Best Financial Advisors in Avondale, AZ

“While important, your investment portfolio makes up only one piece of your financial "pie." We realize that having a complete understanding of your situation better allows us to manage your wealth. Financial planning is the ongoing pursuit of a varie...”

“When you meet with her, it is obvious that she isn't there just to "make a living as a Bookkeeper" but to truly be part of your team, helping you grow your business, feeling like family.”

“Our wide array of accounting services includes reconciling general ledger, bank, credit card statements, and sales tax reporting. We also specialize in accounting records clean-up, billing customers, paying vendors, payroll support, inventory managem...”

“She has been a tremendous help to me and my family by educating her clients on the Arizona Private School Tuition Tax Credit, which in turn makes it possible for my son to attend a private school.”

“From the initial consultation to the final execution of documents, their team demonstrated unparalleled professionalism, expertise, and dedication to ensuring my wishes were understood and legally protected.”

“In just 1 months time i witnessed a jump in my credit score and his willingness to commit to helping me make the best decisions to set me up in life are impeccable.”

“Positive Responsiveness, Quality, Professionalism, Value”

“Also, great costumer service and the CPA I worked with was very knowledgeable and knew his stuff and got me the most I've ever gotten back on my taxes!”

“Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.”

“Fair and professional and very courteous staff.”

“They train us so we can go to new places but they treat us so good we do not ever want to leave this company.”

“If there is something you don't understand he has a way of breaking it down so those of us who know nothing about taxes can at least understand the basics so we can make the right decisions for our company.”

“I moved all my investments to him and trust his judgement with all my savings.”

“I probably bug him several times a year for questions in trying to plan out the next years tax's that I will owe, and he is always responsive in a timely manner.”

“I've been working with Ben Fredlake at Life Managed for only a few months and the level of service, follow-up and professionalism I've received from him and his team has been outstanding.”

“He suggested that I consider what my true long term goals are and what ones could be moved up so there is more time to enjoy the results vs.”

“At My Financial Coach, we believe in creating individual and personalized financial plans for successful professionals. We do this by giving you your own dedicated CFP® financial coach who uses our technology and planning techniques to help you disco...”