WT Wealth Management - Flagstaff, Arizona

Address: 813 N Beaver St, Flagstaff, AZ 86001, United States.
Phone: 9282252474.
Website: wtwealthmanagement.com
Specialties: Financial advisor, Financial planner, Investment service.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 21 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of WT Wealth Management

WT Wealth Management 813 N Beaver St, Flagstaff, AZ 86001, United States

☎️9282252474

⏰ Open Hours of WT Wealth Management

Monday: 8 am–5 pm
Tuesday: 8 am–5 pm
Wednesday: 8 am–5 pm
Thursday: 8 am–5 pm
Friday: 8 am–5 pm
Saturday: Closed
Sunday: Closed

WT Wealth Management

WT Wealth Management is a highly respected financial firm located at 813 N Beaver St, Flagstaff, AZ 86001, United States. The company specializes in providing top-notch financial advisory, planning, and investment services to their clients. With a strong commitment to excellence, WT Wealth Management has earned a stellar reputation in the industry.

About WT Wealth Management

WT Wealth Management was founded with the goal of helping individuals and businesses achieve their financial goals through personalized, comprehensive wealth management solutions. Their team of experienced financial advisors works closely with each client to develop a tailored strategy that takes into account their unique needs, goals, and risk tolerance.

The firm's specialties include financial planning, investment management, retirement planning, and tax-efficient wealth transfer. They also offer a range of other services designed to help clients navigate the complex world of personal finance.

One of the key strengths of WT Wealth Management is their commitment to accessibility. The office is wheelchair accessible, with both a parking spot and entrance designed to accommodate those with mobility concerns. This attention to detail demonstrates their dedication to providing exceptional service to all clients, regardless of their individual needs.

In addition to their impressive range of services and commitment to accessibility, WT Wealth Management has earned a superb reputation for their client-centric approach. With an average rating of 5 out of 5 stars based on 21 reviews on Google My Business, it's clear that clients appreciate the personalized attention and expert guidance provided by the firm's financial advisors.

Many clients have praised the firm's advisors for their knowledge, communication skills, and ability to understand and address their unique financial concerns. One review highlights how the experienced advisor, Glenn Leest, has helped the reviewer feel confident and secure in their financial decisions, while another client commends Glenn's ability to communicate complex financial concepts in an easy-to-understand manner.

Overall, WT Wealth Management stands out for their commitment to delivering personalized, high-quality financial services to their clients. With a strong focus on accessibility and a proven track record of success, they are a top choice for anyone looking to achieve their financial goals.

Contact Information

Address: 813 N Beaver St, Flagstaff, AZ 86001, United States
Phone: 9282252474
Website: wtwealthmanagement.com

👍 Reviews of WT Wealth Management

WT Wealth Management - Flagstaff, Arizona

The J. S.

5/5

Just signed up with Glenn to do investing. I am impressed by his knowledge and ability to communicate and look forward to his guidance and expertise in making my investments grow!

Maureen A.

5/5

My husband and I have been working with Glenn Leest for over 8 years. We find Glenn to be professional, knowledgeable, innovative and extremely personable. Having had mixed emotions with financial advisors in the past, we are confident and secure in Glenn’s counsel, and trust his judgement regarding our financial matters.
We highly recommend Glenn and WT Wealth Management.

Starla D.

5/5

After negative experiences working with large nation-wide "chain" financial investment firms, we found a local firm we can trust, WT Wealth Management. Working with Glenn Leest in Flagstaff is a breath of fresh air. Glenn and his team of financial professionals provide exceptional client services, personalized attention and always keep commitments for completion of transactions and follow up. Since we are recently retired, it's important to have an organization we can trust with our investments and financial planning. Working with WT Wealth Management allows us the freedom to enjoy every day in retirement after working decades in health care and business. Glenn and his team are on the job, every day, looking out for our best interests. A true blessing to have this type of service in Northern Arizona.

Bronson P.

5/5

I work with Glenn Leest. His expertise and guidance has been invaluable to me. As someone who always felt overwhelmed and uncertain about managing my finances, finding a reliable financial planner was a game-changer, and Glenn has exceeded my expectations in every way.

One of the things I appreciate the most about Glenn is his ability to simplify complex financial concepts and explain them in a way that is easy for me to understand. He patiently walks me through each step of the planning process, while ensuring that I am well-informed and confident in the decisions we make together.

Highly recommended!

Lori B.

5/5

Glenn Leest has been so helpful in rolling over my Vanguard accounts to Charles Schwab. He is very knowledgeable, professional and cares about his clients. It’s been a pleasure working with Glenn.

Christopher R.

5/5

I have worked with Glenn for years. He is amazing! He helped my wife and I invest an inheritance and set up our retirement IRA's. Glenn explained everything along the way and has always been available to answer questions and respond quickly when we needed him to. I never thought I would go to anyone else for financial advice, but I'm glad I did. Highly recommended!

William T.

5/5

5 stars all around. Our local financial planner was retiring and he recommended us to Glenn Leest. Glenn listens to our goals and his knowledge and experience allows him to attain those goals. Times like this make it even more valuable to have a Financial Planner that you trust and can manage your Wealth through and past this recession. We are very thankful and highly recommend Glenn and WTWM.

Michael P.

5/5

I've been working with Glenn Leest here in Flagstaff since 2015. He's done a great job helping me navigate my financial journey through the good times and the challenges. Always informative and willing to the extra time to educate and inform. Two thumbs up!