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Family Tree Estate PlanningFinancial advisor in Phoenix, AZ

Family Tree Estate Planning is a financial advisor at 6910 E Chauncey Ln Ste 230, Phoenix, AZ 85054, ranked #18 of 643 financial advisors in Phoenix and rated 4.7 from 73 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Phoenix, AZUpdated 0 paid placements in any rankingHow we rank

Call (602) 795-8000Website ↗

Key facts

Key facts about Family Tree Estate Planning
Address6910 E Chauncey Ln Ste 230, Phoenix, AZ 85054Get directions
Phone(602) 795-8000
Websitefamilytreeplanning.com
HoursMonday to Thursday: 8:30 AM – 5 PM; Friday: 8:30 AM – 3 PM
Google rating4.7 from 73 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Phoenix and 11 towns within 25 miles: Paradise Valley, Scottsdale, Deer Valley, Fountain Hills, Encanto, Alhambra, Central City, Tempe, Tempe Junction, Glendale and Mesa.

Based in Phoenix, AZView on map

Opening hours

Opening hours for Family Tree Estate Planning
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Family Tree Estate Planning

How is Family Tree Estate Planning ranked in Phoenix?

Family Tree Estate Planning is ranked #18 of 643 financial advisors in Phoenix by RFA Score, with 71 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Family Tree Estate Planning’s hours?

Family Tree Estate Planning is open Monday to Friday. Its listed hours are Monday to Thursday, 8:30 AM – 5 PM; Friday, 8:30 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Family Tree Estate Planning serve?

Serves Phoenix and 11 towns within 25 miles: Paradise Valley, Scottsdale, Deer Valley, Fountain Hills, Encanto, Alhambra, Central City, Tempe, Tempe Junction, Glendale and Mesa. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Family Tree Estate Planning?

Family Tree Estate Planning has a rating of 4.7 from 73 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Family Tree Estate Planning?

Call Family Tree Estate Planning on (602) 795-8000. The business is at 6910 E Chauncey Ln Ste 230, Phoenix, AZ 85054. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Family Tree Estate Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Family Tree Estate Planning (this business)—714.7 (73)NoNo
Solana Financial Group#16725.0 (157)NoNo21.9 mi
Tio Rico Te Ayuda Loan Centers#17724.7 (532)YesNo18.9 mi
AERO Financial#19714.9 (267)NoNo14.8 mi

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