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.
- DHDebbie HunsingerNov 19, 20185.0I have known and done business with Undrea for over ten years. He is my go to person for any questions regarding health insurance. I have purchased policies through him for my husband and myself for over ten years. As my husband and I approach the Medicare age he is very knowledgeable and informative as to what supplemental coverage we will need. He has also assisted us in financial options for retirement. Undrea is very knowledgeable in his field and I would highly recommend him for your insurance or financial needs.
- VWVenetia WilhelmsenSep 12, 20185.0Quality Coverage Benefits is a great company! Undrea Smith is very helpful and friendly. We feel he is almost like family. He is sensitive to the desires we have for our family and is concerned about maximizing our potential earnings so we can retire comfortably and not decrease our quality of life. I have referred many of my best friends to him, knowing they will be well served by a genuine friend who really knows his financial products.
- MLMichelle LeeSep 6, 20185.0Great company. Been with them for many years.
- AWAdam WojciechowskiSep 5, 20185.0I 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.
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).