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Street address: 28 W Juniper AvenueSuite #205
City / suburb: Gilbert, AZ
Zip code: 85233
Phone: (480) 987-9951 (Phone)
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Nearest landmark: Juniper Ave & Gilbert Road Across from Burger King
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E-mail: info@wealthguardiangroup.com
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Business descriptionEdit
The Wealth Guardian Group, PLLC is an independent, privately-owned, fee-based registered investment advisor located in Gilbert, Arizona. Our goal has

Our expertise focuses on financial strategies that support all financial stages of life. Some of our strategies include; enhanced accumulation, improved distributions, asset protection, wealth plan performance and multi-generational wealth transfer through legacy planning. Recommendations are made in a fiduciary capacity, solely in the interest of providing the highest value and benefit for each unique clients goals, risk toleration, time horizon and objectives. Our client list includes past employees of the U.S. Government, Salt River Project (SRP), American Title, University of Phoenix, United States Postal Service (USPS), Ticketmaster, Bank of America, and Allegiant Air.

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Estimated number of employees: 2 to 4
Annual sales estimate:
City / suburb: Gilbert, AZ
Products

investment management, legal forms, estate planning consulting services, tax return services, tax services, tax planning services, financial planning services, health insurance plans, Advice

Brands

MetLife, Prudential, ING - Insurance and Investments, Hartford, Others

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