Financial advisory services in Arizona
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Gaylor Tax Services LLC
● ClosedGaylor Tax Services LLC, located at 11201 North Tatum Boulevard in Phoenix, Arizona, is a trusted institution specializing in accounting and finance. As your strategic tax-matters advisor, we offer personalized and strategic financial guidance to individuals and businesses. Our expertise goes beyond annual tax preparation, as we focus on finding tax solutions for Business Owners and Charitably-Inclined Individuals. Our goal is to partner with you for long-term success, helping to minimize your tax burden. Contact Gaylor Tax Services LLC at 11201 N. Tatum Blvd. Suite 300 in Phoenix, AZ for all your tax advisory needs.
11201 N Tatum Blvd #300, Phoenix, AZ 85028, United States -
CPA Advisory Services, P.C.
● OpenCPA Advisory Services, P.C. is a professional accounting firm located at 7373 East Doubletree Ranch Road in Scottsdale, Arizona. Our team of certified public accountants provides a wide range of advisory services to individuals, businesses, and organizations. With years of experience and expertise in the field, we offer personalized financial solutions tailored to meet the unique needs of our clients. From tax planning and preparation to financial consulting and audit services, we are committed to helping our clients achieve their financial goals and success. Contact us today to schedule a consultation and learn more about how we can assist you with your accounting needs.
7373 E Doubletree Ranch Rd, Scottsdale, AZ 85258, United States -
MS Tax and Accounting Services LLC
● ClosedMS Tax and Accounting Services LLC is a reputable institution located at 5156 West Olive Avenue in Glendale, Arizona. Specializing in accounting and finance services, they provide expert guidance and support to individuals and businesses in managing their tax and financial affairs. With a team of skilled professionals, they offer a wide range of services including tax preparation, bookkeeping, payroll, and financial planning. Clients can trust MS Tax and Accounting Services LLC for reliable and efficient solutions to their financial needs.
5156 W Olive Ave #420, Glendale, AZ 85302, United States -
Strategic Wealth Designers
● ClosedStrategic 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 -
Silva & Fontes
● ClosedSilva & Fontes is a reputable law firm located at 3130 North 3rd Avenue in Phoenix, Arizona. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. With a focus on professionalism and integrity, we strive to achieve the best possible outcomes for our clients. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, Silva & Fontes is here to help. Contact us today to schedule a consultation.
3130 N 3rd Ave, Phoenix, AZ 85013, United States -
CAPS
● OpenCAPS, located at 2200 South 43rd Avenue in Phoenix, Arizona, is a leading institution in the health and pharmacy industry. As the nation's largest network of outsourcing admixture pharmacies, CAPS has been a pioneer in providing high-quality compounded sterile preparations (CSP) since its founding in 1991. With 22 503A regional pharmacies and two FDA-registered 503B outsourcing facilities, CAPS is equipped to meet a wide range of customized compounding needs for hospitals and outpatient facilities nationwide. CAPS' quality assurance program, Test Hold and Release (THR®), ensures compliance with cGMP standards set by the Drug Quality and Security Act (DQSA) for 503B facilities. This program is particularly important for anticipatory compounding, where product batches are prepared without a prescription.
2200 S 43rd Ave, Phoenix, AZ 85043, United States -
The Quantum Group, USA, LLC
● ClosedThe Quantum Group, USA, LLC is a finance institution located at 18700 Hayden Road, Scottsdale, Arizona, United States. We specialize in providing financial advisory firms with a comprehensive approach to growing their business, offering client-centric insurance solutions along with strategic marketing and operations support. Our goal is to help advisors achieve their professional goals and realize their vision for success. We work with firms who share our client-centric philosophy and support their vision by designing and implementing strategies to help them reach their goals. Our team at Quantum has a deep understanding of the unique needs of financial firms and we provide solutions-focused sales and marketing professionals along with operations infrastructure at no additional expense to your firm. Our culture is driven by the commitment to deliver strategies, solutions, and personal attention to exceed your needs. Quantum Group, USA, LLC is an Arizona limited liability company, also known as Quantum Distribution & Insurance Services in California.
18700 Hayden Rd Suite #310, Scottsdale, AZ 85255, United States -
All States Tax & Accounting
● ClosedAll States Tax & Accounting, located at 4500 South Lakeshore Drive in Tempe, Arizona, is a premier institution specializing in accounting and finance services. Our team of highly trained professionals is dedicated to building long-term, personalized relationships with each client to better understand their needs and alleviate the stress of taxes and accounting. With All States Tax & Accounting, you are always in control. Our comprehensive services include payroll, bookkeeping, financial planning, business consulting, document preparations, and QuickBooks advisors to effectively manage all your personal, small business, and corporate financial needs. We strive to provide unparalleled guidance, service, reliability, and peace of mind to our clients and their communities.
