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Solutions First Financial Group
9375 East Shea Boulevard, Scottsdale, Arizona, United States
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About the Solutions First Financial Group
Solutions First Financial Group is a finance institution located at 9375 East Shea Boulevard in Scottsdale, Arizona, United States. Led by financial junkie Joe Donti, the institution is dedicated to building others up and helping them achieve financial freedom. They take a unique approach by starting with the tax code and working backward to create tax-efficient strategies tailored to each individual's specific situation. Their Retire Better process focuses on five key areas of financial planning: income, investments, taxes, health care, and legacy. Whether you're just starting your financial journey or looking to improve your current situation, Solutions First Financial Group is ready to help. They offer insurance products through their insurance business and investment products and services through AE Wealth Management, LLC. Take control of your financial future today by scheduling a meeting or registering for an upcoming event. Don't hesitate to reach out with any questions or concerns.
Photos of Solutions First Financial Group
9375 E Shea Blvd Suite 100, Scottsdale, AZ 85260, United States
Opening hours of Solutions First Financial Group
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 16:00
Saturday:
Day off
Sunday:
Day off
Reviews of Solutions First Financial Group
"I’ve been associated with Joe and Patti for more than a decade. Their expertise in all aspects of investments is beyond compare. Prior to meeting with them, I had retirement funds that were scattered in different products. Frankly, it kept me up at night wondering if I’d be able to have a successful retirement. Since placing my retirement in their capable hands, I have been able to rest assured that I made the right decision. I’m more than pleased with the outcome of my investments. If you are searching for investment solutions, you owe it to yourself to contact Solutions First Financial Group. Joe, Patti and their team of professionals have the integrity, knowledge and character to put you on the right path."
"Joe and Patty and the rest of this staff are amazing people! They are so kind, helpful and full of knowledge and experience in what they do. Every time I talk with Joe or Patty they always ask how I am doing and how my family is. They genuinely care. Joe always has my best interest at heart. I am so thankful I met Joe and Patty and the rest of the Solutions First Financial Group! I am genuinely happy with my investments."
"My meeting with Joe, was a great experience. I appreciated his time and non pressure and educational approach. He took the time to explain various items to consider when planning for retirement. From which products to use to meet those goals. Also, shared other investment products to help avoid taxes and different types of account registration which might help with legacy planning. He discussed the importance of looking at how one’s taxable income would impact federal and state taxes and also Medicare benefits. I would recommend meeting with Joe to see if he might be able to share is knowledge to help meet your investment goals."
"I attended a seminar with Joe Donti in 2009 after uncertainty due to a lay off and needed a home for my 401K work investment. I realized that Joe presented numerous options that I wasn't presented with other financial planners. After setting up a personal meeting regarding my situation Joe presented me with a perfect solution to investing my nest egg in a safe, no risk investment. Thank you Joe and your staff. They are always there for me with my questions and market concerns. Needless to say my investments have done well under Solutions First Financial Groups watchful eye. I highly recommend their services and solutions."
"I first across Solutions First when I attended their seminar and I was impressed with how friendly and knowledgeable the whole team is. From the moment I registered for the seminar to coming into the last meeting, I felt like they truly cared about me. I never felt any pressure, they listened to all my concerns, showed me exactly how they could help me and were honest through the whole process. What Joe has done for me in the last year is more than my advisor has done for me in the last 10 years. After experiencing the service Joe has provided, not only am I a client but I have brought my parents over."
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