Asset Preservation Wealth & Tax, Financial Advisors
11323 West Bell Road, Surprise, AZ 85378
Location & Phone number
11323 W Bell Rd #301, Surprise, AZ 85378, United States
About the Business
Asset Preservation Wealth & Tax is a financial institution located at 11323 West Bell Road in Surprise, Arizona, United States. Specializing in accounting, finance, insurance, and legal services, our team of dedicated financial advisors is committed to providing personalized service to meet your unique financial needs.
Our financial planners in Surprise, AZ take a human approach to financial, retirement, and estate planning, ensuring that your goals are met with care and expertise. As fiduciaries, we prioritize your interests, guaranteeing that there is no conflict of interest in how we conduct our business.
With comprehensive financial planning services available in Surprise, AZ, our team offers access to estate planners, retirement planners, and tax experts to provide you with the best advice possible. We work with top experts in various fields to ensure that our financial planners deliver the highest quality of service.
If you are seeking retirement planning near you in Surprise, AZ, our team can assist you with tax planning, estate planning, and retirement planning needs. We offer tax-saving strategies to help you maximize your wealth and minimize tax liabilities, both on a state and federal level.
Contact us today to schedule a meeting at one of our offices in Phoenix, Scottsdale, Tempe, or Henderson, and let us help you make the most of the wealth you've worked hard to accumulate.
Photos
Hours open
Monday:
8:30 AM - 5:30 PM
Tuesday:
8:30 AM - 5:30 PM
Wednesday:
8:30 AM - 5:30 PM
Thursday:
8:30 AM - 5:30 PM
Friday:
8:30 AM - 5:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"We haven't been very impressed with the follow up from Scott. He called last summer to ask about additional money we wanted to invest and said he would call right back. We have never heard another word from him since investing with Asset Preservation. We have no idea what's happening with our investment or why it has been moved twice. Not what we expected."
"I have been very impressed with Asset Preservation from the first day I stepped into the office. Everyone is very welcoming. Dan Murphy has been great with me, very patient and explains things in a manner that I can understand. He always responds back to my emails or calls in a timely manner. I highly recommend them."
"Very helpful. Scott was careful in explaining things. I’m sure after everything is complete It will be a good experience. He was very patient with my grandson who had to come with us. We were greeted pleasantly and made to feel comfortable."
"I have been a client here at Asset Preservation since early 2023. I'm here to say that Dan Murphy and his team at Asset Preservation have done an amazing job at helping me with all of my retirement needs. I dare say I have had some issues with staying tech-savvy and Dan has gone above and beyond to over communicate how to successfully navigate not only my investments but also advanced planning software and concepts. I would highly recommend Dan and his team as I couldn't image navigating my retirement without him! Thanks so much for all you do Dan and Asset Preservation."
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