Trusted by Employees of
Trusted by Employees of
WHO WE ARE
Why Choose Us?
We Are Endeavor Advisors
We Are Endeavor Advisors
With over 15 years of experience in the financial industry, we have successfully delivered transformative solutions for families and businesses across various sectors. Our team of certified financial planners are committed to providing innovative, customized services that meet the unique needs of your retirement.
Dream. Design. Develop.
We make even the wildest retirement dreams into dramatic yet feasible finished products anyone would be proud of.
With over 15 years of experience in the financial industry, we have successfully delivered transformative solutions for families and businesses across various sectors. Our team of certified financial planners are committed to providing innovative, customized services that meet the unique needs of your retirement.
Dream. Design. Develop.
We make even the wildest retirement dreams into dramatic yet feasible finished products anyone would be proud of.
EXEPRIENCE
15+ YEARS
CLIENTS
500+
CERTIFICATION
CFP®
LEGAL DUTY
FIDUCIARY
WHAT WE DO
Solutions for your unique needs
Truly Individualized Financial Planning
Transform your finances with a comprehensive retirement strategy designed to align cutting edge technology with your goals.
Comprehensive Financial Planning by a Certified Financial Planner® – tax, debt, insurance, estate college savings, etc.
Retirement Income Planning – your plan for turning your nest egg into cash flow for life
Tax-efficient Portfolio Withdrawal Strategies – including Roth conversion analysis
Investment Management shaped by award-winning research
We are rooted in the principles of Nobel Prize-winning research, reflecting our commitment to a sophisticated, evidence-based investment approach
We believe the primary goal in investing should to harness the power of financial markets – not try to outguess them. While most of the industry sells stock-picking and market-timing prowess, the research shows that investors almost never benefit from this approach.
We utilize an evidence-based approach to investing that focuses on diversification and discipline, and minimizes expenses and taxes. This approach minimizes risk and allows our clients to capture their share of the returns the market generates. Most importantly, it gives them the best chance at reaching their financial goals.
Access to Dimensional Funds (DFA)
WHAT OUR CLIENTS SAY
Testimonials
Testimonials
Testimonials
Jeff S.
I met Charles at Sagebrush Coffee Shop & roastery in Chandler, AZ and we had a great cup of coffee & an inspirational talk. I am now a client and recommend Charles and his company for financial advice & planning.
Kishen R.
Ajay at Endeavor Advisors was of great help when I graduated pharmacy school and when I landed my first job. Together we created a blueprint of my financial future and I have my full trust with Ajay with helping me achieve my financial dreams!
Scott C.
My wife and I just started working with Charles and we couldn't be more impressed! Like a lot of individuals, I came to Charles because I was worried that I wouldn't have enough money to retire one day. Not only did Charles help eliminate my concerns but he is now showing us ways to win...
Om M.
Ajay at Endeavor is by far one of the best! He is young and therefore very relatable and brings a new perspective to an aging industry. He is able to break down confusing financial jargon into material anyone can understand. The financial smarts that I’ve come across with him have far surpassed...
Peter N.
I have worked with many big financial firms before, and they usually focus mostly on investing my money, with planning being just an extra thing they do. But Endeavor Advisors is different. They really focus on making a solid retirement plan first, and then they make sure the investments fit int ...
Renee L.
I found out about Charles through other Google reviews. I feel very fortunate that I did the search and found him to be highly recommended. I couldn't be more pleased with the time Charles has spent with me to make sure I am doing the right thing financially for my future. Charles takes the...
Memorial Advantage Group
Had my initial meeting with Charlie today. To sum it up, I'm new to the investment world so I had a million thoughts when we started the meeting and we narrowed it down to three by the time we were done. I liked...
Jarrod H.
Charles was really great! He gave us a ton of great advice and was super helpful in making the most of my mother's financial situation. He was very kind and supportive. Highly recommend. I'm having him help with my finances as well!
Connor C.
Love this place, Hieu Luong and Charles are very nice people, very helpful and honest, I would recommend to everyone.
Mai E.
I really appreciate the patience and kindness from Charles & Hieu. They were able to explain everything from A to Z for me. Everything I need to know about estate planning and preparation. And long term permanent life insurance. I feel so much more peace of mind. Highly recommend this firm!
Baron B.
Charlie is easy to talk to, one stop shop and he knows his stuff. Exactly what I was looking for rather than being farmed out a large firm, this is the guy you want. Immediately answered, set appointments and got me 100% set up same day.
Chi L.
I can’t recommend Endeavor Advisors enough as my investment manager. Their team really took the time to understand my goals and created a strategy that fits me perfectly. My communication with them has been top-notch, and their market insights have consistently led to great results for me. ...
Matthew L.
Ajay !!!! Is awesome . I was like a lost puppy and Ajay helped me find my way . I had the financials but I had no idea what to do wt my money . From the very first interaction we organized my money and Ajay helped me realize I was over insured , over spending and not maximizing my money. ...
Kelsi N.
These guys are the best! Hieu and his son Charles were so kind and helpful. They guided us through the process and helped explain all these complicated investments and retirement stuff. They made it really simple and explained everything until I understood it. They never pushed me and...
Kyle A.
Ever since I started working with Ajay we’ve developed a structured plan on how to manage my finances at the most optimal level. Ajay is very knowledgeable and very responsive whenever I have a question. Once you start working with him, you’ll wish you started sooner!
David L.
Had wonderful experiences with Endeavor Advisors. They are professional, prompt, and knowledgeable and has a lot of experiences with financial management and life decisions making. Highly recommend.
Eric E.
My experience with Ajay thus far has been beyond what I can put into words. I felt very nervous at first, as I started off with basically no knowledge on financial planning. In only a couple of months we’ve managed to eliminate debt, prepare for emergencies, start investing, planning for...
Kevin N.
Charles is a very compassionate and caring advisor. Walked my wife and l through all of our potential retirement options, taking everything into consideration. He made us feel like family right from the start. We're both in our 70's and we're a little stressed out about our current financial...
Justin L.
Before my first consultation with Ajay, I was in financial turmoil. Investing and saving were not even close to being possibilities. He helped me sift through the chaos giving us a clear path to financial freedom, and building a sustainable portfolio. If not for Ajay's kindness, diligence, and ...
Micky H.
Charles is a one stop shop. He's helped us with all the insurances: car, home, life, medical and dental. We just did our taxes too for half the price of H&R block. Our retirement accounts are also taken care of. He's easy going and will help you. Every family could use a Charlie to help navigate...
Jon B.
I’ve been more than satisfied with Ajay financial services. He is professional, caring, informative and diligent. He takes extra time and is patient when answering any questions that may arise. Very accessible and diligent when it comes to returning phone calls. He is a good man, happy to know him!
Jeff S.
I met Charles at Sagebrush Coffee Shop & roastery in Chandler, AZ and we had a great cup of coffee & an inspirational talk. I am now a client and recommend Charles and his company for financial advice & planning.
Kishen R.
Ajay at Endeavor Advisors was of great help when I graduated pharmacy school and when I landed my first job. Together we created a blueprint of my financial future and I have my full trust with Ajay with helping me achieve my financial dreams!
Scott C.
My wife and I just started working with Charles and we couldn't be more impressed! Like a lot of individuals, I came to Charles because I was worried that I wouldn't have enough money to retire one day. Not only did Charles help eliminate my concerns but he is now showing us ways to win...
Om M.
Ajay at Endeavor is by far one of the best! He is young and therefore very relatable and brings a new perspective to an aging industry. He is able to break down confusing financial jargon into material anyone can understand. The financial smarts that I’ve come across with him have far surpassed...
Peter N.
I have worked with many big financial firms before, and they usually focus mostly on investing my money, with planning being just an extra thing they do. But Endeavor Advisors is different. They really focus on making a solid retirement plan first, and then they make sure the investments fit int ...
Renee L.
I found out about Charles through other Google reviews. I feel very fortunate that I did the search and found him to be highly recommended. I couldn't be more pleased with the time Charles has spent with me to make sure I am doing the right thing financially for my future. Charles takes the...
Memorial Advantage Group
Had my initial meeting with Charlie today. To sum it up, I'm new to the investment world so I had a million thoughts when we started the meeting and we narrowed it down to three by the time we were done. I liked...
Jarrod H.
Charles was really great! He gave us a ton of great advice and was super helpful in making the most of my mother's financial situation. He was very kind and supportive. Highly recommend. I'm having him help with my finances as well!
Connor C.
