Ocotillo Wealth Management - Scottsdale, Arizona

Ocotillo Wealth Management is a financial planning firm located at Address: 5635 N Scottsdale Rd Suite #170, Scottsdale, AZ 85250. They can be reached at Phone: 07296281. For more information, you can visit their website at Website: ocotillowealthmanagement.com.

One of the main specialties of Ocotillo Wealth Management is being a Financial planner. They help individuals and families make informed decisions about their financial future. Their services include retirement planning, investment management, tax planning, and estate planning. They work closely with their clients to understand their unique financial goals and develop a personalized plan to achieve them.

Ocotillo Wealth Management is committed to providing excellent customer service. They offer Language assistance to ensure that all clients can understand and communicate effectively about their financial plans. The office is also Wheelchair accessible with an accessible entrance, parking lot, and restroom. Appointments are required, but they recommend scheduling in advance to ensure availability.

The company has received 2 reviews on Google My Business with an average rating of 5/5. Here are some of the highlights from the reviews:

Ocotillo Wealth Management has been an invaluable resource for me and my family. They have helped us navigate complex financial decisions and provided us with a clear plan for our future.
The team at Ocotillo Wealth Management is knowledgeable, professional, and responsive. They have always taken the time to answer my questions and provide me with the information I need to make informed decisions.
* I highly recommend Ocotillo Wealth Management to anyone looking for a financial planner who truly cares about their clients' success.

If you are looking for a financial planner who can help you achieve your financial goals, Ocotillo Wealth Management is an excellent choice. Their personalized approach, commitment to customer service, and expertise in financial planning make them a standout in the industry. To learn more, visit their website at Website: ocotillowealthmanagement.com and schedule an appointment today.

Reviews of Ocotillo Wealth Management

Khamry Ker

5/5

I had the opportunity to work with Jeremy Mellberg from Ocotillo Wealth Management earlier this year. My parents needed assistance with their future financial planning for retirement. They had a lot to consider with all the choices out there. Jeremy was very helpful, did a great job explaining to them about the status of their current financial plan. He followed up with us and guided my parents into a place where they could feel secure about their assets. I highly recommend Ocotillo Wealth Management if you want to see someone truly care about their work and has your best interest in success at mind.

April B

5/5

I met with Jeremy Mellberg to discuss my husband and my future financial planning for our retirement. His detailed and simple retirement plan was very easy to comprehend. He's truly genuine, takes the time to listen and make sure the plan would benefit both my husband and I. He follows up on questions quickly and is prompt with his meetings. I felt he valued our time but was also attentive to our needs.