Financial Planning Unlimited
4545 North 12th Street, Phoenix, Arizona, United States
About the Financial Planning Unlimited
Financial Planning Unlimited is a leading finance institution located at 4545 North 12th Street in Phoenix, Arizona, United States. We specialize in providing comprehensive financial planning services to help individuals and businesses achieve their financial goals. Our team of experienced professionals offers personalized advice and strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Financial Planning Unlimited is here to help you every step of the way. Contact us today to schedule a consultation and take control of your financial future.
Photos of Financial Planning Unlimited
4545 N 12th St, Phoenix, AZ 85014, United States
Opening hours of Financial Planning Unlimited
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Financial Planning Unlimited
"I've been using Financial Planning Unlimited for my taxes for over the last 20 years. Awesome staff and owner. I like the "family" feel you get when you see them. Never disappointed me."
"I’ve been working with Jeff Peterson and his team for the last 10 years. I used to think I had a good handle on the financial industry and what I should be doing with my retirement accounts however after working with Jeff; I now have a greater understanding of my investments and accounts. He is very knowledgeable and offers his honest opinion and feedback. I ask a lot of questions and he is always willing to answer them. My life has changed over the years with marriage, children, home buying/selling, etc. He helped me create a plan to stay on track while I achieve my financial goals. He is always keeping me accountable and helping me to be financially independent quicker than I would have on my own. With his knowledge in all things financial, it is only natural that he is also guiding me with my tax planning. I really appreciate the way he and his team provide tax projections throughout the year so that when they prepare and file my return, I am on track with no surprises. It's great to know you can trust this team. I recommend them for all of your financial planning, retirement and tax preparation needs."
"Friendly team with a personal touch"
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