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Asset Preservation Wealth & Tax, Financial Advisors
- Finance
- Scottsdale, AZ
About this business
We are a Wealth Management Firm. What separates us from the others is that we are a complete one-stop financial shop. We do Investing Financial Planning, Tax Planning, Tax Prep, and Estate Planning. The fiscal accumulation of your lifeâ??s work presents you with a legacy waiting to be written. But money itself has no meaning until you decide how best to use it. The true value of your wealth manifests in how itâ??s managed, and for that, you need a team of professionals dedicated to coordinating a comprehensive fi... read more
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. |
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
Dan Murphy has been absolutely awesome! He's a man of great character and we trust him with our finances not to mention seek his advice in many matters. We highly recommend Asset Preservation and Dan Murphy.
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 59 reviews.
When is Asset Preservation Wealth & Tax, Financial Advisors open?
Asset Preservation Wealth & Tax, Financial Advisors is open now. It will close at 5:30 p.m.
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