This profile has been claimed by the business owner or representative.
Progressive Financial Concepts
- Investment Service
- Scottsdale, AZ
About this business
Progressive Financial Concepts is a financial services company that has been serving the Scottsdale area for over 20 years. We offer a wide range of services to help our clients achieve their financial goals, including business consulting, succession & retirement planning, employee benefits, wealth management, comprehensive planning, prudent investing, diligent risk management, living with fulfillment, and risk assessment. We are committed to providing our clients with the best possible service and helping them make informed... read more
Location details
8687 East Via De Ventura, Suite 200, Scottsdale, AZ, 85258, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I have been a client of Progressive Financial Concepts for over a decade and can not say enough good things about the team. They took the time to listen to my goals and produce a plan. While the returns have been great I am most appreciative the “mom/pop” feel the company has and the relationships I have built with them. Having a trustworthy team helping build your dream is priceless. I recommend to everyone I know to give them a try.
On May 1, 2021, I requested assistance from my financial advisor (Brian West). I was seeking financial information for a form that I was completing. He stated that he would be happy to assist me if I would email him the forms. He would complete those forms and submit them for me. The deadline for filing those forms was June 25, 2021. He has told me that the forms were submitted. I have called the fund administrator to see if the forms had been filed. They have no record of the forms. It is now too late to submit the forms UN... read more
horrible experience with kody, he was very unprofessional and rude. after several instances cussing on the phone, and talking down about me, when he thought he had his mic muted. just because i don't blindly follow your first recommendation. sorry i asked for information etc.. they are only interested in your easy money, and if your going to just roll over for them. don't use them!
Frequently asked questions about Progressive Financial Concepts
How is Progressive Financial Concepts rated?
Progressive Financial Concepts has a 5 star rating with 1 review.
When is Progressive Financial Concepts open?
Progressive Financial Concepts is closed now. It will open on Monday at 8:00 a.m.