Money Wise Retirement Planning
14301 North 87th Street, Scottsdale, Arizona, United States
About the Money Wise Retirement Planning
Money Wise Retirement Planning is a finance institution located at 14301 North 87th Street in Scottsdale, Arizona, United States. Our goal is to help individuals transition from work to retirement with confidence. Join Cristina and Nancy for their bi-weekly live events via Zoom, where you can learn about better protecting your retirement and discover strategies that work for others. Book a 30-minute strategy session over the phone to get personalized answers and ideas tailored to your financial goals.
At Money Wise Retirement Planning, we are affiliated with AE Wealth Management, LLC and Nitrogen Wealth Inc. (formerly Riskalyze Inc.), offering a range of products and services to help you design a solid financial portfolio. We also offer insurance products to ensure your retirement is well-protected.
Our team loves helping clients plan retirements filled with fun adventures. Take Flat Cristina on an adventure and share photos with us to be included on our interactive map! Visit us at our Scottsdale office or contact us for more information on how we can help you achieve your retirement goals. Remember, investing involves risk, but our team is here to guide you every step of the way. Let's plan for a secure and enjoyable retirement together.
Photos of Money Wise Retirement Planning
14301 N 87th St Suite 117, Scottsdale, AZ 85260, United States
Opening hours of Money Wise Retirement Planning
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 15:00
Saturday:
Day off
Sunday:
Day off
Reviews of Money Wise Retirement Planning
"Money Wise designed a personalized investment plan that completely meet my financial goals."
"I like to plan but not only to plan myself but to validate my plans with others. Doing so always results in learning new things. So when I was entering retirement, like most people, I wanted to make sure what I was doing was right. But the problem is, who can you trust? I've worked with planners, brokers and general thieves in the past so I knew the potential problems. Problem was, since I was nearing the end of my moneymaking career, at least as how I wanted it, I couldn't afford any mistakes, at least big ones. Enter Cristina and Nancy. From the get go, I knew they were experts. But I also knew that they had my interests in mind as well. They weren't pressure salespeople instead relying on their ability to convey their understanding of the complex world of financial planning. Through their efforts, I was able to understand, and sleep better, with my finances as I was entering the golden years. Cristina and Nancy are smart. They helped me. They can help you too."
"Best financial advisor and planner Christina Acosta listened and explained everything in a way I could understand. She communicates well and keeps you updated. In addition she has made us money even though I am a conservative investor"
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