Velocity Wealth Management, LLC
A+ Grade
Financial Advising in Phoenix
Showing 1 - 7 of 7 results
Financial Advising
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Camelback East Village
(3 reviews)
Holiday hours · Closed
$ - $$
Velocity Wealth Management takes excellent care of our financial ventures. Brandon & Elise are highly responsive to ...
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Financial Advising
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Midtown
(3 reviews)
Holiday hours · Closed
$ - $$
I’ve been working with Jeff Peterson and his team for the last 10 years. I used to think I had a good handle on the f...
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Financial Advising
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Camelback East Village
(3 reviews)
Holiday hours · Closed
$ - $$
EP Wealth was one of several investment advisors our fiduciary investment group recommended when we were looking for ...
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Financial Advising
•
Camelback East Village
(3 reviews)
Holiday hours · Closed
$ - $$
Jonathan is exceptional. He takes the time to truly listen and understand the full context before offering thoughtful...
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Financial Advising
•
Camelback East Village
(3 reviews)
Holiday hours · Closed
$ - $$
Matt and his team have been excellent to work with! From start to finish, they guided us through the transition proce...
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Financial Advising
•
Camelback East Village
(3 reviews)
Holiday hours · Closed
$ - $$
Lucas and Hieu were amazing . They assisted us with our family trust and financial planning needs. They were so punct...
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Financial Advising
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Cotton Business Center
(3 reviews)
Holiday hours · Closed
$ - $$
Ernie is such a joy to work with, very knowledgeable and he truly cares about you. If you are looking for a financia...
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Deciding to work with Velocity Wealth Management was one of the best decisions I have made. Brandon is extremely knowledgeable, caring and excellent at his job. He is easy to work with and has been ve... Deciding to work with Velocity Wealth Management was one of the best decisions I have made. Brandon is extremely knowledgeable, caring and excellent at his job. He is easy to work with and has been very helpful with financial planning. I can’t say enough good things about the team and my experience with Velocity. Highly recommend!! Read More
About Velocity Wealth Management, LLC
Velocity Wealth Management, LLC was founded upon the realization that traditional financial planning is flawed and thus is no longer working for the majority of Americans. We take great pride in our uncommon approach that allows our clients the ability to enjoy life today while having the flexibility to realize profits from investments, real estate, and business opportunities. Combining our uncommon strategies and proven techniques along with knowledgeable guidance from only the industry’s leading advisors across the nation allows our clients to truly have the velocity of their money work optimally. The goal is a better, less stressful life today, with a dramatically enhanced retirement lifestyle and legacy.
Reviews
(3) Reviews for this company
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Emily Ross
5
Deciding to work with Velocity Wealth Management was one of the best decisions I have made. Brandon is extremely knowledgeable, caring and excellent at his job. He is easy to work... Deciding to work with Velocity Wealth Management was one of the best decisions I have made. Brandon is extremely knowledgeable, caring and excellent at his job. He is easy to work with and has been very helpful with financial planning. I can’t say enough good things about the team and my experience with Velocity. Highly recommend!! Read More
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Erica Paluf
5
I have been working with Brandon for 8 years and have since added my now husband as part of our “team.” During my search for a financial advisor, I met with 5 individuals & I felt... I have been working with Brandon for 8 years and have since added my now husband as part of our “team.” During my search for a financial advisor, I met with 5 individuals & I felt most comfortable with and confident in Brandon’s background … More Read More
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Stu Moore
5
Velocity Wealth Management takes excellent care of our financial ventures. Brandon & Elise are highly responsive to our needs and questions. They are always personable while main... Velocity Wealth Management takes excellent care of our financial ventures. Brandon & Elise are highly responsive to our needs and questions. They are always personable while maintaining the utmost professional service via email, phone calls, or video conferencing. Read More