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Wealth Management Solutions

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Scottsdale, United States

wmsus.com
Financial plannerFinancial consultantInvestment service· Financial planner· Financial consultant· Investment service

Wealth Management Solutions Reviews | Rating 5 out of 5 stars (5 reviews)

Wealth Management Solutions is located in Scottsdale, United States on suite 130, 8550 E Shea Blvd. Wealth Management Solutions is rated 5 out of 5 in the category financial plannerfinancial consultantinvestment service in United States.

Address

suite 130, 8550 E Shea Blvd

Phone

+1 4806094334

Service options

Online appointmentsOn-site services

Amenities

Gender-neutral toiletsToilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

...
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Beth

Working with David, Joe and Jen has been a pleasure. They are all very professional, and still friendly and down to earth. Each of them are very knowledgeable in their fields and bring a sense of security and comfort to me. After all of my research to find a group of people that I trust to have my best interest and also to have the know-how to assist me in making decisions about my investments and my future, I am truly confident that I made the right decision. Wealth Management Solutions is a cut above the rest. I have been a client for quite a few years and I am more than satisfied with the level of service and especially the results I have seen. Although I live in New Jersey and their office is located in Arizona, they have gone out of their way to make me feel like they are right next door and they are obviously just a phone call away.

C

Christian James

Joe Vazquez is the best, he really cares about his clients and is super knowledgeable about his business. Highly recommended.

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Zach Schneiderman

Working with David and team has been a wonderful experience. They understand my needs and I have the utmost confidence in their professional guidance. Wealth Management Solutions is truly a 5-star firm! Thanks David!

D

Darren Bridge

David is an excellent trusted advisor. I've done well with him at my side.

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Michael Siurek

I've worked with several Wealth Advisors over the past 20 years, but Joe Vazquez and WMS have delivered the best service. I've been a client for nearly 3 years. Joe goes above and beyond in client service, new ideas and a truly cares about our financial well being.

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