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Spirit West Certified Planning, LLC
- Legal
- Prescott, AZ
About this business
Location details
511 E Gurley St, 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 comparison shopped before getting my trust and will done with Spirit West. I went with them due to the initial consult they offered and the follow up vs. a lawyer who would charge a higher fee upfront and then bill me in 15 minute increments with further needs. I am glad I worked with them. We set up a trust that will both protect my current legal interests and avoid probate when I die. I had good conversations with both Jonathan and Kevin and they met my concerns and needs along the way and I feel confident they will be a... read more
World class staff! Kevin and his staff are exceptional in financial knowledge, professionalism, and sincere kindness. Did I mention, patient? Don't hesitate to take all your financial needs to Spirit West!
Kevin has done a fabulous job for me. He set up a new trust at a reasonable cost. And, he has also set me up with annuities that gave me more profit than what I previously had. He and his group are great to work with. I highly recommend Spirit West.
Awesome service & knowledge about everything I needed! Good honest people
Awesome service & knowledge about everything I needed! Good honest people
Frequently asked questions about Spirit West Certified Planning, LLC
How is Spirit West Certified Planning, LLC rated?
Spirit West Certified Planning, LLC has a 5 star rating with 9 reviews.
When is Spirit West Certified Planning, LLC open?
Spirit West Certified Planning, LLC is closed now. It will open tomorrow at 9:00 a.m.
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