Estate planning in Tucson, AZ
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Taylor Hillman & Shelby
● ClosedTaylor Hillman & Shelby is a trusted institution located at 3567 East Sunrise Drive in Tucson, Arizona, United States. Specializing in estate planning, they help individuals navigate the complexities of controlling their assets during wellness, disability, and after death. Their team of experts can assist in creating a comprehensive plan to avoid probate, minimize taxes, and ensure a smooth distribution of assets to loved ones. Estate planning at Taylor Hillman & Shelby also includes provisions for potential disability, allowing clients to designate decision-makers for healthcare and mental health care.
3567 E Sunrise Dr #111, Tucson, AZ 85718, United States -
Phelps LaClair, PLC
● ClosedPhelps LaClair, PLC is a reputable law firm located at 1610 East River Road in Tucson, Arizona, United States. With a team of experienced lawyers, they specialize in providing expert legal services in various areas such as estate planning, probate, trust administration, and business planning. Clients can trust Phelps LaClair, PLC to provide personalized and professional legal assistance to help them navigate through complex legal matters with ease.
1610 E River Rd #116, Tucson, AZ 85718, United States -
Pace Thomas M
● ClosedPace Thomas M is a reputable law firm located at 1670 East River Road in Tucson, Arizona, United States. Specializing in various areas of law, the experienced team at Pace Thomas M is dedicated to providing top-notch legal services and representation to clients. With a commitment to excellence and a track record of success, clients can trust Pace Thomas M to handle their legal matters with professionalism and skill. Whether you are in need of assistance with a personal injury case, real estate transaction, or estate planning, Pace Thomas M is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
1670 E River Rd STE 124, Tucson, AZ 85718, United States -
Monroe McDonough & Brent, PLLC
● OpenMonroe McDonough & Brent, PLLC is a prestigious law firm located at 2701 East Speedway Boulevard in Tucson, Arizona. Our team of experienced lawyers specializes in a wide range of legal services, including personal injury, family law, estate planning, and more. With a commitment to providing high-quality representation and personalized attention to each client, we strive to achieve the best possible outcomes for our clients. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
2701 E Speedway Blvd # 201, Tucson, AZ 85716, United States -
Knight Law Firm
● OpenKnight Law Firm is a prestigious legal institution located at 3849 East Broadway Boulevard in Tucson, Arizona, United States. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. With a strong reputation for success and professionalism, Knight Law Firm is committed to achieving the best possible outcomes for our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal representation for a business matter, our skilled attorneys are here to help. Contact us today to schedule a consultation and see how Knight Law Firm can assist you with your legal needs.
3849 E Broadway Blvd, Tucson, AZ 85716, United States -
Dombrowski Bonnie S Esq
● OpenDombrowski Bonnie S Esq is a reputable law firm located at 2343 East Broadway Boulevard in Tucson, Arizona. Specializing in various legal matters, their team of experienced attorneys provides expert legal advice and representation to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require help with business law matters, Dombrowski Bonnie S Esq is dedicated to providing top-notch legal services tailored to meet your specific needs. Contact them today to schedule a consultation and discuss how they can assist you with your legal concerns.
2343 E Broadway Blvd UNIT 112, Tucson, AZ 85719, United States -
Goldman Walker LLC
● OpenGoldman Walker LLC is a prestigious law firm located at 6303 East Tanque Verde Road in Tucson, Arizona. Specializing in a wide range of legal services, the expert team of lawyers at Goldman Walker LLC is dedicated to providing top-notch representation and personalized attention to each client. Whether you are in need of assistance with business law, estate planning, or litigation, you can trust Goldman Walker LLC to handle your case with professionalism and expertise. With a strong reputation for success and a commitment to excellence, Goldman Walker LLC is the go-to law firm for individuals and businesses seeking reliable legal counsel in the Tucson area.
6303 E Tanque Verde Rd UNIT 110, Tucson, AZ 85715, United States -
Jacobson Law Firm
● ClosedJacobson Law Firm is a reputable legal institution located at 570 North Columbus Boulevard in Tucson, Arizona. Our team of experienced and dedicated attorneys are committed to providing top-notch legal services to our clients. Specializing in a wide range of practice areas including personal injury, family law, criminal defense, and estate planning, we strive to deliver exceptional results for our clients. With a strong track record of success and a reputation for excellence, Jacobson Law Firm is the go-to choice for all your legal needs in Tucson and beyond. Contact us today to schedule a consultation.
