Dan N.
12/18/2023
They are extremely competent! This outfit is amazing!!! I moved my 401K from previous employer who had lost 22% on account in this year alone! They're very experienced with tracking down accounts...
Safe Wealth Management
Permanently closed
(3)
4600 E Washington St Ste 300
Phoenix, AZ 85034
Safe Wealth Management, LLC in Phoenix, AZ, offers financial services that prioritize protecting your principal while aiming for a reasonable rate of return. Their team simplifies financial planning, focusing on safety and simplicity to help you secure your financial future.
They provide educational seminars to guide you through retirement preparation, financial rebuilding, and achieving long-term financial goals. Safe Wealth Management, LLC emphasizes strategies to safeguard your money from market declines and offers products that ensure the safety of your principal.
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Reviews
3.53 reviews
Ps R.
11/2/2024
This was the strangest interaction with a so-called financial advisor. He belittled us, kept referring to how we didn't listen at all to the seminar. Felt like I needed to "buy-in" with $20k but...
Bernie F.
6/18/2024
I have attended several "Prepare for Retirement" type seminars and dinners over the last few years. Finally, I attended one which made sense to me and at which I felt comfortable. After some...
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