Wealthnest Planners & Wealthnest Tax Services
Financial Services
11022 South 51st Street, Suite 200
Phoenix,
AZ
85044
(480) 699-5275
Mon - Fri: 8:30AM - 4:30PM
Sat - Sun: Closed
About
Welcome to Wealthnest Planners. We are a comprehensive financial planning firm, specializing in Investment Services, Retirement, Estate Planning, Insurance and Tax Planning. We offer all the resources you need to build your nest in one convenient location. Wealthnest is locally owned and operated, offering year-round, independent advice through LPL Financial. There are no quotas, no pressure - just the constant care and nourishment that your nest egg requires. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For a list of states in which we are registered to do business, please visit www.wealthnest.com.
Tax preparation services offered by our strategic partner, Wealthnest Tax Services. This company operates at the same address as Wealthnest Planners, offering comprehensive, year-round tax preparation and tax advice. Wealthnest Tax Services is a separate company from Wealthnest Planners and LPL Financial.
Services
- Financial Planning
Languages
- English
Payments
- American Express
- Cash
- Check
- Debit
- Discover
- Mastercard
- Visa
Staff
Michael McGinley
CFP®
Accounting Northern Arizona University 2000
Janine Harding
Kevin Foster
CFP®
Finance Arizona State University 2003
Certifications & Memberships
5 stars Jane J Featured review
I love the personal attention to my financial needs
5 stars Linda D Customer since 2014
Professional; knowledgeable
5 stars Wendy W Customer since 2014
Meeting with Mike is always enlightening
5 stars Patricia D Customer since 2014
Very friendly and helpful.
5 stars Brian E Customer since 2013
I could not be happier with the services I have received from Wealthnest, and Kevin Foster, specifically. Kevin has my h ... Read More
5 stars Joseph S Customer since 2014
I am very satisfied with Wealthnest Planners and my financial advisor Kevin Foster. Kevin takes a very thorough approac ... Read More
5 stars Peggy S Customer since 2014
Convenient location in a beautiful building. Receptionist very friendly and helpful. I am usually offered a hot cup of ... Read More
4 stars William H Customer since 2014
I think the costs are somewhat high since all my records are complete and it just a matter of crunching the numbers into ... Read More
5 stars Anonymous Verified customer
Wealthnest Tax Services is courteous, personable, polite, thorough, well-educated, and competent. Everyone wants their t ... Read More
5 stars Darcy D Customer since 2014
Knowledgeable, quick service for my tax preparation and financial investing needs.
5 stars Craig H Customer since 2013
Five stars,have been going to them for services for years!!!!