Advisor Virtual Pro and Minert Group
Staffing & Recruiting |
Team Size
1 professionals
Founded
Est. 2014
Location
Phoenix, Arizona, United States
Specializations
Financial Services Technology
Virtual Staffing
Financial Advisory Recruitment
About Agency
Overview
- Founded in 2014 and headquartered at 2850 E Camelback Rd, Phoenix, Arizona, 85016
- Operates with 1 employee in the staffing & recruiting industry
- Provides an entire team of trained professionals to financial advisors for immediate implementation of strategies
- Offers a satisfaction guarantee ensuring continuous work until client objectives are fully met
- Specializes in creating ‘Technology Roadmaps’ and action plans tailored to financial advisory practices
Specializations
- Technology roadmap development for financial advisory practices
- Virtual staffing solutions providing trained professionals for seamless implementation
- Team coaching focused on financial advisory workflow optimization
- Financial planning support through technology-driven efficiency improvements
Services & Approach
- Strategy creation and implementation of workflows, processes, and technology for financial advisors
- Deployment of trained virtual assistants to ensure goal achievement and system integration
- Customized Technology Roadmap development with actionable implementation plans
- Marketing and technology utilization services to increase revenue and free time for financial advisors
Contact Information
Full Address
2850 E Camelback Rd, Phoenix, Arizona, United States, 85016
Phone
+1 602-762-1100
Keywords
technologyroadmapvirtualstaffingteamcoachingfinancialplanning
Reviews (from Google)
Joseph Vu
08 Jul 2025
Very pleased with service provided by Charles and Lucas. He is very diligent, follows up and provided some great recommendations. He has helped us get our accounts in order and we have started seeing some positive returns on the investments we put. He is very responsive and provides us the best advice. We’ve been working on managing liquidity, assessing debt, life insurance, 529 plan, tracking spending, estate planning, investing, 401k reviews. Highly recommend to work with Endeavor.
Savanna Jones
04 Jun 2025
Charley is truly exceptional when it comes to financial planning. He takes the time to understand your unique circumstances and approaches every conversation with empathy, patience, and a genuine desire to help. Whether it’s navigating student loans, budgeting, or long-term financial goals, Charley provides clear guidance and personalized support that makes you feel both empowered and informed. I’m incredibly grateful to have connected with him and can confidently say he’s had a meaningful impact on my financial journey.
Tess Hilliard
23 May 2025
Charles has gone above and beyond for me and my husband over the past four years as we’ve navigated short term insurance plans in addition to the marketplace. Not only is he kind and patient, he also explains everything thoroughly to ensure we’re getting the best plans that align with our shifting needs. We’re so grateful and highly recommend him!
