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Asset Preservation Wealth & Tax, Financial Advisors
A trusted, one-stop financial planning and tax partner in Scottsdale.
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Insurance
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A trusted, one-stop financial planning and tax partner in Scottsdale.
Asset Preservation Wealth & Tax, Financial Advisors in Scottsdale, AZ, offers integrated financial planning with in-house tax preparation. Reviews highlight knowledgeable, patient, and responsive advisers who help organize multiple 401Ks into IRAs under one umbrella and uncover hidden fees. A true one-stop shop for retirement planning and tax filing, supported by advanced tools and a welcoming office.
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Personalized portfolio management and investment strategies to grow and preserve your assets.
Comprehensive planning to help you prepare for and navigate retirement with confidence.
In-house tax filing and planning to optimize your returns and ensure compliance.
One-on-one advisory sessions to assess your financial goals and create tailored plans.
Guidance on insurance products to protect your wealth and provide security for your family.
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Overall rating
Mike & Ang
We saw the TV shows on the weekends too, and were curious. After many years working for various employers my wife and I had a variety of 401K's sprinkled across numerous Financial Institutions. And we were both approaching retirement age so we needed to get organized. We called Asset Preservation and were lucky enough to meet Erick Jimenez. Erick helped bring "order to chaos" and even showed us fees we were paying in our 401Ks that were not readily apparent. He helped us create a plan and migrate the funds in those various 401ks into IRAs under one umbrella. And most importantly, he helped take away stress for what comes next in our "4th Quarter". We urge you to call for your free appointment - you have nothing to lose and potentially much to gain...
Rob Hinz
We have been with Eric Jimenz as our advisor for three years. The attention and expertise he has applied to our account has by far exceeded our expectations. We are extremely happy with the way in which he has managed our portfolio
Erica Meshinsky
My husband and I are so grateful for Dan Murphy at Asset Preservation. He’s incredibly knowledgeable, patient, and friendly, and is always available and responsive no matter how many questions come up. Dan has helped ease our minds about finances and made us feel confident in planning for retirement. We also appreciate the in-house tax preparation services, making it a true “one-stop shop” for both financial planning and tax filing. This convenience, combined with their expertise, really sets Asset Preservation apart. We highly recommend Dan and his team!
Gina Leising
My husband and I are so thankful that we decided to work with Dan Murphy at Asset Preservation. He is very knowledgeable, patient and friendly and is always available & responsive to us no matter how many questions we ask. He helped put our minds at ease with regard to our finances as well as plan for our retirements. Another thing we really appreciate is the in-house tax preparation services. It’s kind of like a “one stop shop” for us with financial planning and filing our taxes which is very convenient and sets them apart from other businesses. We are very glad we chose Asset Preservation!
Noelle Brandt
We’ve had an outstanding experience working with Dan Murphy at Asset Preservation. As a young couple seeking guidance to secure our financial future, we found exactly the expertise we needed. The team’s communication is consistently clear and prompt, and the advanced technology and tools they use for clients are truly impressive. On top of that, their office is not only beautiful but also stocked with the best snacks for meetings! We’re excited to continue this partnership for many years to come.
