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Safe Wealth Management, LLC
4600 East Washington Street, Phoenix, Arizona, United States
About the Safe Wealth Management, LLC
Safe Wealth Management, LLC is a reputable finance institution located at 4600 East Washington Street in Phoenix, Arizona, United States. With a focus on helping individuals and businesses achieve financial security and success, Safe Wealth Management, LLC offers a wide range of services including investment management, financial planning, retirement planning, and wealth preservation strategies. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique financial goals and objectives. Trust Safe Wealth Management, LLC to help you build and protect your wealth for a secure future.
4600 E Washington St # 300, Phoenix, AZ 85034, United States
Opening hours of Safe Wealth Management, LLC
Monday:
08:30 - 16:30
Tuesday:
08:30 - 16:30
Wednesday:
08:30 - 16:30
Thursday:
08:30 - 16:30
Friday:
09:00 - 15:00
Saturday:
Closed
Sunday:
Closed
Reviews of Safe Wealth Management, LLC
"We received a mailer inviting us to a financial seminar which included a free dinner meal. At our age, we accepted (never turn down a free meal) as we were in need of a current and better financial education. We have recently attended two other seminars in search of financial awareness for persons retiring or who have recently retired. Not only was the meal exceptional, we found ourselves thoroughly impressed with the Safe Wealth Management staff, especially Adam Macry. Enough so, we scheduled a personal meeting. Adam patiently listened to all of our financial concerns, reviewed our documents, then gave us options. Options that, for the first time, made sense. We knew we were in good hands…..extremely knowledgeable and professional but frank and honest and wonderful to work with. Robert E"
"They are extremely competent! This outfit is amazing!!! I moved my 401K from previous employer who had lost 22% on account in this year alone! They're very experienced with tracking down accounts and helped me find my orphaned 401k which had been transferred elsewhere. Said just right words to get their support to transfer my funds without any hassle! :) Then I also sent in some money from my savings account. They immediately matched 18%, wow! Entire process starting from introduction dinner to one-on-one meetings has been extremely informative and upfront. No hidden fees or shady operations like many out there. Extremely excited to have my money in safe annuity, with no chances for losses, and beats savings & 401K account! :)"
"Several months ago we received an invitation for a wealth management dinner seminar; I was at a point in my life where I was changing careers and needed to determine what to do with my 401k that I'd accrued over 20 years. We've always believed in diversifying but realized that we truly didn't understand what that meant. After the dinner seminar we decided to meet with Adam in person to talk more about our particular situation. During our meeting we learned that by taking my 401k and adding it to our existing mutual funds it would mean we would only be diversified in mutual funds (which can be pretty volatile.) After being educated about fixed annuities, we felt that adding annuities would definitely round out our portfolio: real estate, mutual funds and protected annuities. The best part of attending the dinner with Adam and Patricia was it was an hour long presentation that was easy to follow, no high pressure tactic approach, simple Q & A session after words and then the two of them left, my husband & I enjoyed a lovely meal with a few other couples and made the decision to meet with Adam privately at a future date. We are confident that attending the dinner/seminar and joining on with Safe Wealth Management was the best decision that we could've made for our future and retirement."
"My wife and I were invited to a dinner hosted by Adam of Safe Wealth Management. Normally, we would not attend these types of things as we have had bad experiences in the past. This was wholly different. Adam was easy to listen to and made understanding the investment very easy. There were also no strings attached to the dinner other than listening to what he had to say. We decided to meet with him in person and really expected that to be the time where the pressure came in. It did not. Adam was still unobtrusive and honest. He re-explained everything and asked us what our goals were. He then helped us decide what type of investment was best for us. At no time did he apply any type of pressure or sales tactic to persuade us. It was all very much like talking to a friend. Although we have only been a part of the Safe Wealth Management family for a short while, we hope to be for a very long time."
"We attended Safe Wealth's dinner seminar. Adam made a very clear and straightforward presentation. I must say that I have always been averse to annuities but after Adam's presentation we decided to meet at his office. After some more discussion we decided to invest in an annuity. We are very pleased with the process and the personalized documentation. If you are concerned about Market Volatility I recommend meeting with Adam and learning more."
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