EA
Endeavor Advisors, LLC
Asesoría financiera personalizada para un futuro seguro y próspero.
5(5 reseñas)
Insurance
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Asesoría financiera personalizada para un futuro seguro y próspero.
Endeavor Advisors, LLC es una firma líder de asesoría financiera y de seguros con sede en Phoenix, que ofrece servicios integrales a individuos y familias. El equipo, que incluye a Charles y Lucas, brinda apoyo empático, paciente y personalizado en áreas como la planificación de seguros, la gestión de inversiones, la planificación patrimonial y la evaluación de deudas. Conocida por su excelente servicio al cliente y por sus explicaciones claras, Endeavor Advisors ayuda a los clientes a navegar decisiones financieras complejas para lograr sus objetivos y construir una seguridad a largo plazo.
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Guía integral sobre presupuesto, manejo de deudas y metas financieras a largo plazo adaptadas a sus circunstancias únicas.
Estrategias de inversión personalizadas, incluidas revisiones de 401k y optimización de la cartera para maximizar los rendimientos y gestionar la liquidez.
Asesoría experta en planes de seguro de vida, incluidas opciones a corto plazo y del mercado, para adaptarse a sus necesidades cambiantes.
Asistencia con la planificación patrimonial para proteger sus activos y asegurar un futuro financiero sólido para usted y su familia.
Apoyo para navegar escenarios de jubilación, incluidos planes 529 y revisiones de inversiones para una vida segura tras la carrera.
Great personal customer service. Everything was done in record time. Lucas and Charles takes his time and explains everything for all of us individuals who have no Financial or numbers background. Thank you Endeavor
Very pleased with service provided by Charles and Lucas. He is very diligent, follows up and provided some great recommendations. He has helped us get our accounts in order and we have started seeing some positive returns on the investments we put. He is very responsive and provides us the best advice. We’ve been working on managing liquidity, assessing debt, life insurance, 529 plan, tracking spending, estate planning, investing, 401k reviews. Highly recommend to work with Endeavor.
Charley is truly exceptional when it comes to financial planning. He takes the time to understand your unique circumstances and approaches every conversation with empathy, patience, and a genuine desire to help. Whether it’s navigating student loans, budgeting, or long-term financial goals, Charley provides clear guidance and personalized support that makes you feel both empowered and informed. I’m incredibly grateful to have connected with him and can confidently say he’s had a meaningful impact on my financial journey.
Charles has gone above and beyond for me and my husband over the past four years as we’ve navigated short term insurance plans in addition to the marketplace. Not only is he kind and patient, he also explains everything thoroughly to ensure we’re getting the best plans that align with our shifting needs. We’re so grateful and highly recommend him!
I recently was referred to Lucas Barnard at Endeavor Advisors. I can't say enough about how personable Lucas is. He asked me many questions without being invasive to help put together a couple different options for me. My husband recently passed unexpectedly which was not our plan for our retirement years. My future now looks different and I needed help with a solid plan moving forward. Lucas took the time to educate me and talk through different scenarios. His compassion and warmth as a genuine person meant so much to me. His knowledge and guidance has been instrumental. I highly recommend Lucas and the team.
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