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Asset Preservation Wealth & Tax, Financial Advisors
Secure your future with expert financial planning and tax strategies tailored for Phoenix residents.
5(5 reviews)
$$$
insurance
financial-advising
insurance
Services Offered
Retirement Planning
Personalized strategies to secure your retirement, including portfolio management and safe investment options.
Investment Management
Expert guidance on optimizing your investments to grow wealth while minimizing risks.
Tax Advisory Services
Comprehensive tax planning and advice to help you save money and comply with regulations.
Financial Consultation
One-on-one sessions to assess your financial goals and create tailored action plans.
Insurance Solutions
Recommendations on insurance products to protect your assets and provide financial security.
Reviews
5(5 reviews)
Rating Distribution
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Karen Georgitso
via Google
3 months ago
Ernie is such a joy to work with, very knowledgeable and he truly cares about you. If you are looking for a financial planner or tax advisor, go see Ernie. I was skeptical at first but needed someone to advise me on what to do with my retirement money. Not only did I learn a better way to invest my money but what I could do to keep some funds safe. Ernie made me feel at ease, answered all my question and made sure I understood everything we talked about before I left the office. I am so thankful I found Assett Preservation Wealth &Tax and I am thankful to have met Ernie. Thank you!
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Cindy Emeryvia Google
8 months ago
Met with Ernie two times to go over my current portfolio. I was very impressed with his knowledge and eagerness to help. I look forward to working with him in the future and building a financial relationship together. I would highly recommend Ernie and his team.
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Silvana Loehndorfvia Google
over 1 year ago
We have worked with Ernie Baillargeon for about 3 years. He has done a fantastic job with our investments and planning for a secure retirement He takes time to explain everything and answer any questions. We have been impressed with their personal attention to our accounts and suggesting beneficial changes as they arise. We would highly recommend meeting with Ernie to learn about the advantages of having Asset Preservation manage your retirement.
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Michellevia Google
over 1 year ago
Ernie Baillargeon is an excellent advisor. I felt comfortable working with him from the very beginning. Ernie takes the time to listen with focused attention and empathy. He asks the right questions to understand your needs. He is detailed and keeps you well informed with each step. He communicates in a straight forward manner that is easy to understand. I am confident and at peace with my future in the right hands!
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Kent Hainlinevia Google
over 1 year ago
Ernie Baillargeon has been our financial advisor for several years. He is very professional and competent and highly knowledgeable and very responsive to any inquiries about our financial concerns. We have transferred all of our investment accounts to Ernie at Asset Preservation. We confidently trust him to handle our assets and investments. He is always looking out for our best interests. We highly recommend Ernie!
