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Jeremy Kisner, CFP Financial Consulting

Jeremy Kisner, CFP is the Director of Financial Planning and a Senior Wealth Advisor at Surevest Wealth Management. Jeremy and his team provide Retirement Planning and Investment Management to mid - high net worth individuals and families ($500k minimum account size). Our firm can help you grow and protect your wealth with a well-researched, well-diversified investment portfolio and comprehensive financial plan. We are a "fee-only" fiduciary, which means that we do not earn commissions or have any conflicts of interest.

Phone: (480) 272-7116

Cross Streets: Near the intersection of E Camelback Rd and Ritz-Carlton Blvd

Interested in our services?

Open now

  • Fri 8:00 AM - 5:00 PM

2425 E Camelback Rd Phoenix, AZ 85016 ·1854.48 mi

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Reviews

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5.0 1 reviews
5 star
1 4 star
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DeAnn R. 02/03/19

Expert services! Jeremy is very sensitive to our specific needs related to our plans for the upcoming years. Relaxed atmosphere in the office. We are sure we will be fine with our choices and...

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