Welborn Financial, Phoenix AZ

Kent and his team have been our financial advisor for over 10 years and I wouldn't consider working with anyone else. Kent and his team are what every financial wealth management firm should strive to be. They are extremely knowledgable, professional and detailed in their approach to long term planning. You are in good hands with Kent!

Our highest recommendation goes to Kent, Will, and the entire Welborn team. We have worked with a number of financial advisors over the last 30+ years and we have found Kent to be knowledgeable, resourceful, and his entire team’s level of service is exceptional. Kent has guided us with both our personal and business financial decisions that has allowed us to build and protect our wealth well into retirement. Thank you!

We have worked with Welborn Financial's team for years. A very talented group of people that listens carefully and works hard to help you achieve your financial goals. Highly recommended!

Kent and the Welborn team are awesome and have been invaluable to me and my family in our planning and investing strategies. Beyond life and financial planning, the Welborn team brings me a huge degree of comfort in knowing that my family is in good hands, should something ever happen to me.

I grew up in a pretty meager household, so the idea of a financial planner was intimidating. I honestly thought financial planners were just for rich people. Boy, was I wrong. Kent and his team are so helpful and caring, they have literally changed my financial life. Because of his help, I was able to fully fund both of my children's undergraduate education, a feat that I never thought would be possible.
At our last check in, Kent told me that I will probably be able to retire a few years earlier than expected. None of that would have been possible without his guidance. I whole heartily recommend Welborn financial and trust them explicitly with my hard earned money.

I have always received top notch financial services from Kent Welborn at Welborn Financial. His team, including Will Schoffelman in particular, are terrific - professional in every way and I would recommend them to anyone looking for someone to trust with their financial future.

My wife and I came to Kent about 5 years ago at the recommendation of our attorney looking for guidance with a number of items. We have successfully navigated a family company buy out, added benefits for our employees, grew our investment accounts, and we now have proper insurance in place. Kent and his team have been a pleasure to work with as they continue to check in our needs, assist with future plans and guide us with our investments.

Welborn financial has handled our financial affairs with expertise and attention to detail that will keep us prosperous for many years to come. The integrity in our dealings has been fantastic with truth and honesty always at the forefront. The depth of knowledge of the financial realm has provided unique opportunities to preserve and expand our wealth during trying times. We appreciate their professionalism and constant striving to provide us with the best possible services in the ever changing financial world. We would highly recommend their services to anyone who wants to grow their portfolio.
Kevin and Diane

I met Kent Welborn over 15 years ago and have trusted him with my financial future since then because he's proven himself to be knowledgeable; ethical and readily available to address any concerns. Moreover, he checks in with me regularly to make sure my needs are being met and to provide important information about the financial markets. I highly recommend Welborn Financial for all your financial planning needs.

It was a very good meeting. Bud and I left there feeling more positive and energized.
Definetly a good team to work with.

This is the A team for financial planning, business consulting & personal wealth management. They listen to you in a very positive & professional manner no matter how much your knowledge is in finances & taxes.