Independent Wealth Management - Peoria, Arizona

Address: 9844 W Yearling Rd D-1160, Peoria, AZ 85383, United States.
Phone: 6237761100.
Website: independentwealthmgt.com
Specialties: Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 19 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of Independent Wealth Management

Independent Wealth Management 9844 W Yearling Rd D-1160, Peoria, AZ 85383, United States

☎️6237761100

⏰ Open Hours of Independent Wealth Management

Monday: 8:30 am–4 pm
Tuesday: 8:30 am–4 pm
Wednesday: 8:30 am–4 pm
Thursday: 8:30 am–4 pm
Friday: 8:30 am–4 pm
Saturday: Closed
Sunday: Closed

Independent Wealth Management

Independent Wealth Management is a distinguished financial consultant located at 9844 W Yearling Rd D-1160, Peoria, AZ 85383, United States. The company can be reached by phone at 6237761100 and through their website independentwealthmgt.com.

Their specialties include financial consulting, and they pride themselves on offering a range of services to their clients. Independent Wealth Management is equipped with a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet. Appointments are recommended for those wishing to visit the facility.

The company boasts an impressive average opinion rating of 4.8/5 on Google My Business, with 19 reviews.

Customers have praised Independent Wealth Management for their knowledge and genuine care for their clients. They offer a supportive and confident atmosphere, resulting in a high level of satisfaction among their clientele. Many highly recommend working with Marty and the team at this esteemed financial consulting firm.

👍 Reviews of Independent Wealth Management

Independent Wealth Management - Peoria, Arizona

Julie E.

5/5

I absolutely love working with Marty and team at IWM. Not only are they knowledgeable, they truly care. I feel completely supported and confident in the guidance and services they provide. Highly recommend!

Cathy K.

1/5

Initially I was very pleased with the company. Then Marty put a quarter of a million dollars of my assets in annuity with Allianz without telling me on Oct 7,2024. I still have not recovered the money from Allianz and it is now Jan15 ,2025. I asked for it on Nov.21 2024. Marty has deleted all correspondence from me on email. And will no longer communicate with me or assist me in getting my money returned from Allianz. I have remove all my other assets from Schwab due to his mishandling .

Linda S. P.

5/5

Marty and his staff are remarkable! Independent Wealth Management is experienced, trustworthy, and dependable. The staff goes the extra mile to answer questions and find the very best investment for your personal situation. I am so fortunate to have Marty Guzman as my financial.advisor.

Debra B.

5/5

Independent Wealth Management is amazing! Everyone from the office staff to Marty are so knowledgeable, kind and helpful. Can’t say enough about their professional yet compassionate care. So glad I stumbled on them!!!

Donna E.

5/5

We have been with Marty for almost three years and we feel he always has our best interest in mind. The staff is very friendly and we enjoy all of the events the office has provided.

Aggie S.

5/5

Having no idea on what to do with my finances, I went to a seminar sponsored by Mylo. He was very knowledgeable and able to direct me with my limited funds so that my future will provide my needs! Thank you Mylo and Staff!

Tim C.

5/5

Independent Wealth Management - Financial Advising

Very professional, personalized, detailed and honest in our meetings.

My wife and I met with the Wealth Management group August to discuss our finances and the best investment options for our family. The meeting was very insightful and eye-opening as we discussed different solutions, and the team was very knowledgeable.

Prior to our meeting, we had completed some information for the Wealth Management Team and also provided some data on our current portfolio. They were able to show us our investment risk profile and help us understand that our current investments didn't match our appetite for risk. This presentation was personal and very easy to understand. We adjusted our portfolio and are very happy with our results.

Overall, my experience with Independent Wealth Management was exceptional. I would recommend to any one needing investment advice (and I have personally recommended them to my personal friends).

Hanging W. T. O.

5/5

We have been working with this group for about 3 years or so and it's been nothing but amazing. We have full trust and confidence when dealing with Marty Guzman and his team. He's always been honest and forthright with us and that's something you must have when dealing with retirement advice and guidance. I would highly recommend this company.