Love this place, Hieu Luong and Charles are very nice people, very helpful and honest, I would recommend to everyone.
Mai E.
I really appreciate the patience and kindness from Charles & Hieu. They were able to explain everything from A to Z for me. Everything I need to know about estate planning and preparation. And long term permanent life insurance. I feel so much more peace of mind. Highly recommend this firm!
Baron B.
Charlie is easy to talk to, one stop shop and he knows his stuff. Exactly what I was looking for rather than being farmed out a large firm, this is the guy you want. Immediately answered, set appointments and got me 100% set up same day.
Chi L.
I can’t recommend Endeavor Advisors enough as my investment manager. Their team really took the time to understand my goals and created a strategy that fits me perfectly. My communication with them has been top-notch, and their market insights have consistently led to great results for me. ...
Matthew L.
Ajay !!!! Is awesome . I was like a lost puppy and Ajay helped me find my way . I had the financials but I had no idea what to do wt my money . From the very first interaction we organized my money and Ajay helped me realize I was over insured , over spending and not maximizing my money. ...
Kelsi N.
These guys are the best! Hieu and his son Charles were so kind and helpful. They guided us through the process and helped explain all these complicated investments and retirement stuff. They made it really simple and explained everything until I understood it. They never pushed me and...
Kyle A.
Ever since I started working with Ajay we’ve developed a structured plan on how to manage my finances at the most optimal level. Ajay is very knowledgeable and very responsive whenever I have a question. Once you start working with him, you’ll wish you started sooner!
David L.
Had wonderful experiences with Endeavor Advisors. They are professional, prompt, and knowledgeable and has a lot of experiences with financial management and life decisions making. Highly recommend.
Eric E.
My experience with Ajay thus far has been beyond what I can put into words. I felt very nervous at first, as I started off with basically no knowledge on financial planning. In only a couple of months we’ve managed to eliminate debt, prepare for emergencies, start investing, planning for...
Kevin N.
Charles is a very compassionate and caring advisor. Walked my wife and l through all of our potential retirement options, taking everything into consideration. He made us feel like family right from the start. We're both in our 70's and we're a little stressed out about our current financial...
Justin L.
Before my first consultation with Ajay, I was in financial turmoil. Investing and saving were not even close to being possibilities. He helped me sift through the chaos giving us a clear path to financial freedom, and building a sustainable portfolio. If not for Ajay's kindness, diligence, and ...
Micky H.
Charles is a one stop shop. He's helped us with all the insurances: car, home, life, medical and dental. We just did our taxes too for half the price of H&R block. Our retirement accounts are also taken care of. He's easy going and will help you. Every family could use a Charlie to help navigate...
Jon B.
I’ve been more than satisfied with Ajay financial services. He is professional, caring, informative and diligent. He takes extra time and is patient when answering any questions that may arise. Very accessible and diligent when it comes to returning phone calls. He is a good man, happy to know him!
Jeff S.
I met Charles at Sagebrush Coffee Shop & roastery in Chandler, AZ and we had a great cup of coffee & an inspirational talk. I am now a client and recommend Charles and his company for financial advice & planning.
Kishen R.
Ajay at Endeavor Advisors was of great help when I graduated pharmacy school and when I landed my first job. Together we created a blueprint of my financial future and I have my full trust with Ajay with helping me achieve my financial dreams!
Scott C.
My wife and I just started working with Charles and we couldn't be more impressed! Like a lot of individuals, I came to Charles because I was worried that I wouldn't have enough money to retire one day. Not only did Charles help eliminate my concerns but he is now showing us ways to win...
Om M.
Ajay at Endeavor is by far one of the best! He is young and therefore very relatable and brings a new perspective to an aging industry. He is able to break down confusing financial jargon into material anyone can understand. The financial smarts that I’ve come across with him have far surpassed...
Peter N.
I have worked with many big financial firms before, and they usually focus mostly on investing my money, with planning being just an extra thing they do. But Endeavor Advisors is different. They really focus on making a solid retirement plan first, and then they make sure the investments fit int ...
Renee L.
I found out about Charles through other Google reviews. I feel very fortunate that I did the search and found him to be highly recommended. I couldn't be more pleased with the time Charles has spent with me to make sure I am doing the right thing financially for my future. Charles takes the...
Memorial Advantage Group
Had my initial meeting with Charlie today. To sum it up, I'm new to the investment world so I had a million thoughts when we started the meeting and we narrowed it down to three by the time we were done. I liked...
Jarrod H.
Charles was really great! He gave us a ton of great advice and was super helpful in making the most of my mother's financial situation. He was very kind and supportive. Highly recommend. I'm having him help with my finances as well!
Connor C.
Love this place, Hieu Luong and Charles are very nice people, very helpful and honest, I would recommend to everyone.
Mai E.
I really appreciate the patience and kindness from Charles & Hieu. They were able to explain everything from A to Z for me. Everything I need to know about estate planning and preparation. And long term permanent life insurance. I feel so much more peace of mind. Highly recommend this firm!
Baron B.
Charlie is easy to talk to, one stop shop and he knows his stuff. Exactly what I was looking for rather than being farmed out a large firm, this is the guy you want. Immediately answered, set appointments and got me 100% set up same day.
Chi L.
I can’t recommend Endeavor Advisors enough as my investment manager. Their team really took the time to understand my goals and created a strategy that fits me perfectly. My communication with them has been top-notch, and their market insights have consistently led to great results for me. ...
Matthew L.
Ajay !!!! Is awesome . I was like a lost puppy and Ajay helped me find my way . I had the financials but I had no idea what to do wt my money . From the very first interaction we organized my money and Ajay helped me realize I was over insured , over spending and not maximizing my money. ...
Kelsi N.
These guys are the best! Hieu and his son Charles were so kind and helpful. They guided us through the process and helped explain all these complicated investments and retirement stuff. They made it really simple and explained everything until I understood it. They never pushed me and...
Kyle A.
Ever since I started working with Ajay we’ve developed a structured plan on how to manage my finances at the most optimal level. Ajay is very knowledgeable and very responsive whenever I have a question. Once you start working with him, you’ll wish you started sooner!
David L.
Had wonderful experiences with Endeavor Advisors. They are professional, prompt, and knowledgeable and has a lot of experiences with financial management and life decisions making. Highly recommend.
Eric E.
My experience with Ajay thus far has been beyond what I can put into words. I felt very nervous at first, as I started off with basically no knowledge on financial planning. In only a couple of months we’ve managed to eliminate debt, prepare for emergencies, start investing, planning for...
Kevin N.
Charles is a very compassionate and caring advisor. Walked my wife and l through all of our potential retirement options, taking everything into consideration. He made us feel like family right from the start. We're both in our 70's and we're a little stressed out about our current financial...
Justin L.
Before my first consultation with Ajay, I was in financial turmoil. Investing and saving were not even close to being possibilities. He helped me sift through the chaos giving us a clear path to financial freedom, and building a sustainable portfolio. If not for Ajay's kindness, diligence, and ...
Micky H.
Charles is a one stop shop. He's helped us with all the insurances: car, home, life, medical and dental. We just did our taxes too for half the price of H&R block. Our retirement accounts are also taken care of. He's easy going and will help you. Every family could use a Charlie to help navigate...
Jon B.
I’ve been more than satisfied with Ajay financial services. He is professional, caring, informative and diligent. He takes extra time and is patient when answering any questions that may arise. Very accessible and diligent when it comes to returning phone calls. He is a good man, happy to know him!
Jeff S.
I met Charles at Sagebrush Coffee Shop & roastery in Chandler, AZ and we had a great cup of coffee & an inspirational talk. I am now a client and recommend Charles and his company for financial advice & planning.
Kishen R.
Ajay at Endeavor Advisors was of great help when I graduated pharmacy school and when I landed my first job. Together we created a blueprint of my financial future and I have my full trust with Ajay with helping me achieve my financial dreams!
Scott C.
My wife and I just started working with Charles and we couldn't be more impressed! Like a lot of individuals, I came to Charles because I was worried that I wouldn't have enough money to retire one day. Not only did Charles help eliminate my concerns but he is now showing us ways to win...
Om M.
Ajay at Endeavor is by far one of the best! He is young and therefore very relatable and brings a new perspective to an aging industry. He is able to break down confusing financial jargon into material anyone can understand. The financial smarts that I’ve come across with him have far surpassed...
Peter N.