570 N Columbus Blvd Suite B, Tucson, AZ 85711, United States -
Elizabeth C Smith PC
● OpenElizabeth C Smith PC is a well-established law firm located at 3430 East Sunrise Drive in Tucson, Arizona. Specializing in various legal areas such as family law, estate planning, and business law, the firm is known for its dedication to providing high-quality legal services to clients in the Tucson area and beyond. With a team of experienced and knowledgeable attorneys, Elizabeth C Smith PC is committed to helping clients navigate the complexities of the legal system and achieve the best possible outcomes for their cases. Whether you are facing a divorce, need assistance with estate planning, or require legal guidance for your business, Elizabeth C Smith PC is here to help. Contact them today to schedule a consultation.
3430 E Sunrise Dr # 200, Tucson, AZ 85718, United States -
Spanier Law Firm, PLLC
● ClosedSpanier Law Firm, PLLC is a reputable law firm located at 5151 East Broadway Boulevard in Tucson, Arizona, United States. With a team of experienced and dedicated attorneys, Spanier Law Firm specializes in providing legal services in various areas including personal injury, criminal defense, family law, and estate planning. The firm is known for its commitment to providing personalized and effective legal representation to clients, helping them navigate through complex legal issues with skill and expertise. Spanier Law Firm is dedicated to advocating for the rights and best interests of their clients, and strives to achieve positive outcomes in every case they handle.
5151 E Broadway Blvd Suite 1600, Tucson, AZ 85711, United States -
Amy J Wolken - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenAmy J Wolken is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 3610 North Prince Village Place in Tucson, Arizona, United States. Amy holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, investment strategies, and other financial services. Amy is dedicated to providing personalized financial advice and guidance to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, Amy is committed to helping her clients achieve their financial goals and secure their financial future.
3610 N Prince Village Pl #130, Tucson, AZ 85719, United States -
Debra Coyle - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDebra Coyle - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1715 East Skyline Drive, Tucson, Arizona, United States. Debra Coyle is certified with various designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications ensure that Debra Coyle has the expertise and commitment to provide financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether it's estate planning, investment strategies, retirement planning, or insurance products, Debra Coyle is equipped to help clients navigate their financial goals and needs.
1715 E Skyline Dr Ste 151, Tucson, AZ 85718, United States -
Frank Lopez - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedFrank Lopez is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1715 East Skyline Drive in Tucson, Arizona, United States. Frank holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Frank's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you need assistance with asset management, estate planning, retirement planning, investment strategies, insurance products, or any other financial needs, Frank Lopez is here to help.
1715 E Skyline Dr Ste 151, Tucson, AZ 85718, United States -
George J Chardukian - RBC Wealth Management Financial Advisor
● ClosedGeorge J Chardukian - RBC Wealth Management Financial Advisor is a trusted financial institution located at 3430 East Sunrise Drive in Tucson, Arizona. As a dedicated financial advisor, George J Chardukian offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, George J Chardukian provides expert advice on investment strategies, retirement planning, and estate planning. Whether you are looking to grow your wealth or protect your assets, George J Chardukian - RBC Wealth Management Financial Advisor is committed to helping you secure a stable financial future.
3430 E Sunrise Dr Suite 250, Tucson, AZ 85718, United States -
Bank of America Private Client Advisor Craig M. Hyatt
● OpenBank of America Private Client Advisor Craig M. Hyatt, located at 3500 East Sunrise Drive in Tucson, Arizona, is a finance institution led by Senior Vice President Craig Hyatt. With over 35 years of experience in investment, credit, and banking, Craig specializes in providing wealth management services to high-net-worth individuals, families, and charitable organizations. He works with a collaborative team to develop personalized strategies for investment management, estate planning, asset preservation, and wealth transfer. Craig, a graduate of the University of Arizona, is actively involved in his community, serving on the board and investment committee of the Tucson Conquistador Foundation. At Bank of America Private Bank, clients can expect a personalized approach to achieve their financial goals, whether it's preserving wealth, building philanthropic legacies, or planning for future growth. The institution values innovation and strives to help clients navigate evolving markets and financial landscapes. Please note that Bank of America Private Bank does not provide tax advice, and clients should consult legal and tax advisors before making financial decisions.
