Why choose this provider?
Brighton Jones is a Scottsdale-based firm that helps individuals with wealth and financial management. Its team consists of professionals specializing in social security strategy and 401(k) plan administration. They are personal CFOs, CPAs, tax lawyers, and retirement plan advisors who can help clients with estate planning, annual tax filing, risk management, and fiduciary protection. The firm started its own foundation in 2018, providing its members with the opportunity to use their time, knowledge, and money to give back to the community.
Reputation:
Professionalism:
- Responsiveness
- Friendliness
- Helpfulness
- Detail