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Welborn Financial - Phoenix, Arizona

Address: 5225 N Central Ave UNIT 218, Phoenix, AZ 85012.
Phone: 28130202.
Website: welborn-financial.com.
Specialties: Financial planner, Insurance agency, Investment service.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 17 reviews on Google My Business.
Average opinion: 5/5.

Location of Welborn Financial

Welborn Financial 5225 N Central Ave UNIT 218, Phoenix, AZ 85012

28130202

Welborn Financial is a reputable financial institution located at Address: 5225 N Central Ave UNIT 218, Phoenix, AZ 85012. They can be reached at Phone: 28130

Reviews of Welborn Financial

Welborn Financial - Phoenix, Arizona
Chris
5/5

Kent, Brett and Diana all great people. Very easy to work with very understanding and will explain things as many times as you would like if not understanding this crazy market. I never feel pressured nor do I have an issue calling. they are very personable and knowledgeable. They know their stuff And Always willing to help. I truly feel they have my best interest in mind when it comes to making financial decisions and having my future in their hands, great team.
What I appreciate the most is they listen and meetings are not rushed.
Thank you all.

Welborn Financial - Phoenix, Arizona
Michelle Stanley
5/5

I've been working with Kent and his team for like 20 years. There are not enough words to describe how awesome they are!!! Not only has he made me money on my investments, but the team is proactive. They check in a couple times a year. Their technology is amazing! I feel like they treat me like family!!!

Welborn Financial - Phoenix, Arizona
Mark Broder
5/5

I have worked with Welborn Financial for several years and I am very pleased with their services. They have provided me with a personalized investment strategy that addresses my family's needs and risk tolerance, and they are always responsive to my questions and concerns. I highly recommend Welborn Financial as a wealth management firm with high integrity and expertise.

Welborn Financial - Phoenix, Arizona
Ken McMahon
5/5

Kent and his team have been our financial advisor for over 10 years and I wouldn't consider working with anyone else. Kent and his team are what every financial wealth management firm should strive to be. They are extremely knowledgable, professional and detailed in their approach to long term planning. You are in good hands with Kent!

Welborn Financial - Phoenix, Arizona
Jeri Kendle
5/5

Our highest recommendation goes to Kent, Will, and the entire Welborn team. We have worked with a number of financial advisors over the last 30+ years and we have found Kent to be knowledgeable, resourceful, and his entire team’s level of service is exceptional. Kent has guided us with both our personal and business financial decisions that has allowed us to build and protect our wealth well into retirement. Thank you!

Welborn Financial - Phoenix, Arizona
Kevin Killigrew
5/5

Welborn financial has handled our financial affairs with expertise and attention to detail that will keep us prosperous for many years to come. The integrity in our dealings has been fantastic with truth and honesty always at the forefront. The depth of knowledge of the financial realm has provided unique opportunities to preserve and expand our wealth during trying times. We appreciate their professionalism and constant striving to provide us with the best possible services in the ever changing financial world. We would highly recommend their services to anyone who wants to grow their portfolio.
Kevin and Diane

Welborn Financial - Phoenix, Arizona
John Gurley
5/5

My wife and I came to Kent about 5 years ago at the recommendation of our attorney looking for guidance with a number of items. We have successfully navigated a family company buy out, added benefits for our employees, grew our investment accounts, and we now have proper insurance in place. Kent and his team have been a pleasure to work with as they continue to check in our needs, assist with future plans and guide us with our investments.

Welborn Financial - Phoenix, Arizona
Rosemarie Valdez
5/5

I met Kent Welborn over 15 years ago and have trusted him with my financial future since then because he's proven himself to be knowledgeable; ethical and readily available to address any concerns. Moreover, he checks in with me regularly to make sure my needs are being met and to provide important information about the financial markets. I highly recommend Welborn Financial for all your financial planning needs.

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