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Bright Wealth Management, Financial Advisors
Planificación financiera personalizada con un enfoque en sus metas únicas y estrategias de jubilación.
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Business
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Planificación financiera personalizada con un enfoque en sus metas únicas y estrategias de jubilación.
Bright Wealth Management ofrece servicios integrales de asesoría financiera para individuos y familias en Phoenix y sus alrededores. Dirigido por Matt Dages, el equipo ofrece gestión de inversiones personalizada, planificación de la jubilación y estrategias de optimización fiscal. Conocidos por su enfoque atento y centrado en el cliente, ayudan a los clientes a hacer la transición desde grandes firmas para recibir una atención personalizada y planes financieros detallados. Bright Wealth Management prioriza una comunicación clara y la construcción de relaciones a largo plazo para ayudar a los clientes a lograr seguridad financiera y crecimiento.
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Estrategias integrales para prepararse para la jubilación, que incluyen la gestión de ingresos y la optimización de la cartera.
Asesoramiento de inversiones personalizado y gestión de carteras para hacer crecer y proteger sus activos.
Guía experta para una planificación fiscal eficiente para minimizar las obligaciones fiscales y maximizar los ahorros.
Asistencia para consolidar cuentas, como los traspasos 401(k), para una gestión más eficiente.
Educación e implementación de opciones de rentas vitalicias para ingresos seguros a largo plazo.
Calificación general
David Heighway
Matt has been very helpful in organizing all of the various 401k accounts from multiple employers and in getting things focused for getting to a goal. Highly recommended!
Denise Nicolette
We called to set up a meeting with Matt Dages after hearing him on 92.3 radio. It was so refreshing to have him listen and give us such great tax advice and a mix of having also some safer investment options, as my husband is approaching retirement age. After having been with Morgan Stanley for years; we made the switch to Bright Wealth, because of the personalized care and a detailed plan that Matt and his team put together for us. Our old advisor left us feeling like we were just a number. Not so with Matt! He has gone above and beyond to help us achieve our financial goals, and we could not be happier that we made the switch! He is wonderful!
Janet Craig-Thomas
Matt and his team have been excellent to work with! From start to finish, they guided us through the transition process and were always available to answer questions. My husband and I trust Matt's advice with our finances to make firm decisions on our investments. In the short time we have been with Bright Wealth, we are very impressed with the progress in our portfolio. Matt has our best interests in mind and will do the same for others. I highly recommend Matt and Bright Wealth for your financial management needs.
Denise Knope
My one on one meeting with Matt was more than I expected. He spoke with me and not at me. Made sure I understood what was being shared. He took his time and treated me like no other financial advisor. The down to earth and professionalism combined gained my trust immediately. I highly recommend The Bright Wealth Family for your financial future! Thank you Matt and Lynette for all you do for me. Denise Knope
patricia galindo
Started working with Matt as a result of radio talk show on 92.3. Finally made the call in Dec 24. He was very up front just like on his show and educated me with annuity planning and my other accounts and felt very much at ease. As a recently retired and divorced person with less income, I needed to make sure I was on the right track. He is handling most of my accounts and so far so good! I’m by no means a wealthy person, in fact thought I wouldnt be worth his time, but gladly quite the opposite. Don’t hesitate to consult with Matt!
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