Four Peaks Planning, Inc.
1760 East Pecos Road, Gilbert, AZ 85295
Hours open
Monday:
8:00 AM - 7:30 PM
Tuesday:
8:00 AM - 7:30 PM
Wednesday:
8:00 AM - 7:30 PM
Thursday:
8:00 AM - 7:30 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
8:00 AM - 5:00 PM
Sunday:
9:00 AM - 5:00 PM
Photos
Location & Phone number
About the Business
Four Peaks Planning, Inc. is a renowned financial planning institution located at 1760 East Pecos Road in Gilbert, Arizona. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through comprehensive planning and personalized strategies. Whether you are looking to retire comfortably, save for your children's education, or protect your assets, we are here to provide expert guidance and support every step of the way. Contact us today to learn more about how Four Peaks Planning, Inc. can help secure your financial future.
Reviews
"What sets Four Peaks Planning apart is their white glove service, regardless of the amount you have invested with them. Ian (for financial planning) and Jamie (for estate planning) provide a highly personalized service, taking the time to understand your goals, patiently educating you on the options and working with you till you are 100% satisfied. I can't recommend their service enough!"
"We were referred to Jamie Khan to do a restatement of our living trust. Jamie is very knowledgeable and was very helpful with the process. He provided a professional product at a very fair price. He is highly recommended."
"Jamie is great to work with. Very knowledgeable, affordable price, really walks you through everything. Creates a comprehensive, organized folder and is also available for help after the final meeting. Can highly recommend."
"Jamie was great and walked us right through the process. We are very happy with our Trust and saved quite a bit on the funds. Never felt pressured and he was very patient as we worked at our own pace to complete the process. I would recommend Four Peaks Panning to everyone and we have recommended them to quite a few people too."
"Thank you so very much Jamie for doing an awesome job helping my parents getting their trust all set-up. We highly recommend Four Peaks Planning (Jamie) who was so very patient, explained everything to my elderly parents. They never felt rushed, and he answered and explained in details what they were signing. I believe his fee was very reasonable. Again, I truly appreciate your kindness in helping my parents."
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