Customized financial planning in Phoenix, AZ
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Saleh Farah, Bankers Life Agent
● OpenSaleh Farah, Bankers Life Agent is a reputable insurance agency located at 11811 North Tatum Boulevard, Phoenix, Arizona, United States. Specializing in providing personalized insurance solutions, Saleh Farah and his team are dedicated to helping clients protect their financial future. Whether you are looking for life insurance, retirement planning, long-term care insurance, or other financial products, Saleh Farah, Bankers Life Agent is committed to providing expert guidance and exceptional customer service. Contact them today to discuss your insurance needs and secure peace of mind for you and your loved ones.
11811 N Tatum Blvd Ste 1085, Phoenix, AZ 85028, United States -
Mitch Graville, Bankers Life Agent
● OpenMitch Graville, Bankers Life Agent is an insurance agency located at 11811 North Tatum Boulevard in Phoenix, Arizona. Specializing in providing insurance solutions for individuals and families, Mitch Graville offers a range of products and services to meet the unique needs of each client. With a focus on customer service and personalized attention, Mitch Graville, Bankers Life Agent strives to help clients protect their financial future and achieve peace of mind. Contact them today to learn more about their insurance offerings and how they can help you plan for the unexpected.
11811 N Tatum Blvd Ste 1085, Phoenix, AZ 85028, United States -
Stephen Gilbert, Bankers Life Agent
● OpenStephen Gilbert, Bankers Life Agent is an insurance agency located at 11811 North Tatum Boulevard in Phoenix, Arizona. As a trusted Bankers Life agent, Stephen Gilbert provides expert advice and personalized insurance solutions to help individuals protect their financial future. With a commitment to exceptional customer service and a comprehensive range of insurance products, clients can feel confident that their needs are being met with professionalism and care. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Stephen Gilbert is dedicated to helping you find the right insurance solutions to fit your unique needs and goals. Contact Stephen Gilbert, Bankers Life Agent today to schedule a consultation and secure your financial future.
11811 N Tatum Blvd Ste 1085, Phoenix, AZ 85028, United States -
Alexa Behnke, Bankers Life Agent
● OpenAlexa Behnke, Bankers Life Agent is a trusted insurance agency located at 11811 North Tatum Boulevard in Phoenix, Arizona. Specializing in providing personalized insurance solutions, Alexa Behnke and her team are dedicated to helping clients protect their financial future. With a focus on integrity and customer service, this agency offers a range of insurance products to meet the individual needs of each client. Whether you are looking for life insurance, health insurance, or retirement planning, Alexa Behnke, Bankers Life Agent is committed to providing expert guidance and support. Contact them today to learn more about how they can help you secure your financial well-being.
11811 N Tatum Blvd Ste 1085, Phoenix, AZ 85028, United States -
Stephanie Lachance, Bankers Life Agent
● OpenStephanie Lachance, Bankers Life Agent is an insurance agency located at 11811 North Tatum Boulevard in Phoenix, Arizona. As a trusted Bankers Life Agent, Stephanie Lachance offers a wide range of insurance products and services to meet the individual needs of her clients. With a strong focus on customer service and personalized attention, Stephanie Lachance is dedicated to helping her clients protect their financial future and achieve peace of mind. Whether you are looking for life insurance, retirement planning, long-term care coverage, or any other insurance solution, Stephanie Lachance is committed to providing expert guidance and support every step of the way. Visit Stephanie Lachance, Bankers Life Agent today to learn more about how she can help you secure your financial future.
11811 N Tatum Blvd Ste 1085, Phoenix, AZ 85028, United States -
Jon Rodriguez - State Farm Insurance Agent
● OpenJon Rodriguez - State Farm Insurance Agent is an insurance agency located at 9101 East Brown Road in Mesa, Arizona, United States. The agency prides itself on treating customers like family, providing personalized service and protection from life's uncertainties. With years of experience in auto insurance operations, Jon Rodriguez is dedicated to educating and advocating for his customers to ensure they are properly safeguarded. The agency is a small, family-owned business that values community and offers opportunities for local residents in the Queen Creek, Mesa, Gilbert, Chandler, and Phoenix areas. Jon Rodriguez, along with his daughter, son-in-law, and dog Luna, are committed to making a positive impact in Arizona and Colorado.
