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Asset Preservation Wealth & Tax, Financial Advisors

5.0

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. We offer a broad range of wealth management and financial planning services including: Financial Planning Retirement Planning Estate Planning Tax Services Life Insurance Fee-Only Investment Advice Annuities 

Location details

4310 E Cotton Center Blvd #120, Phoenix, AZ, 85040, United States

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WeekdayScheduleStatus
Mon8:30 p.m. to Midnight
Tue8:30 a.m. to 5:30 p.m.
Wed8:30 a.m. to 5:30 p.m.
Thu8:30 a.m. to 5:30 p.m.
Fri8:30 a.m. to 5:30 p.m.
SatClosed
SunClosed
5.0132 reviews
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Jamie Block's profile image
Jamie Block 
on Google
3 weeks ago

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! 

Cindy Emery's profile image
Cindy Emery 
on Google
2 months ago

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. 

Ken Preston's profile image
Ken Preston 
on Google
8 months ago

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

Homer Mccoy's profile image
Homer Mccoy 
on Google
9 months ago

I recently retired and relocated to Arizona. I wasn’t really happy with how my retirement funds were being managed. After watch seeing Asset Preservation on tv a few times I decided to give them a try. Once I contacted them, I was assigned to Ernie Baillargeon. Two years later, all I can say is, I can sleep better at night. Everything is going well and Ernie is a true professional, even when I was about make a serious mistake with my funds, following his guidance things are really looking better with my retirement planning. ... read more

Scott Bennion's profile image
Scott Bennion 
on Google
9 months ago

Ernie is a man of integrity whom you can trust. He consistently demonstrates reliability in all that he does. 

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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 132 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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