I have worked with many big financial firms before, and they usually focus mostly on investing my money, with planning being just an extra thing they do. But Endeavor Advisors is different. They really focus on making a solid retirement plan first, and then they make sure the investments fit int ...
Renee L.
I found out about Charles through other Google reviews. I feel very fortunate that I did the search and found him to be highly recommended. I couldn't be more pleased with the time Charles has spent with me to make sure I am doing the right thing financially for my future. Charles takes the...
Memorial Advantage Group
Had my initial meeting with Charlie today. To sum it up, I'm new to the investment world so I had a million thoughts when we started the meeting and we narrowed it down to three by the time we were done. I liked...
Jarrod H.
Charles was really great! He gave us a ton of great advice and was super helpful in making the most of my mother's financial situation. He was very kind and supportive. Highly recommend. I'm having him help with my finances as well!
Connor C.
Love this place, Hieu Luong and Charles are very nice people, very helpful and honest, I would recommend to everyone.
Mai E.
I really appreciate the patience and kindness from Charles & Hieu. They were able to explain everything from A to Z for me. Everything I need to know about estate planning and preparation. And long term permanent life insurance. I feel so much more peace of mind. Highly recommend this firm!
Baron B.
Charlie is easy to talk to, one stop shop and he knows his stuff. Exactly what I was looking for rather than being farmed out a large firm, this is the guy you want. Immediately answered, set appointments and got me 100% set up same day.
Chi L.
I can’t recommend Endeavor Advisors enough as my investment manager. Their team really took the time to understand my goals and created a strategy that fits me perfectly. My communication with them has been top-notch, and their market insights have consistently led to great results for me. ...
Matthew L.
Ajay !!!! Is awesome . I was like a lost puppy and Ajay helped me find my way . I had the financials but I had no idea what to do wt my money . From the very first interaction we organized my money and Ajay helped me realize I was over insured , over spending and not maximizing my money. ...
Kelsi N.
These guys are the best! Hieu and his son Charles were so kind and helpful. They guided us through the process and helped explain all these complicated investments and retirement stuff. They made it really simple and explained everything until I understood it. They never pushed me and...
Kyle A.
Ever since I started working with Ajay we’ve developed a structured plan on how to manage my finances at the most optimal level. Ajay is very knowledgeable and very responsive whenever I have a question. Once you start working with him, you’ll wish you started sooner!
David L.
Had wonderful experiences with Endeavor Advisors. They are professional, prompt, and knowledgeable and has a lot of experiences with financial management and life decisions making. Highly recommend.
Eric E.
My experience with Ajay thus far has been beyond what I can put into words. I felt very nervous at first, as I started off with basically no knowledge on financial planning. In only a couple of months we’ve managed to eliminate debt, prepare for emergencies, start investing, planning for...
Kevin N.
Charles is a very compassionate and caring advisor. Walked my wife and l through all of our potential retirement options, taking everything into consideration. He made us feel like family right from the start. We're both in our 70's and we're a little stressed out about our current financial...
Justin L.
Before my first consultation with Ajay, I was in financial turmoil. Investing and saving were not even close to being possibilities. He helped me sift through the chaos giving us a clear path to financial freedom, and building a sustainable portfolio. If not for Ajay's kindness, diligence, and ...
Micky H.
Charles is a one stop shop. He's helped us with all the insurances: car, home, life, medical and dental. We just did our taxes too for half the price of H&R block. Our retirement accounts are also taken care of. He's easy going and will help you. Every family could use a Charlie to help navigate...
Jon B.
I’ve been more than satisfied with Ajay financial services. He is professional, caring, informative and diligent. He takes extra time and is patient when answering any questions that may arise. Very accessible and diligent when it comes to returning phone calls. He is a good man, happy to know him!
Jeff S.
I met Charles at Sagebrush Coffee Shop & roastery in Chandler, AZ and we had a great cup of coffee & an inspirational talk. I am now a client and recommend Charles and his company for financial advice & planning.
Kishen R.
Ajay at Endeavor Advisors was of great help when I graduated pharmacy school and when I landed my first job. Together we created a blueprint of my financial future and I have my full trust with Ajay with helping me achieve my financial dreams!
Scott C.
My wife and I just started working with Charles and we couldn't be more impressed! Like a lot of individuals, I came to Charles because I was worried that I wouldn't have enough money to retire one day. Not only did Charles help eliminate my concerns but he is now showing us ways to win...
Om M.
Ajay at Endeavor is by far one of the best! He is young and therefore very relatable and brings a new perspective to an aging industry. He is able to break down confusing financial jargon into material anyone can understand. The financial smarts that I’ve come across with him have far surpassed...
Peter N.
I have worked with many big financial firms before, and they usually focus mostly on investing my money, with planning being just an extra thing they do. But Endeavor Advisors is different. They really focus on making a solid retirement plan first, and then they make sure the investments fit int ...
Renee L.
I found out about Charles through other Google reviews. I feel very fortunate that I did the search and found him to be highly recommended. I couldn't be more pleased with the time Charles has spent with me to make sure I am doing the right thing financially for my future. Charles takes the...
Memorial Advantage Group
Had my initial meeting with Charlie today. To sum it up, I'm new to the investment world so I had a million thoughts when we started the meeting and we narrowed it down to three by the time we were done. I liked...
Jarrod H.
Charles was really great! He gave us a ton of great advice and was super helpful in making the most of my mother's financial situation. He was very kind and supportive. Highly recommend. I'm having him help with my finances as well!
Connor C.
Love this place, Hieu Luong and Charles are very nice people, very helpful and honest, I would recommend to everyone.
Mai E.
I really appreciate the patience and kindness from Charles & Hieu. They were able to explain everything from A to Z for me. Everything I need to know about estate planning and preparation. And long term permanent life insurance. I feel so much more peace of mind. Highly recommend this firm!
Baron B.
Charlie is easy to talk to, one stop shop and he knows his stuff. Exactly what I was looking for rather than being farmed out a large firm, this is the guy you want. Immediately answered, set appointments and got me 100% set up same day.
Chi L.
I can’t recommend Endeavor Advisors enough as my investment manager. Their team really took the time to understand my goals and created a strategy that fits me perfectly. My communication with them has been top-notch, and their market insights have consistently led to great results for me. ...
Matthew L.
Ajay !!!! Is awesome . I was like a lost puppy and Ajay helped me find my way . I had the financials but I had no idea what to do wt my money . From the very first interaction we organized my money and Ajay helped me realize I was over insured , over spending and not maximizing my money. ...
Kelsi N.
These guys are the best! Hieu and his son Charles were so kind and helpful. They guided us through the process and helped explain all these complicated investments and retirement stuff. They made it really simple and explained everything until I understood it. They never pushed me and...
Kyle A.
Ever since I started working with Ajay we’ve developed a structured plan on how to manage my finances at the most optimal level. Ajay is very knowledgeable and very responsive whenever I have a question. Once you start working with him, you’ll wish you started sooner!
David L.
Had wonderful experiences with Endeavor Advisors. They are professional, prompt, and knowledgeable and has a lot of experiences with financial management and life decisions making. Highly recommend.
Eric E.
My experience with Ajay thus far has been beyond what I can put into words. I felt very nervous at first, as I started off with basically no knowledge on financial planning. In only a couple of months we’ve managed to eliminate debt, prepare for emergencies, start investing, planning for...
Kevin N.
Charles is a very compassionate and caring advisor. Walked my wife and l through all of our potential retirement options, taking everything into consideration. He made us feel like family right from the start. We're both in our 70's and we're a little stressed out about our current financial...
Justin L.
Before my first consultation with Ajay, I was in financial turmoil. Investing and saving were not even close to being possibilities. He helped me sift through the chaos giving us a clear path to financial freedom, and building a sustainable portfolio. If not for Ajay's kindness, diligence, and ...
Micky H.
Charles is a one stop shop. He's helped us with all the insurances: car, home, life, medical and dental. We just did our taxes too for half the price of H&R block. Our retirement accounts are also taken care of. He's easy going and will help you. Every family could use a Charlie to help navigate...
Jon B.
I’ve been more than satisfied with Ajay financial services. He is professional, caring, informative and diligent. He takes extra time and is patient when answering any questions that may arise. Very accessible and diligent when it comes to returning phone calls. He is a good man, happy to know him!
Jeff S.
I met Charles at Sagebrush Coffee Shop & roastery in Chandler, AZ and we had a great cup of coffee & an inspirational talk. I am now a client and recommend Charles and his company for financial advice & planning.
Kishen R.
