Endeavor Advisors, LLC
2801 E Camelback Rd suite 200, Phoenix, AZ 85016, USA
(20)
2801 E Camelback Rd suite 200, Phoenix, AZ 85016, USA
(20)
We are a Fee-Only Fiduciary Registered Investment Advisor firm that specializes in comprehensive financial planning for families, small business owners, and government employees.
At Endeavor Advisors, our mission is to make professional financial advice and investment services accessible to everyone.
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20 customer reviews
Justin Wing
If you're looking for an advisor look no further. My wife and I were looking for guidance to build a short and long term plan for our future. Charles has far exceeded any expectation that we had. He is knowledgeable, caring, relatable and professional. We would HIGHLY recommend him to anyone looking to plan for their future. Thank you for all that you do Charles! More...
Nguyễn Trung Hưng
great company and great service! helped my with insurance and retirement !
Reviewed on Facebook
Nguyễn Trung Hưng
great company and great service! helped my with insurance and retirement !
Reviewed on Facebook
Nate Wong
Amazing job! No one would work with us because of our income but they assisted us with healthcare and our IRA accounts ! I’m excited for our future now!
Reviewed on Facebook
Huy Yen Dao
Helped us with our first IRA! Great customer service and made me feel very comfortable!
Reviewed on Facebook
Nate Wong
Amazing job! No one would work with us because of our income but they assisted us with healthcare and our IRA accounts ! I’m excited for our future now!
Reviewed on Facebook
Huy Yen Dao
Helped us with our first IRA! Great customer service and made me feel very comfortable!
Reviewed on Facebook
Tram vo
Amazing financial advisors! Experienced and friendly. I never felt pressured or lost working with them. I highly recommend !
Trammie Cruz
Great company! The advisors here set up my life insurance and investment accounts. They walked me through the process and explained all of my options in great detail! I highly recommend!
Reviewed on Facebook
Nathan Cruz
Hieu and Charlie are great advisors ! I highly recommend them!
Reviewed on Facebook
Trammie Cruz
Great company! The advisors here set up my life insurance and investment accounts. They walked me through the process and explained all of my options in great detail! I highly recommend!
Reviewed on Facebook
Nathan Cruz
Hieu and Charlie are great advisors ! I highly recommend them!
Reviewed on Facebook
Mike
Charlie truly cares about his clients and will do what is in there best interest. I greatly appreciate his honest candor and expectations that he can bring to the table. I would definitely recommend his services to anyone looking for someone that has our best interest at heart. More...
Jin
Charles is incredibly intelligent. He goes above and beyond in keeping himself constantly educated about taxes and financial planning.
Interestingly, he enjoys learning the subject of tax law. He really is perfect for this field.
I like Charles because he's really down to earth. He's very approachable and easy to talk to. I highly recommend him.
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Tshoma Relow
I invested $800 with Mrs Hendrick Jennifer and made $8,230 within 5 days, Investment pay faster than hardworking. Every rich man you see today invested, it's not just their hardworking that makes them who they are today. So don't let someone else opinion stop you from investing on binary option trading. Start building your future and the future of your generations today Contact her now on Email:hendrickjennifer550@gmail.com WhatsApp:+13523402962 More...
Reviewed on Facebook
Tshoma Relow
I invested $800 with Mrs Hendrick Jennifer and made $8,230 within 5 days, Investment pay faster than hardworking. Every rich man you see today invested, it's not just their hardworking that makes them who they are today. So don't let someone else opinion stop you from investing on binary option trading. Start building your future and the future of your generations today Contact her now on Email:hendrickjennifer550@gmail.com WhatsApp:+13523402962 More...
Reviewed on Facebook
Josias Kinyabuuma le Baron
It's never too late to invest in Forex, Crypto & Stock. Start earning today and gain your financial freedom. A friend of mine talked about how he has been earning every week on Forex and Crypto trading and I wasn't entirely sure how to go about it.
I persuaded him to introduce me to his trader MR. MR.ETHAN PAYNE.
This trader helped me manage my trades and gave me some trading and investment tips. I was overwhelmed by my profit because I've been trading without results. I decided to invest more and I made more profit. I can gladly say that MR.ETHAN is the best trade expert that can turn your financial life around.
MR. ETHAN has contributed to my trading success; he has helped me manage my investments profitably. If you're thinking of a Forex, Crypto, and Stock expertise that can help you grow your money within a week or You're having difficulty in trading and need help to recover your losses and increase your credit score, contact Mr. Ethan Payne You can make over $7,000 weekly with an investment capital of $1000. contact him via;
Email: ethanpayne700@gmail.com
WhatsApp:+44 7862 075181
More...
