About the Business
Retirement Planning
Asset Protection
Tax Minimization Planning
Long Term Care Planning
Estate Planning
IRA Asset Planning
Trusts
Life Insurance
Probate
Elimination of Probate
Charitable Giving Strategies
Income Planning & IRA & 401(K) Rollover
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- At Independent Wealth Management, our primary focus is building long-term relationships and friendships with our retirement community. Our company was established with the explicit goals of outstanding and personalized client care, coupled with a high degree of genuine customer service that simply sets us apart. Our customized client focus and stellar customer service remains our #1 priority from our first communication or consultation thorough the many twists and turns along life's path. Simply stated, we are here for you for the long haul--not just a short term guide that quickly vanishes upon completion or closure of financial transactions. To schedule a time to discuss your financial future, contact us at 866-825-2425 today!
- (866) 825-2425
- 9844 W Yearling Rd Ste D-1160, Peoria, AZ 85383
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Opening Time
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Mon
8:00 AM - 4:00 PM
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Tue
8:00 AM - 4:00 PM
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Wed
8:00 AM - 4:00 PM
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Thu
8:00 AM - 4:00 PM
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Fri
8:00 AM - 4:00 PM
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Sat
8:00 AM - 4:00 PM
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Sun
8:00 AM - 4:00 PM