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Stacey Moore
· 3 years ago
We have been coming here for tax services for many years. Lauren is so great, and they process the refunds so quickly. Such a quick process, and so professional. I highly recommend them!!!
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Wealthnest Planners
Wealthnest Planners: Trusted financial planning and tax services in Chandler.
5(5 reviews)
$$$
About
Wealthnest Planners in Chandler, AZ, offers financial planning, tax services, and related consulting. Clients describe a friendly, professional team delivering accurate work, easy communication, and a relaxing office atmosphere. With years of experience—from taxes to life insurance and college savings—the firm is a trusted partner for thoughtful, client-focused financial decisions.
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Location
5720 W Chandler Blvd #4, Chandler, AZ 85226, USA
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Services
Tax Preparation and Filing
Accurate and efficient tax services with quick refund processing, offering multiple filing options to maximize savings.
Comprehensive Financial Planning
Personalized strategies for investments, retirement, and wealth management to help you achieve long-term financial goals.
Insurance and College Savings Advice
Expert guidance on life insurance and college savings accounts to protect and grow your family's assets.
Investment Management
Professional investment planning and portfolio management tailored to your risk tolerance and financial objectives.
Retirement Planning
Customized retirement strategies to ensure financial security and peace of mind for your future.
5.00 · 5 reviews
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Gerald Tauss
· 4 years ago
I have used wealthnest for multiple years, Kevin is a great guy, very friendly and comfortable to work with. The office atmosphere is very relaxing and their work is very accurate. I give them a 5-star rating and plan on continuing to use them for all my financial services.
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Laura Latimer
· 7 years ago
We've been seeing Mike since 2010 at the recommendation of a colleague and it is one of the best things we've done financially. Mike has helped us deal with everything from taxes to life insurance to college savings accounts. He's easy to reach and it's always enjoyable talking to him.
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Brian Stephens
· 7 years ago
Kevin has proven to be very knowledgeable with financial planning. I have used his services for years and have always had top notch customer service. He truly cares about his clients. His office staff is friendly.
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Marie Bertagna
· 8 years ago
Professional & Highly Ethical My family has had Mike McGinley do our taxes for the past 6 or 7 years. He is nothing short of professional and always looks out for the best interest of his clients. How do I know this? You see I worked for Wealthnest for 3 tax seasons and it was one of my favorite jobs. Mike has always presented all of the different options on how we could file our tax returns and has always suggested the best option based on his professional opion. This year, he presented us with 3 options and one of them saved us several thousands of dollars. So, I will always go to Mike McGinley for my tax services and would highly recommend him for his professionalism and integrity.
