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Wealth Guardian Group

4.8

About this business

Our firm believes in providing quality service at a fair price. We offer Living Trusts for only $999, We offer Probate services for $1,499 and Tax Preparation starting at $199 - Meet with a 5 Star Financial Planner. 

Location details

1757 E Baseline Rd, Suite #118, Gilbert, AZ, 85233, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
4.855 reviews
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Bradley Welchman's profile image
Bradley Welchman 
9 years ago

We have used Jared at the Wealth Guardian Group for years and will never look any where else. Jared Daniel is honest, hard working, intelligent individual who always goes out of his way to provide the best customer service possible. We can always count on him to give us the best assistance with all our financial needs. THANK YOU JARED for being trustworthy and reliable! 

Kevin A.'s profile image
Kevin A. 
10 years ago

Went to the Wealth Guardian Group to have them prepare my taxes, I was getting frustrated with my current CPA since every year the fees kept rising. I thought I would make a change...sure glad I did. Jared Daniel worked with me, but instead of just filing my tax return like my previous CPA did, he helped me with some tax planning and actually saved me almost $3,000 in taxes this year. Then he showed me how I was paying a ton in hidden fees with my IRA account. I had no clue that I was paying almost $8,000 in fees that I didn... read more

ka4klan's profile image
10 years ago

Went to the Wealth Guardian Group to have them prepare my taxes, I was getting frustrated with my current CPA since every year the fees kept rising. I thought I would make a change...sure glad I did. Jared Daniel worked with me, but instead of just filing my tax return like my previous CPA did, he helped me with some tax planning and actually saved me almost $3,000 in taxes this year. Then he showed me how I was paying a ton in hidden fees with my IRA account. I had no clue that I was paying almost $8,000 in fees that I didn... read more

Kevin A.'s profile image
Kevin A. 
10 years ago

Went to the Wealth Guardian Group to have them prepare my taxes, I was getting frustrated with my current CPA since every year the fees kept rising. I thought I would make a change...sure glad I did. Jared Daniel worked with me, but instead of just filing my tax return like my previous CPA did, he helped me with some tax planning and actually saved me almost $3,000 in taxes this year. Then he showed me how I was paying a ton in hidden fees with my IRA account. I had no clue that I was paying almost $8,000 in fees that I didn... read more

Dan Frey's profile image
Dan Frey 
11 years ago
Genie Buckpitt's profile image
Genie Buckpitt 
11 years ago
Kari Jo Peiers's profile image
Kari Jo Peiers 
11 years ago

Jared Daniel has taken care if our life insurance needs for a few years now and is very professional. :-) 

Gregory L McNeil's profile image
Gregory L McNeil 
11 years ago

Frequently asked questions about Wealth Guardian Group

How is Wealth Guardian Group rated?

Wealth Guardian Group has a 4.8 star rating with 55 reviews. 

When is Wealth Guardian Group open?

Wealth Guardian Group is closed now. It will open on Monday at 9:00 a.m. 

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