Katie L.
12/26/2024
Raman has been a huge help to me! I've worked with him for several years and feel very supported by him. He is great at educating me on specifics (when I need it), respectful and yet challenges...
Singh PWM
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3829 N 4th St
Phoenix, AZ 85012
Singh PWM is a financial planning firm based in Phoenix, Arizona, specializing in flat-fee tax retirement strategies. With 14 years of experience and a Certified Financial Planner (CFP) designation, the firm offers personalized, transparent services tailored to help clients navigate the complexities of retirement planning, investment management, and tax efficiency.
Focused on serving Arizona residents and clients nationwide, Singh PWM emphasizes a boutique approach, ensuring that each client receives dedicated attention without the typical commissions or hidden fees associated with traditional financial advising. The firm integrates multiple aspects of financial planning, including estate strategy and tax planning, to provide comprehensive solutions that align with clients' long-term goals.
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Reviews
5.03 reviewsLina S.
6/13/2024
Raman has helped me tremendously! He approaches financial consulting from an educator's perspective so you know and understand his advice to you. I recommend him!
Shehan A.
10/23/2023
Not only helped identify and straighten out immediate cashflow optimization opportunities but also helped set major goals and achieve them in a much shorter time frame than thought possible....
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