Prime Wealth Advisors - Sun City West, Arizona

Address: 13843 W Meeker Blvd #105, Sun City West, AZ 85375, United States.
Phone: 6237777463.
Website: pwa1.com
Specialties: Financial planner, Financial consultant.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 29 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Prime Wealth Advisors

Prime Wealth Advisors 13843 W Meeker Blvd #105, Sun City West, AZ 85375, United States

☎️6237777463

⏰ Open Hours of Prime Wealth Advisors

Monday: 8 am–5 pm
Tuesday: 8 am–5 pm
Wednesday: 8 am–5 pm
Thursday: 8 am–5 pm
Friday: 8 am–5 pm
Saturday: Closed
Sunday: Closed

Prime Wealth Advisors, located at 13843 W Meeker Blvd #105, Sun City West, AZ 85375, United States, is a reputable financial planning and consulting firm. Their specialties include financial planning and financial consultancy. They offer various services, including online appointments, on-site services, and wheelchair accessibility facilities such as a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet. Appointments are recommended. This company has received impressive reviews, with an average rating of 5/5 on Google My Business based on 29 reviews.

👍 Reviews of Prime Wealth Advisors

Prime Wealth Advisors - Sun City West, Arizona

Eloise D. P.

5/5

Several years ago I met Orion Willis at one of his seminars. I wanted to know if the retirement money I already had with another firm should be aquiring more growth ? After learning of the differences between advisors and the level of extra degrees and expertise they need to become a financial planner, I decided that it was in my best interest to change firms and have Orion guide my finances.
Orion, with his impressive, higher level of creditals from others, has access to the very "top tier" of investment companies, such as Pershing, Fidelity and Vanguard that my former advisor did not. Retired and wanting to ensure the very best financial growth and stability for my life, I choose to take a financial loss at the time in former signed contracts and make the change over to Prime Wealth Advisors. In the long run, I would feel more protected, safer and have faster growth. That part was all highly important to me. I also realized that Orion cares very deeply about his clients and protecting their assests. He will provide you with extra time and understanding.
Not only does Prime Wealth have financial planners, there are also other divisons within the business. Their accountants and lawyers care about clients also.
Working to protect your valuable assests, I highly recommend Prime Wealth Advisors in Sun City West, Arizona.

Taudy M.

5/5

We first met Orion at a business seminar and were impressed with his vast knowledge of the financial world. We made an appointment and are glad we did. Orion took the time to sit down with us to review our portfolio. He was impressed with some of our investments, however, he was also concerned about a couple of them as well. Orion gave us a couple of suggestions and said he would be happy to work with us in the future. In no way was there any pressure on his part! Orion and his staff have a one stop shop under one roof at PWA (investments, tax and legal) - Smart move!
Trust me when I say we are not big investors nor his only clients but Orion made us feel like we were. We have seen and experienced that the men and women who make up PWA go above and beyond to make sure we have the most capable partners possible! For my wife and I trust is not easily given, we have been with PWA for over 5 years now and we can both say that we fully trust them with our financial future. We would highly recommend Prime Wealth Adivsors.

Claudia R.

5/5

I met Orion and his great office staff when accompanying a friend who works with them. I was very impressed with the knowledge, professionalism (and yet down to earth and funny too) and caring nature of Orion. He explains things well, provides helpful information and nothing is too small for him to handle. He is definitely 'one of the good guys' and I would be happy to refer others to him. In addition, might I also say that I was impressed with the quality of his staff and how much they care about their clients.. it seems more like 'family.' Thank you!

Kent D.

5/5

Orion and his staff have handled my in-laws financial retirement planning for 20+ years and have only had their best interest in mind. They always place the clients needs at the forefront of every decision. Orion's first and foremost interest is in building a reliable, trustworthy, and giving business for his clients, employees, and the community. My in-laws have since passed and without a second thought, he easily, and seamlessly has assisted my family in the same phenomenal manner.

Deanna R.

5/5

Orion is professional, caring and listens intently to his clients. I have been tasked with helping my older surviving parent navigate her finances and Orion has been a god send. This guy is the real deal and I am so grateful to have found his office. We have used a few of his offered services and have been wowed by everyone we have come into contact with. You will not be disappointed with this company.

Valorie V.

5/5

I highly recommend Prime Wealth! I’ve been through MANY financial advisors through the years and none of them followed through and did what they said. Once they had my accounts, I rarely heard from them and they weren’t really doing what was in MY best interests, but rather what was in their best interests. Orion is different; he is a man of integrity, he’s professional, knowledgeable, and kind! I see Orion as a Servant who really, truly cares about others. He listened to my concerns and needs and gave me that personal touch I was looking for and did what was in my best interests. And Prime Wealth is actually a one-stop shop for all your financial, tax and legal needs; everything is literally under one roof!

Annette M.

5/5

Cliff Farmer has been doing our taxes for a long time (8 years?). This past year as we were discussing our taxes and investments, he asked us if we had considered the tax ramifications of making a certain financial decision or if our financial advisor even asked. We told him, “No.” He casually mentioned that all those services were provided right there under one roof! I don’t know why, but it never even occurred to us to have an entire team overseeing our total financial picture! Since we met with Orion Willis, our accounts have been growing. We are very pleased with the wonderful customer service of his team (especially Betty and Dani (sp?) and of course Cliff. Orion is a very caring person. Jim and I have been very blessed by his compassion and caring advice in personal matters too. We highly recommend Prime Wealth Advisors!

Nancy W.

5/5

This office has everything needed to assist any client with the best financial tools available. Orion is competent, sensitive and listens intently to his clients. We have used his entire team of services (legal and tax)and found them all to be highly professional. We have not been sorry we moved our portfolio to the Prime Wealth office, neither will you.