Spirit West Certified Planning, LLC - Prescott, Arizona

Cindi Stroud

World class staff! Kevin and his staff are exceptional in financial knowledge, professionalism, and sincere kindness. Did I mention, patient? Don't hesitate to take all your financial needs to Spirit West!

Marlene Cloughessy

Kevin has done a fabulous job for me. He set up a new trust at a reasonable cost. And, he has also set me up with annuities that gave me more profit than what I previously had. He and his group are great to work with. I highly recommend Spirit West.

L Lewis

We own a business and are aging and put off having a trust long enough! Even if you don't know what you want to do, having someone ask all the right questions will get you to your end goal. Kevin and staff are extremely pleasant to work with, handling all your needs with a clarity that is comforting and refreshing. The office is centrally located and Old West charming. One stop shopping is a breeze whether you are looking to invest, buy insurance, or set up a will or trust. My husband and I will continue to keep in touch as our needs change and will enthusiastically refer others to Spirit West services.

Terri D

Awesome service & knowledge about everything I needed! Good honest people

Lisa Scott

These guys are the best hands down
Very knowledgeable and always there to help
Love them

peggy osuna