9101 E Brown Rd Ste 101, Mesa, AZ 85207, United States -
PHX Capital LP
● OpenPHX Capital LP is a leading financial institution located at 3102 East Paradise Lane in Phoenix, Arizona. With a strong presence in the United States, PHX Capital LP offers a wide range of financial services including investment management, asset allocation, and risk management. Our team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Contact us today to learn more about how PHX Capital LP can help you secure your financial future.
3102 E Paradise Ln, Phoenix, AZ 85032, United States -
Zinfinity Tax Services, LLC
● OpenZinfinity Tax Services, LLC is a reputable accounting and finance institution located at 3424 North 19th Avenue in Phoenix, Arizona, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, Zinfinity Tax Services, LLC is dedicated to providing expert guidance and support. Their commitment to excellence and customer satisfaction sets them apart as a trusted resource for all your financial needs.
3424 N 19th Ave #5, Phoenix, AZ 85015, United States -
Strategic Wealth Designers
● OpenStrategic Wealth Designers is a finance institution located at 9220 West Union Hills Drive in Peoria, Arizona. Our team is dedicated to providing personalized financial planning services to help you achieve your retirement goals and dreams. We offer holistic planning, tax planning, Medicare planning, and property & casualty insurance services to ensure that your financial future is secure. Additionally, we provide resources such as the RPU Podcast, finance blog, secure file uploads, client logins, and the Taste of Retirement® program. Contact us today to schedule a meeting and start planning for a retirement that's truly different.
9220 W Union Hills Dr Ste 101, Peoria, AZ 85382, United States -
Winston & Companies
● OpenWinston & Companies is a finance institution located at 3050 Agua Fria Freeway in Phoenix, Arizona, United States. Our founder, Winston P. Stevenson, draws inspiration from his experience as an FAA instrument-rated pilot to create personalized Retirement Flight Plans for our clients. Just as a flight plan ensures a safe and predictable journey in the sky, our Retirement Flight Plan aims to guide you through your financial life and simplify things for your loved ones in the future. As the U.S. debt continues to rise, we understand the potential impact of tax increases on traditional retirement savings vehicles. That's why we offer financial workshops to educate our clients on retirement income strategies and wealth management. If you're looking to take control of your financial future, the Retirement Flight Plan may be just what you need.
3050 Agua Fria Fwy Ste. 210, Phoenix, AZ 85027, United States -
Savant Wealth Management
● OpenSavant Wealth Management is a leading financial institution located at 3225 North Central Avenue in Phoenix, Arizona, United States. Our team of experienced professionals specializes in providing comprehensive wealth management services to help individuals, families, and businesses achieve their financial goals. With a focus on personalized solutions and strategic planning, we strive to empower our clients to make informed decisions and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Savant Wealth Management is here to help you navigate the complexities of the financial world with confidence and peace of mind.
3225 N Central Ave Suite 180, Phoenix, AZ 85012, United States -
Stewardship Wealth Advisors
● OpenStewardship Wealth Advisors is a comprehensive wealth management firm located at 1440 East Missouri Avenue in Phoenix, Arizona. Our mission is to help you prepare financially today so you can live purposefully tomorrow. We specialize in reducing taxes, optimizing income, and helping you retire with freedom. With over 30 years of experience in the financial industry, our team provides professional guidance tailored to your unique goals, needs, and values. At Stewardship Wealth Advisors, we believe in responsible stewardship of wealth, with a focus on you, our client. We take the time to understand your character, values, and future aspirations to create a customized financial plan that aligns with your vision of financial freedom. We see our clients as part of our family and work with genuine compassion to improve your overall financial well-being.
1440 E Missouri Ave Suite C115, Phoenix, AZ 85014, United States -
Brent Mekosh - Raymond James
● OpenBrent Mekosh - Raymond James is a finance institution located at 3131 East Camelback Road in Phoenix, Arizona, United States. They offer individualized investment strategies and customized wealth management services to help clients achieve their financial goals. The experts at MP Advisors are dedicated to understanding the ever-changing financial world and the unique needs of their clients. They offer powerful advising to support clients in their private wealth, business endeavors, and family matters. At Brent Mekosh - Raymond James, clients are the heroes and the advisors are the guides to help align financial resources to achieve goals. The institution values building authentic relationships, educating clients, and providing financial solutions through every season of life. Their unique abilities and knowledge are amplified by the international reach of Raymond James.
