Me Financial, PLLC - Phoenix, Arizona

Address: 3033 N Central Ave STE 640, Phoenix, AZ 85012.
Phone: 04425816.
Website: mefinancial.net.
Specialties: Financial planner, Financial advisor.
Other points of interest: Identifies as women-owned, Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 13 reviews on Google My Business.
Average opinion: 5/5.

Location of Me Financial, PLLC

04425816

Me Financial, PLLC is a financial planning and advisory firm that prides itself on being a women-owned business. The firm is located at Address: 3033 N Central Ave STE 640, Phoenix, AZ 85012, and can be reached at Phone: 04425816. You can also visit their website at Website: mefinancial.net to learn more about their services.

Me Financial, PLLC specializes in financial planning and financial advisory services. They have a team of experienced professionals who can help you create a personalized financial plan that fits your unique needs and goals. The firm offers a range of services, including investment management, retirement planning, estate planning, and tax planning.

The firm is committed to providing accessible services to all clients. They have a wheelchair accessible entrance, parking lot, and restroom, making it easy for clients with mobility challenges to visit the office. Appointments are required, but they recommend scheduling in advance to ensure that you get the time and attention you need.

One of the things that sets Me Financial, PLLC apart from other financial planning firms is their commitment to online appointments. This means that you can meet with a financial advisor from the comfort of your own home or office, making it easier than ever to get the financial advice you need.

Me Financial, PLLC has received rave reviews from clients, with a average opinion of 5/5 based on 13 reviews on Google My Business. Clients praise the firm for their expertise, professionalism, and personalized approach to financial planning.

If you're looking for a financial planning or advisory firm that truly cares about your unique needs and goals, look no further than Me Financial, PLLC. With their accessible office, online appointment options, and commitment to personalized service, they are the perfect choice for anyone looking to take control of their financial future. We recommend visiting their website at Website: mefinancial.net to learn more and schedule an appointment today.

Reviews of Me Financial, PLLC

Nancy English

5/5

Michelle at Me Financial has been extraordinary in helping us navigate our way to retirement. She is knowledgeable, professional, honest and trustworthy. We were impressed with the personalized professional service and advice given to us. Michelle listened to our goals and tailored our plan specifically to suit our situation and future needs. We feel comfortable putting our finances in Michelle's care. Thank you for always guiding us in the right direction.

Maureen Canright

5/5

*Michelle Moses is a breath of fresh air in the intimidating world of Financial Planning. I discovered Michelle through her thoughtful Podcasts while searching for a female perspective regarding investing.
*I have been so pleased with her accessibility, suggestions, help and cooperation. Michelle is kind and compassionate and easy to work with. The best part of working with Michelle is that I feel more comfortable and secure regarding my financial future!!

Alicia

5/5

Michelle takes the time to learn what is important to me in my financial decisions. Easy to talk to and provides valuable insight no matter what questions I ask. Whether that is buying more stock or my retirement savings. She take into account your needs. Always a pleasure working with her. Alicia A.

Christopher Brown

5/5

Michelle is second to none. She takes the time to understand your goals, personal situation and risk tolerance. Her guidance is never “canned” solutions but customized to your needs. Michelle is always responsive and takes time to explain options and break down complexities into easy to understand terminology. She instills you with confidence and can be counted on to deliver results!

Laura Baum

5/5

Michelle is wonderful to work with! She cares about what you are wanting to achieve and helps make it happen. Michelle is truly about understanding your wants and thinks outside of the box to reach your goals. Appreciate all that she has done and continues to do!

Marla Miller

5/5

I felt very comfortable relying on Michelle's expertise and patience (She had to explain annuities to me many times!). Michelle has an understanding of the "soft" side of finance, and I really appreciated her working style (no hard sale, no condenscension, just straight up info in a manner that was easy to understand)

Chris Battilana

5/5

Michelle Evard-Moses is the BEST thing that ever happened to us!! Been with her about 20+ years & loved her enthusiasm, detail, patience, master of finance, and (most of all) her spirit & love with these 2 old ladies!
We adore MICHELLE!
Christine Battilana

Behind the Scene Execs

5/5

Michelle is such a great communicator and explains everything in such clear details. I truly enjoy working with her. Her knowledge and input always points me in the right direction.

I especially love her podcast. I find it extremely informative and it has open my eyes on alternative investments, retirement plans and real estate.