East Valley Retirement

East Valley Retirement Proudly serving our community with clarity, care, and confidence.

We help individuals approaching and living in retirement gain Peace of Mind through personalized financial planning, retirement income strategies, and long-term guidance. 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.

05/29/2026

Thank you to everyone who joined us last weekend at Hale Centre Theatre's The Wizard of Oz! ✨

We loved spending the evening with our amazing clients and appreciate everyone who attended. A special thank you to those who donated to Youth On Their Own—your generosity helps support local students in need.

We look forward to seeing you at our next event!

Honoring the brave men and women who gave everything for our freedom. This Memorial Day, we pause to remember their sacr...
05/25/2026

Honoring the brave men and women who gave everything for our freedom. This Memorial Day, we pause to remember their sacrifice, courage, and unwavering service to our country. ❤️

Every dollar has a purpose—make yours count. This tax season is a great opportunity to strengthen your financial future....
04/17/2026

Every dollar has a purpose—make yours count. This tax season is a great opportunity to strengthen your financial future.

Put your return to work today and move one step closer to long-term security and peace of mind.

03/09/2026

Nothing better than a day at the ballpark ⚾️

A huge thank you to our East Valley Wealth & Retirement Ambassadors who joined us at the Diamondbacks Spring Training game on Saturday. We truly appreciate the opportunity to work with such wonderful clients. Your trust—and the introductions you make to your friends and family—mean so much to us.

As our community grows, we’re able to help more people create secure retirements and give back to the community we love. We’re grateful to celebrate moments like this together!

Innovation Meets ImpactWe were proud to be the Innovation Sponsor for the Greater Milwaukee Urban League’s Economic Vibr...
02/27/2026

Innovation Meets Impact

We were proud to be the Innovation Sponsor for the Greater Milwaukee Urban League’s Economic Vibrancy Luncheon, led by Dr. Eve M. Hall, President and CEO. Nearly 300 community leaders gathered to celebrate innovation and opportunity, with insights from NVIDIA’s SVP, Dwight Diercks, recognition of outstanding technology leaders, and the exciting announcement of the Urban League’s first-ever AI Boot Camp. It was an inspiring day focused on building Milwaukee’s future together.

Love is in the air…And nothing says “I care” like knowing where your money is going.At East Valley Wealth & Retirement, ...
02/14/2026

Love is in the air…

And nothing says “I care” like knowing where your money is going.

At East Valley Wealth & Retirement, we help you build a plan you can actually commit to—long after the chocolates are gone. 💘

Employee Spotlight! Meet Isaiah Wojciechowski, our Client Engagement Specialist! Isaiah plays a key role in creating a s...
01/30/2026

Employee Spotlight!

Meet Isaiah Wojciechowski, our Client Engagement Specialist! Isaiah plays a key role in creating a smooth, welcoming experience for our clients, and we’re excited to have him on the team. 👏

It’s still early in the year, which means there’s plenty of time to check in on your finances…(Yes, this is us gently re...
01/23/2026

It’s still early in the year, which means there’s plenty of time to check in on your finances…

(Yes, this is us gently reminding you before March panic sets in.)

At East Valley Wealth & Retirement, we believe planning doesn’t have to be stressful—just intentional. A few small steps now can save you a lot of “I’ll deal with this later” energy down the road. ✨

01/01/2026

✨ Happy New Year from all of us at East Valley Wealth & Retirement!

As we step into a new year, we’re grateful for the trust you place in us and excited to continue helping you plan with confidence, clarity, and purpose.

Here’s to a healthy, prosperous, and well-planned year ahead! 🥂

12/25/2025

🎄 Merry Christmas from East Valley Wealth & Retirement 🎄

As we celebrate this season of gratitude and reflection, we want to thank you for the trust you place in us. It’s a privilege to walk alongside you as you plan for a secure and meaningful future.

Wishing you and your loved ones a Christmas filled with peace, joy, and warmth. ✨

Address

366 N Gilbert Road, STE 205
Gilbert, AZ
85234

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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