Business Details
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
Reviews
4.8
16 reviews
5 stars
15
4 stars0
3 stars0
2 stars0
1 star
1
- JAJonathan AkreSep 8, 20251.0Fast buck artists. Tell you what you want to hear. Provide little OR no follow-up info. Take your money, do not respond to calls or issues. No follow-up. A V O I D.
- CTCarl TontSep 23, 20185.0Undrea 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.
- DVDonna VirtueSep 5, 20185.0I have dealt with Undrea for years. He has always been professional and courteous. He is quick to respond to any and all of my concerns or questions. He is knowledgeable and pleasant. I highly recommend UNDREA. He gets the job done!
- JWJoyce WelshSep 1, 20175.0My experience with Undrea Smith at Quality Coverage Benefits is one of "above and beyond" professional customer service. He is very knowledgeable and and listens well to best help and can explain in terms so that clients are able to make the best choices. He was tenacious to make sure I was not dropped through the cracks with an insurance company and made numerous calls on my behalf to ensure that. Besides all that, Undrea is actually a fun person to do business with...yes...even insurance can be fun with the right advisor!
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.
What are the business hours of East Valley Wealth & Retirement?
They are open Monday to Friday from 9:00 AM to 5:00 PM and closed on weekends.
How can I contact East Valley Wealth & Retirement?
You can reach them by phone at +1 480-525-1839 or by email at theteam@eastvalleyretirement.com.
When was East Valley Wealth & Retirement established?
East Valley Wealth & Retirement was established in 2011.
What languages does East Valley Wealth & Retirement support?
They provide services in English.
How can I find more information about East Valley Wealth & Retirement online?
You can visit their website at https://www.eastvalleyretirement.com/ or follow them on LinkedIn, YouTube, Facebook, and Instagram.
Are there any dining options near East Valley Wealth & Retirement?
Yes, nearby dining options include Nico Heirloom Kitchen (Italian), Petersen's Ice Cream and Cafe, Lo-Lo's Chicken and Waffles (Southern cuisine), Barrio Queen (Mexican), Zinburger (American burgers), Sushi Brokers (Sushi), and Culinary Dropout (American bar and restaurant).
Is there convenient public transportation near East Valley Wealth & Retirement?
Yes, there is a Bus Stop nearby that can help customers access East Valley Wealth & Retirement easily.
What other professional services are available near East Valley Wealth & Retirement?
Nearby professional services include Browne Law Group (personal injury law), Philip M. Barlow & Associates (real estate appraisal), Fifth Estate Tattoo (tattoo and piercing), and Internet Marketing Team (advertising and PR).