Wise Wealth Partners - Phoenix, Arizona

Address: 2375 E Camelback Rd #600, Phoenix, AZ 85016, United States.
Phone: 4802396914.
Website: wisewealthpartners.com
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 21 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Wise Wealth Partners

Wise Wealth Partners 2375 E Camelback Rd #600, Phoenix, AZ 85016, United States

⏰ Open Hours of Wise Wealth Partners

  • Monday: 8:30 am–4 pm
  • Tuesday: 8:30 am–6 pm
  • Wednesday: 8:30 am–6 pm
  • Thursday: 8:30 am–4 pm
  • Friday: 8:30 am–3 pm
  • Saturday: Closed
  • Sunday: Closed

Wise Wealth Partners is a reputable financial planning company located at 2375 E Camelback Rd #600, Phoenix, AZ 85016, United States. The company specializes in financial planning and offers various services, such as online appointments, on-site services, and wheelchair accessibility.

Key Features

  • Financial planner
  • Online appointments
  • On-site services
  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
  • Toilet
  • Appointment required
  • Appointments recommended

Customer Reviews

The company has received 21 reviews on Google My Business, with an average rating of 5/5. Customers have praised the company for its professionalism, personalized services, and helpful staff.

Contact Information

If you're interested in working with Wise Wealth Partners, you can reach out to them by phone at 480-239-6914 or through their website.

👍 Reviews of Wise Wealth Partners

Wise Wealth Partners - Phoenix, Arizona
Kathy B.
5/5

Brian Rellihan is an excellent financial advisor and portfolio manager. His preparation for and handling of meetings is exemplary; he communicates clearly and promptly in all matters, and he goes out of his way to answer questions and make sure our retirement is on the right track. Plus, he is unfailingly positive and personable. We have relied upon Brian for many years now to deal with matters large and small, and to calmly handle the
occasional crisis. Brian fully understands that the cornerstone to
a satisfying, growthful retirement is peace of mind--and his experience and expertise help us sustain this elusive quality.

Wise Wealth Partners - Phoenix, Arizona
Pam J.
5/5

My husband and I had been consulting with Brian as a trusted and respected financial advisor for many years. When my husband passed away, Brian was right there, guiding me and supporting me in my new journey as a single woman, managing my finances on my own for the first time. Brian is not just my financial advisor; he is a good friend with whom I enjoy catching up after our financial sessions. This is why I can trust Brian completely to advise me —- he knows me and my situation. I highly recommend Brian to anyone looking for good, solid and wise financial advice and guidance.

Wise Wealth Partners - Phoenix, Arizona
Nan
5/5

I believe a Financial Advisor should be knowledgeable, responsive, personable and easy to communicate with.
I can check all these boxes since having Brian as my Financial Advisor for over 10 years. With the exception of a brief separation when he switched his financial investment company affiliation, and I had to find him at his new location, I have always been very pleased with the growth of my retirement funds.

He has always made wise investment decisions for my funds, extremely knowledgeable about current markets, very responsive when I have questions or need advice and just an all-around great person to work with.

Give him a call, you won't be disappointed!

Wise Wealth Partners - Phoenix, Arizona
Tom C.
5/5

I have nothing but praise for Brian Rellihan and WWP! Brian has been our finance advisor for many years and we are thoroughly impressed with his professionalism, his deep understanding of money management and tax policy, and his dedication to providing the utmost in customer service. We are secure in our retirement planning knowing that Brian is just a phone call away to assist us.

Wise Wealth Partners - Phoenix, Arizona
Barbara S.
5/5

I've had several financial advisors in my life and Brian Relihan is the best. He is honest, communicates often, and follows my instructions as to how much risk I want to take. I trust his recommendations and more important trust him as a person. He is easy to talk to and besides being excellent at his profession,, he also cares about people and animals which is important to me. I would recommend him to a friend or family member.

Wise Wealth Partners - Phoenix, Arizona
Kim H.
5/5

I have worked with Brian for many years. He is honest, professional, personable, knowledgeable and a great communicator. He is easily accessible and spends as much time as needed to make sure all of my questions are answered. I highly recommend Brian's expertise.

Wise Wealth Partners - Phoenix, Arizona
Pat B.
5/5

Brian is an excellent financial advisor. Knowledgeable, reliable, always generous with his time and experience. His guidance has been very helpful. I’m lucky to have him.

Wise Wealth Partners - Phoenix, Arizona
Gery A.
5/5

Brian Rellihan, with Wise Wealth Partners, has been an invaluable resource in helping manage my retirement portfolio. He has been conscientious, honest and efficient in all my interactions with him. I highly recommend him as a financial advisor.

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