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            Business ProfileSafe Wealth Management LLC

            Wealth Management
            BBB accredited business

            Contact Information

            4600 E Washington St

            Phoenix, AZ 85034-1903

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            Email this Business
            (877) 469-3374

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            Customer Reviews

            4.92/5

            Average of 50 Customer Reviews

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            Customer Complaints

            This business has 0 complaints

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            BBB Rating & Accreditation

            BBB accredited businessA

            Accredited Since: 8/5/2022

            Years in Business: 2

            Customer Reviews are not used in the calculation of BBB Rating

            Reasons for BBB Rating

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            Overview

            This business offers insurance services.

            Business Details

            Location of This Business
            4600 E Washington St, Phoenix, AZ 85034-1903
            Email this Business
            BBB File Opened:
            3/4/2022
            Years in Business:
            2
            Business Started:
            2/4/2022
            Business Incorporated:
            2/4/2022
            Accredited Since:
            8/5/2022
            Licensing Information:
            This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
            Type of Entity:
            Limited Liability Company (LLC)
            Business Management
            • Mr. Adam Macry, CEO/Founder
            Contact Information

            Principal

            • Mr. Adam Macry, CEO/Founder

            Customer Contact

            • Mr. Adam Macry, CEO/Founder
            Additional Contact Information

            Email Addresses

            Website Addresses

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            Customer Complaints

            0 Customer Complaints

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            Customer Reviews

            50 Customer Reviews

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            Most Recent Customer Review

            CARY J

            10/23/2024

            We first met **** at a seminar on safe strategies for long term income from savings for those considering retirement. My wife and I were both a bit skeptical, but by the time we left that evening, I knew I would meeting with **** and his team again. We met a very nice couple at the seminar that were existing clients of *****' and they were close to our age and were already retired and were genuinely excited at how secure they felt with the strategy and safety of the products **** had them invest in and they were so knowledgeable about so many nuances in the whole post retirement living changes we were equally educated by them as well as by ****. We met with **** about two weeks later. Then returned about a week after that to sign our final papers and I can honestly say, I think we are both sleeping better knowing the upcoming election cannot affect our investment as it is guaranteed. We are so impressed with the service and welcome atmosphere of ***** office and staff. We highly recommend the entire team

            Safe Wealth Management LLC Response

            10/24/2024

            Thank you for sharing your experience! Its great to hear how the seminar, as well as the conversations with our existing clients, helped put your mind at ease. Were thrilled that you now feel confident in your retirement strategy and appreciate your kind words about our team and service. Its our goal to ensure you feel secure and well-informed, and were glad that peace of mind is already making a difference.We feel blessed to have you both as clients and look forward to continuing this journey with you!
            Read 49 More Customer Reviews

            Local BBB

            BBB Serving the Pacific Southwest, Central & Inland California

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