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Phoenician Financial Planning, LLC
- Financial Services
- Phoenix, AZ
About this business
Location details
125 N 2nd St Suite 110 #513, Phoenix, AZ, 85004, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 4:00 p.m. | |
| Wed | 9:00 a.m. to 4:00 p.m. | |
| Thu | 9:00 a.m. to 4:00 p.m. | |
| Fri | 9:00 a.m. to 2:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Honest, reliable, ethical, effective and highly recommended. I cannot say enough about the excellent counsel and professional advice I continue to receive from Phoenician Financial Planning. Most recently, I needed a forensic accounting. J. Robert’s level of expertise and accuracy exceeded expectations. He was able to explain in layman’s terms the findings of the report so that I was able to discuss it with my legal representation. Furthermore, he is accessible and proactively contacts me to review my portfolio and assess my... read more
Mr. Roberts is a financial professional who deals with you on your level of knowledge without talking down to you, which I found extremely helpful while he helped my partner and me decide how to invest long-term. We also appreciate Mr. Roberts' emphasis on local business and on common sense financial measures. I recommend Phoenician Financial Planning whenever anyone I know is looking for some help with their investments.
Retirement and investing can be lucrative when you have the right help! Thank you Jay for all of your help! I consider myself a decent investor but Jay at Phoenician took me to the next level in my portfolio. Thanks for helping me weather the bad times and cash in on the Good times Jay!
Jay is marvelous! We met through friends a couple years ago and I've been reading his financial articles ever since. I've learned so much! I am starting a business and I am not sure I could have done it without Jay. I have a visual impairment that prevents lengthy research and Jay goes out of his way to provide me with solid advice. I've been recommending him to everyone! I never thought I'd find such a man of integrity in the world of Finance!
Jay has been working with our family for over two years and has been our sole source for all things financial in our home. He is patient and answers all of our questions thoroughly - from retirement set up to setting my our own LLC. He is quick, efficient and makes every process easier. We will continue to use Jay indefinitely. Thanks for all you do for us, Jay!
Frequently asked questions about Phoenician Financial Planning, LLC
How is Phoenician Financial Planning, LLC rated?
Phoenician Financial Planning, LLC has a 5 star rating with 8 reviews.
When is Phoenician Financial Planning, LLC open?
Phoenician Financial Planning, LLC is closed now. It will open at 9:00 a.m.
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