Spivak Financial Group - Scottsdale, Arizona

Address: 8753 E Bell Rd Suite #101, Scottsdale, AZ 85260.
Phone: 05569931.
Website: spivakfinancial.com.
Specialties: Financial planner, Financial consultant, Insurance broker, Investment company, Investment service, Life insurance agency.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Gender-neutral restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 12 reviews on Google My Business.
Average opinion: 5/5.

Location of Spivak Financial Group

05569931

Spivak Financial Group, located at Address: 8753 E Bell Rd Suite #101, Scottsdale, AZ 85260, is a well-established financial services provider with a range of specialties. With a phone number 05569931 and website spivakfinancial.com, this company offers financial planning, consulting, insurance brokerage, investment services, and life insurance agency services.

One of the key features of Spivak Financial Group is their commitment to accessibility. They offer onsite services, a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible seating. Additionally, they have a gender-neutral restroom, restroom, and require appointments, with appointments being recommended.

Spivak Financial Group has received positive reviews, with an average opinion of 5/5 based on 12 reviews on Google My Business. This reflects the high level of customer satisfaction and trust that the company has built over time.

If you are looking for a reliable and experienced financial services provider, Spivak Financial Group is a great option to consider. Their specialties and commitment to accessibility make them a well-rounded and inclusive choice for anyone seeking financial guidance.

It is recommended to visit their website spivakfinancial.com to learn more about their services and to schedule an appointment. Taking the first step towards financial planning and management is easy with the help of Spivak Financial Group.

Reviews of Spivak Financial Group

Spivak Financial Group - Scottsdale, Arizona

patricia hickey

5/5

We have been investing with Stuart Spivak for over 12 years. He is personable, friendly, trustworthy, gets results and uses clear communication. Spivak Financial Group has Exceeded our Expectations!

Marilyn Fischer

5/5

Fourteen years ago Stuart and his financial group helped me after my husband passed.Idon't know where I would be if not for their help in deciding how to invest my finances. Thank you for always being there for me.

John C

5/5

While searching online for answers about 72T, I came across the Spivak Financial Group.

I filled out the online form and was contacted by Mr. Stuart Spivak.

Mr. Spivak was very informative and answered all my questions. He spent a considerable amount of time providing me with the information needed to make an informed decision.

He was able to set up our 72T and shortly thereafter we moved all of our other accounts to Spivak Financial Group.
We have been with Stuart over 4 years now and have been very happy working with him and his team.

His office has always been accessible and pleasant to deal with.

We highly recommend Stuart Spivak to anyone in need of financial guidance.

Jim Donnelly

5/5

My family has been working with Stuart for the past few years. He and his team have done an outstanding job and, in many ways, exceeded our expectations.

He helped bring order and guidance to our unique situation. Helping us through some very troubling times.

He and his staff where only a call or email away and were very timely to our needs.

If you are considering a Financial Advisor, Stuart and team are a great choice.

Best Regards

Andrea Leesta

5/5

Spivak Financial Group is knowledgeable and they are well respected financial advisors. Stuart treats everyone like family and would give the shirt off his back if needed. I've owned a commercial brokerage firm for over a decade and refer him regularly to clients and friends. He always manages to exceed expectations. Thanks, Stuart!

Todd S

5/5

I had a complex 72t question as I was about to make a change to my SEPP. Searching online for answers I came across Spivak Financial Group. After filling out a form online, received a call from Stuart Spivak within an hour.

Stuart gave me 37 minutes of his time to walk through my situation to fully understand my question and admitted it was complex. He walked me through the legal points I needed to ensure they were accurate, and explained two viable options to pursue. The CPA firm that does my taxes, provided inaccurate information that will cost me.

I found Stuart to be highly professional and knowledgeable. Seek out this firm for financial expertise.

Chris Lewandowski

5/5

These guys are good. I've been with the group for over 5 years now and am happy to have done so. They've flawlessly handled my health insurance for my small business, as well as managed my personal insurance and retirement needs. I've consistantly been impressed with their honesty and knowledge, and if they don't know something they will go the extra mile to find out. I've never felt any pressure, but rather like they actually cared about me and my family and not just my money. What a refreshing approach...highly recommended.

Shelly Spivak

5/5

I have worked with Stuart for 15 years! He is an expert at his craft! I highly recommend Stuart and his company Spivak Financial Group!