Falcon Wealth Planning - Gilbert, Arizona

Address: 1166 E Warner Rd Suite 101 W, Gilbert, AZ 85296.
Phone: 8559632526.
Website: falconwealthplanning.com.
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 8 reviews on Google My Business.
Average opinion: 5/5.

Location of Falcon Wealth Planning

8559632526

Falcon Wealth Planning is a financial planning company located at Address: 1166 E Warner Rd Suite 1

Reviews of Falcon Wealth Planning

Falcon Wealth Planning - Gilbert, Arizona

Thomas Nelson

5/5

I had a couple great meetings with Matthew Shahin—he was awesome. He went above and beyond answering all my questions in detail as well as teaching me new things that will definitely help me on my financial journey. I really appreciated how friendly and honest he was. I’d definitely recommend him and this company to my friends and family.

Beverly Schwartze

5/5

My experience with Falcon Wealth Planning has been a very professional and profitable experience. Matt Shahin is the best financial advisor I have ever experienced. He has guided me with my portfolio and has proven to be quite profitable. He is an advisor that truly puts his customer first by doing what is best. I have had Matt on my team for 5years and have he has never let me down. I would recommend Falcon Wealth and Matt Shahin for all financial needs now and in the future.

Aliya H.

5/5

Matthew provides an excellent detailed financial assessment! The call was incredibly valuable with recommendations and it was explained in an organized way that was easy to understand. I appreciate his wealth of knowledge in financial wealth planning and I'm excited for my next steps!

Kevin Tuskey

5/5

Matthew was knowledgeable and very skilled at breaking down complex ideas. He spent hours educating us on our financial situation and strategies allowing us to ask many questions and present multiple scenarios. There was no hidden sales pitch or money grab! Based on our experience, he is an honest, upstanding guy that we have, and will continue, to recommend to our family and friends. Even with a fairly basic financial situation, having him take a second look at our current standing and future plans, alleviated a lot of pressure I was putting on myself to make sure I was setting my family up for success. His insight in tax strategies is invaluable. 10/10 would recommend!

Brian Nevin

5/5

Matthew has been great. He really listened to our current situation and our long term goals for investing. He was very sincere and authentic. Thank you Matthew, Brian.

Karen Harter

5/5

I am very proud to recommend Matthew with Falcon Wealth. I met virtually with him and Kevin Mayo on two occasions. After the fact-finding session, they came up with guidance points that my spouse and I can put into place to help with our investing and tax planning. Kevin and Matthew are very knowledgeable in their field and good at explaining and sharing the information. They explained their "hiring" plan with me and its 3 options. They were not pushy with this and didn't just want me to invest my savings with Falcon. The sharing of planning steps and not just investing my money were exactly what I was looking for. It was very refreshing.

Tom Wojnarowski

5/5

Working with Matthew Shahin at Falcon Wealth has been a game-changer for me. Their team's expertise and personalized approach have helped me navigate complex financial decisions with confidence. I highly recommend them for anyone looking to secure their financial future!

Shareis Loomis

5/5

Michael was very helpful and kind. I highly recommend him for financial planning.