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Wealth Guardian Group

4.6 (9 reviews)
Open • 9:00 am - 5:00 pm

By appointment only

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Response time

2 hours

Response rate

100%

Services - Wealth Guardian Group

Accountants

Estate planning

Inheritance planning

3 More Services

Insurance planning

Investment management

Trust planning

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Recommended Reviews - Wealth Guardian Group

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3 years ago

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9 years ago

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Jared D.

Thanks Karl...it was a pleasure!

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10 years ago

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6 years ago

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6 years ago

Excellent service and very professional staff. I highly recommend this company for establishing your Trust.

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9 years ago

Very knowledgeable in helping my wife annd i create a living will. Easy to work with.

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9 years ago

Jared did an amazing job with our taxes and we look forward to working with him on financial planning!

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Jared D.

Thanks for the opportunity! I am looking forward to working with you!

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7 years ago

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7 years ago

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Steven M Jackson Law Group

Steven M Jackson Law Group

5.0
(4 reviews)

EXPERIENCED Estate Planning Attorney that knows Estate Planning Laws!!!…read more My wife and I are 33 years old with growing assets, business's and wealth to our name. We have 3 small children and started thinking about what would happen to our children if we were to pass away unexpectedly. We realized we needed to contact an Estate Planning Attorney in Arizona. I first called Steven M Jackson Law Group office and left a voicemail with his receptionist. Within a few hours, Steven M. Jackson himself called me back. I explained to him our backgrounds, children, and what we might need to protect our children's future if we were to pass away. Steven got us on his schedule immediately. We came into his Gilbert office, sat down, and went over our the amount of cash in our bank accounts, ownership in real estate, companies we own, etc. He knew exactly what we needed and how to PROTECT OUR CHILDREN'S futures. We paid $2,500 for the complete package (Last Wills, Living Wills, Transfer Deed of Home Into Trust, Creating Trust, Power Of Attorney, Healthcare Power Of Attorney). Steven Jackson is extremely professional, polite, and most importantly he is experienced in Estate Planning! He constructed our Living Wills, Last Wills, Power of Attorney, Healthcare Power Of Attorney, and our Trust which outlines exact instructions on what should be done with our children, companies, cash, and all assets. Here's What I Really Appreciate About Working With Steven Jackson: He was there every step of the way. If I called or emailed him with general questions throughout and even after the process was over, he was quick to email or call me back and still made himself available to answer my questions. Some attorneys will take your money, give you what you paid for, and say good luck and hope you don't have any other questions. Steven Jackson: He is very patient. Very Experienced. Will walk you through every step of the process. Takes his time to explain what all documents are and what's involved. Answers emails and calls quickly. We will recommend him to all our friends and to everyone who needs Estate Planning advise/guidance.

Steven is a true pro in his areas of focus! He knows everything about trusts, probate, etc. He…read moregives clear direction after discerning your trust objectives! Steven in also very kind and easy to talk to! Steven is simply the best where trusts and probate are concerned!

Wealth Guardian Group - financialadvising - Updated June 2026

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