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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 |
We needed help updating my mom's trust, and I'm so grateful we chose Spirit West. Jonathan was an incredible blessing. He listened, he helped us know what choices were available, and what each would look like down the line. He helped us think of things that needed settled that we would never have thought about. My mom felt very well taken care of and comfortable the whole time. The whole office and experience was amazing.
MY WIFE AND I DECIDED WE NEEDED TO UPDATE OUR WILL AND MAKE SURE EVERTHING WAS PUT INTO OUR FAMILY TRUST. I HAVE TO SAY THAT WE WERE NOT LOOKING FORWARD TO THE WHOLE PROCESS BUT JONATHAN WALKED US THROUGH IT AND TOOK ANY CONCERNS WE HAD AWAY. WE ARE SO PLEASED THAT WE HAVE RECOMMENDED SPIRIT WEST AND JONATHAN TO OUR DAUGHTER AND FRIENDS. THANK YOU AGAIN JONATHAN!
Jonathon is our financial advisor and we are very pleased with all he's done for us and our family. Very comfortable to talk to and his advise helped us along the way. We would refer him to anybody!
Trustworthy, informative and effective communication. We did a Trustworthy, living will and POA. In addition, we are using Spirit West for financial advisor guidance and planning. Great team, highly recommend!
⭐️⭐️⭐️⭐️⭐️ Spirit West Certified Planning is amazing! Kevin (the owner) and Jonathan were both awesome to work with — super kind, caring, and really took their time helping our family set up a trust for my mom. They made everything easy to understand and you can tell they truly care about the families they help. Their pricing was exceptional and they made the process personalized. My mother had health issues and they were so compassionate and patient with her, even helping to walk her to the car. It’s a family-run, veteran-o... read more
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 16 reviews.
When is Spirit West Certified Planning, LLC open?
Spirit West Certified Planning, LLC is closed now. It will open on Monday at 9:00 a.m.
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