HUB International 8777 North Gainey Center Drive, Scottsdale, AZ 85258
About the Business
HUB International Scottsdale, located at 8777 North Gainey Center Drive in Scottsdale, Arizona, is a finance institution specializing in retirement planning. The WealthPlan Advisors team at HUB International Scottsdale is dedicated to partnering with clients to ensure the success of their retirement plans. With over 100 retirement clients, 20,000 participants, and $2 billion in assets under advisement, the team is experienced and knowledgeable in all aspects of retirement and financial services. As one of the top 100 independent Registered Investment Advisors in the United States, HUB International Scottsdale serves as a fiduciary for their clients, providing unbiased advice and personalized service. The team, with an average of 24 years of experience, is passionate about helping clients navigate their roles as plan sponsors and is committed to delivering exceptional service to both clients and participants.
Photos
Location & Phone number
8777 N Gainey Center Dr, Scottsdale, AZ 85258, United States
Hours open
Monday:
7:30 AM - 4:00 PM
Tuesday:
7:30 AM - 4:00 PM
Wednesday:
7:30 AM - 4:00 PM
Thursday:
7:30 AM - 4:00 PM
Friday:
7:30 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Ethan is doing fantastic with our funds. Office staff is very helpful & professional"
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- Financial Consulting
- Audit & Consulting
- 401K Administration
- Asset Under Advisement
- Business Succession
- Employee Benefits
- Estate Planning
- Family Offices
- Fiduciary
- Financial Planning
- Financial Services
- Financial Wellness
- High Net Worth Individuals
- Income Generation
- Independent Financial Advisor
- Investment Advice
- Investments
- Long Term Care Planning
- Owner's Exit Strategy
- Participant Services
- Pension Plan Management
- Plan Sponsor Support
- Private Wealth
- Registered Investment Advisor
- Retirement Planning
- Retirement Savings
- Risk Management
- Security Solutions
- Succession Planning
- Wealth Management
- Wealth Preservation
- Wealth Transfer
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