Jared Daniel, CFP CRPC EA
1757 East Baseline Road, Gilbert, AZ 85233
About the Business
Jared Daniel, CFP CRPC EA is a finance and insurance agency located at 1757 East Baseline Road in Gilbert, Arizona, United States. The institution offers comprehensive financial solutions for individuals in need, through the Wealth Guardian Hope Foundation, a 501(c)(3) Non-Profit Charity. Wealth Guardian Group integrates all aspects of your finances, bringing together financial advisors, tax accountants, insurance agents, and estate planners to create a cohesive plan for your financial future. The Gilbert office in the East Valley provides personalized services to clients, ensuring that all information and ideas are discussed in detail with individual financial professionals before implementation. Investment advisory services are offered through Wealth Guardian Advisory, an Arizona Registered Investment Advisor. Contact Jared Daniel, CFP CRPC EA for more information on how to secure your financial future.
Photos
Contacts
1757 E Baseline Rd Building # Suite #118, Gilbert, AZ 85233, 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
"We tried this place for the first time is because our previous tax accountant whom we were with for more then 15+ years has retired. The very first meeting gave us an impression that he's in a hurry and we better be quick with our questions. Typically, a tax accountant's job should try to help their clients with maximum refund but he didn't seems to be knowledgeable about it. Charging Professional fees, but very disappointed with the service! It didn't work out for us, will NOT recommend this place."
"Go anywhere else! Will not stand behind what he does. Charges a lot then where there is an error will do nothing to help. We followed his advise and our refund was shorted 2000 by govt.! When we call him for help - no calls back then finally when he does- will do nothing to help. Find someone else who stands behind what they do! Stay far away- do not trust this place!!"
"I have used Jared Daniel for my family trust documents and would like to recommend him to those who are looking for help. Trust worthy and humble in my opinion."
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