Spirit West Certified Planning - Scottsdale, Arizona

Spirit West Certified Planning is a reputable company located at Address: 5011 N Granite Reef Rd, Scottsdale, AZ 85250. They can be reached at Phone: 46370514 or through their website at Website: spiritwestplanning.com. This company specializes in providing services as an Estate planning attorney, Financial planner, Tax consultant.

Some of the key features of Spirit West Certified Planning include online appointments, onsite services, wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom. They also provide restroom facilities and recommend appointments. Overall, they have received a high rating of 4.9/5 based on 45 reviews on Google My Business.

If you are looking for a reliable and experienced estate planning attorney, financial planner, or tax consultant, Spirit West Certified Planning is an excellent choice. Their team of professionals is dedicated to providing personalized and comprehensive financial planning services tailored to meet the unique needs of each client.

Their services are designed to help individuals, families, and businesses achieve their financial goals and protect their assets. Whether you are planning for retirement, seeking to minimize your tax liability, or looking to establish a trust or will, Spirit West Certified Planning has the expertise and experience to help you achieve your financial objectives.

At Spirit West Certified Planning, they understand that every client is unique and requires a customized approach to financial planning. They take the time to understand your financial situation, goals, and risk tolerance, and develop a plan that is tailored to your specific needs.

Their team of professionals includes experienced estate planning attorneys, financial planners, and tax consultants who have a proven track record of success in helping clients achieve their financial goals. They use the latest tools and technologies to provide comprehensive financial planning services that are designed to help you make informed decisions about your financial future.

Spirit West Certified Planning is committed to providing exceptional customer service and building long-term relationships with their clients. They believe that financial planning is a collaborative process that requires ongoing communication and education. They work closely with their clients to ensure that they understand their financial plan and are able to make adjustments as needed.

Reviews of Spirit West Certified Planning

Shelley Swanson

5/5

The whole process of having my living trust executed was painless. I wish I came in contact with Spirit West sooner. Kevin and his staff were professional and enjoyable. It’s like have a whole family of friends that you can always consult with and feel comfortable in knowing your questions will be answered and good advice given..thanks.

Suzanne Priolo

5/5

We were very pleased with having all our questions answered and now being able to understand our living trust. It was a reasonable cost and we are able to call ANYTIME with questions in the future. Very professional. We are very happy we came into their office.

Mike M

5/5

Kevin helped us to create our family trust exactly how we imaged! He was extremely patient, knowledgeable and friendly. He took the time to hear us! He answered all our questions and address our concerns, making everything that was complicated, easy to understand. We appreciate the values he represents in his work. Great advise! Great overall experience. Thank you, Mike and Lisa

Pamela OB

5/5

Planning an effective estate can be very daunting. Kevin made this process simple and I feel confident I don't have to worry about my final requests. I totally recommend Spirt West since everyone was very efficient and kind.

PAUSE n TOSS

5/5

My wife and I are very satisfied with the level of service Jonathan Borrette and the rest of the team at Spirit West Certified Planning provided. We needed our Living Will and Trust amended and after a careful review of our existing Trust by Jonathan, we ended up having our entire Trust redone as our existing Trust was not setup to benefit my spouse, myself, or those who we charged with our affairs if something were to happen to the both of us. The team at SWCP were very attentive, patient, and able to answer all of our questions as well as addressed any concerns and adjustments needed toward the end of the entire process. I will definitely be recommending Jonathan and his team to anyone looking for similar services and will not hesitate to use them myself if needed again.

Thomas MacPhee

5/5

I put creating a trust off way too long. Coming to Spirit West and Kevin made this painless. He was very informative and I felt like we were in very capable hands. He was professional and accommodating. His staff was wonderful as well. I highly, highly reccomend Spirt West for all of your end of life needs.

Stephen Montano

5/5

My family and I had the privilege to work with Jonathan recently and I would say it was a great expirence. He really made it easy to understand our options and guided us in the best direction. I couldn't be happier with the choice we made. Very proffesional and made you feel weclcomed. Thanks again.

Monica Baviera

5/5

My sister just had her trust done, we begged her husband to get a trust. Her husband died so my sister decided to get her affairs in order. She told me about her experience with SpiritWest and Jonathan. We meet Jonathan he was very helpful, all of our questions were addressed I think we were there close to an hour. We now have our trust, I feel so much better. Thank you SpiritWest!!