WT Wealth Management - Flagstaff, Arizona

Address: 813 N Beaver St, Flagstaff, AZ 86001.
Phone: 82252474.
Website: wtwealthmanagement.com.
Specialties: Financial advisor, Financial planner, Investment service.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot.
Opinions: This company has 20 reviews on Google My Business.
Average opinion: 5/5.

Location of WT Wealth Management

82252474

WT Wealth Management, located at Address: 813 N Beaver St, Flagstaff, AZ 86001, is a reputable financial advisory firm that offers a range of financial services to its clients. With a Phone: 82252474 and a user-friendly website at Website: wtwealthmanagement.com, this firm has made it easy for individuals and businesses to access their financial expertise.

As a Financial advisor and Financial planner, WT Wealth Management provides personalized financial advice and planning services tailored to meet the unique needs of each client. Their team of experienced professionals works closely with clients to help them achieve their financial goals through informed investment decisions and sound financial planning.

WT Wealth Management also offers Investment service to help clients grow their wealth and protect their financial future. With a focus on long-term growth and a commitment to risk management, this firm is well-positioned to help clients navigate the complex world of investments.

One of the key features of WT Wealth Management is their commitment to accessibility. The firm offers a wheelchair accessible entrance and wheelchair accessible parking lot, making it easy for clients with mobility challenges to access their services.

With 20 reviews on Google My Business and an impressive average opinion: 5/5, WT Wealth Management has earned a strong reputation for excellence in the Flagstaff community. Clients consistently praise the firm for their expertise, professionalism, and personalized approach to financial planning and investment management.

If you are looking for a trusted financial advisor and planner in Flagstaff, WT Wealth Management is an excellent choice. With a wide range of financial services, a commitment to accessibility, and a strong reputation for excellence, this firm is well-positioned to help you achieve your financial goals.

Don't hesitate to contact WT Wealth Management today to learn more about their services and how they can help you grow and protect your wealth. Visit their website at Website: wtwealthmanagement.com to get started.

Reviews of WT Wealth Management

WT Wealth Management - Flagstaff, Arizona

Starla David

5/5

After negative experiences working with large nation-wide "chain" financial investment firms, we found a local firm we can trust, WT Wealth Management. Working with Glenn Leest in Flagstaff is a breath of fresh air. Glenn and his team of financial professionals provide exceptional client services, personalized attention and always keep commitments for completion of transactions and follow up. Since we are recently retired, it's important to have an organization we can trust with our investments and financial planning. Working with WT Wealth Management allows us the freedom to enjoy every day in retirement after working decades in health care and business. Glenn and his team are on the job, every day, looking out for our best interests. A true blessing to have this type of service in Northern Arizona.

Maureen Armour

5/5

My husband and I have been working with Glenn Leest for over 8 years. We find Glenn to be professional, knowledgeable, innovative and extremely personable. Having had mixed emotions with financial advisors in the past, we are confident and secure in Glenn’s counsel, and trust his judgement regarding our financial matters.
We highly recommend Glenn and WT Wealth Management.

Bronson Pinto

5/5

I work with Glenn Leest. His expertise and guidance has been invaluable to me. As someone who always felt overwhelmed and uncertain about managing my finances, finding a reliable financial planner was a game-changer, and Glenn has exceeded my expectations in every way.

One of the things I appreciate the most about Glenn is his ability to simplify complex financial concepts and explain them in a way that is easy for me to understand. He patiently walks me through each step of the planning process, while ensuring that I am well-informed and confident in the decisions we make together.

Highly recommended!

Lori Baur

5/5

Glenn Leest has been so helpful in rolling over my Vanguard accounts to Charles Schwab. He is very knowledgeable, professional and cares about his clients. It’s been a pleasure working with Glenn.

Christopher Rivera

5/5

I have worked with Glenn for years. He is amazing! He helped my wife and I invest an inheritance and set up our retirement IRA's. Glenn explained everything along the way and has always been available to answer questions and respond quickly when we needed him to. I never thought I would go to anyone else for financial advice, but I'm glad I did. Highly recommended!

William To

5/5

5 stars all around. Our local financial planner was retiring and he recommended us to Glenn Leest. Glenn listens to our goals and his knowledge and experience allows him to attain those goals. Times like this make it even more valuable to have a Financial Planner that you trust and can manage your Wealth through and past this recession. We are very thankful and highly recommend Glenn and WTWM.

Michael Pilcher

5/5

I've been working with Glenn Leest here in Flagstaff since 2015. He's done a great job helping me navigate my financial journey through the good times and the challenges. Always informative and willing to the extra time to educate and inform. Two thumbs up!

Josie Blasi

5/5

I would highly recommend working with Glenn Leest at WT Wealth Management. He has been very helpful throughout the whole process of getting my funds in order. He responds to all requests in a timely manner and has made me feel comfortable to ask questions along the way. If you don’t know where to start he will definitely help you out.