3131 E Camelback Rd #335, Phoenix, AZ 85016, United States -
Sonora Investment Management, LLC
● OpenSonora Investment Management, LLC is a boutique money management firm located at 16100 North 71st Street in Tempe, Arizona. Established in 1986, our experienced advisory team has been providing personalized asset management services to over 1000 client households. With over $1.5 billion in assets under management, we specialize in professional portfolio management tailored to individual client goals and needs. Our proprietary investment research process combines bottom-up and top-down analysis on U.S. registered equity and bond investments. At Sonora Investment Management, we offer comprehensive tools and analysis for budgeting and retirement planning, as well as customized portfolio management designed to align with client objectives and risk tolerance. As a fiduciary, we prioritize transparency and conservative practices in our client interactions, always putting our clients' financial interests first.
16100 N 71st St #190, Tempe, AZ 85282, United States -
CreditUP & Co.
● OpenCreditUP & Co. is a reputable finance institution located at 10000 North 31st Avenue in Phoenix, Arizona, United States. Specializing in providing tailored financial solutions to individuals and businesses, CreditUP & Co. is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to exceptional customer service, CreditUP & Co. is a trusted partner for all your financial needs. Whether you are looking for a loan, investment advice, or financial planning services, CreditUP & Co. is here to help you secure your financial future.
10000 N 31st Ave Suite C138, Phoenix, AZ 85051, United States -
Brian Marino, CPA
● OpenBrian Marino, CPA is a trusted accounting and finance institution located at 21620 North 19th Avenue in Phoenix, Arizona. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. With a commitment to excellence and customer satisfaction, Brian Marino, CPA is the go-to institution for all your accounting and finance needs in Phoenix.
21620 N 19th Ave a100, Phoenix, AZ 85027, United States -
Mathis Wealth Management
● OpenMathis Wealth Management is a finance institution located at 7210 North 16th Street in Phoenix, Arizona, United States. Life can be complicated, but your financial wellness doesn't have to be with Mathis Wealth Management. Our team uses proven research and experience to tailor strategies that help you reach your most important goals. We prioritize our clients' needs and inspire smart financial decisions through proactive, values-based financial planning. We work with families, couples, active retirees, and public safety professionals who value our advanced planning knowledge and commitment to customized service. Our goal is to help our clients feel confident and less anxious about their financial future.
7210 N 16th St, Phoenix, AZ 85020, United States -
SharpePoint Private Client Group
● OpenSharpePoint Private Client Group, located at 5090 North 40th Street in Phoenix, Arizona, is a finance and insurance agency dedicated to providing customized plans to meet your financial and life goals. With a commitment to clarity in the process and confidence in the solution, SharpePoint offers a unique and personalized approach to financial planning and investment. Their signature SynerG process helps identify, organize, and manage the details of your financial life, ensuring that your needs of today are balanced with your goals for the future. As a busy professional in the prime of your career, navigating financial decisions can be overwhelming, which is why SharpePoint specializes in offering solutions tailored to these challenges.
5090 N 40th St #200, Phoenix, AZ 85018, United States -
Bledsoe Asset Management, LLC
● OpenBledsoe Asset Management, LLC is a finance institution located at 1500 East Bethany Home Road in Phoenix, Arizona, United States. Our investment process begins with a simple question: what are your financial goals? Our holistic financial planning services are designed to help clients define and pursue their goals throughout their lifetime. Our team of professionals work together to create customized Investment Policy Statements for each client, ensuring that their unique needs are met. We are committed to providing the highest standard of care and are not tied to any specific investment products. Our portfolio management services are based on a percentage of assets under management, giving clients the peace of mind that their investments are in good hands. We tailor our investment strategies to each client's goals, time horizon, and risk tolerance.
1500 E Bethany Home Rd Ste. 100, Phoenix, AZ 85014, United States -
Sonora Investment Management
● OpenSonora Investment Management is a boutique money management firm located at 16100 North 71st Street in Scottsdale, Arizona. Established in 1986, our experienced advisory team has been providing professional asset management services to over 1000 client households, with assets totaling over $1.5 billion as of January 2023. As a Focus partner firm since 2021, we specialize in customized portfolio management tailored to individual client goals and needs. Our investment research process includes thorough analysis of U.S. registered equity and bond investments, ensuring a comprehensive approach to financial planning. With offices in Phoenix and Tucson, Arizona, we offer state-of-the-industry tools for budgeting and retirement planning, and prioritize our fiduciary responsibility to always put our clients' financial interests first. Contact us at (480) 474-4188 in Phoenix or (520) 624-4554 in Tucson to learn more about how Sonora Investment Management can help you achieve your financial goals.
