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East Valley Wealth & Retirement

4.8
(16 reviews)

Business Details

366 N Gilbert Rd, STE 205, Gilbert, AZ
85234, United States
(480) 525-1839
https://www.eastvalleyretirement.com/

About

Financial PlannerFinancial Planning
East Valley Retirement is a comprehensive financial services firm that specializes in holistic retirement planning. Our Peace of Mind process focuses on income planning, investment management, tax mapping, long term care preparedness, and estate planning.

Location

East Valley Wealth & Retirement
366 N Gilbert Rd, STE 205, Gilbert, AZ
85234, United States

Hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed

Reviews

4.8
16 reviews
5 stars
15
4 stars
0
3 stars
0
2 stars
0
1 star
1
  • MC
    Mike Cardwell
    Oct 30, 2018
    5.0
    I've done business with Quality Coverage Benefits for many years and have been quite happy with how Undrea and his associates have taken care of all my needs. They really do treat me like family, I highly recommend them.
  • CT
    Carl Tont
    Sep 23, 2018
    5.0
    Undrea is my definition of great customer service: kind, caring, and professional. He has demonstrated over and over that our health and financial well being is paramount. Undrea has also gone to bat for us on occasion when dealing with difficult claims. And he continues to present proposals that fit us well, even when they may not be his product.
  • AB
    Amy Brown
    Sep 10, 2018
    5.0
    Undrea has been our Financial advisor for the past two years. He has always offered us sound financial advice based on our investment objectives as well as our personal needs. He keeps in regular contact with us and provides us with ongoing financial advice. He takes the time to fully explain options and guides us in an appropriate direction. We feel that Undrea truly cares about our family, our finances, and our future.
  • AW
    Adam Wojciechowski
    Sep 5, 2018
    5.0
    I have been dealing with Undrea for over 10 years now. He is extremely knowledgeable and professional. He always keeps in contact and makes sure my family and I are doing well. if i have any questions, he doesnt hesistate to respond. I am very well satisfied with his service. I would recommend him to anyone that has retirement planning needs.

Frequently Asked Questions About East Valley Wealth & Retirement

What services does East Valley Wealth & Retirement offer?

East Valley Wealth & Retirement specializes in holistic retirement planning, including income planning, investment management, tax mapping, long-term care preparedness, and estate planning.

Where is East Valley Wealth & Retirement located?

East Valley Wealth & Retirement is located at 366 N Gilbert Rd, STE 205, Gilbert, AZ 85234, USA.

Brand Certified Facts from East Valley Wealth & Retirement

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Certified April 26, 2026Yext Knowledge Graph
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