4500 S Lakeshore Dr # 575, Tempe, AZ 85282, United States -
Tax Pro Plus
● ClosedTax Pro Plus is a premier accounting and finance institution located at 4337 West Indian School Road in Phoenix, Arizona. Our team of experienced professionals is dedicated to providing top-notch tax preparation, accounting, and financial services to individuals and businesses alike. Whether you need help with filing your taxes, managing your finances, or planning for the future, Tax Pro Plus is here to help. Trust us to handle all of your financial needs with precision and expertise. Visit us today to experience the difference that Tax Pro Plus can make for you.
4337 W Indian School Rd Suite 111, Phoenix, AZ 85031, United States -
The Bottom Line
● ClosedThe Bottom Line is a professional accounting and finance institution located at 5424 West Myrtle Avenue in Glendale, Arizona, United States. They specialize in providing services such as Professional Income Tax, Bookkeeping, and Payroll Services. With a dedicated team that has experience representing clients in audits with various government agencies, including the IRS, AZDOR, Department of Labor, and Workers Comp, The Bottom Line is well-equipped to handle even the most complex financial situations.
5424 West Myrtle Ave, Glendale, AZ 85301, United States -
Cc
● OpenCc is a lively and welcoming bar, food, and restaurant located at 49424 Ehrenberg Poston Highway in Ehrenberg, Arizona. This institution offers a diverse menu of delicious food and drinks in a casual and inviting atmosphere. Whether you're looking to grab a quick bite to eat, enjoy a cold beer with friends, or sit down for a full meal, Cc has something for everyone. With friendly staff and a cozy setting, Cc is the perfect spot to relax and unwind in Ehrenberg.
49424 Ehrenberg Poston Hwy, Ehrenberg, AZ 85334, United States -
White Hills Group
● ClosedWhite Hills Group is a charming restaurant located in the picturesque town of White Hills, Arizona. Situated at 20523 U.S. 93, this institution offers a delightful dining experience for all visitors. With a diverse menu featuring a variety of delicious dishes, White Hills Group is the perfect spot to enjoy a meal with family and friends. Whether you're in the mood for a hearty burger, a fresh salad, or a mouthwatering dessert, this restaurant has something for everyone. Come and experience the warm hospitality and delectable cuisine that White Hills Group has to offer.
20523 US-93, White Hills, AZ 86445, United States -
Daniel Crull
● OpenDaniel Crull is a renowned health institution located at 6218 South 7th Street in Phoenix, Arizona, United States. With a commitment to providing top-quality healthcare services to the community, Daniel Crull offers a wide range of medical treatments and services to meet the needs of patients. The institution is staffed with highly skilled healthcare professionals who are dedicated to delivering personalized care and ensuring the well-being of every patient. Whether you are in need of routine check-ups, specialized treatments, or emergency care, Daniel Crull is here to provide you with the best in healthcare services.
6218 S 7th St, Phoenix, AZ 850424211, United States -
Equity Partners
● OpenEquity Partners is a leading financial institution located at 5315 East Broadway Boulevard in Tucson, Arizona. We specialize in providing expert advisory services and strategic investment solutions to help our clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Equity Partners is dedicated to delivering personalized and innovative financial services that drive success. Whether you are looking to grow your wealth, manage your assets, or plan for the future, we are here to help you every step of the way. Visit us today to discover how Equity Partners can empower your financial future.
5315 E Broadway Blvd #101, Tucson, AZ 85711, United States -
Secure Advisors Agency
● ClosedSecure Advisors Agency is a leading insurance agency located at 4435 East Chandler Boulevard in Phoenix, Arizona, United States. We specialize in providing personalized insurance solutions to meet the unique needs of our clients. Our team of experienced advisors is dedicated to helping individuals and businesses protect their assets and plan for the future. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the right coverage at the right price. Contact us today to learn more about how Secure Advisors Agency can help you secure your future.
Parking lot, 4435 E Chandler Blvd, Phoenix, AZ 85048, United States -
Brent A Marshall CPA/PFS
● ClosedBrent A Marshall CPA/PFS is a reputable institution located at 1071 Hancock Road, Bullhead City, Arizona, United States. Specializing in accounting, finance, and insurance services, Brent A. Marshall offers Investment Advisory Services through Gradient Advisors, LLC, an SEC Registered Investment Advisor. Please note that Gradient Advisors, LLC does not provide tax, legal, or accounting advice. Brent A. Marshall and Gradient Advisors, LLC are not affiliated with the Social Security Administration or any government agency. Insurance products/services, tax preparation, and accounting services are offered independently through Brent A. Marshall, CPA/PFS. The information provided on this website is for informational purposes only, and opinions expressed are those of Brent A. Marshall and the editorial staff. This website should not be interpreted as a solicitation to sell investment advisory services to residents of states where Brent A. Marshall is not registered or legally permitted. While the material presented is believed to be from reliable sources, accuracy and completeness are not guaranteed. It is recommended to discuss all information and ideas with your individual advisor before implementation.
