Spirit West Certified Planning, LLC - Prescott, Arizona

Spirit West Certified Planning, LLC es una empresa que ofrece servicios de planificación de patrimonio en Prescott, Arizona. Con sede en Address: 511 E Gurley St, Prescott, AZ 86301, United States., esta empresa ha ganado la confianza de sus clientes con su enfoque personalizado y su experiencia en el campo.

Sobre la empresa

Spirit West Certified Planning, LLC identifica como una empresa veteranizada y accesible para sillas de ruedas. Sus instalaciones están equipadas con un estacionamiento para sillas de ruedas y una entrada y un baño accesibles para sillas de ruedas.

Especialidades

Los especialistas de Spirit West Certified Planning, LLC ofrecen servicios de planificación de patrimonio como abogados especializados en patrimonio. Están comprometidos con ayudar a sus clientes a establecer planes de patrimonio que se adapten a sus necesidades y objetivos.

Características

• Experiencia en planificación de patrimonio
• Enfoque personalizado
• Veteranizada y accesible para sillas de ruedas
• Seguro y confiable

Información de contacto

Para obtener más información o programar una cita con Spirit West Certified Planning, LLC, puede llamar al 9285152322 o visitar su sitio web en spiritwestplanning.com.

Otras características interesantes

Esta empresa identifica como una empresa que requiere una cita previa y se recomienda hacerlo. Además, los clientes han reportado tener buenas conversaciones con los representantes de la empresa y sentirse confiados en su capacidad para cumplir con sus necesidades.

Opiniones

Esta empresa tiene 7 reseñas en Google My Business con una media de 5/5. Los clientes han expresado su satisfacción con los servicios de planificación de patrimonio y la atención personalizada que reciben.

Puntos de interés adicionales

• Identificado como una empresa veteranizada
• Instalaciones accesibles para sillas de ruedas
• Seguro y confiable
• Enfoque personalizado

👍 Reviews of Spirit West Certified Planning, LLC

Steven H.

5/5

I comparison shopped before getting my trust and will done with Spirit West. I went with them due to the initial consult they offered and the follow up vs. a lawyer who would charge a higher fee upfront and then bill me in 15 minute increments with further needs.

I am glad I worked with them. We set up a trust that will both protect my current legal interests and avoid probate when I die. I had good conversations with both Jonathan and Kevin and they met my concerns and needs along the way and I feel confident they will be available down the road when I need them again!

Cindi S.

5/5

World class staff! Kevin and his staff are exceptional in financial knowledge, professionalism, and sincere kindness. Did I mention, patient? Don't hesitate to take all your financial needs to Spirit West!

Marlene C.

5/5

Kevin has done a fabulous job for me. He set up a new trust at a reasonable cost. And, he has also set me up with annuities that gave me more profit than what I previously had. He and his group are great to work with. I highly recommend Spirit West.

L L.

5/5

We own a business and are aging and put off having a trust long enough! Even if you don't know what you want to do, having someone ask all the right questions will get you to your end goal. Kevin and staff are extremely pleasant to work with, handling all your needs with a clarity that is comforting and refreshing. The office is centrally located and Old West charming. One stop shopping is a breeze whether you are looking to invest, buy insurance, or set up a will or trust. My husband and I will continue to keep in touch as our needs change and will enthusiastically refer others to Spirit West services.

Lisa B.

5/5

These guys are the best hands down
Very knowledgeable and always there to help
Love them

Terri D.

5/5

Awesome service & knowledge about everything I needed! Good honest people

peggy O.

5/5