EXCELLENT
7 reviewsPosted on Google
Gregory McdonaldApril 13, 2022Blessed to have Found CorePath Wealth in Scottsdale. The best of the best when it comes to financial advice and planning for retirement.Posted on Google
Lauren McdonaldApril 12, 2022Hidden gem in Scottsdale. Great team of Financial advisors. Definitely worth the visit.Posted on Google
James CooperMarch 7, 2022If you are looking for a financial advisor who is knowledgeable, trustworthy and socially conscious, Rick Schultenover should be your first call. Rick's attention to detail and his analytical approach to financial planning is what sets him apart from the rest. He is not satisfied with simply executing his clients' wishes, but instead seeks to understand the underlying reasons for those wishes, and then incorporates those factors into his Financial analysis. He is professional and always available to discuss portfolio strategy or new investment ideas. At CorePath wealth they create a portfolio that fits your risk tolerance, time horizon and sustainability goals!Posted on Google
Ricky DavisMarch 6, 2022CorePath Wealth has been our Family's trusted advisor for a number of years now. They have assisted us with our business and personal finances, 401k plans and investment accounts. Their services are comprehensive, thorough and professional. I highly recommend CorePath Wealth and the entire team at the Scottsdale location.Posted on Google
PaulFebruary 16, 2022If you're looking for a financial advisor in Scottsdale / old Town / Phoenix AZ or beyond corepath is definitely worth the trip for the best wealth management in the valley 😀 👍Posted on Google
Space SolutionsApril 6, 2020CorePath has the most wonderful staff and has helped elevate our business in so many ways. We highly recommend them! Thank you CorePath for all that you have done for us and Space Solutions.Load more
