Wealth Guardian Group
New
New
About
Wealth Guardian Group, founded in 2007 and based in Gilbert, AZ, is an independent, full-service financial planning and investment management firm. Led by President and Founder, Jared R. Daniel, a Certified Financial Planner and Chartered Retirement Planning Counselor, the firm offers comprehensive strategies for insurance and tax planning, asset management, and estate planning. They champion client-centric services, focusing on diversifying investment accounts, and offer legal document preparation services such as Living Trusts and Power of Attorney. Committed to quality service at a fair price, Wealth Guardian Group aims to reduce costs while increasing efficiency in your financial journey.
Specialties
Industry
Sales & marketing, Financial services, Healthcare, Retail / consumer goods, Technology / IT, Manufacturing, Real estate, Education, Non-profit, Construction, Other industries
Annual income
Less than $100K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $100K - $500K in revenue, Greater than $10M, $5M - $10M in revenue
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements, Managing AR and AP
Accounting for
Individual or sole proprietorship, Partnership, S-Corp, C-Corp / Corporation, Non-profit
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Services offered
Accounting
Business Tax Preparation
Hr And Payroll
Individual Tax Preparation