Victory Wealth Services

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3741 Karicio Ln Ste 2
Prescott, AZ 86303

Victory Wealth Services, LLC is a premier financial services firm located in Prescott, Arizona. Comprised of a dynamic team of best-in-class financial subject matter experts, they specialize in helping financially successful individuals align their financial choices with their most important goals and deeply held values. With conflict-free, transparent, and fiduciary financial services, Victory Wealth Services ensures that clients have their entire financial house in perfect order and the highest level of confidence in achieving their goals, regardless of market conditions.

As practitioners of Values-Based Financial Planning, Victory Wealth Services builds financial strategies based on the principles outlined in the landmark book, "Values-Based Financial Planning: The Art of Creating an Inspiring Financial Strategy" by Bill Bachrach. By understanding clients' unique values and priorities, they create personalized plans that not only look good on paper but also inspire clients to follow through and achieve their financial goals. With a commitment to providing an exceptional level of service, Victory Wealth Services helps clients invest their most precious resource, time, into living the great life they deserve.

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4.05 reviews
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Caboosey W.
3/12/2025

After our initial consultation and conversation with James, we moved our investments to Allianz, (world's largest insurance company) from our Government 401K's. We gained over $150,000 in future...

Sam B.
2/22/2025

Pretty high pressure joint which is expected when they throw a free lunch or dinner at you. Lots of clients, so not sure.

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Jim V.
4/10/2024

James and his team are up-front, insightful and caring. They always listen to my concerns and provide helpful guidance, direction and answers. They either have the right resources for each of my...

Deb C.
6/12/2024

If you like warm cookies, a friendly staff, and a stellar financial advisor than you need to be introduced to my "guy", James Hait of Victory Wealth Services. If you are lucky enough to receive an...

J H.
4/9/2024

The most unprofessional approach I have experienced in over 40 years of investing and their interest is self centered and MY interest and goals were no concern to them. STAY AWAY!!!

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