JBrooks Wealth Advisors - CPA, CFP, PC 4647 North 32nd Street, Phoenix, AZ 85018
About the Business
JBrooks Wealth Advisors - CPA, CFP, PC is a reputable accounting and finance institution located at 4647 North 32nd Street in Phoenix, Arizona. Our team of experienced professionals, including Certified Public Accountants (CPAs) and Certified Financial Planners (CFPs), are dedicated to providing top-notch financial services to our clients. Whether you need assistance with tax planning, investment management, retirement planning, or any other financial matter, we are here to help. Trust JBrooks Wealth Advisors to help you achieve your financial goals and secure your future.
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Location & Phone number
4647 N 32nd St Suite B245, Phoenix, AZ 85018, United States
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"My husband and I are so thankful to have found Jeff and his amazing team!! From the start, Jeff has been available for any questions or concerns. He has been our CPA since 2018. Him and the entire team are very professional and patient to explain information. We will forever be his clients. Judy we LOVE YOU!! Thanks for always been so responsive as well and to the rest of the team another BIG thank you!"
"Jeff and his team have been preparing my taxes for several years now. His tax planning and knowledge of tax prep is excellent. I have full confidence in everything they do for me. Jeff keeps up with the ever-changing tax laws and I recommend him to anyone I know who has complex taxes. He is always very professional, yet treats me like family. His services are worth every penny."
"We have had Jeff Brooks as our CPA for many years. We were a small business and needed financial guidance. He had given us awesome advice for our business finances. When we had to close our business because of health and to retire, he has managed to save our finances for us even yet. We trust Jeff Brooks and his staff. What an awesome team! I love that I can email the team at my convenience and know that I will get a response ASAP! He and his team have always been there for us. They are very trustworthy, honest and expedient."
"Jeff Brooks has been our CPA since 1998. He and his whole team are extremely knowledgeable and very helpful. He has prepared tax returns and financial statements for our business, tax returns for our personal returns, and also helped us with our investments and retirement planning. We have referred several of our friends and family members to Jeff and they have all been happy with the service they have received and have continued to use his services year after year as well. Jeff has great insight and with his conscientious and conservative values you can trust that the advice he gives."
"I have had the pleasure of working with Jeff for the past 3 years. He has prepared our state and federal Tax Returns. I have been impressed with Jeff and always found him to be professional and responsive. His tax advice has been very helpful. I have always taken his recommendations and it's been nice working with such a pro. The staff at JBrooks Wealth Advisors is great...cheerful even during the stress of tax season."
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