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Poindexter Financial Group
- Financial Services
- Prescott, AZ
About this business
For over 20 years, Poindexter Financial Group, Inc., has helped affluent clients and their families advance their financial success. While providing the highest standard of personal attention and service, we deliver the sophisticated financial strategies that your lifestyle deserves. Strong relationships are at the heart of our firm, and honest communication is at the foundation of our success. As a privately-owned and independent firm, we dedicate our experience so clients can enhance their understanding of the financial wo... read more
Location details
1965 Commerce Center Cir #D, Ste D, Prescott, AZ, 86301, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I called and made an appointment on January 23rd, 2019 and scheduled a meet and greet to discuss services that Poindexter Financial could offer. On the morning of the 29th, before my appointment scheduled a week later, I received a call from the nice woman I spoke with on the phone who told me that "Mr. Poindexter doesn't think the arrangement is a good fit." While I can understand that people can be busy, this decision was made without any look into my situation. I would not put my money into the hands of someone who deals ... read more
I have known and have been a satisfied client of Jim Poindexter and staff for the past 6/7 years. He is an honest and very professional financial planner. He oversees my personal business and financial plan and I have found him to be most influential regarding my financial decisions in reference to my investments and estate plans. I have been very happy and satisfied with our business relationship and heartily recommend Jim to anyone searching for assistance in this most difficult financial environment in which we live. Rona... read more
I have been a client of the Poindexter Financial Group for a number of years - have always found them (Jim Poindexter and Sheila Zaput, Client Care Specialist) to be responsive. Jim Poindexter has offered options and guidance when presenting and selecting financial portfolios, and advice and analysis in general when dealing with market conditions.
I have been a happy and satisfied client/friend of Jim's for 14 years. Jim is a hard working and very honest person. If you want an excellent Financial Planner that will spend the time with you for your financial goals, you cannot do better than Jim and Sheila.
We were looking for some help with managing our investments and decided to sign up for a class that Jim did at Yavapai College. He helped us understand how we could retire from teaching with only minimal change in our income. On his advice we sold commercial property and purchased different commercial property through a 1031 exchange. For the past 4-5 years we have seen a very high yield on that investment. If we need extra money for a trip or to purchase a new car, Jim lets us know the best source of assets to use. We trust... read more
Frequently asked questions about Poindexter Financial Group
How is Poindexter Financial Group rated?
Poindexter Financial Group has a 4.5 star rating with 8 reviews.
When is Poindexter Financial Group open?
Poindexter Financial Group is closed now. It will open tomorrow at 9:00 a.m.
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