Velocity Wealth Management, LLC — Local services in Phoenix

Ethan Moore is an incredible advisor. My wife and I were fortunate enough to inherit a large sum of money after we got together. We really had no idea what we were going to doing with it and so we went to Ethan for help.

What we expected was a financial plan solely based on the cash we received, but instead we received so much more. Ethan and Juan created a plan for my wife and I’s future that I never could have done on my own. From investments, to insurance, to general financial advice, Ethan and Juan have been there for my every need. I am in the military and so my schedule is very unpredictable. They have worked with me despite that unpredictability. Also, I am on EST, and they have never allowed MST to be an impediment to my schedule so don’t worry if you’re not in the same time zone.

Thanks to Ethan and Juan, our money is growing. I know that if anything were to happen to me, my wife and child would be provided for.

I have been so impressed, that I have passed on a recommendation for my parents to work with them. My parents just retired and are in a pivotal financial moment in their life. Organizing their financials and such needed to be done right in order for them to live the proper retirement that they’ve worked so hard for. I would not have recommended Ethan if I wasn’t absolutely positive that my parents would be in good hands.

I was proven right! Since working with Ethan and Brandon, my parents have been set up for success. Ethan and Brandon saved my parents a very significant amount of money through a thorough review of their life insurance policy. The insurance company would’ve gotten away with their ridiculous loopholes if it wasn’t for Brandon and Ethan beating them at their own game.

In a volatile market where there is a great deal of uncertainty, feel certain that you’ll be in good hands with...

Years ago in college, on a whim I attended a small presentation put together by Brandon only because I was a starving college student and he was providing free dinner to all attendees. This turned out to be the greatest decision ever!

Brandon spent almost an infinite amount of time teaching me all about financial planning and the ins and outs of money management in our first 3 to 4 meetings. I had just graduated college with a terrifying mountain of student loan debt and was coming from parents who had zero money management skills of their own so I had no idea what I was doing. After our first few meetings, I felt like an educated, retirement saving pro. The greatest part is that Brandon does not allow you to actually start investing with him until you have your bases covered: a certain amount of money saved in the bank, insurance policies and wills/medical POAs to protect your assets, etc. This meant he was even spending all of that time teaching me without yet making any money off of me! Which is completely the opposite of what a lot of financial advisors seem to do, many are downright pushy about investing right off the bat even if you aren't comfortable with it or financially stable first.

Now, I'm 4 years out of college and while the mountain of student debt is unfortunately not going away unless I win the lottery at least twice, I feel confident, stable and protected with my retirement savings because of Brandon. I even put a clause in my will that if I die, my parents only get my life insurance money if they agree to meet with Brandon too (I'm not kidding when I say they have no money management skills). Brandon doesn't just make sure you have the right money saved in the right places, he makes sure you...

Brandon has done a phenomenal job educating me about all the options available for setting up and managing my accumulated wealth and on going retirement plan. He went above and beyond in his efforts. He spent many hours over many months, making suggestions and ultimately helping me make investment decisions/choices, ensuring in the end, that I had an overall investment plan that gave me GREAT peace of mind - not an easy task. :-) He and his team communicate with me regularly to update me on any changes in my investments, tell me about new options I might want to consider and/or just simply to make sure I continue to be comfortable with how I am feeling with what's going on with my accounts. Brandon is always accessible whenever the need arises and encourages me to contact him if ever I have any questions or concerns. I highly recommend Brandon and the Velocity Wealth...