Business Details
About
Financial Planning
Location
Ted Rifkin - Mutual of Omaha Advisor
3200 E Camelback Rd, Phoenix, AZ
85018, United States
Reviews
5.0
8 reviews
5 stars
8
4 stars0
3 stars0
2 stars0
1 star0
- CTCory TubbsMay 14, 20255.0Working with T.J. has been one of the best decisions I’ve made—not just financially, but personally. From our very first meeting, T.J. brought a level of care, clarity, and integrity that immediately put me at ease. Financial planning can feel overwhelming, even intimidating, but T.J. has a way of breaking things down in a way that makes everything feel manageable and empowering. What truly sets T.J. apart is the genuine interest he takes in your life—not just your finances. He asks the right questions, listens deeply, and always tailors his advice to reflect your values, goals, and the bigger picture of what you’re building. He’s not just about numbers; he’s about people, relationships, and long-term trust. Over time, T.J. has become more than just a financial advisor—he’s a trusted partner and sounding board. I never feel rushed, judged, or like “just another client.” Instead, I feel like someone whose future truly matters to him. If you’re looking for someone who’s smart, thoughtful, reliable, and sincerely invested in your well-being, I couldn’t recommend T.J. more. He’s exceptional at what he does, and even more exceptional as a human being.
- DMDianne MichelleMay 12, 20255.0I always believed the lie that normal people don’t use financial advisors. I thought that was for rich people only. It turns out using a financial advisor has been a key factor in growing our wealth. True Wealth has helped us understand money from the ground up, dug us out of scary debt (TWICE!) with simple and manageable guidance. Every time we leave the True Wealth office, I am inspired not only to take care of my finances but to take pride in myself and how far my husband and I have come with our goals! They are the absolute best and I can count on more than two hands the number of people to whom I’ve recommended Ted and his team. You’ll wonder why you waited so long to schedule with True Wealth.
- CTChris and Michele TorresJul 10, 20245.0TJ has done a great job of listening and understanding our needs and long term goals. Nice doing business with someone you trust.
- SBSally BennettJan 25, 20245.0Knowledgeable and professional, wonderful experience
- JMJorge Hezrai MejiaAug 8, 20235.0I won’t have enough words to explain how professional, experienced and caring Ted has been with us since the first time we sat down with him. His advice has been completely helpful to us. We trust him 100% and we encourage others to reach out to Ted. You’ll be glad if you do so.
Frequently Asked Questions About Ted Rifkin - Mutual of Omaha Advisor
What types of insurance does Ted Rifkin offer?
Ted Rifkin offers a variety of insurance products including Life Insurance, Medicare Supplement Insurance, Annuities, Disability Income Insurance, Long-Term Care Insurance, Dental Insurance, Critical Illness Insurance, and Cancer, Heart Attack & Stroke Insurance.
Can Ted Rifkin help with small business insurance solutions?
Yes, Ted Rifkin provides Small Business Solutions, offering insurance and financial planning tailored to small business needs.
What investment services are available through Ted Rifkin?
Investment services are provided by Ted Rifkin as part of his financial planning and advisory offerings.
Where is Ted Rifkin's office located?
Ted Rifkin's office is located at 3200 E Camelback Rd, Ste 190, Phoenix, AZ 85018, United States.
How can I contact Ted Rifkin for insurance advice?
You can contact Ted Rifkin by phone at +1 970-764-0671 or by email at ted@twgplan.com.
Does Ted Rifkin have a website where I can learn more?
Yes, you can visit Ted Rifkin’s website at https://agents.mutualofomaha.com/agents/az/phoenix/ted-rifkin for more information.
What language does Ted Rifkin speak?
Ted Rifkin communicates in English.
Are there other Mutual of Omaha advisors near Ted Rifkin's office?
Yes, several Mutual of Omaha advisors nearby include Melvin Sneed, Robert Hruska, Sean Reed, Ross Yukolis, Carin Whitehurst, Avery Tabron, and more.
What real estate services are available near Ted Rifkin's office?
Nearby real estate services include agents and companies such as Mary Ann Wong Realtor, North American Title Company, The Schmid Group, The Koss Louer Team, Eric Ruiz Realtor, Jenifer Janniere, Clayton Wolfe Luxury Real Estate, Miles Storry Real Estate, Resident Real Estate, Nancy Pierson, and Linda Fellows Berkshire Hathaway.
What other professional services can I find near Ted Rifkin, like dental or medical care?
Close to Ted Rifkin's office, you can find SALT Dental Collective for dental and orthodontic services and HonorHealth Hand Surgery - Biltmore for medical and surgical care.