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Independent Wealth Management
- Financial Services
- Peoria, AZ
About this business
Location details
9844 W. Yearling Rd. Ste D1160, # D1160, Peoria, AZ, 85383, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 4:00 p.m. | |
| Tue | 8:00 a.m. to 4:00 p.m. | |
| Wed | 8:00 a.m. to 4:00 p.m. | |
| Thu | 8:00 a.m. to 4:00 p.m. | |
| Fri | 8:00 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I was referred here by a longtime family friend. This company helped her tremendously when her mother passed away. I decided to come to them to handle my retirement and plan my future. I couldn’t be more impressed with how professional and knowledgeable the team is. They walked me through everything step by step and made planning for my retirement fun and seamless. I am confident my money will grow and I will be taken care of for life. I highly recommend the team here! Reini and Marty are amazing and Amber is key in getting ... read more
My mom started with Marty so many years ago and he took care of her financial and retirement planning . That was a great decision and I’ve been with Marty, Reini and Amber ( my team) for several years. I am confident, now that I’m retired that I’ll be all set for the years to come. I recently referred my closest friend to Independent Wealth Management for her retirement planning.
There is no one more skeptical than me when it comes to financial advice and advisors. I'm definitely not one to jump on the latest trend. If it sounds too good to be true, it usually is. Marty Guzman and his team took over my parent's brokerage accounts after my dad passed. I saw first hand how awesome he was in handling their account. Their assets grew by leaps and bounds. I listened to his advice with my own funds and now they manage most everything for me. I even moved my Company 401k funds via in service distribution to... read more
Working with Marty Guzman and his stellar team (Reini Elias in particular) at AE Independent Wealth Management has been one of the smartest and most reassuring decisions I’ve made for my financial future. From the first informative session to the in-depth review of my assets, Marty exhibited authentic caring about my financial well-being. Their responsiveness is exceptional and concerns are addressed thoughtfully. I always feel like a valued client rather than just another account. What sets them apart even more is their dee... read more
We have been with Independent Wealth Management for just over a year now and have been very pleased with the service of the entire IWM team. We received a thorough review of our portfolio and Marty Guzman has advised us on strategies that our former advisors had never discussed with us. Marty has always explained everything in detail that would better increase the performance of our investments as necessary. The entire staff really cares about their clients, are accessible for questions and have always been responsive to my ... read more
Frequently asked questions about Independent Wealth Management
How is Independent Wealth Management rated?
Independent Wealth Management has a 4.8 star rating with 23 reviews.
When is Independent Wealth Management open?
Independent Wealth Management is open now. It will close at 4:00 p.m.
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