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Camelback Retirement Planners

3.8

About this business

Location details

2720 E Camelback Rd # 200, Ste 200, Phoenix, AZ, 85016, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 6:00 p.m.
Tue9:00 a.m. to 6:00 p.m.
Wed9:00 a.m. to 6:00 p.m.
Thu9:00 a.m. to 6:00 p.m.
Fri9:00 a.m. to 6:00 p.m.
SatClosed
SunClosed
3.85 reviews
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Tessa Miller's profile image
Tessa Miller 
on Google
3 months ago

We have been using Chuck Carter at Camelback Retirement Planners for almost 20 years now and have been very happy with the service and advice we receive. This is NOT the firm for you if you have day trading, razzle dazzle, flashy moves, or get rich quick goals -- rather, they are all about thoughtful, well-planned, comprehensive wealth management to get you safely toward retirement. They are approachable and make financial planning a lot less scary. Many of our friends and family have also started using Camelback Retirement ... read more

PERSOP's profile image
PERSOP 
on Google
3 years ago

Decades back one of the founders left another planner to start this business with a number of associates. The reason was dedication to client needs. Not selling the highest profit strictly for the enterprise. I introduced a highly conservative investor. That investor passed away two years ago and the investment had more than quadrupled. C.R.P. savvy and ethical. The person left the sizeable amount to an adult child. Neither I nor the person mentioned are anything but "small time" C.R.P. is "big time" in assisting most and th... read more

James Thornburg's profile image
James Thornburg 
on Google
5 years ago

Smart company for wealth management services. Helped me diversify my portfolio and mitigate risk prior to the last recession. Great resources and super friendly staff. 

Pepe Silvia's profile image
Pepe Silvia 
on Google
5 years ago
Danelle Meere's profile image
Danelle Meere 
on Google
7 years ago

The location couldn't be better wish I could have found more helpful information 

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Frequently asked questions about Camelback Retirement Planners

How is Camelback Retirement Planners rated?

Camelback Retirement Planners has a 3.8 star rating with 5 reviews. 

When is Camelback Retirement Planners open?

Camelback Retirement Planners is closed now. It will open at 9:00 a.m. 

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