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Jared Daniel, CFP CRPC EA, Owner
Logo, Wealth Guardian Group
Wealth Guardian Group Financial Consulting

Our firm believes in providing quality service at a fair price. We offer Living Trusts for only $1,199, We offer Probate services for $1,799 and Tax Preparation starting at $199 - Meet with a 5 Star Financial Planner.

Website: wealthguardiangroup.com

Phone: (480) 987-9951

Cross Streets: Near the intersection of E Baseline Rd and N Ash St

Interested in our services?

Open now

  • Fri 9:00 AM - 5:00 PM

1757 E Baseline Rd Gilbert, AZ 85233 ·1844.52 mi

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Reviews

yelp
4.5 11 reviews
5 star
10 4 star
0 3 star
0 2 star
0 1 star
1
Steve B. 09/23/26

Made the process very easy and understandable. The staff was personable and knowledgeable

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Danny T. 07/17/23

We had Jared and Annick did our living trust on a premium complete package and it is executed today. Jared and Annivk and their team are very professional and amazing. Their team are great! We are...

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Karl K. 04/03/17

Using them for a probate situation and set up a trust. Very professional, courteous and efficient. They do taxes as well so very busy this time of year yet everything has gone as promised in a...

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Lindsey C. 08/19/16

My husband and I recently decided we needed a trust/will set up in case of an emergency. I started contacting attorneys for quotes and couldn't believe how much they quoted for a very simple...

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Trang N. 08/18/20

I came for an trust or will paid $799. Jared just talk to me for about 30 mins and I couldn't even tell them everything I wanted because the questions they asked is just who I want to be in the...

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