Dustin Lester

5 star rating 4 Reviews

(602) 956-0956 Ext. 209 Call Email Email

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5050 N 40th Street, 100Phoenix, AZ 85018

Reviews

  • Dustin Lester - Phoenix, AZ -  KRHLQWG

    Reviews: 2

    Absolutely Phenomenal
    KRHLQWG (2 reviews)
    6/20/2007

    In short, Dustin genuinely cares about your family and your future. Even when I am lackadaisical about some aspects of my future and my family's financial success, he has always been proactive. He single-handedly has ensured that my children will have their college education paid for. He is amazing at utilizing any budget to make sure that your investment goals are reached. He is always looking out for you.

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  • Dustin Lester - Phoenix, AZ -  Megan777

    Reviews: 1

    Dustin Lester review:
    Megan777 (1 review)
    6/11/2007

    Helpful and honest. Answered all of my questions and has a very helpful staff. I recommend Dustin for anyone who is looking for a good financial planner or insurance advisor.

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  • Dustin Lester - Phoenix, AZ -  JenK361

    Reviews: 1

    Sound Finanacial Advice
    JenK361 (1 review)
    5/23/2007

    I would like to thank Dustin for all the sound financial advice he has give me and my family. Along with paying less in taxes every year I've been watching the money Dustin has invested for us grow. It also makes me feel secure to know that my family has all the necessary insurance and long-term care benefits shall anything unfortunate happen. As cliche as it may seem, you really can never be too prepared. All in all I'd say the services he has provided us have been invaluable.

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  • Dustin Lester - Phoenix, AZ -  Brian77

    Reviews: 2

    Sound Advice, Great Service
    Brian77 (2 reviews)
    5/23/2007

    Dustin gives straight forward advice. During our meetings, I do not feel he's trying to sell me on anything, which was comforting compared to other advisor's I've had in the past. He is very knowledgeable and comes prepared to our meetings and does solid research for me based on my financial positions and future goals. He conveniently calls me about creative ideas on strategies and new investment programs. And I comfortably call him when I have new ideas on what to do with my money or if I want to modify my financial goals. Other than my Father, I've never had any person care so much about helping me feel financially secure. I trust Mr. Lester with my money. Thanks to him, I know what my future looks like financially. Ridding my conscience of the mere assumptions makes it easier for me to breathe and sleep. I now know my family is set no matter what happens!

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Business details

Services

  • Banking
  • Brokerage Services
  • Debt Consolidation
  • Financial Education Workshops
  • Insurance Brokerage Services
  • Loans or Financing
  • Mortgage Loans

Planning Types

  • Asset & Portfolio Management
  • Educational Savings Plans
  • Estate Planning
  • Financial Planning
  • Inheritance Planning
  • Insurance Planning
  • Investment Planning
  • Investment Research
  • Retirement Account Rollover Plans
  • Retirement Planning
  • Tax Planning
  • Trust Services

Minimum Investment

  • $1,000 - $10,000

Investments

  • 401(k) or 403(b) Plans
  • Annuities
  • Certificates Of Deposit
  • Educational Savings Plans
  • Investment Services
  • IRA's
  • Mutual Funds
  • Profit Sharing Plans
  • Retirement Plans
  • Securities

Discounts

  • Discount Health Plans

Risks Insured

  • Drunk Driving Record
  • High Risk
  • Senior Citizens

Insurance Types

  • Disability Insurance
  • Health Insurance
  • Life Insurance
  • Long Term Care
  • Short-Term Insurance Policies

Investments

  • Annuities
  • Bonds
  • CDs
  • Commodities
  • Government Securities
  • International Securities
  • IRAs
  • Municipal Securities
  • Mutual Funds
  • Real Estate
  • Retirement Plans
  • Stocks
  • Tax-Exempt Securities

Hours of Operation

  • MON
  • 8:00am
  • 5:00pm
  • TUE
  • 8:00am
  • 5:00pm
  • WED
  • 8:00am
  • 5:00pm
  • THU
  • 8:00am
  • 5:00pm
  • FRI
  • 8:00am
  • 5:00pm
  • SAT
  • 8:00pm
  • 5:00pm
  • SUN

* By Appointment Only

* 24-Hour Service Available

Payments Accepted

  • Personal Checks

Year Established

1978

Languages Spoken

  • English