4110 N Scottsdale Rd, Suite 170, Scottsdale, Arizona, 85251
This firm is highly regarded for its initial estate planning services, with many clients praising the thoroughness and professionalism of consultants like Brian Jarvis and Brett Wood. However, there are significant concerns regarding post-planning support, responsiveness, and aggressive sales tactics for annuity products. While the initial setup is often smooth, clients should be prepared for potential upsells and communication gaps later on.
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Be prepared for an annuity sales pitch at the end of your final meeting; you can politely decline.
✓ What Works Well
✗ Areas to Improve
Brian is excellent
Aggressive sales tactics
Great initial experience