Existing customer? Sign in
© 2023 Wealthtender, Inc. All rights reserved.
Fee-only Planning and Wealth Management for Retirees & Near Retirement
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn MoreServing Clients Nationwide
Fee-only Planning and Wealth Management for Retirees & Near Retirement
20715, North Pima Road, Scottsdale, Arizona, 85255
Yes
Pepperdine Graziadio Business School, Bachelor of Science - BS, Business Administration and Management, General
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
There are no reviews yet. Be the first one to write one.
https://www.wsj.com/articles/three-money-mistakes-to-avoid-in-a-bear-market-11655325704
https://www.marketwatch.com/amp/picks/suze-orman-now-says-you-need-this-much-in-emergency-savings-and-psst-youre-probably-not-going-to-like-it-01662062527
https://www.thinkadvisor.com/2022/08/30/how-to-help-clients-catch-up-on-retirement-savings-advisors-advice/
https://www.cbsnews.com/news/common-types-life-insurance/
Wealthtender exists to help people discover the most trusted and authentic financial advisors and educators in the finance community.
Your honest reviews help people decide which financial professionals, personal finance blogs and podcasts may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Help ensure your review is useful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Be objective. Try to highlight both positives and negatives in your review, even if your experience skews heavily in one direction.
Make your review easy to read. Reviews should be readable for others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harrassing content. Avoid personal threats, hate speech, obscentities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identity another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are useful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the review in question and reason you believe it violates our guidelines.
Wealthtender reserves the right to remove a review at any time for any reason. It is at our sole discretion and no one else’s, that we decide when a review is against our guidelines.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. We do not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2023 Wealthtender, Inc.
Leave a Reply