Scottsdale Wealth Advisory

Location :

8501 N Scottsdale Rd #205, Paradise Valley, AZ 85253, USA
Added by Jopie, at 13 September 2017

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• Rich Bowen

  20 March 2021

  I worked with Brent Matthew at Scottsdale Wealth Advisory on the purchase of Fixed Index Annuities. As a former CPA, I was very interested in receiving detailed information on how these contracts work and answering any questions before I was ready to invest. I found Brent to be very knowledgeable in answering my questions and willing to follow up to get me an answer when needed. I feel that by purchasing the Fixed Index Annuities I have added a valuable investment to my retirement planning that I would not have done without his expertise to guide me.

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• Leila Parrott

  18 November 2020

  I have worked with Brent Matthew for a year. He was recommended by my sister. I am retired and, although I worked in the finance sector, I did not put my 401K assets into the stock market… I am very leery of it. So I had cash. Brent listened to my concerns, and helped me invest in low risk markets that pay monthly dividends. The majority of my money is in a long-term asset, with the remainder in a portfolio of ethical stocks that I felt comfortable investing in. This is the best thing I could have possibly done. Brent listens, and is very responsive to concerns and questions. I am confident about my retirement income, knowing it is in great hands. My stress level is exponentially lower. I highly recommend Brent!

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• Niccolle Clifford

  17 November 2020

  Brent and his team at Scottsdale Wealth Advisory have provided us with the professionalism, knowledge and patience we needed in order to plan for our retirement. Brent listened, spent as much time as we needed, and customized a plan that was best suited to our needs. He cares as much about our financial success as we do and that has given us great peace of mind. Brent would be a tremendous asset to anyone looking to advance their financial future!

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• Jessa Reichling

  20 September 2017

  I was referred to Scottsdale Wealth Advisory by one of my clients in February. I decided to stop by Mr. Matthew's office to introduce myself and get a sense of who he is. Moreso I needed to get a sense if he is someone I would feel comfortable having manage my money. I was very glad I did. The best way to describe Brent is having an expert in the family (minus the family baggage lol). He has treated me like his sister, taken very good care of my finances and now planning my Mom and Dad's retirement. I trust Brent and respect him a lot. I highly recommend Scottsdale Wealth Advisory.

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• Nancy Nguyen

  20 September 2017

  I was fortunate to meet Brent at a local Chamber of Commerce event last year. I called Brent 3 months later and he remembered me and the details of our conversation. He invited me to his office where he spent time teaching me important strategies for managing my retirement and walked me through the process of working with him. Immediately I could tell I was in good hands, and after a year I can say without a doubt, Brent is a financial wizard.
  
  What I like about him and his business the most is the attention to detail and accessibility. No matter my question and no matter the importance, he will take the time to explain in a way that makes sense. He is genuine, honest, respectful and as smart as they come.
  
  As a Scottsdale business owner with a family, I highly recommend Brent Matthew and his company Scottsdale Wealth Advisory. At the very least you will gain priceless information and a new friend. Thank you so much for everything Brent.

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