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Wealth Guardian Group

1757 E Baseline Rd Ste 118
Gilbert, AZ 85233

Get Directions (480) 680-0900
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Wealth Guardian Group

Hours

  • Mon 9am-5pm
  • Tues 9am-5pm
  • Wed 9am-5pm
  • Thurs 9am-5pm
  • Fri 9am-5pm
  • Sat Closed
  • Sun Closed

No Current Offers

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Visit Wealth Guardian Group in Gilbert

Products & Services from Wealth Guardian Group

  • Durable Power of Attorney

  • Last Will & Testament

  • One Trust Transfer Deed

  • Flat Fee Trust

  • Marital Property Agreement

  • Administrative Documents

  • HealthCare Power of Attorney

  • Customized Transfer Letters

  • Living Will

  • Certificate of Trust

  • Mental Health Power of Attorney

  • Revocable Living Trust

  • Memoranda & Instructions

About Wealth Guardian Group

The Wealth Guardian Group is a Powerful Integrated Financial Firm, in Gilbert, Arizona. We have brought together Financial Planning and Investment Management through our firm Wealth Guardian Advisory, an Independent Registered Investment Advisor. We have brought protection and guarantees through insurance products offered through our Insurance Agency, Wealth Guardian Financial. We provide Tax Planning, and Tax Preparation through our Tax and Accounting firm Wealth Guardian Tax. We provide Estate Planning Documents such as Living Trust, Wills, Living Wills, Power of Attorney’s etc., through our Arizona Certified Legal Document Preparer Firm Wealth Guardian Legal Documents. Last we give back to the community and educate the less fortunate through our 501(c)(3) Non-Profit Charity, Wealth Guardian Hope Foundation. Our holistic financial approach allows us to provide integrate financial planning and reduced fees. Call 480-680-0900

WHAT PEOPLE ARE SAYING ABOUT US

My husband was recently diagnosed with Stage 4 lung cancer. We decided on getting a revocable living trust and updating our wills and durable power of attorney forms. Jared was very professional and made the process so easy for us. His staff, Audrey, Annick, and Vicki assisted us with finalizing and signing all the necessary paperwork this morning. We were early for our appointment and they took us right in. We were completely finished with the whole process in 20 minutes. They were wonderful and we would highly recommend their service if you are in need of a Living Trust or other financial expertise. They are reasonably priced and very professional!
-Judie W
Me and my wife had several consultations with different trust attorneys and providers. We decided to go with Jared at the Wealth Guardian Group for our Revocable Trust. We couldn't be happier with our decision. Jared took the time to explain every detail. He is very knowledgeable and professional. Our Trust came in a well organized professional binder. I would highly recommend Jared at the Wealth Guardian Group.
-Eric M
Jared has done my taxes for several years while I was living in Arizona and surrounding area. Very responsive and thorough. He is very transparent in pricing.Would definitely recommend!
-Matt
The Wealth Guardian Group has been our trusted adviser for the past few years. They have proven to us that they care about our money and our financial interests. I have recommended them to many family members and friends to help with their financial planning needs. They are trustworthy, honest and they work hard for us.
-Bre A

No Current Offers