Asset Preservation Wealth & Tax, Financial Advisors
4310 East Cotton Center Boulevard, Phoenix, Arizona 85040
About the Business
Asset Preservation Wealth & Tax is a financial institution located in Phoenix, Arizona, offering a wide range of services including accounting, finance, insurance, and legal advice. Our team of experienced financial advisors specializes in tax-saving tools and strategies to help you maximize your wealth and minimize your tax burden. We provide retirement planning and wealth management services tailored to your individual needs, guiding you towards a financially stable future. With our comprehensive financial services, including investing, tax planning, and estate planning, we can help you achieve your financial goals and secure a brighter future. Contact us at one of our convenient locations in Phoenix, Scottsdale, Tempe, or Las Vegas to start planning for your financial future today.
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Contacts
4310 E Cotton Center Blvd #120, Phoenix, AZ 85040, United States
Hours open
Monday:
20:30 - ?
Tuesday:
08:30 - 17:30
Wednesday:
08:30 - 17:30
Thursday:
08:30 - 17:30
Friday:
08:30 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews
"I started working with Ernie Baillargeon about a year ago. From that first meeting, I’ve felt very comfortable with him. Ernie was very professional, asked me the right questions, and more importantly, listened to my answers before starting to discuss plans and options. Ernie understands my risk tolerance and put together a nice plan that I was comfortable with. He never pressures me to do 1 thing or another. Instead, he explains the approach, my options, different scenarios, and answers my questions. I highly recommend Ernie Baillargeon!"
"There's a reason we've been with the same advisor for 12 years now. Ernie and his team have always taken good care of not only our finances but us as well, patiently answering our questions whether in person, over the phone, or by email and explaining things in detail. That includes visuals, too. We've always felt like our advisor has had our best interests at heart, even though we're "small potatoes," as we see it, when it comes to our investments."
"What a professional experience. After being on the sidelines for some time, Ernie Baillargeon and his team at APWT made us feel comfortable and confident. He immediately gained our trust and spent the time to understand our risk tolerance, then design the perfect plant for us? YTD our portfloio is growing significantly! Thank you Stuart for setting the hook and leading us to Ernie. We are thrilled to be under your guidance."
"We have worked with Ernie from about 2016. From our initial meeting, we were very comfortable with him because he explained what options we had as well as providing comparison and contrast information, and was more than happy to answer any of our questions. We recommend Ernie Baillargeon very highly as a professional man who prepares well for our meetings. He is interested in doing what's best for his clients."
"I watched a program on TV promoting the services of Asset Preservation Wealth & Tax, Financial Advisors and was very impressed with what I heard. I was close to retiring and wanted advice on how to manage my pension and 401k. My husband and I decided to meet with them and once we met with Strategist, Ernie Baillargeon, we were convinced to trust our wealth management to this company. Ernie took time with us and was respectful and thoughtful in his approach to our individual situation. He personalized a detailed plan and thoroughly explained things to make sure we understood the plan going forward. Whenever I have questions for Ernie, he promptly responds to all my emails! In addition, the staff we’ve met with have all had that same welcoming and respectful attitude. I’m so happy to have found Asset Preservation and would not hesitate to highly recommend this company!!"
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