Me Financial, PLLC 3033 North Central Avenue, Phoenix, AZ 85012
About the Business
Me Financial, PLLC, located at 3033 North Central Avenue in Phoenix, Arizona, is a finance institution founded by Michelle Evard-Moses. Michelle's goal is to help clients invest in ways that excite them, providing clarity and confidence for their financial future. With a unique approach that combines her CERTIFIED FINANCIAL PLANNER™ certification, real estate expertise, and alternative investment strategies, Michelle helps clients build well-rounded portfolios aligned with their goals.
At Me Financial, personalized guidance and support are provided to help clients achieve various financial goals, such as building passive income, planning for education expenses, or investing in real estate. The institution believes in offering honest and unbiased advice, ensuring that clients understand every investment they make.
Specializing in alternative and real estate investments, Me Financial offers clients access to exciting opportunities not commonly seen in the marketplace. The institution prioritizes client education, empowering clients to make informed decisions and feel confident in their financial future.
By focusing on passive income and unique investment opportunities, Me Financial aims to bring interesting investments to clients, allowing them to participate in private equity and learn about new businesses. With a commitment to providing regular updates, tips, and investment ideas, Me Financial helps clients prepare their portfolios for transitions in their financial lives.
As the new year brings uncertainty and change, Me Financial remains dedicated to seeking out unique and income-producing investment ideas for clients. The institution's mission is to help clients navigate the evolving landscape of economics, investing, and personal finance, ensuring they are prepared for whatever the future may hold.
Photos
Location & Phone number
3033 N Central Ave STE 640, Phoenix, AZ 85012, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Michelle is such a great communicator and explains everything in such clear details. I truly enjoy working with her. Her knowledge and input always points me in the right direction. I especially love her podcast. I find it extremely informative and it has open my eyes on alternative investments, retirement plans and real estate."
"Michelle has been our financial advisor for more than 10 years (probably closer to 15.) She really cares about her clients and actually listens to their opinions, desires, goals, etc. We always know what's going on and she is super diligent about keeping us on track. Because of Michelle's skill and knowledge, we were able to retire early and still live the life we want to live!! Not only is she an incredible financial advisor/planner but she's one of the nicest, caring and thoughtful people we know. HIGHLY HIGHLY RECOMMEND!!"
"Michelle provides balanced and consistent guidance to keep my investments on track and growing. With her extensive market knowledge and understanding Michelle makes it easy to stay calm when the markets are volatile."
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