EA
Endeavor Advisors, LLC
Des conseils financiers personnalisés pour un avenir sûr et prospère.
5(5 avis)
Insurance
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Des conseils financiers personnalisés pour un avenir sûr et prospère.
Endeavor Advisors, LLC est une société de conseil financier et en assurances de premier plan, basée à Phoenix, Arizona, offrant des services complets aux particuliers et aux familles. L'équipe, composée notamment de Charles et Lucas, propose un accompagnement empathique, patient et personnalisé dans des domaines tels que la planification d'assurances, la gestion des investissements, la planification successorale et l'évaluation de l'endettement. Reconnue pour son service client exceptionnel et ses explications claires, Endeavor Advisors aide ses clients à naviguer dans des décisions financières complexes afin d'atteindre leurs objectifs et de construire une sécurité à long terme.
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Des conseils complets sur l'établissement d'un budget, la gestion de la dette et les objectifs financiers à long terme adaptés à votre situation unique.
Des stratégies d'investissement personnalisées, y compris des revues 401k et une optimisation du portefeuille, pour maximiser les rendements et gérer la liquidité.
Des conseils d'expert sur les régimes d'assurance-vie, y compris des options à court terme et des options disponibles sur le marché, pour répondre à vos besoins changeants.
Assistance pour la planification patrimoniale afin de sécuriser vos actifs et d'assurer un avenir financier solide pour vous et votre famille.
Accompagnement pour appréhender les scénarios de retraite, y compris les plans d'épargne-études 529 et les revues d'investissement, afin d'assurer une vie post-carrière sécurisée.
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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