Reviews for Farnam Financial
Write a review
Hours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Ratings
Google: 5/5
Farnam Financial
2415 E Camelback Rd Suite 700, Phoenix
Directions Appointment Call Website Suggest an Edit
Get your award certificate!
Farnam Financial is a financial advisory firm specializing in helping individuals approaching or already in retirement. The firm focuses on three key areas: increasing portfolio returns, reducing tax burdens, and providing clients with peace of mind. Farnam Financial distinguishes itself by offering a flat fee structure instead of percentage-based fees. They utilize a strategy of low-cost index funds for investments and pride themselves on providing honest and expert financial advice in an efficient manner. Clients praise Jonathan Bird, a financial advisor with Farnam Financial, for his extensive knowledge, ability to listen to individual financial goals, and for providing sound, rational advice. His commitment to client service is highlighted, even for those with smaller accounts.