Fiduciary service in Tucson, Arizona

na Supreme Court. Arizona Fiduciary Services is a licensed, bonded, and fingerprinted professional fiduciary that provides personalized and caring services to protect you, your assets, and your loved ones. With a team of experienced professionals, including Laurie Kuzdal who is a certified Paralegal and Elder Mediator, Arizona Fiduciary Services offers a wide range of fiduciary services such as power of attorney, guardianship, trust administration, and care management. Located in Tucson, Arizona Fiduciary Services serves clients in Marana, Oro Valley, Green Valley, and beyond. Whether you are in the pre-planning stage or need help managing day-to-day affairs, our team is ready to assist you. We understand the importance of planning for the future and ensuring that your wishes are carried out correctly and efficiently.

JSB Fiduciary is a reputable law firm located at 8110 South Houghton Road in Tucson, Arizona. Specializing in fiduciary services, our experienced team of lawyers is dedicated to providing expert legal advice and guidance to individuals and businesses alike. With a commitment to professionalism and integrity, JSB Fiduciary is your trusted partner in navigating complex legal matters. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Theodore 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.

Stephen 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.

Fleming & Curti PLC is a law firm located at 1745 East River Road in Tucson, Arizona. Specializing in estate planning, trust and probate administrations, the firm is dedicated to helping families navigate complex financial and legal matters. With a team of experienced attorneys, including Robert Fleming, Elizabeth Noble Rollings Friman, Amy Farrell Matheson, and law clerk Matthew, the firm offers personalized solutions to meet the needs of each client. Robert Fleming, a certified Specialist in Estate and Trust Law and Certified Elder Law Attorney, has a long history of involvement in national organizations and is proud of his work with the Special Needs Alliance. Elizabeth Rollings Friman is a licensed fiduciary who is passionate about her work as a trustee, personal representative, guardian, and conservator. Amy Farrell Matheson, a member of the Southern Arizona Estate Planning Council, focuses on estate planning and probate matters.

Ironwood Financial LLC is a finance institution located at 1926 East Fort Lowell Road in Tucson, Arizona, United States. We specialize in helping retirees retire with confidence and enjoy their future. As a fiduciary, we prioritize our clients' interests above our own, ensuring that Tucson retirees receive the standard of care they deserve. Our process is designed to put our clients first, taking the time to understand their values, goals, and vision for the future so we can help them thrive in retirement. With over 20 years of investment experience, we have navigated a wide range of market conditions, allowing us to provide wealth management that focuses on long-term success rather than short-term trends. Our approach is built on deep relationships based on understanding and mutual respect, ensuring that we truly understand our clients' values, goals, and vision for the future.

Raskob Kambourian Financial Advisors, LTD. is an independent, fee-only financial advisory firm located at 4100 North 1st Avenue in Tucson, Arizona. Registered with the Securities and Exchange Commission, we have been providing comprehensive financial life planning services since 1986. As a Trust Representative Office of National Advisors Trust Company, FSB, we offer expertise, competitive pricing, and personalized financial services to meet your "Life Planning" needs. Our team takes a holistic approach to financial planning, collaborating with clients to discover their essential life goals and formulate a financial plan to support those goals. We adhere to a fiduciary standard, recommending only what is in our clients' best interests. With industry experts guiding our decisions, we provide effective financial advisory services to Tucson and Southern Arizona, helping clients build a solid foundation for a comfortable lifestyle and retirement. Contact us at 520-690-1999 to learn more about how we can help you achieve your financial goals. Copyright 2018 Raskob Kambourian | Design by FabricEleven.com.

Gordian Advisors is a leading finance institution located at 2200 East River Road in Tucson, Arizona, United States. Our team of experienced financial experts provides comprehensive financial advisory services to individuals, businesses, and organizations. Whether you are looking for investment advice, retirement planning, or wealth management solutions, Gordian Advisors is here to help you navigate the complexities of the financial world and achieve your financial goals. Contact us today to schedule a consultation and see how we can help you secure your financial future.

Harrison Wealth Management is a finance institution located at 4737 East Camp Lowell Drive in Tucson, Arizona, United States. We provide institutional-class investment management services to our clients, with the goal of maximizing long-term, risk-adjusted returns and serving as a comprehensive source for all investment management needs. Our philosophy centers on investing in attractive financial markets globally, protecting portfolios from severe losses, and minimizing fees for clients. We evaluate hundreds of global equity, fixed income, and alternative asset markets to determine their relative value and expected long-term returns, allocating capital to those with the most attractive risk-adjusted expected returns. We prioritize preserving capital during market crashes to ensure long-term success. As a fee-only registered investment advisor, we receive no compensation from third parties and always consider the costs to clients when selecting investments.

Sonora 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.

guardian ad litem"; and administrator ad litem. Eli also accepted appointments as a mediator, arbitrator and settlement master in probate and fiduciary matters. In 2014, Eli relocated to Arizona and began practicing law in the Tucson area. Eli is licensed to practice law in the State of Arizona and the District of Columbia. He is a member of the Arizona State Bar Association, the District of Columbia Bar Association, and the Pima County Bar Association."

