asset Preservation Wealth & Tax, Financial Advisors
How is Asset Preservation Wealth & Tax, Financial Advisors rated?
Asset Preservation Wealth & Tax, Financial Advisors has a 4.9 star rating with 60 reviews.
When is Asset Preservation Wealth & Tax, Financial Advisors open?
Asset Preservation Wealth & Tax, Financial Advisors is closed now. It will open at 8:30 a.m.
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