Grand Canyon Planning Associates - Scottsdale, Arizona

Grand Canyon Planning Associates

Grand Canyon Planning Associates es una empresa que ofrece servicios de planificación financiera y legal en Scottsdale, Arizona.

Con sede en Address: 9035 E Mountain View Rd, Scottsdale, AZ 85258, United States., esta empresa brinda asistencia personalizada a individuos y familias que buscan planificar sus finanzas y patrimonios de manera efectiva.

Los especialistas de Grand Canyon Planning Associates tienen experiencia en Financial planner y Estate planning attorney, lo que les permite ofrecer soluciones integrales que abarcan desde la planificación de inversiones hasta la creación de planes de sucesión.

La empresa también se destaca por su compromiso con la LGBTQ+ friendly y la accesibilidad, con instalaciones y servicios que están diseñados para ser accesibles para todos.

Para obtener más información o programar una cita, visite su sitio web en grandcanyonplanning.com o llame al 4809911055.

Características y servicios

Algunas de las características y servicios que ofrece Grand Canyon Planning Associates incluyen:

• Planificación financiera personalizada
• Planificación de patrimonio
• Asesoramiento legal de sucesión
• Asesoramiento de inversiones
• Accesibilidad y amabilidad

Ubicación y accesibilidad

La sede de Grand Canyon Planning Associates se encuentra en Address: 9035 E Mountain View Rd, Scottsdale, AZ 85258, United States., lo que la hace fácil de acceder para todos.

La empresa también se destaca por su compromiso con la Language assistance y la accesibilidad, con instalaciones y servicios que están diseñados para ser accesibles para todos.

Opciones y reseñas

Grand Canyon Planning Associates tiene 11 reviews en Google My Business, lo que demuestra su compromiso con la satisfacción de sus clientes.

La media de opinión es de 4.2/5, lo que indica una alta calidad de servicio y asesoramiento.

👍 Reviews of Grand Canyon Planning Associates

Melinda W. F.

1/5

I regret to say that my experience with Grand Canyon Planning has been extremely disappointing. I seldom write reviews, especially negative ones, I generally feel why take the time to say negative things about a service provider but in this case, I felt it was necessary.
I became a client of Grand Canyon Planning in 2012, I was recently divorced and wanted a new financial planner to advise me and grow my money. I met with John Dombrowski and we developed a plan to accomplish these goals.
First and foremost, communication—or lack thereof—is appalling. After our initial meetings, I was promised regular updates and check-ins regarding my investments as is customary with most planners. This has not been the case; I have NEVER once heard from him in the more than twelve years since the day I signed the papers. I called him about five years after I signed the papers and asked about my investments, about ten years ago and he had no explanation for the complete lack of communication but offered a flimsy apology. I then moved the funds from two accounts to a different planner who has been an absolute rockstar, making me terrific returns. After that call with John, I never heard from him again even though he promised he would stay in touch with me.
I have one remaining product with him, an annuity that has been locked in and I was unable to move until now. I am in the process of moving it to my planner as I write this review, I must pay a nominal penalty which I am happy to do and will make up in just a couple of months. John is the only one that benefitted from this product, I certainly have not. I would use the word abysmal to describe the choices John recommended.
If you're looking for someone who prioritizes your financial future and maintains clear communication, look elsewhere.

S L.

5/5

We’ve been working with John and Christina for about 15 years. Can’t say enough about their expertise, integrity, responsiveness and their strong desire to help clients live their best lives. They’re also friendly and approachable, they treat you with respect and genuine interest.

J P.

1/5

If you’re looking for a simple basic trust you may not have any issues. I have multiple properties and was convinced to break it up into multiple trusts separating business and personal property which I tried. Only one home of two was added to the trust and despite trying to get it corrected I was told it was farmed out to another agency which has never corrected it or started the second trust. Numerous calls emails and a year later I’ve given up and looking for another company to clean up it up and complete it.

Isabel A.

5/5

I found this company to be very professional and easy to work with. Every time I called they always sounded cheerful and I got my questions answered quickly. I met with Chris and he took the time to explain everything to me and my family and helped us understand exactly what we were doing, and I was not even charged for the appointment. This office is so unique and has a lot of cool Arizona antiques - I have never seen an office like this before. I highly recommend this place!

Mike M.

5/5

Very happy with their effort, planning and patience! They are truly professional and I admire their drive. Allyson has been a blessing and walked me through the entire process. Thank you for being there for me and my entire Family.

Heath G.

5/5

John and his staff are amazing and do great work! Trust is a huge deal for my family and after listening to John's show The Word on Wealth I was hooked.

Lenora F.

5/5

Great group of people!! They do a conscientious job!!!

Bobby L.

5/5

Professional organization- Great follow through-