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Independent Wealth Management
- Financial Services
- Peoria, AZ
About this business
At Independent Wealth Management, our primary focus is building long-term relationships and friendships with our retirement community. Our company was established with the explicit goals of outstanding and personalized client care, coupled with a high degree of genuine customer service that simply sets us apart. Our customized client focus and stellar customer service remains our #1 priority from our first communication or consultation thorough the many twists and turns along life’s path.
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 |
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
I absolutely love working with Marty and team at IWM. Not only are they knowledgeable, they truly care. I feel completely supported and confident in the guidance and services they provide. Highly recommend!
Initially I was very pleased with the company. Then Marty put a quarter of a million dollars of my assets in annuity with Allianz without telling me on Oct 7,2024. I still have not recovered the money from Allianz and it is now Jan15 ,2025. I asked for it on Nov.21 2024. Marty has deleted all correspondence from me on email. And will no longer communicate with me or assist me in getting my money returned from Allianz. I have remove all my other assets from Schwab due to his mishandling .
Having no idea on what to do with my finances, I went to a seminar sponsored by Mylo. He was very knowledgeable and able to direct me with my limited funds so that my future will provide my needs! Thank you Mylo and Staff!
Frequently asked questions about Independent Wealth Management
How is Independent Wealth Management rated?
Independent Wealth Management has a 4.8 star rating with 19 reviews.
When is Independent Wealth Management open?
Independent Wealth Management is closed now. It will open tomorrow at 8:00 a.m.
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