wiseradvisor

Asset Preservation Tax & Retirement Services

Tel: (602) 449-0146
11323 W Bell Rd
#301
Surprise, Arizona  85378
Asset Preservation Tax & Retirement Services | Financial Advisor in Surprise,Arizona

About Asset Preservation Tax & Retirement Services

An Overview Asset Preservation Tax & Retirement Services, is an independent income tax, Financial Planning , Estate Planning, Wealth Management and Insurance services firm devoted to working with seniors, serving the Sun City, Sun City West, Surprise, Peoria, Glendale, and Phoenix areas. We offer a wide range of products and services including Mutual Funds, ETF's, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. The focus of our financial advisors is on a secure and enjoyable retirement for all of our clientele. Our History We have been assisting our valuable clients needs since February 1997. Our company takes a unique approach to our market and strives to be an industry leader. We specialize in tax-saving strategies and risk management. Our time-tested strategies have provided our clients with consistent growth, safety, peace of mind; and lasting success. - Over 17 Years of Dedicated Service - Over $220 Million Safely Managed Client Nesteggs.


General Information

Year Established:   1997
Payment Option:   American Express, Cash, Check, Discover, MasterCard, Visa
Services:   Tax Preparation, Financial Planning, Mutual Funds, Fiduciary, Investment Advisor

Office Hours

Monday   09:00 AM - 04:00 PM
Tuesday   09:00 AM - 04:00 PM
Wednesday   09:00 AM - 04:00 PM
Thursday   09:00 AM - 04:00 PM
Friday   09:00 AM - 04:00 PM
Saturday   09:00 AM - 04:00 PM
Sunday   09:00 AM - 04:00 PM

Social Media

facebook



* Advisor information is provided in partnership with Yext