Independent Wealth Management
9844 West Yearling Road, Peoria, AZ 85383
Hours open
Monday:
8:00 AM - 4:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Independent Wealth Management is a leading finance and insurance agency located at 9844 West Yearling Road in Peoria, Arizona, United States. Our institution specializes in providing personalized wealth management services to help individuals and families achieve their financial goals. With a team of experienced professionals, we offer comprehensive financial planning, investment management, and insurance solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or protecting your assets, Independent Wealth Management is dedicated to helping you secure a prosperous future. Contact us today to schedule a consultation and take the first step towards financial security and success.
Reviews
"Marty and his office staff are fantastic. He has been managing our money for several years and has our greatest confidence!"
"Love everything about this place. Not only are they knowledgeable and communicative, but awesome people to work with! If you need investment support, don’t hesitate!"
"Marty and his staff are remarkable! Independent Wealth Management is experienced, trustworthy, and dependable. The staff goes the extra mile to answer questions and find the very best investment for your personal situation. I am so fortunate to have Marty Guzman as my financial.advisor."
"Independent Wealth Associates, and partnership with Charles Swab is a winning Team for your financial needs and planning a future I have increased my wealth With this Team!"
"Independent Wealth Management - Financial Advising Very professional, personalized, detailed and honest in our meetings. My wife and I met with the Wealth Management group August to discuss our finances and the best investment options for our family. The meeting was very insightful and eye-opening as we discussed different solutions, and the team was very knowledgeable. Prior to our meeting, we had completed some information for the Wealth Management Team and also provided some data on our current portfolio. They were able to show us our investment risk profile and help us understand that our current investments didn't match our appetite for risk. This presentation was personal and very easy to understand. We adjusted our portfolio and are very happy with our results. Overall, my experience with Independent Wealth Management was exceptional. I would recommend to any one needing investment advice (and I have personally recommended them to my personal friends)."
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