Wealth Guardian Group
New on Talo
19+ years in business
Serves Phoenix, AZ
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 whi
