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US / AZ / Phoenix
Velocity Wealth Management, LLC photo
Velocity Wealth Management, LLC photo
Velocity Wealth Management, LLC photo
Velocity Wealth Management, LLC photo

Velocity Wealth Management, LLC

Address: 5080 N 40th St #400, Phoenix, AZ 85018, USA Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Financial Planning Personal Financial Management $100 - $200
Retirement Planning $200 - $400
Debt Management $50 - $150
Investment Advisory Investment Strategy Development $300 - $500
Portfolio Management $200 - $400
Market Analysis $150 - $300
Insurance Services Life Insurance Consultation $100 - $300
Health Insurance Consultation $100 - $250
Estate Planning Insurance $150 - $350
Educational Workshops Financial Literacy Workshops $50 - $100
Investment Knowledge Sessions $75 - $150
Debt Management Seminars $50 - $100

What people love

From reviews
Financial education Responsive team Knowledgeable staff Long-term planning Effective communication Financial planning Personalized service Quick responses Emotional support Comprehensive approach

About this business

Velocity Wealth Management, LLC was founded on the premise that conventional financial planning is flawed and no longer helps the majority of Americans. We take pride in our unique formula, which allows our clients to live their best life now while also being able to earn from investing, real estate, and entrepreneurial opportunities. Our cutting-edge ideas and proven tactics, combined with expert guidance from the best advisors in the nation, enable our clients to fully capitalize on the velocity of their money. The goal is to live a better life now with a vastly improved retirement lifestyle and legacy. Ultimately, we plan to achieve unusually good results for our clients and believe they should do the same.

Reviews Summary

The reviews of Velocity Wealth Management presented by Brandon and his team were glowing. The team was knowledgeable, professional, and attentive and going out of their way to ensure clients understood their services. Many of the customers had been with Brandon for over five years and said that he had their financial future under control. Brandon was patient, open, selfless, and truly committed to helping others. He ensures that the client understands the importance of having a sound financial future and takes time to educate. Brandon's management has helped many people start building a bright future, and these were the clients' plans. The accounts also had an affectionate and respectful touch that made them truly caring people. Brandon's role was more than settlement but the beginning of a prosperous and secure future. This mutual support from the community makes the heart of the velocity. Brandon acknowledged the contribution that all these years to the family i was welcomed back as a great tool for generation. Brandon is meant to continue dynamic financial and have a team of committed. The account is awesome and relevant professional requirements with the trade cast. A community and entity for the company. Velocity is recommended by each other. It’s all right now for the company. Some accounts draw on to the economic impact. Velocity was a company designed for the future of my family. Brandon knows about the company ecosystem FOREVER. We respect his management that has impacted our family. Satisfaction.

Frequently asked questions

7 questions
What do Velocity Wealth Management, LLC clients say about the work?
Clients frequently praise Brandon and his team for their extensive knowledge, responsiveness, and personalized approach to financial management. Many highlight the team's ability to educate clients about investments and financial planning, ensuring informed decision-making.
Does Velocity Wealth Management, LLC offer financial planning services, and what do customers think?
Yes, they provide financial planning services including personal financial management, retirement planning, and debt management. Reviewers appreciate the thoroughness and attention to detail in these services, often noting significant improvements in their financial situations.
How does Velocity Wealth Management, LLC approach investment advisory services?
They focus on investment strategy development, portfolio management, and market analysis. Clients commend the team's ability to educate them on investment options and the overall investment process, enhancing their understanding and confidence.
What are the hours of operation for Velocity Wealth Management, LLC?
Their hours are as follows: Monday: 8:00 AM-5:00 PM, Tuesday: 8:00 AM-5:00 PM, Wednesday: 8:00 AM-5:00 PM, Thursday: 8:00 AM-5:00 PM, Friday: 8:00 AM-5:00 PM, Saturday: Closed, Sunday: Closed.
Can I get insurance services at Velocity Wealth Management, LLC, and what do clients say?
Yes, they offer life insurance consultation, health insurance consultation, and estate planning insurance. Clients appreciate the team's expertise in navigating insurance options, which helps them secure their financial future effectively.
Does Velocity Wealth Management, LLC conduct educational workshops, and how are they received?
They provide educational workshops such as financial literacy workshops and investment knowledge sessions. Reviewers often mention the value of these workshops in enhancing their understanding of financial concepts and strategies.
Where is Velocity Wealth Management, LLC located?
5080 N 40th St #400, Phoenix, AZ 85018, USA

Location & directions

Phoenix, Arizona
Velocity Wealth Management, LLC
Financial Consultant
Address
5080 N 40th St #400, Phoenix, AZ 85018, USA
Hours
Closed Now
Velocity Wealth Management, LLC Reviews · 5.0 average
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