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WealthTrust Arizona

  1. Central Scottsdale
  2. Arizona Finance

Reviews, get directions and contact details for WealthTrust Arizona

Address: 8434 E Shea Blvd, Scottsdale, AZ 85260, USA
Phone: (480) 483-7300
State: Arizona
Zip Code: 85260


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Reviews
Dismal services...they focus on high end customers and if your portfolio is on the low end, low attention. The fees for service are not justifiable for the amount of return they have provided for my account. The adviser (Call him Mr. H.B ... aka football boy) provides a canned speech (Same one every time) that states the obvious of market trends, but he does not understand financial strategy, nor takes actions to reflect the rise and fall of the market unless you advise him. They group also has a fancy computer program that does not reflect the nature of portfolio return vs. the investment and fees paid.Don't let them fool you with words like Monte Carlo analysis which if used properly would be of value. Overall, value for value watch this slick team and consider trust with verification, and trust no one (Trust is earned, not spoken).
11 years ago (04-03-2015)
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