East Valley Wealth & Retirement - Gilbert, Arizona

East Valley Wealth & Retirement is a financial planning firm located in Gilbert, Arizona. The address is 366 N Gilbert Rd UNIT 205, Gilbert, AZ 85234. You can contact them by phone at 05251839 or visit their website at eastvalleyretirement.com for more information.

This company specializes in financial planning and offers a range of services to help clients meet their financial goals. The location is equipped with a wheelchair accessible entrance, parking lot, and restroom for clients with mobility needs. It is recommended to make an appointment in advance to ensure that a financial advisor will be available to meet with you.

East Valley Wealth & Retirement has received excellent reviews from clients, with an average rating of 5/5 based on 15 reviews on Google My Business. This is a testament to the high-quality service and expertise provided by the financial advisors at this firm.

In addition to their financial planning services, East Valley Wealth & Retirement also offers a restroom for the convenience of their clients. This attention to detail and commitment to providing a positive client experience sets them apart from other financial planning firms.

If you are looking for a financial planner in the Gilbert area, East Valley Wealth & Retirement is an excellent choice. Their team of experienced financial advisors can help you create a customized plan to meet your unique financial goals. To learn more, visit their website at eastvalleyretirement.com and schedule an appointment today.

Reviews of East Valley Wealth & Retirement

Joyce Welsh

5/5

My experience with Undrea Smith at Quality Coverage Benefits is one of "above and beyond" professional customer service. He is very knowledgeable and and listens well to best help and can explain in terms so that clients are able to make the best choices.
He was tenacious to make sure I was not dropped through the cracks with an insurance company and made numerous calls on my behalf to ensure that. Besides all that, Undrea is actually a fun person to do business with...yes...even insurance can be fun with the right advisor!

Venetia Wilhelmsen

5/5

Quality Coverage Benefits is a great company! Undrea Smith is very helpful and friendly. We feel he is almost like family. He is sensitive to the desires we have for our family and is concerned about maximizing our potential earnings so we can retire comfortably and not decrease our quality of life. I have referred many of my best friends to him, knowing they will be well served by a genuine friend who really knows his financial products.

Debbie Hunsinger

5/5

I have known and done business with Undrea for over ten years. He is my go to person for any questions regarding health insurance. I have purchased policies through him for my husband and myself for over ten years. As my husband and I approach the Medicare age he is very knowledgeable and informative as to what supplemental coverage we will need. He has also assisted us in financial options for retirement. Undrea is very knowledgeable in his field and I would highly recommend him for your insurance or financial needs.

Chuck Bock

5/5

Undrea and Quality Coverage Benifits are the Best. When I retired early in my 50s, four years ago, Undrea went out of his way to explain some of the financial planning and insurance options I might not be aware of. I've been able to take advantage of his advise and because of his care to our personal situations I'm confident that we are in the best possible position for our desired life style. Undrea is always available to bounce ideas off and attentive to my scheduled first and foremost. I look forward to the future with the friendship and counsel of Undrea Smith.

Amy Brown

5/5

Undrea has been our Financial advisor for the past two years. He has always offered us sound financial advice based on our investment objectives as well as our personal needs. He keeps in regular contact with us and provides us with ongoing financial advice. He takes the time to fully explain options and guides us in an appropriate direction. We feel that Undrea truly cares about our family, our finances, and our future.

Nancy Felauer

5/5

Been working with Undrea for over 10 years on health insurance, and now medicare, and have been very happy. Undrea has also been very instrumental in helping us achieve our financial goals. He is very knowledgeable and keeps on top of any tax laws pertaining to annuities, etc. Thank you Undrea for being there for us.

Adam Wojciechowski

5/5

I have been dealing with Undrea for over 10 years now. He is extremely knowledgeable and professional. He always keeps in contact and makes sure my family and I are doing well. if i have any questions, he doesnt hesistate to respond. I am very well satisfied with his service. I would recommend him to anyone that has retirement planning needs.

D Nisbet

5/5

I worked with Undrea for many years. He's always diligent about following up and helpful and patient when explaining different plan coverages. He even recommended I switch to the marketplace when that made sense for me to do. And then he actually helped me navegate the process of switching to the marketplace: I wouldn't be his client anymore, but he helped me anyway. I would recommend Undrea to anyone, including family.