shane m.
10/4/2022
Tom and team were recommended to me by a neighbor and I've been really pleased with his tax services the past few years. Nobody loves paying taxes but if you have to do it...you can't go wrong...
Hatcher Financial
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4647 N 32nd St Ste 280
Phoenix, AZ 85018
Custom Financial Design is a wealth management firm located in Phoenix, AZ, offering personalized financial planning services to individuals, families, and small business owners. Led by Rebecca S. Kennell, a CERTIFIED FINANCIAL PLANNER, their experienced team provides insight and direction to help clients build solid retirement plans focused on fulfilling their needs and financial goals.
With a commitment to helping clients grow and protect their money, Custom Financial Design guides individuals through important retirement decisions such as rollovers, social security options, beneficiary planning, and income strategies. Their expertise and dedication make them a trusted partner in pursuing financial goals and securing a prosperous future.
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5.02 reviews
Terse B.
6/19/2022
The Best in the Business . Very Smart People with a Grasp on what works for the Client. Amazing to work with . They Listen !!!!!!!! Doug is AWESOME
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