1071 Hancock Rd Suite 3, Bullhead City, AZ 86442, United States -
Modern Wealth Management
● ClosedModern Wealth Management is a finance and insurance agency located at 3567 East Sunrise Drive in Tucson, Arizona. Our team is dedicated to helping you achieve your financial goals and live the life you envision through personalized planning, education, and ongoing partnership. We offer monthly classes and insightful conversations to help you understand your options and financial details. Our team collaborates to bring a complete knowledge base to your wealth strategy, ensuring that every aspect of your financial planning is covered. We take a holistic perspective to build a clear plan that aligns with your needs, priorities, and goals. By working closely with you to understand your story and aspirations, we provide ongoing advice and hands-on management towards your dreams. We believe in educating our clients about money to help them make wise financial decisions and feel confident in the wealth plan we create together. Please note that the information provided is not intended as tax or legal advice, and we recommend consulting legal or tax professionals for specific information regarding your individual situation. Securities and Advisory Services are offered through Centaurus Financial, Inc., Member FINRA and SIPC, and a Registered Investment Advisor. Our services are available to individuals residing in various states, including Arizona, California, Florida, New York, and Texas. Modern Wealth Management AZ LLC is not affiliated with Centaurus Financial, Inc.
3567 E Sunrise Dr Ste 101, Tucson, AZ 85718, United States -
Velocity Wealth Management, LLC
● ClosedVelocity Wealth Management, LLC is a leading finance and insurance agency located at 5080 North 40th Street in Phoenix, Arizona, United States. Our team of experienced financial advisors and insurance professionals are dedicated to helping our clients achieve their financial goals and protect their assets. With a focus on personalized service and tailored solutions, we provide comprehensive wealth management services to individuals, families, and businesses. Contact us today to learn more about how we can help you secure your financial future.
5080 N 40th St #400, Phoenix, AZ 85018, United States -
Carrie Hall Clu Cfp
● OpenCarrie Hall Clu Cfp is a finance institution located at 6710 North Scottsdale Road, Scottsdale, Arizona, United States. They are a part of Carrie Hall and Associates Financial and Insurance Services, dedicated to serving professional advisors with a focus on clients' wealth management needs. Carrie Hall is one of just 30 agents in the nation who is a Nautilus Plus member of The Nautilus Group®, offering expertise in taxes, estate law, life insurance, accounting, and charitable giving. Their services include providing analysis and projections of personal and business financial situations, exploring strategies to achieve goals, collaborating with advisors, and implementing action plans. Carrie Hall and Chad Tucker are licensed to sell insurance and offer securities products and services in multiple states. They also provide advisory services through Eagle Strategies LLC. It is important to consult with a tax, legal, or accounting professional before making any decisions. Visit their website to learn more about their process and background.
6710 N Scottsdale Rd, Scottsdale, AZ 85253, United States -
New York Life Christopher Nash
● OpenNew York Life Christopher Nash is an insurance agency located at 3740 East Southern Avenue, Mesa, Arizona, United States. Christopher Nash is a licensed agent for New York Life Insurance Company and other independent insurance companies in Arizona. The institution is dedicated to serving professional advisors and offers services through NYLIFE Securities, a licensed insurance agency, and Eagle Strategies LLC, a Registered Investment Adviser. CN Results Financial Group, LLC, operated by Christopher Nash, is not affiliated with New York Life, NYLIFE Securities LLC, or Eagle Strategies LLC. Residents of Arizona can contact Christopher Nash for insurance and investment advisory services.
3740 E Southern Ave #200, Mesa, AZ 85206, 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 -
Carson Wealth
● ClosedCarson Wealth is a finance institution located at 7490 North La Cholla Boulevard in Tucson, Arizona, United States. Our financial advisors in Tucson provide specialized guidance to retired clients, focusing on their financial, physical, and emotional well-being. We aim to simplify the complex world of finance, reducing fears of running out of money and organizing paperwork for our clients in the Tucson area. Our services include pre- and post-retirement financial planning, wealth management, estate planning, retirement income planning, and investing. We are dedicated to helping our clients achieve their financial goals, whether they are just starting to build wealth or planning for their legacy. Our team is committed to helping you navigate the financial challenges of retirement and ensuring your assets last a lifetime. Carson Wealth has received prestigious awards, including the Forbes Best-in-State Wealth Advisor and the InvestmentNews Icons & Innovators award. Securities are offered through Cetera Advisor Networks LLC, with investment advisory services provided by CWM, LLC. Visit our website for more information about our advisors and services.
