Phoenix Rising Wealth Management - Hot Springs, Arkansas

Phoenix Rising Wealth Management

Located at 340 Ouachita Ave Suite 2 E, Hot Springs, AR 71901, United States, Phoenix Rising Wealth Management is a reputable financial services firm that specializes in providing top-notch investment services and financial advice. With a dedicated team of experienced professionals, they strive to help their clients achieve their long-term financial goals.

Specialties: Investment service, Financial advisor.

Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance.

With a 5/5 average rating based on 13 reviews on Google My Business, Phoenix Rising Wealth Management has established itself as a trusted name in the industry.

Address: 340 Ouachita Ave Suite 2 E, Hot Springs, AR 71901, United States.
Phone: 5017810801.
Website: phoenixrisingwm.com.

👍 Reviews of Phoenix Rising Wealth Management

Debbie H.

5/5

Katrina Robertson has done a great job as our financial advisor for many years. She not only helped us plan for retirement, but has walked with us through it for the last five years. Katrina is very knowledgeable and diligent in staying on top of our financial situation as well as market trends, keeping us informed and being sure to offer us ways to maximize our investments. Recently she helped us take advantage of an amazing tax benefit we knew nothing about, that will save us thousands of dollars in income tax for years to come! Katrina is a wonderful combination of sharp professional advisor, and a warm, caring friend who works really hard to help us achieve our family’s goals. We couldn’t ask for more!

Ken M.

5/5

Katrina helped develop my retirement plan and has been has been a wonderful friend and advisor since my retirement more than three years ago. As a Christian I value her counsel and professional management of my plan. I know hers is a faith-based firm and I look forward to our annual reviews to ensure I am in good “financial health” and may make any adjustments necessary. She is a true professional who looks out for the best interests of her clients and I am grateful to be among them! 👍😊

Butch C.

5/5

Katrina has been a trusted advisor to my wife and I, so we really didn't have a problem moving with her when she started Phoenix Rising Wealth Management. She has always given sound advice and has never been pushy. If your looking for a financial advisor you should set up a visit.

LeaAnn F.

5/5

I have been a client of Katrina's for over ten years and couldn't be happier. She goes above and beyond, taking the time to explain everything in detail (as I need that). She is extremely knowledgeable, very trustworthy and professional for which I am grateful. Thank you, Katrina!

Debbie P.

5/5

Katrina has been awesome in helping us with all our investments. She went above and beyond for my sister and her family when she lost her husband and was so sick.

Stephen B.

5/5

Katrina has managed accounts for me and all my kids and now even 4 grandchildren. She will take good care of you.

Leah C.

5/5

We've been doing business with Katrina for quite some time. She's thorough, knowledgeable and easy to converse with.

Ken R.

5/5

Katrina has been my advisor for over 10 years now. Always available and has given me great advice.