Reviews (602) 449-0146 Call Website Photos About

0:33

Asset Preservation Wealth & Tax, Financial Advisors

Is this your business?

4.9 (123)

Accountants Financial Planners Estate Planning Attorneys Financial Consultants Investment Services Life Insurance Agencies Tax Consultants Tax Preparations

1 Videos

11 Images

Call Direction Website Reviews

(602) 449-0146 Direction Website Reviews

About

Asset Preservation Wealth & Tax, Financial Advisors is an accountant in Phoenix, AZ.

Asset Preservation Wealth & Tax, Financial Advisors Review Summary

The summary is generated by AI, based on reviews.

Reviews & Ratings

Leave a Review

4.9

(123 Reviews)

5

4

3

2

1

[bip_review_summary]

Leave a Review

Cindy Emery -Google user

4 months ago

Met with Ernie two times to go over my current portfolio. I was very impressed with his knowledge and eagerness to help. I look forward to working with him in the future and building a financial relationship together. I would highly recommend Ernie and...Read More

Michelle -Google user

11 months ago

Ernie Baillargeon is an excellent advisor. I felt comfortable working with him from the very beginning. Ernie takes the time to listen with focused attention and empathy. He asks the right questions to understand your needs. He is detailed and keeps you well informed with...Read More

Mark Benson -Google user

11 months ago

We're happy we finally made the decision to connect with Asset Preservation Wealth & Tax, and were introduced to Ernie. Ernie has been a fantastic source of financial support and guidance. We definitely feel better about our financial future, have more knowledge and will have...Read More

Hortencia Reyes -Google user

11 months ago

I rolled over my retirement accounts last year and recently held my 6-month review with Ernie. What a great experience! Ernie reviewed my investment accounts (which are all doing fantastic) and also took the time to review my personal situation to discuss future areas that...Read More

Hurley S -Google user

a year ago

I have had a few conversations with Ernie and each time I have spoken with him he has made more and more comfortable with our finances. Ernie has an extremely calming demeanor, he is very patient and precise, he speaks in terms you understand,...Read More

Becky Bumgarner -Google user

11 months ago

Ernie took the time to get to know us and understand our needs. He devised a plan that we felt comfortable with. Ernie does a great job of taking his time and ensuring I understand what he is sharing as I am not...Read More

Mario Cavazos -Google user

11 months ago

My wife and I really didn’t think we had sufficient wealth to invest in any form to be able to create a financial strategy. We were very fortunate to connect with Ernie. He was able to create an investment program for us and...Read More

Dale Schmidt -Google user

11 months ago

After searching for some time for an advisor that could address both our investments and tax situation, it's been a pleasure to work with Ernie Baillargeon. Ernie uses his experience to ask questions that weren't even on our radar to ensure our retirement is secure...Read More

Phyllis Dumond -Google user

11 months ago

Ernie has been fabulous to work with for the past year and a half when I came to him for investment advice. Although I don’t have the same wealth as most of Ernie’s clients, he has been very kind and helpful in helping me understand...Read More

Denise Worley -Google user

a year ago

Ernie has been managing my investments for over a year now, and I am very pleased with his work. He has helped increase my investments through some volatile times, and I am quite pleased with that. He is a kind person, and patiently explains his...Read More

Kent Hainline -Google user

a year ago

Ernie Baillargeon has been our financial advisor for several years. He is very professional and competent and highly knowledgeable and very responsive to any inquiries about our financial concerns. We have transferred all of our …

Silvana Loehndorf -Google user

11 months ago

We have worked with Ernie Baillargeon for about 3 years. He has done a fantastic job with our investments and planning for a secure retirement He takes time to explain everything and answer any questions. We have been impressed with their …

R. O. “Bob” Schmitt -Google user

4 weeks ago

All the asset managers work diligently to produce positive investment results. There are LOTS of choices in Arizona & these folks do as well or better than most.

Richard S. Ray -Google user

11 months ago

I was attracted to Set Preservation because Ernie Baillargeon Seemed to have a much better understanding of Annutities than my other financial advisors. I wanted to have a portion of my portfolio that would go down during stock market …

Jim H -Google user

11 months ago

We met with Ernie about 5 months ago to discuss our current financial situation. After carefully analyzing our investments, Ernie devised a plan that was comfortable and sensible to both my wife and myself. Ernie realized that many of our …

Thomas Gagen -Google user

a year ago

I have been working with Ernie for the last couple of years. He is very professional, easy to talk to and very responsive to any inquiries about financial concerns. Being recently retired, we have transferred all accounts to Ernie, we …

Jamie DiGiovanni -Google user

a year ago

We began using Ernie Baillargeon, at Asset Preservation, and we haven’t been happier. In the year we have been with them, we have used them to set up our Trust, do our taxes, and manage our portfolio. Ernie is so patient, explains things …

Ken Preston -Google user

10 months ago

We switched our retirement funds over to Asset Preservation Wealth & Tax from another firm after a sit down analysis with them. Specifically because Ernie Baillargeon worked with us and listened/talked through our strategies of what we were …

Amy -Google user

11 months ago

Our financial advisor, Ernie Baillargeon proactively communicates, meets with us in person, is knowledgeable on status and performance of our accounts, as well as market conditions. He is kind and patient and helpful in understanding financial reports. Would recommend him and his company...Read More

Kelly Tropsa -Google user

11 months ago

We were not happy with our former Financial Advisor and became aware of Asset Preservation through an Informercial. We made an appointment and met with Ernie. He is a great Advisor, kind, knowledgeable, listens to his clients and gives …

Features

Service options

Onsite services

Accessibility

Wheelchair accessible entrance

Wheelchair accessible parking lot

Wheelchair accessible restroom

Wheelchair accessible seating

Amenities

Restroom

Crowd

LGBTQ+ friendly

Transgender safespace

Planning

Appointment required

Appointments recommended

Other

LGBTQ+ friendly

People Also Search

Accountants Financial Planners Estate Planning Attorneys Financial Consultants Investment Services Life Insurance Agencies Tax Consultants Tax Preparations