3500 E Sunrise Dr Suite 101, Tucson, AZ 85718, United States -
Garrett Pierce Smith - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedGarrett Pierce Smith - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2484 East River Road, Tucson, Arizona, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of financial planning and asset management, ensuring that advisors are equipped to provide expert advice to their clients. Whether it's retirement planning, estate planning, investment management, or specialized services for military personnel, the institution offers comprehensive training and education to its advisors.
2484 E River Rd, Tucson, AZ 85718, United States -
Braun Cathie Kruzel PC
● ClosedBraun Cathie Kruzel PC is a well-established law firm located at 8501 East Princess Drive in Scottsdale, Arizona. With decades of experience, our team offers personalized attention and comprehensive services to a diverse client base, including family partnerships, real estate investors, and manufacturing businesses. We specialize in estate planning, business law, real estate transactions, and charitable gift planning. Our team, led by shareholders Bradley S. Braun and Gregory M. Kruzel, is dedicated to helping clients achieve their goals and protect their assets. Whether you need assistance with negotiating property agreements, developing a business succession plan, or creating a charitable giving strategy, our experienced attorneys are here to help. We also offer a free guide on estate planning essentials on our website.
8501 E Princess Dr #190, Scottsdale, AZ 85255, United States -
Theodore Todd Risen - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedTheodore Todd Risen is a Financial Advisor at Ameriprise Financial Services, LLC, located at 2484 East River Road, Tucson, Arizona, United States. He holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care, and life insurance. Theodore Todd Risen is dedicated to providing comprehensive and specialized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement or dealing with complex financial situations.
2484 E River Rd, Tucson, AZ 85718, United States -
Becky Johnson - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedBecky Johnson - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 5210 East Williams Circle, Tucson, Arizona, United States, is a finance institution offering a range of services to meet the diverse needs of individuals seeking expert financial advice and planning. Becky Johnson holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Becky Johnson is dedicated to helping clients achieve their financial goals and secure their future. Whether you are a retiree, small business owner, or high net worth individual, Becky Johnson has the skills and qualifications to provide tailored financial solutions to meet your unique needs.
5210 E Williams Cir #130, Tucson, AZ 85711, United States -
Stephen Patrick Harnden - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedStephen Patrick Harnden is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 5055 East Broadway Boulevard in Tucson, Arizona, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various areas of finance, including asset management, estate planning, retirement planning, investment strategies, insurance products, and more. Stephen Patrick Harnden is dedicated to providing comprehensive and personalized financial advice to his clients, helping them achieve their financial goals and secure their financial future.
5055 E Broadway Blvd Ste D201, Tucson, AZ 85711, United States -
Patricia J Carnovale - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedPatricia J Carnovale is a Financial Advisor at Ameriprise Financial Services, LLC located at 5210 East Williams Circle in Tucson, Arizona. She holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. She specializes in asset management, retirement planning, estate planning, investment strategies, and financial planning for retirees, small business owners, high net worth clients, and individuals with special needs. Patricia is dedicated to providing expert advice and comprehensive financial services to her clients.
5210 E Williams Cir #130, Tucson, AZ 85711, United States -
Beth Vance - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBeth Vance is a Financial Advisor at Ameriprise Financial Services, LLC located at 5151 East Broadway Boulevard in Tucson, Arizona, United States. Beth holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, risk management, and more. Beth Vance is dedicated to providing expert financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
5151 E Broadway Blvd Ste 730, Tucson, AZ 85711, United States -
Stephen T Hester - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedStephen T Hester is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 5210 East Williams Circle in Tucson, Arizona, United States. Stephen T Hester holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Stephen T Hester's expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a Private Wealth Advisor, Stephen T Hester provides comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients, with a focus on ethical and fiduciary practices. If you are looking for expert advice and guidance in managing your wealth, Stephen T Hester is a trusted professional in the finance industry.
