Southwest Investment Advisors - Tucson, Arizona

Southwest Investment Advisors: A Comprehensive Guide

Located at 7594 N La Cholla Blvd, Tucson, AZ 85741, United States, Southwest Investment Advisors is a reputable financial firm that specializes in financial planning, consulting, and investment services. With a phone number of 5205442500 and a website at southwestinvestmentadvisors.com, the company is easily accessible to clients seeking expert advice.

The firm's specialties include financial planning, consulting, and investment services, making them a one-stop solution for individuals and businesses looking to secure their financial future. Other notable features of their office include a wheelchair-accessible entrance, parking, and restroom facilities, ensuring that their services are available to all clients.

Services Offered

Southwest Investment Advisors provides a comprehensive range of services to cater to the diverse financial needs of their clients. Their team of experienced advisors work closely with clients to understand their unique financial situations and goals, offering personalized solutions tailored to their specific needs. Whether clients are looking to create a retirement plan, manage investments, or secure their financial future, Southwest Investment Advisors has the expertise to help.

One of the key strengths of the company is their commitment to providing exceptional customer service. Clients have praised the firm for their professionalism, courtesy, and helpfulness. The team is known for taking the time to understand each client's unique financial situation and goals, offering personalized solutions that cater to their specific needs.

Client Reviews

Southwest Investment Advisors has received mixed reviews from clients, with an average rating of 3.6 out of 5 stars on Google My Business. While some clients have reported positive experiences, others have expressed dissatisfaction with the firm's services. One client, however, noted that despite showing up without an appointment, they were seen promptly and received valuable advice without any cost. This highlights the firm's commitment to providing exceptional customer service and helping clients make informed financial decisions.

Overall, Southwest Investment Advisors offers a range of financial planning, consulting, and investment services to clients in the Tucson area. With a strong focus on personalized service and a commitment to helping clients secure their financial future, the firm is well-positioned to assist individuals and businesses in achieving their financial goals. However, potential clients should be aware of the mixed reviews and consider their own needs and expectations before engaging with the firm.

👍 Reviews of Southwest Investment Advisors

Alek M.

5/5

Wife and I showed up at their office without an appointment. Bart sat down with us in under 15 minutes. At no cost, he reviewed our situation, explained our options, and recommended solutions. Every time we've met, they've been professional, courteous, and helpful.

Helenore K.

1/5

Met with Alex, after Mary, the supposed Dave Ramsey ELP was never able to meet. Poor service already. Alex never did any follow ups whatsoever. I assume it's because she thought we were too young to be taken seriously. Their loss.

Rose D.

1/5

Ask yourself: Do you want to get stuck in investments you can't get out of or sell? Do you want to pay a management fee, plus a commission to invest in something? Do you want to pay a 12b1 fee monthly on top of the regular fee you pay for an adviser to "manage" your account? If any of the answers is no, look elsewhere for your investment adviser.

Elena K.

1/5

Terrible company to work with. Do not patronize this business

Katie

5/5

I didn’t end up opening an account, but the staff was friendly and helpful. If I do decide to invest in the future I will definitely go with them!

Gary A. V. O.

5/5

My wife and I met with Chris and Bart to discuss our financial goals. They are very knowledgeable and professional.

Patricia D.

4/5

Christina is very knowledgeable.

Martin

1/5

Extremely rude and unprofessional.