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Business Profile

Financial Planning Consultants

Wealth Guardian Group PLLC
Visit Website(480) 987-9951Email Business
See Hours
Operating Hours
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 1:00 PM
SaturdayClosed
SundayClosed

About

About This Business

This business offers insurance, annuities, tax planning, financial & estate planning services.

Photos and Videos

Business Details

BBB File Opened:
2/17/2011
Business Started:
8/22/2007
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Wealth Guardian Advisory
Wealth Guardian Tax
Wealth Guardian Financial
Wealth Guardian Legal Documents
Wealth Guardian Hope Foundation
Wealth Guardian Group
Business Management:
Mr. Jared Roy Daniel, Founder
Miss Alisa Daniel, President
Miss Annick Rodarte, Office Manager

Additional Contact Information

Principal Contacts
Mr. Jared Roy Daniel, Founder
Customer Contacts
Mr. Jared Roy Daniel, Founder
Fax numbers
Primary Fax: (480) 445-9319
Additional Email Addresses
Primary: Email this Business
Social Media
Facebook
LinkedIn

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

  • Certified Financial Planner - CFP

    Chartered Retirement Planning Counselor - CRPC

    Certified Legal Document Preparer

    IRS Enrolled Agent

    Registered Investment Advisor (Fiduciary)

    Arizona Insurance Producer

Additional Information

Other Resources
Arizona Department of Insurance and Financial Institutions (DIFI)
2910 N. 44th Street, Ste. 210
Phoenix AZ 85018
Phone Number: (602) 364-2499
Fax Number: (602) 364-2505
http://www.azinsurance.gov
[email protected]
Arizona Secretary of State- Notary Public
1700 W. Washington Street, 7th Floor
Phoenix AZ 85007
Phone Number: (602) 542-6187
http://www.azsos.gov
Arizona Supreme Court
1501 W. Washington Street, #104
Phoenix AZ 85007
Phone Number: (602) 452-3300
http://www.azcourts.gov
Arizona Supreme Court
1501 W. Washington Street
Phoenix AZ 85007
Phone Number: (602) 452-3378
http://www.azcourts.gov
[email protected]
State Bar Of Arizona
4201 N. 24th Street, Ste. 100
Phoenix AZ 85016
Phone Number: (602) 252-4804
Fax Number: (602- 271-4930
http://www.azbar.org

More Resources

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