Financial Planners in Scottsdale

“Bradley Wealth has been managing my company 401k as well as my personal portfolio for the last 7 years. They do an annual walkthrough with me to make sure I am on track for future finances and are always available to answer questions I may have. I highly recommend them to anyone looking for a full service financial firm that cares about you and knows you and your family needs personally.“

“For more than 15 years, we have had the opportunity and pleasure to work with Mr. Gold towards securing our retirement goals. Jacob and his team are deligent in the pursuit of security and happiness for their clients and have done an excellent job in the growth of our portfolio. The best way to describe them is "total dedication". They care about you on both a personal and business level.“

“Andrew and his team are some of the best people I've worked with. Their culture and company mission are such a contrast with the normal advisor world. I would highly recommend them for people in the Scottsdale and greater Phoenix area who are nearing or already enjoying retirement.“

“UPDATE - Got a Very impressivecall from Hannah, asking if there was anything they could do about my negative review. Unlike Ian S (the business owner) who made excuses, Hannah's focus was on Me, saying she was sorry I had a negative experience and asking what they could do to make me feel better. . She did say they had done a thorough review and update, to make sure their focus is on clients and that everyone feels important. She offered to do another review of my Medicare plan when I said that it felt like no one looked it over this last enrollment period. I said that wasn't necessary, as Tammy had done an impressively thorough job in July when a move nessecitated a new plan. At the end of the call I was feeling like I truly am an important person to this company and will give them another chance to keep me as a client for the annual Medicare review. Maintaining a cautiously optomistic opinion and a wait-and-see approach for the future.“

“Great service with wonderful returns and a very steady hand at the helm. Been through many ups and downs with sage and prescient advice. Really glad I have them in my corner.“

“It was a beautiful day and fun event. Thank you for organizing this gathering and hearing about changes to look forward to.“

“Bill is incredibly knowledgeable. He truly cares about his clients and helps them make smart financial decisions!“