Ajay at Endeavor Advisors was of great help when I graduated pharmacy school and when I landed my first job. Together we created a blueprint of my financial future and I have my full trust with Ajay with helping me achieve my financial dreams!
Scott C.
My wife and I just started working with Charles and we couldn't be more impressed! Like a lot of individuals, I came to Charles because I was worried that I wouldn't have enough money to retire one day. Not only did Charles help eliminate my concerns but he is now showing us ways to win...
Om M.
Ajay at Endeavor is by far one of the best! He is young and therefore very relatable and brings a new perspective to an aging industry. He is able to break down confusing financial jargon into material anyone can understand. The financial smarts that I’ve come across with him have far surpassed...
Peter N.
I have worked with many big financial firms before, and they usually focus mostly on investing my money, with planning being just an extra thing they do. But Endeavor Advisors is different. They really focus on making a solid retirement plan first, and then they make sure the investments fit int ...
Renee L.
I found out about Charles through other Google reviews. I feel very fortunate that I did the search and found him to be highly recommended. I couldn't be more pleased with the time Charles has spent with me to make sure I am doing the right thing financially for my future. Charles takes the...
Memorial Advantage Group
Had my initial meeting with Charlie today. To sum it up, I'm new to the investment world so I had a million thoughts when we started the meeting and we narrowed it down to three by the time we were done. I liked...
Jarrod H.
Charles was really great! He gave us a ton of great advice and was super helpful in making the most of my mother's financial situation. He was very kind and supportive. Highly recommend. I'm having him help with my finances as well!
Connor C.
Love this place, Hieu Luong and Charles are very nice people, very helpful and honest, I would recommend to everyone.
Mai E.
I really appreciate the patience and kindness from Charles & Hieu. They were able to explain everything from A to Z for me. Everything I need to know about estate planning and preparation. And long term permanent life insurance. I feel so much more peace of mind. Highly recommend this firm!
Baron B.
Charlie is easy to talk to, one stop shop and he knows his stuff. Exactly what I was looking for rather than being farmed out a large firm, this is the guy you want. Immediately answered, set appointments and got me 100% set up same day.
Chi L.
I can’t recommend Endeavor Advisors enough as my investment manager. Their team really took the time to understand my goals and created a strategy that fits me perfectly. My communication with them has been top-notch, and their market insights have consistently led to great results for me. ...
Matthew L.
Ajay !!!! Is awesome . I was like a lost puppy and Ajay helped me find my way . I had the financials but I had no idea what to do wt my money . From the very first interaction we organized my money and Ajay helped me realize I was over insured , over spending and not maximizing my money. ...
Kelsi N.
These guys are the best! Hieu and his son Charles were so kind and helpful. They guided us through the process and helped explain all these complicated investments and retirement stuff. They made it really simple and explained everything until I understood it. They never pushed me and...
Kyle A.
Ever since I started working with Ajay we’ve developed a structured plan on how to manage my finances at the most optimal level. Ajay is very knowledgeable and very responsive whenever I have a question. Once you start working with him, you’ll wish you started sooner!
David L.
Had wonderful experiences with Endeavor Advisors. They are professional, prompt, and knowledgeable and has a lot of experiences with financial management and life decisions making. Highly recommend.
Eric E.
My experience with Ajay thus far has been beyond what I can put into words. I felt very nervous at first, as I started off with basically no knowledge on financial planning. In only a couple of months we’ve managed to eliminate debt, prepare for emergencies, start investing, planning for...
Kevin N.
Charles is a very compassionate and caring advisor. Walked my wife and l through all of our potential retirement options, taking everything into consideration. He made us feel like family right from the start. We're both in our 70's and we're a little stressed out about our current financial...
Justin L.
Before my first consultation with Ajay, I was in financial turmoil. Investing and saving were not even close to being possibilities. He helped me sift through the chaos giving us a clear path to financial freedom, and building a sustainable portfolio. If not for Ajay's kindness, diligence, and ...
Micky H.
Charles is a one stop shop. He's helped us with all the insurances: car, home, life, medical and dental. We just did our taxes too for half the price of H&R block. Our retirement accounts are also taken care of. He's easy going and will help you. Every family could use a Charlie to help navigate...
Jon B.
I’ve been more than satisfied with Ajay financial services. He is professional, caring, informative and diligent. He takes extra time and is patient when answering any questions that may arise. Very accessible and diligent when it comes to returning phone calls. He is a good man, happy to know him!
Jeff S.
I met Charles at Sagebrush Coffee Shop & roastery in Chandler, AZ and we had a great cup of coffee & an inspirational talk. I am now a client and recommend Charles and his company for financial advice & planning.
Kishen R.
Ajay at Endeavor Advisors was of great help when I graduated pharmacy school and when I landed my first job. Together we created a blueprint of my financial future and I have my full trust with Ajay with helping me achieve my financial dreams!
Scott C.
My wife and I just started working with Charles and we couldn't be more impressed! Like a lot of individuals, I came to Charles because I was worried that I wouldn't have enough money to retire one day. Not only did Charles help eliminate my concerns but he is now showing us ways to win...
Om M.
Ajay at Endeavor is by far one of the best! He is young and therefore very relatable and brings a new perspective to an aging industry. He is able to break down confusing financial jargon into material anyone can understand. The financial smarts that I’ve come across with him have far surpassed...
Peter N.
I have worked with many big financial firms before, and they usually focus mostly on investing my money, with planning being just an extra thing they do. But Endeavor Advisors is different. They really focus on making a solid retirement plan first, and then they make sure the investments fit int ...
Renee L.
I found out about Charles through other Google reviews. I feel very fortunate that I did the search and found him to be highly recommended. I couldn't be more pleased with the time Charles has spent with me to make sure I am doing the right thing financially for my future. Charles takes the...
Memorial Advantage Group
Had my initial meeting with Charlie today. To sum it up, I'm new to the investment world so I had a million thoughts when we started the meeting and we narrowed it down to three by the time we were done. I liked...
Jarrod H.
Charles was really great! He gave us a ton of great advice and was super helpful in making the most of my mother's financial situation. He was very kind and supportive. Highly recommend. I'm having him help with my finances as well!
Connor C.
Love this place, Hieu Luong and Charles are very nice people, very helpful and honest, I would recommend to everyone.
Mai E.
I really appreciate the patience and kindness from Charles & Hieu. They were able to explain everything from A to Z for me. Everything I need to know about estate planning and preparation. And long term permanent life insurance. I feel so much more peace of mind. Highly recommend this firm!
Baron B.
Charlie is easy to talk to, one stop shop and he knows his stuff. Exactly what I was looking for rather than being farmed out a large firm, this is the guy you want. Immediately answered, set appointments and got me 100% set up same day.
Chi L.
I can’t recommend Endeavor Advisors enough as my investment manager. Their team really took the time to understand my goals and created a strategy that fits me perfectly. My communication with them has been top-notch, and their market insights have consistently led to great results for me. ...
Matthew L.
Ajay !!!! Is awesome . I was like a lost puppy and Ajay helped me find my way . I had the financials but I had no idea what to do wt my money . From the very first interaction we organized my money and Ajay helped me realize I was over insured , over spending and not maximizing my money. ...
Kelsi N.
These guys are the best! Hieu and his son Charles were so kind and helpful. They guided us through the process and helped explain all these complicated investments and retirement stuff. They made it really simple and explained everything until I understood it. They never pushed me and...
Kyle A.
Ever since I started working with Ajay we’ve developed a structured plan on how to manage my finances at the most optimal level. Ajay is very knowledgeable and very responsive whenever I have a question. Once you start working with him, you’ll wish you started sooner!
David L.
Had wonderful experiences with Endeavor Advisors. They are professional, prompt, and knowledgeable and has a lot of experiences with financial management and life decisions making. Highly recommend.
Eric E.
My experience with Ajay thus far has been beyond what I can put into words. I felt very nervous at first, as I started off with basically no knowledge on financial planning. In only a couple of months we’ve managed to eliminate debt, prepare for emergencies, start investing, planning for...
Kevin N.
Charles is a very compassionate and caring advisor. Walked my wife and l through all of our potential retirement options, taking everything into consideration. He made us feel like family right from the start. We're both in our 70's and we're a little stressed out about our current financial...
Justin L.
Before my first consultation with Ajay, I was in financial turmoil. Investing and saving were not even close to being possibilities. He helped me sift through the chaos giving us a clear path to financial freedom, and building a sustainable portfolio. If not for Ajay's kindness, diligence, and ...
