As a long-time client of this financial firm, I have always been very pleased with the services they provide. The staff is friendly, professional, and always willing to go the extra mile to ensure customer satisfaction. Their expertise and attention to detail are unmatched. I would highly recommend this company to anyone in need of financial planning services.
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Questions about S And G Wealth Partners LLC
What is S And G Wealth Partners LLC?
S And G Wealth Partners LLC is a financial services firm located at 960 W Elliot Rd, Suite 114 in Tempe, Arizona, serving clients across multiple states including AL, AK, AZ, AR, CA, CO, DC, FL, GA, HI, ID, IL, IN, KS, LA, MI, MN, MO, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WI, and WY.
What specific services does the firm offer?
The firm specializes in wealth management, retirement planning, estate planning, and insurance, utilizing a goals-based approach to help clients achieve their financial objectives through comprehensive strategies.
How can a new client get started or book an appointment?
Clients can access a seamless and safe online communication portal for 24/7 interaction, and the firm provides a client portal for login and scheduling meetings directly on their website.
Who are the key leaders behind the firm?
The firm is led by Scott Garber and Marcus Seiter, who together possess nearly 40 years of combined expertise in guiding clients through retirement savings and financial planning.
What certifications or compliance affiliations does the firm hold?
The firm operates under the brokerage check of LPL Financial, a registered investment advisor that is a member of FINRA and SIPC, ensuring compliance with specific regulatory standards.
What do reviewers most commonly praise about the firm?
Reviewers frequently praise the team for being highly knowledgeable, friendly, approachable, and willing to go the extra mile to ensure customer satisfaction and provide tailored advice.
How recent and how many reviews exist, and what is the rating?
The firm has received 8 reviews on Trustburn with an overall rating of 4.1 out of 5 stars, with the most recent feedback dating back to September 2023.
What geographic limitations apply to their services?
The firm's website explicitly states that their registered representatives may only discuss or transact securities business with residents of the listed states, defining their operational boundaries.
What contact methods are available for clients?
The firm offers a fax number at (480) 345-3994 in addition to their primary phone line, providing multiple channels for client communication.
Who are some of the team members and what are their backgrounds?
The firm's team includes Nicole Kennedy, who graduated from Arizona State University with a degree in Finance and earned The Moeur Award and the New American University Scholarship.
What makes the firm different from competitors according to its own words?
The firm emphasizes a personalized strategy that aligns with individual financial goals, as noted in multiple positive reviews from clients who feel confident in their abilities.
What experience level does the firm claim for its team?
The firm's team is described as 'seasoned' and 'experienced,' with a focus on creating quality strategies for clients at various stages of their investment journey.
Where is S And G Wealth Partners LLC located?
S And G Wealth Partners LLC is located at 960 W Elliot Rd, Tempe, Arizona.
What is the official website of S And G Wealth Partners LLC?
The official website of S And G Wealth Partners LLC is sgwealthpartners.com.
Is S And G Wealth Partners LLC on social media?
S And G Wealth Partners LLC has official profiles on Facebook.
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8 Reviews
I absolutely love S And G Wealth Partners LLC! They have been instrumental in helping me achieve my financial goals. Their team is not only highly skilled, but also friendly and approachable. They take the time to explain complex financial concepts in a way that is easy to understand. I highly recommend their services to anyone in need of financial planning assistance!
I've been a client of this company for quite some time now and I must say, I am thoroughly impressed with their level of service. The team is extremely knowledgeable and always makes me feel like a valued customer. They have helped me make informed financial decisions and I couldn't be happier with the results. I highly recommend S And G Wealth Partners LLC!
💯S And G Wealth Partners LLC is without a doubt the best financial planning firm I have ever worked with. Their team is not only highly skilled and knowledgeable, but they genuinely care about their clients' success. They go above and beyond to provide valuable advice and guidance tailored to my specific needs. I couldn't be happier with their services!💯
👍S And G Wealth Partners LLC has been handling my investments for the past year and I couldn't be happier! Their team is incredibly knowledgeable and attentive. They take the time to understand my financial goals and create a personalized strategy that aligns with my needs. I have complete confidence in their abilities and highly recommend their services!👍
S And G Wealth Partners LLC has consistently provided me with top-notch financial advice over the years. Their team is highly experienced and always goes above and beyond to ensure that my financial goals are met. I trust them implicitly and would recommend their services to anyone looking for a reliable and trustworthy financial partner.
I have been a customer of S And G Wealth Partners LLC for several years now and I must say, they have provided me with excellent service. Their team is knowledgeable, professional, and always available to answer any questions or concerns I may have. I highly recommend S And G Wealth Partners LLC for all your financial planning needs!
I've been with S And G Wealth Partners LLC for a few months now and I am extremely impressed with their level of service. Their team is knowledgeable, responsive, and always puts the client first. I feel confident knowing that my financial needs are being taken care of by such a trustworthy firm. I highly recommend them!
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About S And G Wealth Partners LLC
- Website
- sgwealthpartners.com
- Phone
- 4803453300
- Address
- 960 W Elliot Rd
- Categories
- Financial services