Attessa Capital, formerly known as BGK Capital & Harrison Wealth Management, is a finance institution located at 3060 North Swan Road in Tucson, Arizona, United States. We provide institutional-class investment management services to our clients, with a focus on maximizing long-term, risk-adjusted returns and being a comprehensive source for our clients' investment management needs. Our philosophy centers around investing in the most attractive financial markets globally, protecting portfolios from severe losses, and minimizing fees for clients. We evaluate numerous equity, fixed income, and alternative asset markets to determine their relative value and expected long-term returns, allocating capital to those with the most attractive risk-adjusted expected returns.

Newman & Ahlers is a law firm located at 2650 North Country Club Road in Tucson, Arizona, United States. Specializing in estate planning, elder law, and fiduciary services, we are dedicated to helping individuals and families navigate difficult decisions. Our services include preparing wills, trusts, and powers of attorney to ensure the smooth transfer of wealth and planning for incapacity. Additionally, we offer assistance with adult guardianship, conservatorship, long term care planning, probate, and trust administration. For those without family or friends to act as trustee, personal representative, or agent, we can step in to provide support. Please note that using this website or contacting us through it does not establish an attorney/client relationship. This site is for informational purposes only and serves as legal advertising.

Morgan, Cohen & Bach is a prestigious finance institution located at 7225 North Mona Lisa Road in Tucson, Arizona, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients achieve their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, Morgan, Cohen & Bach is dedicated to providing personalized solutions tailored to meet your specific needs. Trustworthy, reliable, and committed to excellence, Morgan, Cohen & Bach is the go-to institution for all your financial needs.

Merrill Lynch Wealth Management is a finance institution located at 3500 East Sunrise Drive, Tucson, Arizona, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities. We offer financial strategies based on years of wealth management knowledge and experience, including retirement income planning and guidance on investments. Our advisors prioritize client service and satisfaction, helping clients identify and achieve personal and professional goals. Through volunteerism and charitable outreach, we support our communities. As a Merrill client, you have access to industry-skilled advisors, investing insights, and technological resources. We provide continuing professional training and mentoring for new and experienced advisors. Our goal is to help clients pursue their financial goals and prepare for future challenges. Investing involves risk, and we recommend consulting legal and tax advisors before making financial decisions. Merrill Lynch is a registered broker-dealer and investment adviser, offering a range of services including financial planning. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. and its subsidiaries. Banking products are offered through Bank of America, N.A. Our commitment is to help clients achieve their goals through personalized investment approaches and wealth management advice.

Secure Investment Management (SIM) is a finance institution located at 7400 North Oracle Road in Tucson, Arizona, United States. As an independently owned Registered Investment Adviser, SIM operates with the highest level of integrity and professionalism. Our primary goal is to always act in the best interests of our clients, providing them with personalized investment and portfolio strategies to help them achieve their financial goals. With over 100 years of combined experience, our team of advisors at SIM is dedicated to helping our clients understand the fundamentals of investing and navigate the complexities of the financial markets. We believe in creating a tailored approach for each client, taking into account their individual circumstances, risk tolerance, and objectives.

Holton & Kosanke Wealth Management, LLC is a finance institution located at 8427 North Mountain Stone Pine Way in Tucson, Arizona, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, we offer comprehensive financial solutions tailored to each individual's needs. Trust Holton & Kosanke Wealth Management, LLC to guide you towards a secure financial future.

Martinsen Wealth Management is a finance, health, and insurance agency located at 4767 East Camp Lowell Drive, Tucson, Arizona, United States. As you near retirement, our professionals can help you understand the plan ahead and choose your lifestyle and future purpose. We offer holistic planning services, collaborating to create and execute a sound financial plan tailored to your unique retirement needs and goals. Our team puts each client's needs first and has access to a wide selection of financial products. We have helped our clients stay on track through various economic conditions, offering services in retirement income strategies, wealth management, annuities, investments, IRA/401(k) rollovers, asset protection, life insurance, tax-efficiency strategies, long-term care plans, and more. Lane G. Martinsen, a Certified Financial Fiduciary®, is the Founder/President of Martinsen Wealth Management, LLC. We specialize in asset protection and retirement income products, offering financial planning services through our affiliate, First Advisors National, LLC. Contact us today to start planning for your retirement goals.

Sonora 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.

Bank 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.

Modern 401(k) is a finance institution located at 3567 East Sunrise Drive in Tucson, Arizona, United States. Our team at Modern 401(k) is dedicated to helping you find the right plan that fits your budget and needs. Whether you are starting a new plan or already have one in place, we will ensure that it is the right plan for you. We offer a team approach to guide you through every step of the process, from fund selection to enrollment meetings and ongoing financial wellness for both you and your employees. Our services include plan design, ongoing plan management, and Plan Health Checks to ensure that your plan is always optimized for your financial goals.

Sonora 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.

ERISA Benefits Law, PLLC is a professional institution located at 2302 East Speedway Boulevard in Tucson, Arizona, United States. Specializing in accounting, finance, and legal services, the team at ERISA Benefits Law, PLLC is dedicated to providing expert advice and guidance on employee benefits and retirement plans governed by the Employee Retirement Income Security Act (ERISA). With a focus on helping clients navigate complex legal and financial matters, the skilled professionals at ERISA Benefits Law, PLLC are committed to delivering personalized solutions and exceptional service.