Micky H.
Charles is a one stop shop. He's helped us with all the insurances: car, home, life, medical and dental. We just did our taxes too for half the price of H&R block. Our retirement accounts are also taken care of. He's easy going and will help you. Every family could use a Charlie to help navigate...
Jon B.
I’ve been more than satisfied with Ajay financial services. He is professional, caring, informative and diligent. He takes extra time and is patient when answering any questions that may arise. Very accessible and diligent when it comes to returning phone calls. He is a good man, happy to know him!
Jeff S.
I met Charles at Sagebrush Coffee Shop & roastery in Chandler, AZ and we had a great cup of coffee & an inspirational talk. I am now a client and recommend Charles and his company for financial advice & planning.
Kishen R.
Ajay at Endeavor Advisors was of great help when I graduated pharmacy school and when I landed my first job. Together we created a blueprint of my financial future and I have my full trust with Ajay with helping me achieve my financial dreams!
Scott C.
My wife and I just started working with Charles and we couldn't be more impressed! Like a lot of individuals, I came to Charles because I was worried that I wouldn't have enough money to retire one day. Not only did Charles help eliminate my concerns but he is now showing us ways to win...
Om M.
Ajay at Endeavor is by far one of the best! He is young and therefore very relatable and brings a new perspective to an aging industry. He is able to break down confusing financial jargon into material anyone can understand. The financial smarts that I’ve come across with him have far surpassed...
Peter N.
I have worked with many big financial firms before, and they usually focus mostly on investing my money, with planning being just an extra thing they do. But Endeavor Advisors is different. They really focus on making a solid retirement plan first, and then they make sure the investments fit int ...
Renee L.
I found out about Charles through other Google reviews. I feel very fortunate that I did the search and found him to be highly recommended. I couldn't be more pleased with the time Charles has spent with me to make sure I am doing the right thing financially for my future. Charles takes the...
Memorial Advantage Group
Had my initial meeting with Charlie today. To sum it up, I'm new to the investment world so I had a million thoughts when we started the meeting and we narrowed it down to three by the time we were done. I liked...
Jarrod H.
Charles was really great! He gave us a ton of great advice and was super helpful in making the most of my mother's financial situation. He was very kind and supportive. Highly recommend. I'm having him help with my finances as well!
Connor C.
Love this place, Hieu Luong and Charles are very nice people, very helpful and honest, I would recommend to everyone.
Mai E.
I really appreciate the patience and kindness from Charles & Hieu. They were able to explain everything from A to Z for me. Everything I need to know about estate planning and preparation. And long term permanent life insurance. I feel so much more peace of mind. Highly recommend this firm!
Baron B.
Charlie is easy to talk to, one stop shop and he knows his stuff. Exactly what I was looking for rather than being farmed out a large firm, this is the guy you want. Immediately answered, set appointments and got me 100% set up same day.
Chi L.
I can’t recommend Endeavor Advisors enough as my investment manager. Their team really took the time to understand my goals and created a strategy that fits me perfectly. My communication with them has been top-notch, and their market insights have consistently led to great results for me. ...
Matthew L.
Ajay !!!! Is awesome . I was like a lost puppy and Ajay helped me find my way . I had the financials but I had no idea what to do wt my money . From the very first interaction we organized my money and Ajay helped me realize I was over insured , over spending and not maximizing my money. ...
Kelsi N.
These guys are the best! Hieu and his son Charles were so kind and helpful. They guided us through the process and helped explain all these complicated investments and retirement stuff. They made it really simple and explained everything until I understood it. They never pushed me and...
Kyle A.
Ever since I started working with Ajay we’ve developed a structured plan on how to manage my finances at the most optimal level. Ajay is very knowledgeable and very responsive whenever I have a question. Once you start working with him, you’ll wish you started sooner!
David L.
Had wonderful experiences with Endeavor Advisors. They are professional, prompt, and knowledgeable and has a lot of experiences with financial management and life decisions making. Highly recommend.
Eric E.
My experience with Ajay thus far has been beyond what I can put into words. I felt very nervous at first, as I started off with basically no knowledge on financial planning. In only a couple of months we’ve managed to eliminate debt, prepare for emergencies, start investing, planning for...
Kevin N.
Charles is a very compassionate and caring advisor. Walked my wife and l through all of our potential retirement options, taking everything into consideration. He made us feel like family right from the start. We're both in our 70's and we're a little stressed out about our current financial...
Justin L.
Before my first consultation with Ajay, I was in financial turmoil. Investing and saving were not even close to being possibilities. He helped me sift through the chaos giving us a clear path to financial freedom, and building a sustainable portfolio. If not for Ajay's kindness, diligence, and ...
Micky H.
Charles is a one stop shop. He's helped us with all the insurances: car, home, life, medical and dental. We just did our taxes too for half the price of H&R block. Our retirement accounts are also taken care of. He's easy going and will help you. Every family could use a Charlie to help navigate...
Jon B.
I’ve been more than satisfied with Ajay financial services. He is professional, caring, informative and diligent. He takes extra time and is patient when answering any questions that may arise. Very accessible and diligent when it comes to returning phone calls. He is a good man, happy to know him!
Jeff S.
I met Charles at Sagebrush Coffee Shop & roastery in Chandler, AZ and we had a great cup of coffee & an inspirational talk. I am now a client and recommend Charles and his company for financial advice & planning.
Kishen R.
Ajay at Endeavor Advisors was of great help when I graduated pharmacy school and when I landed my first job. Together we created a blueprint of my financial future and I have my full trust with Ajay with helping me achieve my financial dreams!
Scott C.
My wife and I just started working with Charles and we couldn't be more impressed! Like a lot of individuals, I came to Charles because I was worried that I wouldn't have enough money to retire one day. Not only did Charles help eliminate my concerns but he is now showing us ways to win...
Om M.
Ajay at Endeavor is by far one of the best! He is young and therefore very relatable and brings a new perspective to an aging industry. He is able to break down confusing financial jargon into material anyone can understand. The financial smarts that I’ve come across with him have far surpassed...
Peter N.
I have worked with many big financial firms before, and they usually focus mostly on investing my money, with planning being just an extra thing they do. But Endeavor Advisors is different. They really focus on making a solid retirement plan first, and then they make sure the investments fit int ...
Renee L.
I found out about Charles through other Google reviews. I feel very fortunate that I did the search and found him to be highly recommended. I couldn't be more pleased with the time Charles has spent with me to make sure I am doing the right thing financially for my future. Charles takes the...
Memorial Advantage Group
Had my initial meeting with Charlie today. To sum it up, I'm new to the investment world so I had a million thoughts when we started the meeting and we narrowed it down to three by the time we were done. I liked...
Jarrod H.
Charles was really great! He gave us a ton of great advice and was super helpful in making the most of my mother's financial situation. He was very kind and supportive. Highly recommend. I'm having him help with my finances as well!
Connor C.
Love this place, Hieu Luong and Charles are very nice people, very helpful and honest, I would recommend to everyone.
Mai E.
I really appreciate the patience and kindness from Charles & Hieu. They were able to explain everything from A to Z for me. Everything I need to know about estate planning and preparation. And long term permanent life insurance. I feel so much more peace of mind. Highly recommend this firm!
Baron B.
Charlie is easy to talk to, one stop shop and he knows his stuff. Exactly what I was looking for rather than being farmed out a large firm, this is the guy you want. Immediately answered, set appointments and got me 100% set up same day.
Chi L.
I can’t recommend Endeavor Advisors enough as my investment manager. Their team really took the time to understand my goals and created a strategy that fits me perfectly. My communication with them has been top-notch, and their market insights have consistently led to great results for me. ...
Matthew L.
Ajay !!!! Is awesome . I was like a lost puppy and Ajay helped me find my way . I had the financials but I had no idea what to do wt my money . From the very first interaction we organized my money and Ajay helped me realize I was over insured , over spending and not maximizing my money. ...
Kelsi N.
These guys are the best! Hieu and his son Charles were so kind and helpful. They guided us through the process and helped explain all these complicated investments and retirement stuff. They made it really simple and explained everything until I understood it. They never pushed me and...
Kyle A.
Ever since I started working with Ajay we’ve developed a structured plan on how to manage my finances at the most optimal level. Ajay is very knowledgeable and very responsive whenever I have a question. Once you start working with him, you’ll wish you started sooner!
David L.
Had wonderful experiences with Endeavor Advisors. They are professional, prompt, and knowledgeable and has a lot of experiences with financial management and life decisions making. Highly recommend.
