Ironwood Wealth Management LLC - Chandler, Arizona

NAOMI WEEKS

Ironwood Wealth Management’s team is knowledgeable and takes the time to understand our financial goals. They offer solid advice on investments and helped us create a personalized plan.

Communication is a strong point; they keep us in the loop with regular updates and are quick to answer our questions. I appreciated their transparency about fees and performance.

Overall, We feel more confident about our financial future thanks to their support. We'd recommend them to anyone looking for guidance in managing their wealth.

Don Hall

I have been working with Ironwood Wealth Management for a few years. Everyone I have dealt with at Ironwood has been very professional, polite and available for questions when I have them. Rick, my advisor, is top-notch. He is very knowledgeable and easy to understand. I feel that I have made my share of mistakes throughout my life (e.g., three marriages), but working with Rick and Ironwood is one of the best things I've done. I have a clear understanding of my financial situation and know that I will be retiring comfortably (and soon). Thank you Rick and Ironwood.

Steve B

Few things are more important than protecting the financial assets that everyone works so hard for. It is imperative that you have trust and confidence in your financial advisor especially if you are retired.
We have been fortunate to have found such a firm with Ironwood Wealth Management. My wife and I have been loyal clients for about 13 years. We have found the entire team to be friendly, honest, reliable, thorough, knowledgeable and professional. The entire team has become an integral part of our overall financial health. We are extremely pleased with the quality of service we receive and in particular, the financial knowledge, expertise, wisdom and skills provided by Ironwood. Our financial future is in their hands and we are not only comfortable with that but grateful.
Having been in the financial services business myself for 44 years, I can attest to the level of excellence this firm provides. Thank you Ironwood for all you do.

klmannes Mannes

Ironwood Wealth Management rocks! They manage my retirement funds and I feel completely secure in my investments and my retirement strategy. They take the time to meet with me personally every quarter - twice in person - to review the strategy and the message consistently remains positive. They go above and beyond to meet all of my needs and I can count on the entire team to be extremely responsive, professional and available for any questions or help needed. For example, I provided my 2023 taxes for their information and upon review, my advisor, Alex Marek (the best there is!) realized i had made a mistake, resulting in an amendment and money owed to me! I can't say enough about how pleased I am with the Ironwood team, how happy i am with the services provided and my ability to enjoy my retirement with financial security because they are managing my funds!

Luis Perez

Ironwood Wealth Mgmt has been absolutely amazing. We meet quarterly to ensure both my short term and long term goals are being met. They are proactive and constantly keeping me updated to potential problems, and have saved me a large sum of money. They handle everything from my taxes to my retirement. They have given me referrals to others that have also been wonderful. Not having to worry about my finances is a huge burden lifted off my shoulders. I have 100% confidence in them, and wouldn’t trust my financial future with anyone else.

Ash Yoga

Thankfully I was encouraged by Ironwood to start planning for my retirement in my early twenties. Of course I was not thrilled at the time to give up any of my earnings to something that seemed unreachable BUT I am so glad I listened. Not only has my experience been top notch but the people I’ve been working with all these years are incredible!! I look forward to our meetings with Rick as he is very dynamic, personable and gives it to you straight. I have followed his guidance explicitly! I am now 42 and well on my way to a fabulous retirement.
I look forward to working with Rick til the day he retires lol but truly these guys are wonderful as they offer an elevated experience.

Steve Southard

My wife and I have been with Alex Marek at Ironwood for over 15 years. We came to Alex after he came with a very high
recommendation from a relative about him. After meeting and talking with Alex for over an hour, we realized that he was the perfect financial advisor for us. Alex and his associates have provided us with expert guidance in every aspect of our financial needs from planning, to tax preparation, to recouping losses from unfortunate financial choice made prior to our affiliation with Alex.

As we were nearing retirement, we had some specific travel requirements. Alex made certain that our investments would give us the results we needed, and after 12 years of retirement, our needs have been met.

One of the best reviews we can give is that both of our daughters, and their families, are with Alex and Ironwood.

Ironwood is a company we value, and Alex Marek is a man we truly trust to manage our investments. All his advice is preceded by thorough and thoughtful explanations. He answers questions we didn't even know we should ask! He is proactive in the management of our finances. He is simply the BEST.
We cannot imagine our financial future without Alex and Ironwood in it.

Mark Berry

Ironwood - specifically - Craig Moore for such great work and peace of mind he gives us. We’re just starting our 60s and moving into as much adventure as we can - without having to micro manage our portfolio. Overall it is still dawning on me that our starting portfolio of "1.0" plus or minus has been sustained while we dipped in for "0.4" plus over the past years. With reduced income, student loans, a van payment and fun money too! I appreciate Craig’s high attention to detail, very positive attitude and creativity! Ironwood's annual tax service is great too!