16100 N 71st St, Scottsdale, AZ 85254, United States -
TitleMax Title Loans
● OpenTitleMax Title Loans is a finance institution located at 2270 North 75th Avenue in Phoenix, Arizona, United States. We offer fast and easy title loans, using your car title as collateral instead of just your credit score. Most credit types are accepted, as we focus on securing your loan with your vehicle title. With a motorcycle title loan, you can get the cash you need the same day you apply. Our in-store and online personal loans provide flexibility and a fast application process for any unexpected financial needs. TitleMax offers various loan options, including title-secured loans, secured LOCs, title pawns, and personal unsecured loans/LOCs. We strive to provide the best title loan experience for our customers, with quick cash distribution and manageable payment plans. Visit us today to apply for a title loan and get the cash you need!
2270 N 75th Ave Suite 112, Phoenix, AZ 85035, United States -
Pennymac
● OpenPennymac is a finance institution located at 3201 East Elwood Street in Phoenix, Arizona, United States. They offer services such as Home Equity Loans, Cash-Out Refinancing, and connecting clients with top real estate agents nationwide. By working with a Pennymac Loan Officer, clients can find the best mortgage option for their needs and receive guidance throughout the process. The institution also provides resources through their Learning and Support Center to help clients plan and make informed decisions. With a focus on customer satisfaction, Pennymac aims to make the home buying and refinancing experience smooth and efficient for their clients.
3201 E Elwood St Suite 100, Phoenix, AZ 85034, United States -
Nielsen Law Group
● OpenNielsen Law Group, located in Chandler, Arizona, offers a unique combination of tax and legal services to small business owners and individuals in Phoenix, throughout Arizona, and across the entire United States. With a team that has extensive experience in business, finance, and law, Nielsen Law Group assists clients with a range of services including business formation, tax filing, estate planning, asset protection, and debt resolution. Founded by Evan Nielsen, who has decades of entrepreneurial experience, the firm prioritizes exceptional customer service and tailored solutions for each client. The team at Nielsen Law Group understands the importance of providing strong advocacy and honest advice to clients, ensuring they feel like valued members of the NLG family. With a diverse background in various industries, the team at Nielsen Law Group is equipped to handle a wide range of tax and legal needs for clients, including realtors, sports agents, executives, and start-up founders. Testimonials from satisfied clients highlight the firm's professionalism, expertise, and dedication to providing top-notch service. Whether you need assistance with taxes, business planning, or asset protection, Nielsen Law Group is committed to helping you navigate your financial journey with confidence and peace of mind.
1490 S Price Rd #301, Chandler, AZ 85286, United States -
RJ Peters & Assoc PC
● OpenRJ Peters & Assoc PC is a reputable law firm located in Phoenix, Arizona. Our experienced team of lawyers is dedicated to providing high-quality legal services to our clients. We specialize in various areas of law, including personal injury, criminal defense, family law, and more. Our office is conveniently located at 1422 North 2nd Street, making it easily accessible to those in need of legal assistance in the Phoenix area. Trust RJ Peters & Assoc PC to provide you with expert legal representation and personalized attention for your case.
1422 N 2nd St Ste 100, Phoenix, AZ 85004, United States -
Sonora Investment Management, LLC
● OpenSonora Investment Management, LLC is a boutique finance firm located at 2343 East Broadway Boulevard, Tucson, Arizona. Established in 1986, Sonora Investment Management has been a trusted partner in managing over $1.5 billion in assets for 1000 client households. With offices in both Phoenix and Tucson, our experienced advisory team specializes in personalized asset management tailored to individual client goals and needs. We utilize a proprietary investment research process that combines bottom-up and top-down analysis on U.S. registered equity and bond investments. Our comprehensive tools and analysis support budgeting and retirement planning, while our customized portfolio management ensures alignment with client objectives and suitability. As a fiduciary, Sonora prioritizes transparency and a conservative approach in client interactions, always putting our clients' financial interests first. Contact us at our Phoenix office at 16100 N. 71st St., Suite 190, Scottsdale, AZ 85254 or our Tucson office at 2343 E. Broadway Blvd., Suite 116, Tucson, AZ 85719 for professional financial guidance.