Eric E.
My experience with Ajay thus far has been beyond what I can put into words. I felt very nervous at first, as I started off with basically no knowledge on financial planning. In only a couple of months we’ve managed to eliminate debt, prepare for emergencies, start investing, planning for...
Kevin N.
Charles is a very compassionate and caring advisor. Walked my wife and l through all of our potential retirement options, taking everything into consideration. He made us feel like family right from the start. We're both in our 70's and we're a little stressed out about our current financial...
Justin L.
Before my first consultation with Ajay, I was in financial turmoil. Investing and saving were not even close to being possibilities. He helped me sift through the chaos giving us a clear path to financial freedom, and building a sustainable portfolio. If not for Ajay's kindness, diligence, and ...
Micky H.
Charles is a one stop shop. He's helped us with all the insurances: car, home, life, medical and dental. We just did our taxes too for half the price of H&R block. Our retirement accounts are also taken care of. He's easy going and will help you. Every family could use a Charlie to help navigate...
Jon B.
I’ve been more than satisfied with Ajay financial services. He is professional, caring, informative and diligent. He takes extra time and is patient when answering any questions that may arise. Very accessible and diligent when it comes to returning phone calls. He is a good man, happy to know him!
Jeff S.
I met Charles at Sagebrush Coffee Shop & roastery in Chandler, AZ and we had a great cup of coffee & an inspirational talk. I am now a client and recommend Charles and his company for financial advice & planning.
Kishen R.
Ajay at Endeavor Advisors was of great help when I graduated pharmacy school and when I landed my first job. Together we created a blueprint of my financial future and I have my full trust with Ajay with helping me achieve my financial dreams!
Scott C.
My wife and I just started working with Charles and we couldn't be more impressed! Like a lot of individuals, I came to Charles because I was worried that I wouldn't have enough money to retire one day. Not only did Charles help eliminate my concerns but he is now showing us ways to win...
Om M.
Ajay at Endeavor is by far one of the best! He is young and therefore very relatable and brings a new perspective to an aging industry. He is able to break down confusing financial jargon into material anyone can understand. The financial smarts that I’ve come across with him have far surpassed...
Peter N.
I have worked with many big financial firms before, and they usually focus mostly on investing my money, with planning being just an extra thing they do. But Endeavor Advisors is different. They really focus on making a solid retirement plan first, and then they make sure the investments fit int ...
Renee L.
I found out about Charles through other Google reviews. I feel very fortunate that I did the search and found him to be highly recommended. I couldn't be more pleased with the time Charles has spent with me to make sure I am doing the right thing financially for my future. Charles takes the...
Memorial Advantage Group
Had my initial meeting with Charlie today. To sum it up, I'm new to the investment world so I had a million thoughts when we started the meeting and we narrowed it down to three by the time we were done. I liked...
Jarrod H.
Charles was really great! He gave us a ton of great advice and was super helpful in making the most of my mother's financial situation. He was very kind and supportive. Highly recommend. I'm having him help with my finances as well!
Connor C.
Love this place, Hieu Luong and Charles are very nice people, very helpful and honest, I would recommend to everyone.
Mai E.
I really appreciate the patience and kindness from Charles & Hieu. They were able to explain everything from A to Z for me. Everything I need to know about estate planning and preparation. And long term permanent life insurance. I feel so much more peace of mind. Highly recommend this firm!
Baron B.
Charlie is easy to talk to, one stop shop and he knows his stuff. Exactly what I was looking for rather than being farmed out a large firm, this is the guy you want. Immediately answered, set appointments and got me 100% set up same day.
Chi L.
I can’t recommend Endeavor Advisors enough as my investment manager. Their team really took the time to understand my goals and created a strategy that fits me perfectly. My communication with them has been top-notch, and their market insights have consistently led to great results for me. ...
Matthew L.
Ajay !!!! Is awesome . I was like a lost puppy and Ajay helped me find my way . I had the financials but I had no idea what to do wt my money . From the very first interaction we organized my money and Ajay helped me realize I was over insured , over spending and not maximizing my money. ...
Kelsi N.
These guys are the best! Hieu and his son Charles were so kind and helpful. They guided us through the process and helped explain all these complicated investments and retirement stuff. They made it really simple and explained everything until I understood it. They never pushed me and...
Kyle A.
Ever since I started working with Ajay we’ve developed a structured plan on how to manage my finances at the most optimal level. Ajay is very knowledgeable and very responsive whenever I have a question. Once you start working with him, you’ll wish you started sooner!
David L.
Had wonderful experiences with Endeavor Advisors. They are professional, prompt, and knowledgeable and has a lot of experiences with financial management and life decisions making. Highly recommend.
Eric E.
My experience with Ajay thus far has been beyond what I can put into words. I felt very nervous at first, as I started off with basically no knowledge on financial planning. In only a couple of months we’ve managed to eliminate debt, prepare for emergencies, start investing, planning for...
Kevin N.
Charles is a very compassionate and caring advisor. Walked my wife and l through all of our potential retirement options, taking everything into consideration. He made us feel like family right from the start. We're both in our 70's and we're a little stressed out about our current financial...
Justin L.
Before my first consultation with Ajay, I was in financial turmoil. Investing and saving were not even close to being possibilities. He helped me sift through the chaos giving us a clear path to financial freedom, and building a sustainable portfolio. If not for Ajay's kindness, diligence, and ...
Micky H.
Charles is a one stop shop. He's helped us with all the insurances: car, home, life, medical and dental. We just did our taxes too for half the price of H&R block. Our retirement accounts are also taken care of. He's easy going and will help you. Every family could use a Charlie to help navigate...
Jon B.
I’ve been more than satisfied with Ajay financial services. He is professional, caring, informative and diligent. He takes extra time and is patient when answering any questions that may arise. Very accessible and diligent when it comes to returning phone calls. He is a good man, happy to know him!
Jeff S.
I met Charles at Sagebrush Coffee Shop & roastery in Chandler, AZ and we had a great cup of coffee & an inspirational talk. I am now a client and recommend Charles and his company for financial advice & planning.
Kishen R.
Ajay at Endeavor Advisors was of great help when I graduated pharmacy school and when I landed my first job. Together we created a blueprint of my financial future and I have my full trust with Ajay with helping me achieve my financial dreams!
Scott C.
My wife and I just started working with Charles and we couldn't be more impressed! Like a lot of individuals, I came to Charles because I was worried that I wouldn't have enough money to retire one day. Not only did Charles help eliminate my concerns but he is now showing us ways to win...
Om M.
Ajay at Endeavor is by far one of the best! He is young and therefore very relatable and brings a new perspective to an aging industry. He is able to break down confusing financial jargon into material anyone can understand. The financial smarts that I’ve come across with him have far surpassed...
Peter N.
I have worked with many big financial firms before, and they usually focus mostly on investing my money, with planning being just an extra thing they do. But Endeavor Advisors is different. They really focus on making a solid retirement plan first, and then they make sure the investments fit int ...
Renee L.
I found out about Charles through other Google reviews. I feel very fortunate that I did the search and found him to be highly recommended. I couldn't be more pleased with the time Charles has spent with me to make sure I am doing the right thing financially for my future. Charles takes the...
Memorial Advantage Group
Had my initial meeting with Charlie today. To sum it up, I'm new to the investment world so I had a million thoughts when we started the meeting and we narrowed it down to three by the time we were done. I liked...
Jarrod H.
Charles was really great! He gave us a ton of great advice and was super helpful in making the most of my mother's financial situation. He was very kind and supportive. Highly recommend. I'm having him help with my finances as well!
Connor C.
Love this place, Hieu Luong and Charles are very nice people, very helpful and honest, I would recommend to everyone.
Mai E.
I really appreciate the patience and kindness from Charles & Hieu. They were able to explain everything from A to Z for me. Everything I need to know about estate planning and preparation. And long term permanent life insurance. I feel so much more peace of mind. Highly recommend this firm!
Baron B.
Charlie is easy to talk to, one stop shop and he knows his stuff. Exactly what I was looking for rather than being farmed out a large firm, this is the guy you want. Immediately answered, set appointments and got me 100% set up same day.
Chi L.
I can’t recommend Endeavor Advisors enough as my investment manager. Their team really took the time to understand my goals and created a strategy that fits me perfectly. My communication with them has been top-notch, and their market insights have consistently led to great results for me. ...
Matthew L.
