This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
Specialties Your Goals, Your Life, Our Experience! We serve our clients by developing a financial plan with the right investments that fit your life goals. We are a Dave Ramsey SmartVestor Pro, and are 100% independent. Our primary focus is: - Retirement Planning and Wealth Building - Calculating Social Security Benefits - Long Term Care Insurance - Life Insurance - Educational Savings. We are very unique in that we work as a team. What this means, is that our clients never have to wait for an answer because someone is on t... read more
7594 N La Cholla Blvd, Marana, AZ, 85741, United States
Get directionsWeekday | 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 have been with Southwest Investments since 2019, they have been fantastic at handling every financial need and concern that I have with professionalism and rationalism (even when I think I know what is best). Alix and Rick have done such an amazing job at keeping in contact to help cater my financial plan to future and current life goals. Through every turn of events, they have offered comfort in their ability to handle my funds effectively. Their commitment to my future success is admirable and makes me confident that the... read more
Terrible company to work with. Do not patronize this business
Schannep Investment Advisors has a 3.7 star rating with 16 reviews.
Schannep Investment Advisors is closed now. It will open tomorrow at 9:00 a.m.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com