2 Best Gold IRA Investment Companies Near Me in Sun City, AZ – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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Oxford Retirement & Estate Planning
ADDRESS: 10699 W Bell Rd, Sun City, AZ 85351, United States
NUMBER: +1 623-933-9508
DESCRIPTION FROM BUSINESS: We empower clients through financial education so they can fulfill their purpose. To achieve this we focus on three core elements, income planning, investment planning, and estate/legacy planning.
STORE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Oxford Wealth Management Services is ABSOLUTELY the BEST. You would be foolish to go anywhere else for your retirement and wealth assets management advice. Every associate is FANTASTIC. Super friendly, knowledgeable and top notch attention to detail. Please check them out ASAP. They are by far the only place you need to go to, to manage your money. You will not be sorry. – Bill Obelmito
REVIEW #2 – Outstanding service, professional, extremely competent advisors and staff who TRULY care! Not a lot of mumbo jumbo, and proof is in the results as we were able to retire early with Oxfords guidance! The staff is always helpful and courteous, e we have everything good to say about Oxford Retirement! – Cindy Scott
REVIEW #3 – We are thankful for a trustworthy company to help us navigate both the now and the future regarding investments and retirement. Working with Oxford for our Estate Planning for the future is something we didn’t want to put off any longer, and they made simple to walk through each step. We appreciate not only their honesty, but the full package of understanding the tax realities, that many companies miss. Highly recommended! – Kaylene Meyer
REVIEW #4 – Oxford Retirement & Estate Planning is an amazing wealth of information and help. They are all very friendly and willing to help out with your questions and needs. Great informational classes that are free. We have been grateful for all their expertise over the last eight years! #DareToRetire – Nancy Ostermeier
REVIEW #5 – I’ve known the team at Oxford Retirement for many years. They are compassionate, knowledgeable, no-nonsense advisors. These are the type of people you want in your corner. They don’t come better. – Andrew Compton
REVIEW #6 – I am so happy we found a trusted source and knowledgeable company. I can call with any questions, even small things, and get the most respectful treatment. Thank you Landon! – Angel Arcadia
REVIEW #7 – My Husband have been with the Oxford Team for several years have we have felt like we have become part of the Oxford Family because that is how you are treated form everyone one the Team.
If you are looking for someone who really care about you and helping you reach your retirement dream then go speak with them!! I think you will be impressed. – Kim Johnson
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Axberg Wealth Management, LLC
ADDRESS: 13613 W Camino Del Sol, Sun City West, AZ 85375, United States
NUMBER: +1 623-398-0128
DESCRIPTION FROM BUSINESS: Welcome, we’re Axberg Wealth Management, a financial organization in Sun City West, AZ. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives…
STORE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Paul Axberg and his team are amazing. I cant thank them enough for all they have done. My mother has trusted Paul with her finances for several years and because of his expertise she has been able to enjoy her retirement to the fullest. Because of his proven track record, I became a client too. Now my financial future is brighter then I could have ever imagined! Paul is brilliant! We have recommended him to our friends and family that are now clients as well and they thank us often because he is doing amazing things for them also. – Dawn Ferony
REVIEW #2 – Paul’s expertise in quickly evaluating my portfolio and suggesting options continues to be one of his greatest strengths. I appreciate his depth of knowledge in exploring options for my particular situation as a single parent of grown kids, with unplanned health surprises. – Rebecca Strand
REVIEW #3 – Axberg Wealth Management is a superb financial business. Their organization and knowledge are second to none. We can’t believe the success we have gained since joining this firm. Our previous management company ( a large national investment firm) was lacking in communication, follow up, and professional advice. We could never connect with our so called advisor.
Axberg Wealth Management is organized in such a way that communication is a given. We needed advice when we were 2,000 miles away and received a return phone call in 10 minutes. Axberg is a positive force for our management success, our future financial planning and has really become a part of our conversations and daily lives. – Rod Flack
REVIEW #4 – Paul has helped me map my financial plan for retirement, as well as recently transition to retirement. I appreciate the tools he uses to track and analyze my portfolio as well as tools used to assess my level of comfort with risk in the investment world. He and his crew are always available and a pleasure to do business with. – Pam P
REVIEW #5 – Paul & his staff are professional & personable. Whether tax prep, investment or sharing personal info….Paul listens, suggests & explains in understandable terms. I have witnessed Paul’s compassion toward his clients, as well as the company’s generosity through their ‘client appreciation’ dinners & awards events. – Robert Lee
REVIEW #6 – I have been with Paul 15 plus years. He is always available and has given me excellent advice. He shows his gratitude to his clients as well with wonderful get togethers. – Barbara Barksdale
REVIEW #7 – Paul presents his information in a concise and understandable manner. It is a one stop shop for you finances. He goes into detail and turns over every stone to make sure you’re comfortable with your portfolio. A very open personable approach as to how much we want him to handle. – Gay Kohl
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