Generous Wealth Advisors - Green Valley, Arizona

Address: 518 E White House Canyon Rd, Green Valley, AZ 85614, United States.
Phone: 5203930924.
Website: generouswealthaz.com
Specialties: Financial consultant, Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Generous Wealth Advisors

Generous Wealth Advisors 518 E White House Canyon Rd, Green Valley, AZ 85614, United States

☎️5203930924

⏰ Open Hours of Generous Wealth Advisors

Monday: 8 am–4 pm
Tuesday: 8 am–4 pm
Wednesday: 8 am–4 pm
Thursday: 8 am–4 pm
Friday: 8 am–2 pm
Saturday: Closed
Sunday: Closed

Generous Wealth Advisors es una empresa de asesoramiento financiero con sede en Green Valley, Arizona, Estados Unidos (518 E White House Canyon Rd, Green Valley, AZ 85614, United States).

El teléfono de contacto es 5203930924 y su sitio web es http://www.generouswealthaz.com/.

Esta empresa ofrece servicios de asesoramiento financiero y planificación financiera a sus clientes.

Especialidades

Financial consultant y Financial planner son las especialidades de Generous Wealth Advisors.

Algunos de los servicios que ofrece incluyen:

Asesoramiento financiero personalizado
Planificación financiera
Investigación de inversiones
Manejo de patrimonio

Otras características

Esta empresa tiene las siguientes características:

Acceso a vehículos con silla ruedas
Entrada y baño accesibles para sillas de ruedas
Requiere una cita previa
Se recomienda hacer una cita

Opiniones

Esta empresa tiene 6 reseñas en Google My Business.

La media de opinión es 5/5.

👍 Reviews of Generous Wealth Advisors

Generous Wealth Advisors - Green Valley, Arizona

Marvol B.

5/5

I feel so blessed to have Bill and Joseph of Generous Wealth Advisors as my financial "team." The entire staff at GWA truly cares about their clients, and it shows in everything they do. From the time you walk in the door and are greeted by wonderful Emily, you truly feel at home. Bill and Joseph ensure I always thoroughly understand any decisions before I make them, and I know they have my best interests at heart. I deeply appreciate their frequent and open communication with my husband and me, and consider it a critical part of what makes Generous Wealth Advisors such a great company.

I recommend this wonderful, caring team without reservation.

Georgene M. S.

5/5

I had to take over supervision of our investments when my husband passed away 4 years ago. I knew I did not want to stay with the advisors he had used (all big companies in other states) and asked friends who they used. I wanted to deal with someone locally I could meet with face to face. A friend I highly respect recommended Bill Stevens. I am very happy with this decision. Bill and company have done very well for me. They are always available to discuss options and answer questions. I feel greatly blessed to have this association.

Michelle A.

5/5

Trey Andrew has gone above and beyond to help my husband and I understand and prepare our finances for retirement. He broke everything down and made it easy to understand and opened our eyes to a lot of information we hadn't thought about. If you need any help preparing your financial information, understand your financial information, or managing it, I would recommend Trey.

Johnny H.

5/5

Bill Stevens and his team are tremendous. Very knowledgeable and incredible service. I have know Bill for over 30 years and highly recommend him as your financial advisor.

Deborah F.

5/5

Attention to details is what I really value with the advisors from Generous Wealth. We had struggled for years with stock certificates that were generated in the UK. The team at Generous Wealth were able to resolve the issues so we could finally cash out of these UK stock certificates.

Gary F.

5/5

If you want great financial advice, call Bill or Joseph. You won’t regret it.