Ajay !!!! Is awesome . I was like a lost puppy and Ajay helped me find my way . I had the financials but I had no idea what to do wt my money . From the very first interaction we organized my money and Ajay helped me realize I was over insured , over spending and not maximizing my money. ...
Kelsi N.
These guys are the best! Hieu and his son Charles were so kind and helpful. They guided us through the process and helped explain all these complicated investments and retirement stuff. They made it really simple and explained everything until I understood it. They never pushed me and...
Kyle A.
Ever since I started working with Ajay we’ve developed a structured plan on how to manage my finances at the most optimal level. Ajay is very knowledgeable and very responsive whenever I have a question. Once you start working with him, you’ll wish you started sooner!
David L.
Had wonderful experiences with Endeavor Advisors. They are professional, prompt, and knowledgeable and has a lot of experiences with financial management and life decisions making. Highly recommend.
Eric E.
My experience with Ajay thus far has been beyond what I can put into words. I felt very nervous at first, as I started off with basically no knowledge on financial planning. In only a couple of months we’ve managed to eliminate debt, prepare for emergencies, start investing, planning for...
Kevin N.
Charles is a very compassionate and caring advisor. Walked my wife and l through all of our potential retirement options, taking everything into consideration. He made us feel like family right from the start. We're both in our 70's and we're a little stressed out about our current financial...
Justin L.
Before my first consultation with Ajay, I was in financial turmoil. Investing and saving were not even close to being possibilities. He helped me sift through the chaos giving us a clear path to financial freedom, and building a sustainable portfolio. If not for Ajay's kindness, diligence, and ...
Micky H.
Charles is a one stop shop. He's helped us with all the insurances: car, home, life, medical and dental. We just did our taxes too for half the price of H&R block. Our retirement accounts are also taken care of. He's easy going and will help you. Every family could use a Charlie to help navigate...
Jon B.
I’ve been more than satisfied with Ajay financial services. He is professional, caring, informative and diligent. He takes extra time and is patient when answering any questions that may arise. Very accessible and diligent when it comes to returning phone calls. He is a good man, happy to know him!
Jeff S.
I met Charles at Sagebrush Coffee Shop & roastery in Chandler, AZ and we had a great cup of coffee & an inspirational talk. I am now a client and recommend Charles and his company for financial advice & planning.
Kishen R.
Ajay at Endeavor Advisors was of great help when I graduated pharmacy school and when I landed my first job. Together we created a blueprint of my financial future and I have my full trust with Ajay with helping me achieve my financial dreams!
Scott C.
My wife and I just started working with Charles and we couldn't be more impressed! Like a lot of individuals, I came to Charles because I was worried that I wouldn't have enough money to retire one day. Not only did Charles help eliminate my concerns but he is now showing us ways to win...
Om M.
Ajay at Endeavor is by far one of the best! He is young and therefore very relatable and brings a new perspective to an aging industry. He is able to break down confusing financial jargon into material anyone can understand. The financial smarts that I’ve come across with him have far surpassed...
Peter N.
I have worked with many big financial firms before, and they usually focus mostly on investing my money, with planning being just an extra thing they do. But Endeavor Advisors is different. They really focus on making a solid retirement plan first, and then they make sure the investments fit int ...
Renee L.
I found out about Charles through other Google reviews. I feel very fortunate that I did the search and found him to be highly recommended. I couldn't be more pleased with the time Charles has spent with me to make sure I am doing the right thing financially for my future. Charles takes the...
Memorial Advantage Group
Had my initial meeting with Charlie today. To sum it up, I'm new to the investment world so I had a million thoughts when we started the meeting and we narrowed it down to three by the time we were done. I liked...
Jarrod H.
Charles was really great! He gave us a ton of great advice and was super helpful in making the most of my mother's financial situation. He was very kind and supportive. Highly recommend. I'm having him help with my finances as well!
Connor C.
Love this place, Hieu Luong and Charles are very nice people, very helpful and honest, I would recommend to everyone.
Mai E.
I really appreciate the patience and kindness from Charles & Hieu. They were able to explain everything from A to Z for me. Everything I need to know about estate planning and preparation. And long term permanent life insurance. I feel so much more peace of mind. Highly recommend this firm!
Baron B.
Charlie is easy to talk to, one stop shop and he knows his stuff. Exactly what I was looking for rather than being farmed out a large firm, this is the guy you want. Immediately answered, set appointments and got me 100% set up same day.
Chi L.
I can’t recommend Endeavor Advisors enough as my investment manager. Their team really took the time to understand my goals and created a strategy that fits me perfectly. My communication with them has been top-notch, and their market insights have consistently led to great results for me. ...
Matthew L.
Ajay !!!! Is awesome . I was like a lost puppy and Ajay helped me find my way . I had the financials but I had no idea what to do wt my money . From the very first interaction we organized my money and Ajay helped me realize I was over insured , over spending and not maximizing my money. ...
Kelsi N.
These guys are the best! Hieu and his son Charles were so kind and helpful. They guided us through the process and helped explain all these complicated investments and retirement stuff. They made it really simple and explained everything until I understood it. They never pushed me and...
Kyle A.
Ever since I started working with Ajay we’ve developed a structured plan on how to manage my finances at the most optimal level. Ajay is very knowledgeable and very responsive whenever I have a question. Once you start working with him, you’ll wish you started sooner!
David L.
Had wonderful experiences with Endeavor Advisors. They are professional, prompt, and knowledgeable and has a lot of experiences with financial management and life decisions making. Highly recommend.
Eric E.
My experience with Ajay thus far has been beyond what I can put into words. I felt very nervous at first, as I started off with basically no knowledge on financial planning. In only a couple of months we’ve managed to eliminate debt, prepare for emergencies, start investing, planning for...
Kevin N.
Charles is a very compassionate and caring advisor. Walked my wife and l through all of our potential retirement options, taking everything into consideration. He made us feel like family right from the start. We're both in our 70's and we're a little stressed out about our current financial...
Justin L.
Before my first consultation with Ajay, I was in financial turmoil. Investing and saving were not even close to being possibilities. He helped me sift through the chaos giving us a clear path to financial freedom, and building a sustainable portfolio. If not for Ajay's kindness, diligence, and ...
Micky H.
Charles is a one stop shop. He's helped us with all the insurances: car, home, life, medical and dental. We just did our taxes too for half the price of H&R block. Our retirement accounts are also taken care of. He's easy going and will help you. Every family could use a Charlie to help navigate...
Jon B.
I’ve been more than satisfied with Ajay financial services. He is professional, caring, informative and diligent. He takes extra time and is patient when answering any questions that may arise. Very accessible and diligent when it comes to returning phone calls. He is a good man, happy to know him!
I am an attorney and hired Endeavor to work my own personal financial matters. He provides personalized attention to my situation and provides strategies particular to both short and long term goals. I highly recommend him as an investment advisor!
Linda Trang
CFO AT PromptCare and Deputy City Attorney @ Long Beach City Attorney's Office
I am an attorney and hired Endeavor to work my own personal financial matters. He provides personalized attention to my situation and provides strategies particular to both short and long term goals. I highly recommend him as an investment advisor!
Linda Trang
CFO AT PromptCare and Deputy City Attorney @ Long Beach City Attorney's Office
Can’t speak highly enough about Ajay and Endeavor Advisors. It’s not easy handing a lump some of money over to someone else to manage but Ajay proved to me he cares most about client satisfaction than anything else. He is always...
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Michael Adams
Apparatus Operator at Los Angeles City Fire Department
Can’t speak highly enough about Ajay and Endeavor Advisors. It’s not easy handing a lump some of money over to someone else to manage but Ajay proved to me he cares most about client satisfaction than anything else. He is always...
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Michael Adams
Apparatus Operator at Los Angeles City Fire Department
As a single mom and business owner , I've met my share of advisors, but Charles at Endeavor Advisors truly stands out. His patience, clarity, and genuine care made a world of difference. Charles took the time to understand my unique financial...
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Paris Wilcox
Owner of Paris Lash & Brow
As a single mom and business owner , I've met my share of advisors, but Charles at Endeavor Advisors truly stands out. His patience, clarity, and genuine care made a world of difference. Charles took the time to understand my unique financial...
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Paris Wilcox
Owner of Paris Lash & Brow
Ajay was an incredible help! I wanted to figure out my retirement plan, work through my benefits that my employer offers, and learn about different ways to maximize my savings. Ajay explained everything so clearly and answered each of...
