Modern Wealth - Chandler, Arizona

Modern Wealth, located at Address: 249 E Chicago St Suite 128, Chandler, AZ 85225, is a financial planning specialist that is dedicated to helping its clients achieve their financial goals. With a Phone: 07018471 and Website: mymodernwealth.com, the company offers personalized financial planning services tailored to each client's unique needs.

As a Financial planner, Modern Wealth specializes in creating comprehensive financial plans that help clients build, manage, and protect their wealth. Their services include retirement planning, investment management, tax planning, estate planning, and risk management. With a focus on building long-term relationships, Modern Wealth provides ongoing support and advice to help clients stay on track and achieve their financial goals.

Modern Wealth is proud to identify as both Asian-owned and Black-owned, reflecting the diversity of the communities they serve. The company offers both online appointments and onsite services, making it easy for clients to access their expertise and advice. The office is fully wheelchair accessible, with an accessible entrance and parking lot, as well as a restroom on site. An appointment is required to ensure that each client receives the attention and service they deserve.

According to Google My Business, Modern Wealth has an impressive average opinion: 5/5, based on 17 reviews. This high rating reflects the company's commitment to providing exceptional service and advice to its clients.

If you are looking for a financial planner that can help you build, manage, and protect your wealth, Modern Wealth is an excellent choice. With a focus on personalized service and a commitment to diversity and inclusion, Modern Wealth is dedicated to helping its clients achieve their financial goals. To learn more and schedule an appointment, visit their website: mymodernwealth.com. Don't wait, take the first step towards achieving your financial dreams today

Reviews of Modern Wealth

Lily Petit

5/5

We absolutely love working w/ Dillon and his team. They are super knowledgable and their expertise has been so huge in guiding us on our financial journey. We feel that Dillon understands us and where we're trying to go and provides great insight on how we can get there faster and more efficiently. We look forward to continue working with them and to see all the benefits that we've already experienced multiply.

Acacia Melody

5/5

Working with Dillon and his team at Modern Wealth has been such a positive experience. My husband and I are so grateful to have learned so much over the past two years with him. We have gained a wealth of helpful advice and guidance as we have navigated our 20s with buying our first home, starting up businesses, changing careers, medical bills, insurances and more. If you are looking for a family centered intentional experience with someone who has expertise working with all sorts of situations, we can’t recommend working with Dillon and his team high enough. And for those who are not yet sure you need financial advising, try it out! You won’t regret it.

Karl Weyenberg

5/5

I say this from personal experience--I could not recommend Dillon enough! His knowledge, professionalism, and genuine care for his clients is unmatched. He cares about his clients' well-being and success. If you have any doubts or hesitations about the services Dillon provides, I urge you to just talk to him. You will be so glad you did.
I have greatly enjoyed having Dillon as my advisor and am excited for the future!

Jared Horn

5/5

Dillon has been our FA for a couple years now. Aside from seeing our investments grow, something I value is how Dillon educates us along the way. He gives us options based on our goals then explains the routes we can take. He's very flexible with our goals as they continue to change and he helps paint a picture of what our future is going to look like. Every time we get off a call with him we are always confident and excited about what's to come. Thanks Dillon! Appreciate all you do for us.

Patti Kennedy

5/5

I have been working with Montel for almost 2 years now and completely trust him with my money and assets! He is very trustworthy and listens to your wants, concerns, and financial goals that you have. He has allowed me to retire and be confidant about my money and assets bringing me through my retirement years! I recommend Montel to everyone I know for their financial needs!

Jennifer Dukes

5/5

Dillon is wonderful! He has helped me come up with my long-term goals and break them down into manageable steps so I can be successful. He also brings logic and practicality and makes talking about money not as scary. I would highly recommend Dillon for financial services.

Erika Nelson

5/5

Dillon has been so helpful in compassionately helping me build a plan for my business and my future. I trust him to be honest, direct, and center my values and needs. I am so glad I found someone I trust to guide my financial business growth! I would recommend him to everyone.

Ignacio Ocampo

5/5

Dillon is a world of knowledge when it comes to financial advise. His passion to help others is unlike any other. If you are looking for someone who understands numbers, and knows how to make the best of of them, please talk to Dillon and his team.