JW Financial Consulting

Name: JW Financial Consulting
Address: 2500 South Power Road, Mesa, AZ, 85209, US
Telephone: (480) 793-5924
Price range: $$
Rating: 5

Retirement planning with trusted guidance and genuine care.

5(5 reviews)

financial-advising

Directions Call Website

About

JW Financial Consulting in Mesa, AZ specializes in retirement planning, Social Security guidance, and comprehensive financial strategies. Clients note professional, down-to-earth guidance and a warm, family-like approach. Described as a nonprofit that truly cares about futures, JW Financial serves as a trusted, one-stop shop for personalized retirement and financial planning.

Photos

1 / 1

Location

2500 S Power Rd STE 217, Mesa, AZ 85209, USA

Get directions

Information

2500 South Power Road

Mesa, AZ, 85209

(480) 793-5924 jwfinancialconsulting.com/

Is this your business?

Claim JW Financial Consulting to manage your storefront, respond to reviews, and receive customer leads.

Services

Retirement Planning

Comprehensive strategies to maximize retirement funds, including timing and income optimization.

Social Security Guidance

Expert advice on laws and options to help you make informed Social Security decisions.

Debt Management

Personalized plans to reduce debt and free up expenses for financial breathing room.

Tax Strategy Consulting

Creative tax planning to minimize liabilities and enhance your financial health.

Mortgage Assistance

Guidance on mortgage options and refinancing to support your long-term goals.

5.00 · 5 reviews

Overall rating

Kay Whitfield

via Google

· 9 months ago

I would highly recommend J.W. Financial services. They walked me through the process of maximizing my retirement funds and found companies that would put my money to work for me. They also helped me to understand the laws regarding Social Security, which greatly helped in timing my retirement. When I retire in the next year or so, I will be retiring making more per month than I am currently making working full time. This would not have happened without their help. They are friendly and really know their business! They truly are an answer to my prayers!

Heather Klajda

via Google

· 1 year ago

JW Financial is truly one of a kind! They are a nonprofit organization that genuinely cares about your future and takes the stress out of retirement planning. The team is trustworthy, down to earth, and always makes you feel like family—not just another client. They not only helped set up a solid retirement plan, but also helped free up a lot of debt and expenses for my family, giving us peace of mind and financial breathing room. It’s rare to find an organization that combines professionalism with such warmth and personal care. I highly recommend JW Financial to anyone looking for reliable guidance and true support for their retirement journey!

richard cuevas

via Google

· 1 year ago

I was looking to retire and I was nervous, stressed out and didn’t know what to do! I started asking friends if they knew of anyone that they could recommend to me through this very important journey. Several of my friends recommended JW Financial. So I thought I would look into their financial services. I’m so glade that I did they were not just friendly, but they welcomed me to their family! They asked what I wanted to accomplish in retirement? They explained all of my options very thoroughly. After I left the office I felt so comfortable, confident and ready to retire I knew I found the right Financial firm to help me through retirement! I highly recommend JW Financial Services to anyone that is looking for any financial and retirement help. It’s truly the only service that has everything you need under one roof a one stop shop. Thank you and start enjoying retirement:)

Neva Brandenburg

via Google

· 1 year ago

I first met Jerry Whitmire at a Social Security seminar. He impressed me with the down to earth understandable language in explaining the ins and outs of Social Security issues. I am happy to have someone who has time to answer my questions and guide me through the steps that are needed for securing my future. His philosophy is to treat each client as a family member and to provide the best guidance for them. I highly recommend Jerry and everyone in the office for their professional expertise and knowledge.

nery reyes

via Google

· 1 year ago

JW Financial Consulting has been an absolute game changer for me! Their team is professional, knowledgeable, and truly cares about helping clients succeed. whether it’s retirement planning, taxes, mortgages, or coming up with creative strategies. They take the time to explain everything clearly and tailor solutions to my unique needs. I’ve found so much value in their guidance and feel more confident about my financial future. Highly recommend!

BASC Expertise in Gilbert provides tax preparation, bookkeeping, and financial guidance for individuals, trusts, and businesses. Clients praise thorough, knowledgeable service, prompt responses, and clear communication, with a user-friendly client portal for scheduling. Reviews highlight expertise and responsiveness, though one case mentions billing concerns and aggressive conduct. Address: 2915 E Baseline Rd, STE 107.

Directions Call