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Underhill Financial Advisors
- Financial Services
- Tucson, AZ
About this business
Location details
3146 N Swan Rd, Tucson, AZ, 85712, 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 started our relationship with Underhill financial many years ago, back when we owned our business. They were very helpful in helping get us prepared for retirement. They guided us through our retirement finances when that time came, and unfortunately were there to help me make the necessary adjustments when my wife passed away. I am grateful for all they have done for me and wouldn’t consider going anywhere else.
I started with Underhill Financial Advisors in 2001. During that time I’ve been very satisfied with the investments recommended by Jim. He listens to my needs, shares all market changes and explains recommendations before making investments. Before I decided to join Underhill Financial I interviewed 2 other advisor groups. Neither gave me the confidence that they would meet my needs. Underhill Financial is honest, dedicated to achieve the best for me and faith based. It is worthy of an interview with this superior fiduciary ... read more
Jim Underhill is one of the finest human beings I have ever met. I met Jim when he was just starting out. I kept telling him I don't have any money, because I was just starting a business. He would meet with my wife and I every 6 months. By the time we were able invest, he was starting to pick up some good accounts. But Jim never changed, he never pushed us aside. Because of that Jim has become a great friend. A few years back Jim brought his son in, Jordan. He is just like his dad, smart, hard working, has a great sense of ... read more
We are very happy we chose Underhill Financial Advisors to take care of our future. Their team is amazing and make you feel at ease with any concerns. We highly recommend you give them a call.
Frequently asked questions about Underhill Financial Advisors
How is Underhill Financial Advisors rated?
Underhill Financial Advisors has a 4.9 star rating with 61 reviews.
When is Underhill Financial Advisors open?
Underhill Financial Advisors is closed now. It will open at 9:00 a.m.
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