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ARQ Wealth Advisors
ARQ Wealth Advisors : Des conseils financiers clairs et attentionnés pour les familles de Scottsdale.
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ARQ Wealth Advisors : Des conseils financiers clairs et attentionnés pour les familles de Scottsdale.
ARQ Wealth Advisors à Scottsdale, au 8605 E Raintree Dr, Suite 240, offre une gestion de patrimoine globale qui aligne les finances sur les valeurs et les objectifs à long terme des clients. L'équipe fiduciaire propose des portefeuilles sur mesure, des conseils clairs et une planification réfléchie pour la retraite, les priorités familiales et les besoins professionnels. Connue pour son service réactif, sa communication professionnelle et son approche centrée sur le client et facile à comprendre.
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Gestion complète de portefeuille adaptée à vos objectifs financiers et à votre tolérance au risque.
Planification stratégique de la retraite, incluant la modélisation des revenus et l'alignement avec le mode de vie.
Conseils personnalisés pour les familles, axés sur les valeurs, les priorités et la sécurité à long terme.
Conseils pour les propriétaires d'entreprise sur l'intégration des stratégies financières personnelles et professionnelles.
Conseils éthiques axés sur le client avec une obligation légale d'agir dans votre meilleur intérêt.
Programmes de modélisation avancés pour soutenir une prise de décision éclairée pour les plans futurs.
Note globale
Austin Jack
Zach Potter and the entire team at ARQ Wealth have been exceptional financial advisors for our family. Their communication is clear, timely, and thoughtful—and Zach, specifically, has a rare ability to explain complex financial decisions in a way that feels both strategic and approachable. The ARQ team took the time to understand not just our numbers, but our values, family priorities, and long-term vision for both our personal and business planning. My wife and I felt truly heard, respected, and guided every step of the way. As a result, we feel confident, aligned, and at ease about the path ahead. I would recommend ARQ without hesitation to anyone looking for a trusted, high-caliber financial advisor that leads with both competence and care.
Shawn Parhite
I have been thoroughly impressed with my experience at ARQ. The team is extremely responsive to client needs, always making themselves available to answer questions and provide guidance. Their professionalism is evident in every interaction, and their attention to detail ensures that nothing is overlooked. What truly sets them apart is their sense of urgency—whenever I have a concern or request, they act quickly and efficiently to address it.
Shireen Ellis Levine
ARQ Wealth Advisors and Joe Gilligan have been so helpful since joining them in 2022 as a recent widow. I appreciate that they are fiduciaries and have my best interest as their goal. I appreciate the individual care and concern of my plans for retirement, blending with my new partner, and my lifestyle desires. Their modeling programs helped me move forward in recent decision-making with confidence. I feel so confident with them that I have referred several family members to ARQ Wealth Advisors, too. Thank you, Joe and the Team at ARQ Wealth Advisors!
Peggy Mion
Ten years ago, my husband and I partnered with ARQ and it is the best decision we could have made for our financial well-being. We currently work with Joe Gilligan and we are extremely pleased with the advice we have been given and our financial health is very strong because of all his efforts on our behalf. All of our questions are answered and everything is always explained thoroughly and in a manner that makes it easily understandable for both of us. It has truly been a pleasure to work with ARQ team and we look forward to all of our continued success.
Matt DeBlasi
My family and I have been with ARQ Wealth since 2019 and I couldn’t imagine being anywhere else. I have known my Advisor, Joe Gilligan, since 2010. Joe, his team, and all of ARQ, are professional, responsive, and dedicated to their clients. My portfolio has been tailored specifically to our needs, and their comprehensive approach to wealth management has given us peace of mind about the future. I highly recommend ARQ to anyone seeking a trusted partner for their financial needs!
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