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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 |
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
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 .
Frequently asked questions about Independent Wealth Management
How is Independent Wealth Management rated?
Independent Wealth Management has a 4.8 star rating with 21 reviews.
When is Independent Wealth Management open?
Independent Wealth Management is closed now. It will open at 8:00 a.m.
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