Velocity Wealth Management, LLC - Phoenix, Arizona

Velocity Wealth Management, LLC, is a well-regarded financial services provider located at Address: 5080 N 40th St #400, Phoenix, AZ 85018. The company can be easily contacted at Phone: 04047523, and their website, Website: velocitywealthmgt.com, offers a wealth of information about their services.

The company's specialties include being a Financial advisor, Business management consultant, Financial consultant, Financial planner, Investment service, Life insurance agency. These areas of expertise enable Velocity Wealth Management, LLC, to offer a comprehensive range of financial services to their clients.

One of the key features of Velocity Wealth Management, LLC, is their commitment to accessibility. They offer Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Free parking garage, On-site parking. These features ensure that all clients can access their services comfortably and without difficulty.

According to Google My Business, Velocity Wealth Management, LLC, has 32 reviews with an impressive Average opinion: 4.9/5. These ratings reflect the high level of customer satisfaction that the company consistently achieves.

Reviews of Velocity Wealth Management, LLC

Erica Paluf

5/5

I have been working with Brandon for 8 years and have since added my now husband as part of our “team.” During my search for a financial advisor, I met with 5 individuals & I felt most comfortable with and confident in Brandon’s background & skills. As our family has grown & financial goals have matured, Brandon has been an important part of our financial successes. We are lucky to have such a genuinely great guy on our family’s financial team!!

Emily Ross

5/5

Deciding to work with Velocity Wealth Management was one of the best decisions I have made. Brandon is extremely knowledgeable, caring and excellent at his job. He is easy to work with and has been very helpful with financial planning. I can’t say enough good things about the team and my experience with Velocity. Highly recommend!!

Devon Barry

5/5

For over two years now, Brandon and Elise have been excellent at helping me make safe and smart decisions. They treat me like family, and are easy to learn from. Brandon knows his stuff, and will look out for your best interest. I have learned quite a bit about the financial world from Brandon, which is something I wasn’t exactly expecting. If you need a financial plan, check and see if they can fit you in!

Navid Rafizadeh

5/5

My wife and I have worked with Velocity ever since graduating from college and they've been great every step of the way. Brandon does a great job of explaining options and strategies, and letting you decide what you want to do with your money versus just telling you what to do. We've since bought a home, finished the basement, and planned for 2 kids all with the financial planning and guidance from Brandon. We would not have been able to meet those milestones without his help. Elise is also GREAT about communication whether via email or call detailing exactly what needs to be done/completed. Would highly recommend Velocity for any finance needs.

David Clark

5/5

When I initially looked for a financial advisor, I spoke with nearly 30 different people and companies trying to find someone with empathy, foresight, and a devotion to excellence. The standout was clearly Brandon Capps. I've now worked with him for close to 10 years. During that time my family has had many situations that could have become financially overwhelming (cancer, job loss, etc.), however we always felt secure. Brandon ensured that our financial needs would always be met through effective planning and diversification. Knowing Brandon is by our side, we don't worry about the future. It is secure.

A Padalino

5/5

My experience with Brandon and his team has been great. He is clearly very knowledgeable and takes the time to educate his clients about investments, the thought process behind his company's decisions, and how to think in the long-term. The other staff members are also very friendly to work with and are quickly responsive, professional, and a pleasure to interact with. I have yet to have a negative experience with Brandon or his staff.

Emily Kyle

5/5

Brandon Capps is one of the nicest and most knowledgeable professionals I have ever worked with. He truly has my best interest at heart and works to explain terms so our work is clear and collaborative. His assistant Elise is also incredibly responsive and kind. I have nothing but amazing things to say about working with Velocity Wealth Management and Brandon Capps.

Beth Fields

5/5

Brandon and his team are amazing! We have worked with him for roughly 8 years now, and he has never disappointed us. I love that he takes the time to educate you and talk through your finances with you. Brandon truly cares about his clients beyond their financial needs, and that is what sets him apart from others.