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Safe Wealth Management, LLC photo
Safe Wealth Management, LLC photo
Safe Wealth Management, LLC photo
Safe Wealth Management, LLC photo
Safe Wealth Management, LLC photo

Safe Wealth Management, LLC

5.0 9 reviews
Address: 4600 E Washington St Suite 300, Phoenix, AZ 85034, USA Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Retirement Planning 401K Transfer $0 - $100 Call to Book
Annuity Setup $500 - $1500 Call to Book
Retirement Income Planning $100 - $300 Call to Book
Investment Management Portfolio Analysis $150 - $300 Call to Book
Asset Allocation $200 - $400 Call to Book
Risk Assessment $100 - $250 Call to Book
Financial Consultation One-on-One Meetings $100 - $250 Call to Book
Educational Dinner Events $25 - $75 Call to Book
Financial Review $150 - $350 Call to Book
Money Management Savings Strategy $50 - $150 Call to Book
Debt Management Advice $100 - $200 Call to Book
Wealth Preservation $150 - $300 Call to Book

What people love

From reviews
Knowledgeable staff(3) Excellent communication(2) Timely responses(2) Personalized service(2) Investment growth(2) Professional team(2) Risk management(2) Customer support(2) 401k management(2) Fair pricing(1)

About this business

About Us Adam Macry founded Safe Wealth Management, LLC. Its aim is to eliminate any uncertainty when planning retirement and finances. Clients find it simple and easy. Adam Macry hails from Northeast Ohio. He came from blue-collar, hardworking parents. He believes that nothing is greater than integrity and honesty. He is passionate about helping others. He values his relationship with his family, God, and friends above all. Adam approaches work from a different perspective. This is why most of his clients are now friends or family. His strong work ethic and determination to succeed developed from an early age. Adam is always passionate about his job. Adam’s family in 2016 met his wife, Patricia. They began dating and are now happily married. They live in North Scottsdale with their three rescue dogs. In his free time, Adam loves golfing or attending an Orangetheory class.

Reviews Summary

Safe Wealth Management reviews are overwhelmingly positive. Most customers praise their staff, particularly Adam, for being skilled, personable, and attentive. Clients stress that he has their best interests at heart and provides very informative, step-by-step product overviews. Many reviewers say they have experienced impressive financial growth and are happy to have partnered with Safe Wealth. A few note that Adam and his team are welcoming and straightforward, that is important from the initial dinner through to setting up products and services. But not all customers are pleased. A reviewer had a negative experience when they were turned away from an event, despite receiving an invitation. The business reacted well when they became aware of the situation, saying sorry and providing the client with information and materials. Customers' reactions to Safe Wealth Management services illustrate their confidence and feel that their retirement money is in safe hands and growing as if it were in the bank. In general, they believe that Safe Wealth Management cares about their clients and that they are making good choices for their future.

Location & directions

Phoenix, Arizona
Safe Wealth Management, LLC
Wealth Management Companies
Address
4600 E Washington St Suite 300, Phoenix, AZ 85034, USA
Hours
Closed Now
Safe Wealth Management, LLC Reviews · 5.0 average
2 Reviews
G Google 7
D
Danno
They are extremely competent! This outfit is amazing!!! I moved my 401K from previous employer who had lost 22% on account in this year alone! They're very experienced with tracking down accounts and helped me find my orphaned 401k which had been transferred elsewhere. Said just right words to get their support to transfer my funds without any hassle! :) Then I also sent in some money from my savings account. They immediately matched 18%, wow! Entire process starting from introduction dinner to one-on-one meetings has been extremely informative and upfront. No hidden fees or shady operations like many out there. Extremely excited to have my money in safe annuity, with no chances for losses, and beats savings & 401K account! :)
L
LINDA
Great service, excellent products. Always keeps in touch.

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