Solutions First Financial Group - Scottsdale, Arizona

Address: 9375 E Shea Blvd Suite 100, Scottsdale, AZ 85260.
Phone: 27534244.
Website: solutionsfirstgroup.com.
Specialties: Financial planner.
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 19 reviews on Google My Business.
Average opinion: 5/5.

Location of Solutions First Financial Group

Solutions First Financial Group is a financial planning firm located at Address: 9375 E Shea Blvd Suite 100, Scottsdale, AZ 85260. The company can be reached at Phone: 27534244 or through their website at Website: solutionsfirstgroup.com.

One of the key specialties of Solutions First Financial Group is providing financial planning services. Their team of experts is dedicated to helping clients achieve their financial goals through comprehensive planning and investment management.

The firm offers a variety of convenient services, including online appointments and onsite services. They also have a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom to ensure all clients have equal access to their services. In addition, they have restroom facilities available on-site.

Solutions First Financial Group values their clients' time and recommends making an appointment to ensure a dedicated financial planner is available to meet with you. While appointments are recommended, they do have provisions for walk-ins as well.

This company has received an impressive average opinion: 5/5 based on 19 reviews on Google My Business. This is a testament to the high-quality services and customer care that Solutions First Financial Group provides.

Reviews of Solutions First Financial Group

Solutions First Financial Group - Scottsdale, Arizona
Gg Dragonfly
5/5

I’ve been associated with Joe and Patti for more than a decade. Their expertise in all aspects of investments is beyond compare. Prior to meeting with them, I had retirement funds that were scattered in different products. Frankly, it kept me up at night wondering if I’d be able to have a successful retirement.

Since placing my retirement in their capable hands, I have been able to rest assured that I made the right decision. I’m more than pleased with the outcome of my investments.

If you are searching for investment solutions, you owe it to yourself to contact Solutions First Financial Group. Joe, Patti and their team of professionals have the integrity, knowledge and character to put you on the right path.

Solutions First Financial Group - Scottsdale, Arizona
Ken B
5/5

My meeting with Joe, was a great experience. I appreciated his time and non pressure and educational approach. He took the time to explain various items to consider when planning for retirement. From which products to use to meet those goals. Also, shared other investment products to help avoid taxes and different types of account registration which might help with legacy planning. He discussed the importance of looking at how one’s taxable income would impact federal and state taxes and also Medicare benefits. I would recommend meeting with Joe to see if he might be able to share is knowledge to help meet your investment goals.

Solutions First Financial Group - Scottsdale, Arizona
Lori goldblatt
5/5

Joe and Patty and the rest of this staff are amazing people! They are so kind, helpful and full of knowledge and experience in what they do. Every time I talk with Joe or Patty they always ask how I am doing and how my family is. They genuinely care.

Joe always has my best interest at heart. I am so thankful I met Joe and Patty and the rest of the Solutions First Financial Group! I am genuinely happy with my investments.

Solutions First Financial Group - Scottsdale, Arizona
John Stangarone
5/5

I attended a seminar with Joe Donti in 2009 after uncertainty due to a lay off and needed a home for my 401K work investment. I realized that Joe presented numerous options that I wasn't presented with other financial planners. After setting up a personal meeting regarding my situation Joe presented me with a perfect solution to investing my nest egg in a safe, no risk investment. Thank you Joe and your staff. They are always there for me with my questions and market concerns. Needless to say my investments have done well under Solutions First Financial Groups watchful eye. I highly recommend their services and solutions.

Solutions First Financial Group - Scottsdale, Arizona
Stephanie Bell
5/5

I first across Solutions First when I attended their seminar and I was impressed with how friendly and knowledgeable the whole team is. From the moment I registered for the seminar to coming into the last meeting, I felt like they truly cared about me. I never felt any pressure, they listened to all my concerns, showed me exactly how they could help me and were honest through the whole process. What Joe has done for me in the last year is more than my advisor has done for me in the last 10 years. After experiencing the service Joe has provided, not only am I a client but I have brought my parents over.

Solutions First Financial Group - Scottsdale, Arizona
Tatiana Palma
5/5

We were referred to Joe Donti of Solutions First Financial Group by a very dear friend who was himself incredibly impressed with Joe’s Financial Management knowledge and abilities. From the very first Zoom conference with Joe and to the most recent conference we knew right off the bat that Solutions First was without a question the best choice for our investments. To this day we have been incredibly impressed at their attention to detail, to their vast knowledge base and to the ease of understanding what used to be so hard to comprehend. We highly recommend Joe Donti and Solutions First Financial Group for all your financial Management and Investment needs.

Solutions First Financial Group - Scottsdale, Arizona
Wayne Williams
5/5

My wife and I did a great deal of research as well as evaluate and interview a number of Investment Advisors we were referred to. We take our investments and considerations about our future financial stability very seriously.

After meeting with Joe & Brandon multiple times prior to going with them, we knew we were not only comfortable with their knowledge and experience, but with their concerns for us, our investment intentions and goals.

I can't tell you how good we feel working with them now. We know we made the right choice to have them help oversee our investment and retirement direction.

Solutions First is a small, effective Investment and Advisor group with people who communicate with you easily and clearly, and we look forward to working with them for a very long time.

Solutions First Financial Group - Scottsdale, Arizona
Marianna Sokolov
5/5

Look no further for the most professional and accurate financial advice. Joe is the most knowledgeable advisor I've ever spoken to, he has a great variety of products that are will meet needs of people of various income and financial goals. My mother has been with Joe for over decade, and he is the only one she trusts with her money. Highly recommend!

Go up