Modernize Wealth - Chandler, Arizona

Address: 2340 W Ray Rd Ste 3, Chandler, AZ 85224, United States.
Phone: 4803461282.
Website: modernizewealth.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Modernize Wealth

Modernize Wealth 2340 W Ray Rd Ste 3, Chandler, AZ 85224, United States

⏰ Open Hours of Modernize Wealth

  • 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

Modernize Wealth: Your Trusted Financial Planner in Chandler, AZ

Modernize Wealth, located at 2340 W Ray Rd Ste 3, Chandler, AZ 85224, United States, is a renowned financial planning firm that has been helping individuals and families achieve their financial goals for years. With a team of experienced and knowledgeable professionals, they offer personalized financial planning services to cater to the unique needs of each client. Their specialties include comprehensive financial planning, retirement planning, investment management, and estate planning.

Location and Accessibility:

Modernize Wealth is committed to providing a comfortable and accessible environment for all clients. They offer a wheelchair-accessible parking space, entrance, and toilet, ensuring that everyone can easily access their services.

Services Offered:

  • Financial planning
  • Retirement planning
  • Investment management
  • Estate planning

The team at Modernize Wealth takes a holistic approach to financial planning, considering various factors such as risk tolerance, time horizon, and financial goals. They work closely with clients to develop a personalized plan that helps them achieve financial freedom and security.

Why Choose Modernize Wealth

  • Expertise: The advisors at Modernize Wealth have years of experience in the financial industry and hold advanced certifications.
  • Personalized service: They offer customized financial planning solutions tailored to each client's unique circumstances and objectives.
  • Transparent fee structure: Modernize Wealth maintains a transparent fee structure, ensuring that clients know exactly what they are paying for.
  • Comprehensive resources: They provide clients with access to a wide range of financial tools and resources to help them make informed decisions.

What Clients Say:

Modernize Wealth has received positive feedback from their clients, with an average rating of 5/5 on Google My Business. Clients appreciate the personalized attention, expertise, and guidance provided by the team, which has helped them achieve their financial goals.

Book an Appointment:

While appointments are recommended, Modernize Wealth is committed to accommodating clients' schedules. Their website provides a convenient online booking form, or clients can call the office directly to schedule a consultation.

Final Thoughts:

In conclusion, Modernize Wealth is a top-notch financial planning firm that offers exceptional services to help clients achieve financial success. With their expertise, personalized approach, and commitment to accessibility, they are the go-to choice for anyone seeking professional financial advice in Chandler, AZ, and beyond.

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