Aspirational Wealth Management ,LLC - Tucson, Arizona

Address: 7790 N Oracle Rd #140, Tucson, AZ 85704.
Phone: 5206334733.
Website: aspirationalwm.com.
Specialties: Financial planner, Investment company, Investment service.
Other points of interest: Onsite services, Online appointments, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.

Location of Aspirational Wealth Management ,LLC

Aspirational Wealth Management, LLC is a financial planning and investment company located at Address: 7790 N Oracle Rd #140, Tucson, AZ 8

Reviews of Aspirational Wealth Management ,LLC

Aspirational Wealth Management ,LLC - Tucson, Arizona
Ron Wolfarth
5/5

Taunya and her staff at Aspirational Wealth Management provide exceptional service in their management of your investments and much more.
Taunya provides direction in life’s important financial issues and gets to know your wants, needs and desires when it comes to risk and other important investment criteria. She and her staff make their interactions with their customers efficient, thorough, warm, and friendly.
I admire how Taunya has invested in herself, coming from humble beginnings, choosing to not be a victim of circumstances, educating herself and working hard, honestly and responsibly. In additional, I very much admire how she has then given back to the community through her volunteer work in Kiwanis, Tucson Airport Authority, Rio Nuevo and more.
She has given generously of her time with new investors, especially women starting out in the scary investing world. Taunya sees herself in many of these young women and understands the importance of the honest guidance and assistance she received along the way. She is the kind of person who pays it forward. And she does this with heart, passion, respect and sensitivity.
While financial management is a key factor in choosing where to place your trust, it's wonderful to know that Taunya and her team at Aspirational Wealth Management offer so much more than what appears on an financial statement.

Aspirational Wealth Management ,LLC - Tucson, Arizona
Jon Hasbrouck
5/5

Taunya and her team are always happy to help and go above and beyond.

We have our investments split with multiple advisors but only Taunya’s team keeps track of everything (even investments not under their control) so that they have the full picture of where we are positioned and so they can advise us accordingly.

I highly recommend Aspriational Wealth.

Aspirational Wealth Management ,LLC - Tucson, Arizona
Suzanne Olson
5/5

Taunya and her team are the best! They are extremely knowledgeable and responsive, and explain things to me in a way that is clear and easy to understand. If you are looking for an advisor, this firm is it.

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