5210 E Williams Cir #130, Tucson, AZ 85711, United States -
Niki AE Rowe - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedNiki AE Rowe is a financial advisor at Ameriprise Financial Services, LLC located at 5151 East Broadway Boulevard in Tucson, Arizona, United States. Niki AE Rowe holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics and demonstrate expertise in areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. Niki AE Rowe is dedicated to providing comprehensive and personalized financial advice to individuals and businesses, helping them achieve their financial goals and secure their financial future.
5151 E Broadway Blvd Ste 730, Tucson, AZ 85711, United States -
Stephen Patrick Harnden - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedStephen Patrick Harnden is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2484 East River Road in Tucson, Arizona, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Stephen is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Specializing in asset management, estate planning, retirement planning, and investment strategies, Stephen is committed to upholding the highest standards of ethics and professionalism in the finance industry. Whether you are looking for advice on fixed-rate and variable annuities, mutual funds, or long-term care planning, Stephen Patrick Harnden is a trusted advisor with the expertise to help you achieve your financial goals.
2484 E River Rd, Tucson, AZ 85718, United States -
Sheila Renee Quattlander - Ameriprise Financial Services, LLC
● ClosedSheila Renee Quattlander - Ameriprise Financial Services, LLC is a finance institution located at 1715 East Skyline Drive in Tucson, Arizona, United States. The institution offers a variety of certifications and designations to its advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a range of financial planning topics, from asset management to retirement planning to estate planning. Advisors at this institution are highly trained and committed to providing expert financial advice to their clients, including veterans and military personnel.
1715 E Skyline Dr Ste 151, Tucson, AZ 85718, United States -
Guy Welsh, Owner - Empower Financial Group Llc
● OpenGuy Welsh, Owner of Empower Financial Group LLC, located at 1 South Church Avenue in Tucson, Arizona, is dedicated to serving professional advisors and empowering motivated individuals to achieve greater success. At Empower Financial Group, they act as a financial GPS, helping clients navigate their current financial situation and create a strategic roadmap towards their desired life goals. The team focuses on educating clients so they can make confident decisions at every stage of life. Their mission is to empower individuals with knowledge and resources to help them achieve their goals. By building authentic relationships and providing guidance whenever needed, Empower Financial Group aims to be a trusted resource for clients as they work towards satisfying success.
1 S Church Ave #2200, Tucson, AZ 85701, United States -
Jerry O'Neill - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJerry O'Neill is a Financial Advisor at Ameriprise Financial Services, LLC located at 1715 East Skyline Drive in Tucson, Arizona, United States. Jerry holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jerry's expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a focus on providing comprehensive financial advice, Jerry O'Neill is dedicated to helping clients achieve their financial goals.
1715 E Skyline Dr Ste 151, Tucson, AZ 85718, United States -
Michael R Farley & Associates
● OpenMichael R Farley & Associates is a reputable finance institution located at 6601 East Grant Road in Tucson, Arizona. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, Michael R Farley & Associates is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, this institution is committed to helping you secure a stable financial future.
6601 E Grant Rd UNIT 101, Tucson, AZ 85715, United States -
Bank of America Private Client Advisor Paola Tomassini
● OpenBank of America Private Client Advisor Paola Tomassini is located at 3500 East Sunrise Drive in Tucson, Arizona, United States. Paola Tomassini is a Senior Vice President and Private Client Advisor at Bank of America Private Bank, specializing in advising high net worth individuals and families on various aspects of their financial lives. Paola is part of a team that offers guidance on investment management, wealth transfer, credit needs, trust and estate planning. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They take the time to listen and learn about clients and their families before creating strategies to meet their needs and goals. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth, drawing on personalized approaches and resources to help achieve financial objectives. The team is committed to innovation and providing clients with disciplined financial strategies tailored to their needs. Please note that by visiting the Bank of America Private Bank website, you may be directed to FINRA’S BrokerCheck and are subject to separate terms and privacy policies. Investing involves risk, and it is recommended to consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.
3500 E Sunrise Dr, Tucson, AZ 85718, United States
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