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Our combination of licenses, registrations, and special education enable us to work with all types of investments. There is virtually no investment vehicle we cannot utilize if the circumstances call for it - simple or complex. Our process takes a comprehensive approach to planning that incorporates your insurance, legal and accounting needs in addition to your investments.
2151 E Pecos Rd, Suite #3, Chandler, AZ, 85225, United StatesGet directions
|Mon||8:30 a.m. to 4:00 p.m.|
|Tue||8:30 a.m. to 4:00 p.m.|
|Wed||8:30 a.m. to 4:00 p.m.|
|Thu||8:30 a.m. to 4:00 p.m.|
|Fri||9:00 a.m. to 2:00 p.m.|
2/21/18 Update: As a result from my email to them expressing my disappointment, OJ called me shortly thereafter and apologized. The person responsible for the lack of communication no longer works for them. The situation has been rectified and they were indeed great to work with in the end. We completed our will & trust with Kyle, who made the experience very smooth and comfortable. Monica is very committed to establishing a consistent warm welcome when you come in, which is appreciated. I'd provide 5 stars had we not been c... read more
Watermark Wealth Strategies has a 5 star rating with 1 review.
Watermark Wealth Strategies is closed now. It will open tomorrow at 9:00 a.m.