East Valley Wealth & Retirement

4.8
16 reviews

About

Financial PlannerFinancial Planning
East Valley Retirement is a comprehensive financial services firm that specializes in holistic retirement planning. Our Peace of Mind process focuses on income planning, investment management, tax mapping, long term care preparedness, and estate planning.

Location

East Valley Wealth & Retirement
366 N Gilbert Rd, STE 205, Gilbert, AZ
85234, United States

Hours

Reviews

4.8
16 reviews
5 stars
15
4 stars
0
3 stars
0
2 stars
0
1 star
1
  • JA
    Jonathan Akre
    Sep 8, 2025
    1.0
    Fast buck artists. Tell you what you want to hear. Provide little OR no follow-up info. Take your money, do not respond to calls or issues. No follow-up. A V O I D.
  • CT
    Carl Tont
    Sep 23, 2018
    5.0
    Undrea is my definition of great customer service: kind, caring, and professional. He has demonstrated over and over that our health and financial well being is paramount. Undrea has also gone to bat for us on occasion when dealing with difficult claims. And he continues to present proposals that fit us well, even when they may not be his product.
  • DV
    Donna Virtue
    Sep 5, 2018
    5.0
    I have dealt with Undrea for years. He has always been professional and courteous. He is quick to respond to any and all of my concerns or questions. He is knowledgeable and pleasant. I highly recommend UNDREA. He gets the job done!
  • JW
    Joyce Welsh
    Sep 1, 2017
    5.0
    My experience with Undrea Smith at Quality Coverage Benefits is one of "above and beyond" professional customer service. He is very knowledgeable and and listens well to best help and can explain in terms so that clients are able to make the best choices. He was tenacious to make sure I was not dropped through the cracks with an insurance company and made numerous calls on my behalf to ensure that. Besides all that, Undrea is actually a fun person to do business with...yes...even insurance can be fun with the right advisor!