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Kishan Patel
Physician at Kaiser Permanente
Ajay was an incredible help! I wanted to figure out my retirement plan, work through my benefits that my employer offers, and learn about different ways to maximize my savings. Ajay explained everything so clearly and answered each of...
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Kishan Patel
Physician at Kaiser Permanente
I am an attorney and hired Endeavor to work my own personal financial matters. He provides personalized attention to my situation and provides strategies particular to both short and long term goals. I highly recommend him as an investment advisor!
Linda Trang
CFO AT PromptCare and Deputy City Attorney @ Long Beach City Attorney's Office
I am an attorney and hired Endeavor to work my own personal financial matters. He provides personalized attention to my situation and provides strategies particular to both short and long term goals. I highly recommend him as an investment advisor!
Linda Trang
CFO AT PromptCare and Deputy City Attorney @ Long Beach City Attorney's Office
I found out about Endeavor through other Google reviews. I feel very fortunate that I did the search and found him to be highly recommended. I couldn't be more pleased with the time Charles has spent with me to make sure I am doing the right thing financially for my future. Charles takes the time to explain...
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Renee Lally
Registered Nurse at St. Joseph's Hospital
I found out about Endeavor through other Google reviews. I feel very fortunate that I did the search and found him to be highly recommended. I couldn't be more pleased with the time Charles has spent with me to make sure I am doing the right thing financially for my future. Charles takes the time to explain...
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Renee Lally
Registered Nurse at St. Joseph's Hospital
As a single mom and business owner , I've met my share of advisors, but Charles at Endeavor Advisors truly stands out. His patience, clarity, and genuine care made a world of difference. Charles took the time to understand my unique financial needs, making everything feel less overwhelming. It was refreshing to be treated as an individual...
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Paris Wilcox
Owner of Paris Lash & Brow
As a single mom and business owner , I've met my share of advisors, but Charles at Endeavor Advisors truly stands out. His patience, clarity, and genuine care made a world of difference. Charles took the time to understand my unique financial needs, making everything feel less overwhelming. It was refreshing to be treated as an individual...
Continue Reading»
Paris Wilcox
Owner of Paris Lash & Brow
My wife and I just started working with Charles and we couldn't be more impressed! Like a lot of individuals, I came to Charles because I was worried that I wouldn't have enough money to retire one day. Not only did Charles help eliminate my concerns but he is now showing us ways to win with money - in other words - easy...
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Scott Campbell
Corporate FP&A @ onsemi semiconductor
My wife and I just started working with Charles and we couldn't be more impressed! Like a lot of individuals, I came to Charles because I was worried that I wouldn't have enough money to retire one day. Not only did Charles help eliminate my concerns but he is now showing us ways to win with money - in other words - easy...
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Scott Campbell
Corporate FP&A @ onsemi semiconductor
Endeavor Advisors LLC has not provided any compensation for the testimonials shown. The testimonials shown have been selected from among all client feedback. To our knowledge, no other conflicts of interest exist regarding these testimonials.
FAQ
Your Questions, Answered
What types of people does Endeavor work with?
We work with individuals from all walks of life. However, to remain sustainable as a business, we must receive fair compensation. Our ideal clients are those who have achieved a certain level of success, typically with a portfolio of at least $250,000. They’ve done an excellent job of saving and now seek expert guidance to optimize their wealth without the burden of managing it all themselves. If we’re unable to work together, we will gladly assist with any questions you have and direct you to someone who can help. Please feel free to reach out today to explore what’s possible.
What fees can I expect?
We work with people looking to delegate their critical planning and investment needs on an ongoing basis. Our services include investment management, financial planning, tax strategy, tax preparation, and estate planning. We charge a blended fee that’s a percentage of the value of the investments we manage. We charge a minimum planning fee of $3,000 per year. Our fee structure is: — 1% on the first $1,000,000 we manage — 0.75% on amounts between $1,000,000 and $3,000,000 — 0.50% on amounts between $3,000,000 and $10,000,000 — 0.25% on amounts above $10,000,000 We don’t get paid through any type of commission, kickback, or other undisclosed revenue sources.
What services do you offer?
Our mission is to maximize the value you get from your money. To achieve this, we aim to handle as much of the planning for you as possible. We assist clients with: Retirement planning Investment management Tax planning Estate planning Insurance review Cash flow planning And everything else necessary to ensure you feel both secure and enthusiastic about your financial future!
Can you help with proactive tax planning?
Your CPA does a great job accounting for last year's financials, but they often don't focus on minimizing your future tax liability. At Endeavor Advisors, we provide a comprehensive view and offer strategies to optimize your spending and savings for tax efficiency. You, or your CPA, will still handle filing your tax return.
What types of people does Endeavor work with?
We work with individuals from all walks of life. However, to remain sustainable as a business, we must receive fair compensation. Our ideal clients are those who have achieved a certain level of success, typically with a portfolio of at least $250,000. They’ve done an excellent job of saving and now seek expert guidance to optimize their wealth without the burden of managing it all themselves. If we’re unable to work together, we will gladly assist with any questions you have and direct you to someone who can help. Please feel free to reach out today to explore what’s possible.
What fees can I expect?
We work with people looking to delegate their critical planning and investment needs on an ongoing basis. Our services include investment management, financial planning, tax strategy, tax preparation, and estate planning. We charge a blended fee that’s a percentage of the value of the investments we manage. We charge a minimum planning fee of $3,000 per year. Our fee structure is: — 1% on the first $1,000,000 we manage — 0.75% on amounts between $1,000,000 and $3,000,000 — 0.50% on amounts between $3,000,000 and $10,000,000 — 0.25% on amounts above $10,000,000 We don’t get paid through any type of commission, kickback, or other undisclosed revenue sources.
What services do you offer?
Our mission is to maximize the value you get from your money. To achieve this, we aim to handle as much of the planning for you as possible. We assist clients with: Retirement planning Investment management Tax planning Estate planning Insurance review Cash flow planning And everything else necessary to ensure you feel both secure and enthusiastic about your financial future!
Can you help with proactive tax planning?
Your CPA does a great job accounting for last year's financials, but they often don't focus on minimizing your future tax liability. At Endeavor Advisors, we provide a comprehensive view and offer strategies to optimize your spending and savings for tax efficiency. You, or your CPA, will still handle filing your tax return.
What types of people does Endeavor work with?
We work with individuals from all walks of life. However, to remain sustainable as a business, we must receive fair compensation. Our ideal clients are those who have achieved a certain level of success, typically with a portfolio of at least $250,000. They’ve done an excellent job of saving and now seek expert guidance to optimize their wealth without the burden of managing it all themselves. If we’re unable to work together, we will gladly assist with any questions you have and direct you to someone who can help. Please feel free to reach out today to explore what’s possible.
What fees can I expect?
We work with people looking to delegate their critical planning and investment needs on an ongoing basis. Our services include investment management, financial planning, tax strategy, tax preparation, and estate planning. We charge a blended fee that’s a percentage of the value of the investments we manage. We charge a minimum planning fee of $3,000 per year. Our fee structure is: — 1% on the first $1,000,000 we manage — 0.75% on amounts between $1,000,000 and $3,000,000 — 0.50% on amounts between $3,000,000 and $10,000,000 — 0.25% on amounts above $10,000,000 We don’t get paid through any type of commission, kickback, or other undisclosed revenue sources.
What services do you offer?
Our mission is to maximize the value you get from your money. To achieve this, we aim to handle as much of the planning for you as possible. We assist clients with: Retirement planning Investment management Tax planning Estate planning Insurance review Cash flow planning And everything else necessary to ensure you feel both secure and enthusiastic about your financial future!
Can you help with proactive tax planning?
Your CPA does a great job accounting for last year's financials, but they often don't focus on minimizing your future tax liability. At Endeavor Advisors, we provide a comprehensive view and offer strategies to optimize your spending and savings for tax efficiency. You, or your CPA, will still handle filing your tax return.
Let's Talk
See how we can help you live your best life in retirement
2801 E Camelback Rd,
Suite 202
Phoenix, AZ 85016
3655 Torrance Blvd
3rd floor,
Torrance, CA 90503
Let's Talk
See how we can help you live your best life in retirement
2801 E Camelback Rd,
Suite 202
Phoenix, AZ 85016
3655 Torrance Blvd
3rd floor,
Torrance, CA 90503
Let's Talk
See how we can help you live your best life in retirement
2801 E Camelback Rd,
Suite 202
Phoenix, AZ 85016
3655 Torrance Blvd
3rd floor,
Torrance, CA 90503