Scottsdale Wealth Advisory
8501 North Scottsdale Road, Paradise Valley, Arizona 85253
About the Business
Scottsdale Wealth Advisory is a finance and insurance agency located at 8501 North Scottsdale Road in Paradise Valley, Arizona, United States. Founded by Matthew, the institution's approach to financial planning is based on years of experience and the realization that a balanced approach is key. Unlike other firms that focus solely on investments or insurance, Scottsdale Wealth Advisory believes in finding a true balance between the two. By working with well-known brands such as Allianz, Blackrock, and Vanguard, clients can benefit from high-value, low-cost financial solutions. The institution offers personalized and trustworthy relationships, aiming to provide clients with retirement security through strategic planning. Visit Scottsdale Wealth Advisory to learn more about achieving financial balance and securing your future.
Photos
Contacts
8501 N Scottsdale Rd #205, Paradise Valley, AZ 85253, United States
Hours open
Monday:
07:00 - 17:00
Tuesday:
07:00 - 17:00
Wednesday:
07:00 - 17:00
Thursday:
07:00 - 17:00
Friday:
07:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I started by reading all the other reviews which are outstanding. It does not surprise me. I have known Brent for over 12 years. I was in my late 50s trying to financially prepare for a secure retirement. Now I am 70 and have been comfortably retired for almost 6 years. He helped me to balance an equity heavy portfolio with fixed indexed annuities that are providing as predicted lifetime income for us. Brent is patient, an excellent listener and an educator. His communication skills are outstanding. His friendly attitude is matched by his depth of financial planning knowledge. You are in good hands here."
"Brent is candid, thoughtful, and pleasant. His entire staff reflects these attributes. I was pleasantly surprised by such refreshing professionalism in a financial advisor. His knowledge appears to equal the best in the industry."
"I have worked with Brent Matthew for a year. He was recommended by my sister. I am retired and, although I worked in the finance sector, I did not put my 401K assets into the stock market… I am very leery of it. So I had cash. Brent listened to my concerns, and helped me invest in low risk markets that pay monthly dividends. The majority of my money is in a long-term asset, with the remainder in a portfolio of ethical stocks that I felt comfortable investing in. This is the best thing I could have possibly done. Brent listens, and is very responsive to concerns and questions. I am confident about my retirement income, knowing it is in great hands. My stress level is exponentially lower. I highly recommend Brent!"
"Brent and his team at Scottsdale Wealth Advisory have provided us with the professionalism, knowledge and patience we needed in order to plan for our retirement. Brent listened, spent as much time as we needed, and customized a plan that was best suited to our needs. He cares as much about our financial success as we do and that has given us great peace of mind. Brent would be a tremendous asset to anyone looking to advance their financial future!"
"I was fortunate to meet Brent at a local Chamber of Commerce event last year. I called Brent 3 months later and he remembered me and the details of our conversation. He invited me to his office where he spent time teaching me important strategies for managing my retirement and walked me through the process of working with him. Immediately I could tell I was in good hands, and after a year I can say without a doubt, Brent is a financial wizard. What I like about him and his business the most is the attention to detail and accessibility. No matter my question and no matter the importance, he will take the time to explain in a way that makes sense. He is genuine, honest, respectful and as smart as they come. As a Scottsdale business owner with a family, I highly recommend Brent Matthew and his company Scottsdale Wealth Advisory. At the very least you will gain priceless information and a new friend. Thank you so much for everything Brent."
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