About
Overview
Asset Preservation Wealth & Tax
16150 North Arrowhead Fountains Center Drive Ste 200
Peoria, AZ 85382-9374
See Hours
| Monday | 8:30 AM - 5:00 PM |
|---|---|
| Tuesday | 8:30 AM - 5:00 PM |
| Wednesday | 8:30 AM - 5:00 PM |
| Thursday | 8:30 AM - 5:00 PM |
| Friday | 8:30 AM - 5:00 PM |
| Saturday | 8:30 AM - 12:00 PM |
| Sunday | Closed |
BBB Accreditation & Rating
About This Business
Products and Services
BBB Accredited Since: 5/15/1997
Years in Business: 28
Business Details
- BBB File Opened:
- 3/20/1997
- Business Started:
- 1/1/1997
- Business Incorporated:
- 9/4/2018
- Type of Entity:
- Limited Liability Company (LLC)
- Alternate Names:
- Asset Preservation Tax & Retirement LLC
- AP Tax
- AP Tax & Retirement
- Business Management:
- Mr. Justin Francis Carlson, General Manager
- Mr. Bryon Rice, President
- Mr. Stewart Alejandro Willis, Partner
- Dr. Michelle Umbawer, Director of Finance and Administration
Additional Contact Information
- Principal Contacts
- Mr. Justin Francis Carlson, General Manager
- Mr. Bryon Rice, President
- Mr. Stewart Alejandro Willis, Partner
- Customer Contacts
- Mr. Stewart Alejandro Willis, Partner
- Dr. Michelle Umbawer, Director of Finance and Administration
- Fax numbers
- Primary Fax: (888) 249-9313
- Additional Email Addresses
- Primary: Email this Business
- Additional Websites
- ethicalcommunity.org/asse...
- twitter.com/AssetRetireme...
- apsitaxes.com/
- linkedin.com/company/asse...
- Social Media
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Additional Information
- Payment methods
- ALL MAJOR credit cards for fees associated with taxes, financial planning or estate plan costs.
- Refund and Exchange Policy
- We want our clients to be happy. A FULL refund is always an option.
- Other Resources
- Arizona Department of Insurance and Financial Institutions (DIFI)
2910 N. 44th Street, Ste. 210
Phoenix AZ 85018
Phone Number: (602) 364-2499
Fax Number: (602) 364-2505
http://www.azinsurance.gov
[email protected]
More Resources
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