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Asset Preservation Wealth & Tax, Financial Advisors
- Insurance
- Phoenix, AZ
About this business
Location details
4310 E Cotton Center Blvd #120, Phoenix, AZ, 85040, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 p.m. to Midnight | |
| 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 | Closed | |
| Sun | Closed |
Ernie is such a joy to work with, very knowledgeable and he truly cares about you. If you are looking for a financial planner or tax advisor, go see Ernie. I was skeptical at first but needed someone to advise me on what to do with my retirement money. Not only did I learn a better way to invest my money but what I could do to keep some funds safe. Ernie made me feel at ease, answered all my question and made sure I understood everything we talked about before I left the office. I am so thankful I found Assett Preservation W... read more
All the asset managers work diligently to produce positive investment results. There are LOTS of choices in Arizona & these folks do as well or better than most.
Asset Preservation Wealth and Tax are very knowledgeable with all finances and what drew me to them even more is there focus and expertise on Tax reduction actions!
Met with Ernie two times to go over my current portfolio. I was very impressed with his knowledge and eagerness to help. I look forward to working with him in the future and building a financial relationship together. I would highly recommend Ernie and his team.
We switched our retirement funds over to Asset Preservation Wealth & Tax from another firm after a sit down analysis with them. Specifically because Ernie Baillargeon worked with us and listened/talked through our strategies of what we were looking for as we neared retirement and what was important to us. He was a great listener. After he gathered all of our information, he showed us what we could do with our funds applying different scenarios. Then let us make decisions with him as we worked together asking more questions a... read more
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 5 star rating with 134 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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