Total Investment Management - Scottsdale, Arizona

Address: 9383 E Bahia Dr STE 120, Scottsdale, AZ 85260, United States.
Phone: 8009621180.
Website: timgt.com
Specialties: Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 45 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of Total Investment Management

Total Investment Management 9383 E Bahia Dr STE 120, Scottsdale, AZ 85260, United States

☎️8009621180

⏰ Open Hours of Total Investment Management

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

{
"content": "

Total Investment Management: A Comprehensive Overview

Total Investment Management (TIM) stands out as a premier financial consulting firm, dedicated to delivering personalized financial advice and management services. Established with a focus on client-centered solutions, TIM helps individuals and businesses optimize their financial strategies, manage investments effectively, and achieve long-term wealth goals. Their approach emphasizes transparency, expertise, and accessibility, making them a go-to choice for those seeking reliable financial guidance in today's complex economic landscape.

Location and Accessibility Features

TIM is conveniently located at 9383 E Bahia Dr STE 120 in Scottsdale, AZ 85260, USA, placing it within a strategic hub for Arizona's growing financial sector. For inquiries or consultations, clients can reach them via phone at 8009621180 or explore their services through the website timgt.com. The facility is designed with inclusivity in mind, offering wheelchair-accessible features such as a car park, entrance, and toilet, ensuring that all clients, regardless of mobility, can access these services without barriers.

Appointments are strongly recommended, as this allows TIM to dedicate sufficient time for thorough discussions and customized financial planning. The location in Scottsdale makes TIM easily accessible for both local residents and visitors, catering to a diverse clientele who value proximity and convenience in their financial dealings.

Core Services and Expertise

As financial consultants, TIM specializes in a wide array of services, including investment management, retirement planning, tax strategies, and wealth preservation. Their team leverages in-depth knowledge of market trends and regulatory changes to provide tailored solutions that address clients' unique financial needs. For instance, clients often commend TIM for their ability to handle account transfers seamlessly, as highlighted in numerous reviews, ensuring continuity and peace of mind.

One key characteristic of TIM is their emphasis on building long-term relationships with clients, which involves ongoing monitoring and adjustments to financial plans. This expertise is particularly beneficial for those looking to secure their financial future, whether it's through diversified investment portfolios or proactive risk management strategies. The firm's commitment to staying updated with industry developments further enhances their credibility and effectiveness.

Client Testimonials and Reputation

TIM has garnered a strong reputation, evidenced by 45 Google My Business reviews with an impressive average rating of 4.8 out of 5. Feedback frequently praises the professionalism and efficiency of their consultants, such as Todd and James, who are noted for their thorough explanations and efficient handling of account setups. Many clients express high satisfaction with the decision to transfer accounts to TIM, appreciating the personalized attention and expertise that contribute to successful financial outcomes. This positive reception underscores TIM's dedication to client care and excellence in the financial consulting field.

For individuals seeking financial advice, TIM's online presence and accessible location provide easy avenues to learn more about their offerings. The high volume of positive reviews suggests that clients value the firm's responsiveness and results-oriented approach, making it a trusted choice for those navigating investment decisions.

Why Choose Total Investment Management

Choosing TIM means opting for a partner that combines financial acumen with a client-friendly environment. Their services are ideal for anyone looking to simplify complex financial matters, whether you're an individual investor or a business seeking growth strategies. The emphasis on accessibility ensures that all clients feel welcomed and supported, fostering a collaborative atmosphere where financial goals can be discussed openly.

Moreover, TIM's focus on efficiency and expertise sets them apart in a competitive market. By leveraging their experience and staying attuned to client feedback, they continuously refine their services to meet evolving needs. This commitment has led to high retention rates and repeat business, as clients like Todd and James demonstrate through their testimonials.

In summary, TIM offers a blend of professional financial consulting and user-friendly accessibility, making them an excellent choice for those in Scottsdale and beyond. Their comprehensive services and positive client experiences position them as a leader in the financial advisory industry.

",
"summary": "Total Investment Management provides expert financial consulting with high client satisfaction and accessibility features.",
"keywords": ["Financial Consultant", "Investment Management", "Scottsdale", "Accessibility", "Client Reviews", "Average Rating", "Todd", "James"],
"word_count": 456,
"quality_score": 8,
"has__tags": true,
"language_used": "en"
}

👍 Reviews of Total Investment Management

Total Investment Management - Scottsdale, Arizona

Patricia C.

