Wilbert Guilford, Cfp, Pllc
Firm details
- Headquarters
- Phoenix, Arizona
- CRD number
- 310846
- Website
- www.guilfordtaxman.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wilbert Guilford, Cfp, Pllc operates as a limited liability company focused primarily on providing financial planning services and educational seminars. The firm is owned by Wilbert Guilford and does not classify itself as a capital allocator. With a fee structure that includes hourly charges and fixed fees, the firm caters to clients seeking personalized financial advice. While it does not actively engage in ESG investing or operate as a multi-state adviser, it has established a reputation within its niche, particularly in the accounting and financial planning sectors.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Wilbert Guilford
President, CEOCRD 2932035
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Phoenix, AZ
Maricopa
Location
Phoenix, AZ
Headquartered in Phoenix, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 1502 W Willow Ave
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Strategy Financial Group
RIAPhoenix, AZ
Process Design Capital Management LLC
RIAPhoenix, AZ
Profocus Incorporated
RIAPhoenix, AZ
Domask Wealth Management, LLC
RIAPhoenix, AZ
L. Roy Papp & Associates, LLP
RIAPhoenix, AZ
Bledsoe Asset Management, LLC
RIAPhoenix, AZ