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8:30AM - 5:30PM
11323 W Bell Rd #301, Surprise
Investing
“I have been very impressed with Asset Preservation from the first day I stepped into the office. Everyone is very welcoming. Dan Murphy has been great with me, very patient and explains things in a manner that I can understand. He always responds back to my emails or calls in a timely manner. I highly recommend them.”
“Everyone was very helpful. I left with exactly what I needed for my new years celebration. The owner even came out to say hello and make sure we were happy. I will definitely be back.”
“I love and I feel proud to be part of this amazing team. Protect and help families is our priority. Do not hesitate to ask for our services. We are as far as a phone call :)I love it and feel proud to be part of this incredible team. Protecting and helping families is our priority. Do not hesitate to ask about our services. We are just a phone call away :)”
“This location is the best one. Hands down. From the branch manager, all the way down. This location is always friendly and professional, and we always have a laugh. Does your bank do that? No? Hmm maybe you should change to an amazing federal credit union.”
“Bruce taught a Dave Ramsey class I attended. I decided to hire him as my financial advisor after the course concluded. He's been wonderful. He helped me retire early and he's done an outstanding job with my portfolio. I've been working with him for 4 years now and it's been one of the best decisions of my life. He's smart, organized, proactive, and has also has a wonderful office assistant who is always helpful.”
“Don Whitman has been my financial advisor and tax professional for over 20 years. I have recommended him to friends and family because he (and his entire office staff) are amazing. When I first started with him I had no idea what I had financially. He put everything together and made recommendations that allowed me to retire and keep the same lifestyle that I had while I was working. That is amazing! I highly recommend WJCPA.”
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“Was a Fidelity client, but was treated badly, which brought me to Schwab. They listened, were friendly and willing to work with me. Very professional and highly recommended!!”