Reviewed on Facebook
Josias Kinyabuuma le Baron
It's never too late to invest in Forex, Crypto & Stock. Start earning today and gain your financial freedom. A friend of mine talked about how he has been earning every week on Forex and Crypto trading and I wasn't entirely sure how to go about it.
I persuaded him to introduce me to his trader MR. MR.ETHAN PAYNE.
This trader helped me manage my trades and gave me some trading and investment tips. I was overwhelmed by my profit because I've been trading without results. I decided to invest more and I made more profit. I can gladly say that MR.ETHAN is the best trade expert that can turn your financial life around.
MR. ETHAN has contributed to my trading success; he has helped me manage my investments profitably. If you're thinking of a Forex, Crypto, and Stock expertise that can help you grow your money within a week or You're having difficulty in trading and need help to recover your losses and increase your credit score, contact Mr. Ethan Payne You can make over $7,000 weekly with an investment capital of $1000. contact him via;
Email: ethanpayne700@gmail.com
WhatsApp:+44 7862 075181
More...
Reviewed on Facebook
Hérîtîēr Späck Bøss
I must confess that surely he is a skilled professional trader and the best among all, as his clients all said, I saw so many positive reviews about Mr Ethan Payne, and he managed my account after i Invested $1000 and got a successful withdrawal of $10,200 within few days of my investment, "It always seems impossible until it’s done" with Mr Ethan Payne your hard-earned money is 100% secured/Safe You can contact him via
Email:ethanpayne700@gmail.com
WhatsApp:+1 (256) 215-1536
More...
Reviewed on Facebook
Hérîtîēr Späck Bøss
I must confess that surely he is a skilled professional trader and the best among all, as his clients all said, I saw so many positive reviews about Mr Ethan Payne, and he managed my account after i Invested $1000 and got a successful withdrawal of $10,200 within few days of my investment, "It always seems impossible until it’s done" with Mr Ethan Payne your hard-earned money is 100% secured/Safe You can contact him via
Email:ethanpayne700@gmail.com
WhatsApp:+1 (256) 215-1536
More...
Reviewed on Facebook
What do you love most about your job?
People often ask me what I love about being an advisor. For me, it’s helping clients to achieve clarity. People have so much choice today. It can be tough to make decisions about what we want to do over the next five, 10 or 15 years. But if I can help someone find clarity about what they’re trying to achieve and help them line up every decision so they can accomplish that, then I’ve meaningfully helped them to live a better life.
What inspired you to start your own business?
My passion for financial planning all began in 2008 when I saw my parents and countless others experience one of the most devastating financial crises of our time. As a son of a refugee immigrant family, I was always taught to work hard and save even harder. But I realized that just working harder and saving money did not protect my family from the pain of the great recession. I asked myself, how can make sure that I protect my family and other families from financial hardships. I started working for a large insurance planning firm in Brea, California. After working there for a couple of years, I decided that while I was in the right direction, I needed to be able to make recommendations that truly served my clients’ best interests.
Why should our clients choose you?
At Endeavor Advisors, clients come first. As a fee-only Registered Investment Advisory firm, we do not charge a commission and are solely compensated by our clients. Just as we are committed to providing the highest level of service, we are dedicated to the highest standard of ethics. We take our fiduciary role seriously and proudly uphold the principles set forth by CFP Board of Standards as well as the Investment Advisor’s Act of 1940.
Can you provide your services online or remotely? If so, please add details.
Yes, we can. We use Zoom as our platform of choice for virtual appointments.
Financial Planning
Whether you’re five years away from retirement or 20 years away from retirement, we’ll help guide you through the steps necessary to secure enough assets for your optimal retirement lifestyle.
After evaluating your current financial situation, we’ll identify the income sources and opportunities that are most advantageous for you as you prepare for your life past employment.
Our retirement planning services involve:
Reviewing
Your investment strategy and ensuring you’re investing your wealth in the stocks that best align with your objectives.
Optimizing
Your spending habits so you continuously make decisions that benefit your broader financial picture.
Identifying
Potential income streams and ways you can continue to contribute to your nest egg while still securing the basic necessities.
Investment Management
Our knowledge and insight into the stock market enables us to craft an investment portfolio uniquely tailored to you. Through ongoing collaboration and monitoring, our team is able to discover new avenues for you to invest your wealth and accomplish your goals. In addition to managing your investments, we’ll educate you on the rationale behind each investment decision so you’re well-versed in the logic of our approach.
When you work with us, we will:
Identify Your Short- and Long-Term Objectives
As these objectives change, we’ll strategically adjust our approach according to the current state of the market so you continue to generate returns.
Determine Your Optimal Risk Tolerance
Through a series of questions, we’ll pinpoint the exact amount of risk needed for you to achieve your goals and remain confident in our services.
Follow a Timeline That’s Right For You
After outlining your objectives, we’ll design a strategy that aligns with your optimal timeline for achieving your returns.