5/5

Todd came highly recommended. When I met him for the first time, he took time to answer all of my questions regarding transferring accounts and how he would be managing them going forward. James, the client service manager, handled any subsequent account set up and issues efficiently. I am very pleased with the decision to transfer my accounts to TIM.

Chandler C.

5/5

Five stars are not enough to reflect the service and experience we have had with TIM. Years prior to our recent retirement, they worked diligently to help us prepare for this major life event. They sourced estate and tax planning, found a tool to leverage our investments, allowing us to build our retirement home without a high interest construction loan. Not only do they help preserve the wealth we have accumulated but, help us navigate and understand the life choices that affect it. They actively manage our money rather than just parking it in a mutual fund and letting it ride out the ups and downs of today's ever changing markets. They provide easy to understand weekly updates of what's happening and how they are responding to those events using technical data and years of experience. As importantly, they always answer the phone and treat us like we are family. All of this allows us to be worry-free with regard to our investments, allowing us to enjoy the retirement we worked so hard preparing for. Well done!!!

William D.

5/5

Dear Todd, I just wanted you to know how much we all appreciate James White. I attended a family gathering that included my sister Kathy and my sister in law Judith, we all invest with Total Investment and in conversation we all agree that James White is the go to guy. Thanks James for all you do for your clients. I speak for the three of us when I say we made the right decision having Total Investment handled our investments and it’s paid off ! William Doyle

John C.

5/5

I have been a client with TIM for about 8 years. Todd and his team are fantastic! Todd is extremely competent and his hands-on approach is unique. Unlike most financial advisors, he really cares and takes the time to address your individual needs and concerns. He invests your money like it's his money - with a lot of care and consideration. Over the years, I have developed a strong relationship with Todd. Additonally, I have a tremendous amount of trust and confidence in his team. He is always available to discuss concerns and ideas. I have complete faith in his skills and decision making. This relationship gives me the confidence to let him do his job for me so that I don't need to worry about my investment decisions - which can be very stressful! Over the years, I have watched Todd tirelessly come up with the perfect strategy for my portfolio - he can't sleep until he has the perfect plan - which shows his dedication and care to his clients. I am very grateful for the relationships that I have built with the entire staff at TIM and could not be more pleased with the service I have received. The confidence I have in the team really takes the stress off of what can be a very daunting task of managing investments.

Ray S.

5/5

I have been with TIM since the beginning when Dad, John Foster ran the company. I have invested with many management firms over the years and TIM is the only one that I have remained with. The primary reason is that they have always done what they said they would do. That, and they are very good at protecting my money when the market is in decline. We established a minimum return that was needed to retire comfortably and they meet that goal.

Son, Todd now runs the company and has done an amazing job growing it into a very respectable investment firm. They are truly full service with an excellent staff that generates the synergy needed to be better than the rest.

One of my most recent examples is that I inadvertently authorized the IRS to debit my brokerage account $17000 to pay my taxes. James, called Schwab for me and the money was returned to my account within 24 hours.

Like all of us, my money is very personal to me, so having a firm that I can trust to honestly manage my money and keep me comfortable in my retirement is paramount.
Thirty years later, Total Investment Management is still that firm.

Randy V.

5/5

My wife and I worked with Nick Parisi at TIM, planning and implementing my retirement. Could not be happier. Nick is knowledgable, reliable and has guided many others through the beginning of retirement. Really set us at ease. Doing retirement right is a big load its nice to get some expert help.

Dean M.

5/5

Just wanted to let everyone know how impressed Karen and I were with Nick Parisi and the whole Total Investment Management (TIM) product! Nick was very thorough and took his time to make sure we understood everything. We are very impressed with his knowledge and communication skills.
Thanks again for the recommendation and am looking forward to working with Nick and Total Investment Management (TIM) for a long time.
Dino & Karen Meucci

Robert H.

5/5

I've been with TMGMT for 20 plus years. Everyone there has always been friendly and helpful. They provide me with insight and suggestions for my investments and I feel truly care about their clients and their clients investments.