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Wealth Guardian Group

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Investment Management, Annuities & Retirement Insurance Plans, Financial Planners

1757 E Baseline Rd Ste 118, Gilbert, AZ 85233

480-987-9951

CLOSED NOW: 
Today: 9:00 am - 5:00 pm

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2 Reviews
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First-classBetter than mostAbout what I expectedNot the worst...Disappointing
K
Kevin A.

04/22/14

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Went to the Wealth Guardian Group to have them prepare my taxes, I was getting frustrated with my current CPA since every year the fees kept rising. I thought I would make a change...sure glad I did. Jared Daniel worked with me, but instead of just filing my tax return like my previous CPA did, he helped me with some tax planning and actually saved me almost $3,000 in taxes this year. Then he showed me how I was paying a ton in hidden fees with my IRA account. I had no clue that I was paying almost $8,000 in fees that I didn't have to. I would highly recommend the Wealth Guardian Group, I have never worked with a professional that actually acted professional like Jared Daniel did!

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anonymous

03/13/12

We got the BEST rates on life insurance. We have checked with several other companies and we got the best rate and best policy through Wealth Guardian Group.

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DETAILS
Extra Phones

Phone: 480-445-9319

Phone: 623-213-8985

Fax: 480-445-9319

Hours
Regular Hours
Mon - Thu:
Fri:
Sat - SunClosed
Categories
Investment Management, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Advisory Service
Payment Options
AKA

Wealth Guardian Group PLLC

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