Exeter Financial is a Wealth Management Firm that is comprised of highly specialized professionals in the areas of investing, estate and tax planning. Our team works side by side with our High Net Worth clients to create a personalized financial plan that puts them in control and at ease for now and the future.
A customized mix of planning and investing services that help support and sustain your life and lifestyle. We are committed to delivering highly personalized financial planning and wealth management through daily, hands-on services. We provide a extensive suite of world-class financial services to high-net-worth individuals and their families as well as institutions and family offices.
A customized mix of planning and investing services that help support and sustain your life and lifestyle. We are committed to delivering highly personalized financial planning and wealth management through daily, hands-on services. We provide a extensive suite of world-class financial services to high-net-worth individuals and their families as well as institutions and family offices.
Services
A customized mix of planning and investing services that help support and sustain your life and lifestyle. We credit much of our long-term success to how we approach relationships with each of our clients. Our unwavering support will help you navigate challenging questions and plan for some of life's unexpected changes.
The real value of partnering with Exeter Financial is that you will increase the certainty of achieving your total wealth management goals. We've accomplished this for others and we'll achieve this for you. We built our team, process, and platform based on the specific and unique needs of our clients - entrepreneurs, executives and family offices.
Exeter Financial, LLC ("EF") is an SEC registered investment advisor located in Scottsdale, Arizona. EF and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisors by those states in which EF maintains clients. EF may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
Exeter Financial, LLC (hereinafter referred to as "Exeter"), will utilize its access to technology, off-site record keeping and its key personnel to ensure that in the event of a loss, interruption of client service, if any, will be limited to the best of Exeter's ability. Physical Losses (Emergency Dislocation of Office, Loss of Equipment, Loss of Communications);.
Reviews (1)
Halah Al-Zirj
Nov 17, 2021
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I'm not sure what agent assisted w/me. I'm not pleased w/the recent phone call I made .. The agent was rude when all I was asking if we had to pay the original amount in regards to paying extra every month. I tried to explain the situation and I received a rude response and once I addressed on what I was going to do w/my next steps in regards to the payment. She hung up right away. Please coach your agents .. I work w/customer care and that call should have not been handled the way it should have.