2343 E Broadway Blvd UNIT 116, Tucson, AZ 85719, United States -
Mietzner Solutions LLC
● OpenMietzner Solutions LLC, located in Phoenix, Arizona, is a finance institution dedicated to helping individuals and families break free from the cycle of living paycheck to paycheck. With 7 out of 10 families facing financial stressors and relying on credit to get by, Mietzner Solutions offers a baby step approach to financial freedom. By creating a customized plan tailored to your specific goals, whether it's saving, reducing debt, or planning for the future, Mietzner Solutions empowers you to take control of your finances and see tangible progress. Say goodbye to worry and anxiety about money, and let Mietzner Solutions guide you towards a brighter financial future, one step at a time.
Phoenix, AZ 85027, United States -
Merrill Lynch Private Wealth Advisor Ruggero Borletti
● OpenMerrill Lynch Private Wealth Advisor Ruggero Borletti, located at 2555 East Camelback Road in Phoenix, Arizona, offers industry-leading research and expert analysis to help clients stay ahead in managing their substantial wealth. With a focus on personalized service and trust-based relationships, the private wealth advisors at Merrill Private Wealth Management work with individuals, families, business owners, and executives to develop customized strategies designed to achieve their financial goals. Clients of Merrill Private Wealth Management have access to services and resources typically reserved for large institutions, including investment insights from Merrill and the banking convenience of Bank of America. The institution is committed to providing highly personalized one-on-one service, helping clients develop multigenerational wealth strategies and navigate complex financial challenges.
2555 E Camelback Rd, Phoenix, AZ 85016, United States -
Sousa & Associates
● OpenSousa & Associates is a leading finance institution located at 3101 North Central Avenue in Phoenix, Arizona, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Our services include investment management, financial planning, retirement planning, and more. At Sousa & Associates, we are committed to providing personalized solutions and exceptional customer service to our clients. Contact us today to learn more about how we can help you secure your financial future.
3101 N Central Ave SUITE 0840G, Phoenix, AZ 85012, United States -
Rogers & Kirby Inc
● OpenRogers & Kirby Inc is a reputable finance institution located at 7210 North 16th Street in Phoenix, Arizona, United States. With a strong focus on providing comprehensive financial services, they are dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized advice and customized solutions to meet the unique needs of each client. Whether you are looking for investment guidance, retirement planning, or assistance with estate planning, Rogers & Kirby Inc is committed to providing top-notch service and expertise. Visit their office today to start planning for a secure financial future.
7210 N 16th St, Phoenix, AZ 85020, United States -
Carson Wealth
● OpenCarson Wealth is a finance institution located at 4800 North Scottsdale Road, Scottsdale, Arizona, United States. Our mission is to make the complex simple and help individuals define and find their financial freedom with highly customized wealth strategies. We provide top-notch service tailored to the unique needs of our clients in Scottsdale, Phoenix, Chandler, Paradise Valley, Gilbert, Mesa, Surprise, Goodyear, Peoria, Carefree, Cave Creek, Glendale, Queen Creek, Apache Junction, Sun Lakes, Sun City, and Sun City West. Our services include financial planning, investment planning, tax planning, insurance, Medicare, estate planning, retirement planning, and legacy planning. We work closely with a trusted network of experienced business partners to provide comprehensive financial solutions. Our location in Scottsdale offers a beautiful view of Camelback Mountain, making it convenient for clients to visit while enjoying the many activities Scottsdale has to offer. Our team of professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of wealth management. Securities are offered through Cetera Advisor Networks LLC, and investment advisory services are offered through CWM, LLC, an SEC Registered Investment Advisor. Please consult legal or tax professionals for specific advice regarding your individual situation. Our awards and recognitions, such as Forbes Best-in-State Wealth Advisor and InvestmentNews Icons & Innovators, reflect our commitment to excellence in the financial industry. Visit our website for more information about our services and advisors.
4800 N Scottsdale Rd #1900, Scottsdale, AZ 85251, United States
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