7490 N La Cholla Blvd, Tucson, AZ 85741, United States -
Scott Schultz - Thrivent
● ClosedScott Schultz - Thrivent is a finance institution located at 8740 North Thornydale Road, Tucson, Arizona, United States. They are licensed in multiple states including AZ, CA, CO, DE, IN, KS, ME, MI, NC, and TX. As a member of Thrivent, you have the opportunity to support the church or nonprofit of your choice in a unique way. The institution offers advice and guidance through their Financial Planning Framework, and clients can further engage with Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Only credentialed financial advisors are authorized to provide investment advisory services. For more information, visit their website or FINRA's Broker Check.
8740 N Thornydale Rd Suite 130, Tucson, AZ 85742, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management is a reputable financial institution located at 275 West Continental Road in Green Valley, Arizona, United States. Known for its exceptional wealth management services, Merrill Lynch offers a wide range of financial solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, Merrill Lynch's team of experienced professionals is dedicated to providing personalized and comprehensive financial guidance. Visit Merrill Lynch Wealth Management today for all your financial needs.
275 W Continental Rd # 195, Green Valley, AZ 85622, United States -
Bill Westcott Inc.
● ClosedBill Westcott Inc. is a finance and insurance agency located at 2030 East Speedway Boulevard in Tucson, Arizona, United States. With decades of experience, Bill and JoAnna Westcott specialize in helping individuals navigate life's financial transitions, particularly in retirement and investments. They believe in transforming knowledge into wealth and offer personalized advice to help clients achieve their long-term financial goals with confidence. By providing trust and understanding in every relationship, they aim to be a valuable asset in their clients' financial lives. Securities and advisory services are offered through LPL Financial, with licensed insurance products available in select states. If you are seeking a qualified financial ally, Bill Westcott Inc. invites you to meet with their team to discuss your financial needs and goals.
2030 E Speedway Blvd # 202, Tucson, AZ 85719, United States -
Gordian Advisors
● ClosedGordian 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.
2200 E River Rd #109, Tucson, AZ 85718, United States -
Oppenheimer & Co. Inc.
● ClosedOppenheimer & Co. Inc. is a finance institution located at 10195 North Oracle Road in Oro Valley, Arizona. The Eitzen Private Client Group (EPCG) is a dedicated financial advisory and planning team within Oppenheimer & Co. Inc. that focuses on helping clients achieve financial independence by understanding their needs, wants, and goals. With over 50 years of combined experience, the team works with families, individuals, and business owners across the United States to make smarter financial decisions. The EPCG believes that trust is crucial in the client-advisor relationship and takes the time to understand each client's goals, worries, and investment experience. Founded with consistency, integrity, and trust in mind, Oppenheimer & Co. Inc. is committed to maintaining successful relationships with its clients. The institution recommends customized strategies and products that are suitable for each client's needs, working directly with them to keep their interests at the forefront. Oppenheimer Asset Management Inc. and the Oppenheimer Trust Company of Delaware are wholly owned subsidiaries of Oppenheimer Holdings Inc., which also owns Oppenheimer & Co. Inc. Securities are offered through Oppenheimer, and the institution does not provide legal or tax advice, but works with clients, their attorneys, and tax professionals to ensure their needs are met.
10195 N Oracle Rd Suite 115, Oro Valley, AZ 85704, United States -
Retirement Plan Advisors
● ClosedRetirement Plan Advisors is a leading finance institution located at 425 West Paseo Redondo in Tucson, Arizona, United States. Specializing in retirement planning and advisory services, our team of expert advisors are dedicated to helping individuals and businesses achieve their financial goals for retirement. With a personalized approach and a commitment to excellence, Retirement Plan Advisors is your trusted partner in securing a stable and prosperous future.
425 W Paseo Redondo STE 3, Tucson, AZ 85701, United States -
Ashton Thomas Private Wealth
● ClosedAshton Thomas Private Wealth is a finance institution located at 3971 East Paradise Falls Drive in Tucson, Arizona, United States. Our team provides expert advisory services through Ashton Thomas Private Wealth, LLC, which is an SEC Registered Investment Adviser. We are committed to helping our clients achieve their financial goals and offer personalized wealth management solutions. For more information, please visit our website for legal disclosures, Form CRS, and designation disclosures.
3971 E Paradise Falls Dr Suite 114, Tucson, AZ 85712, United States -
Thompson Wealth Management
● ClosedThompson Wealth Management is a top-rated independent investment advisor located at 4570 North 1st Avenue in Tucson, Arizona. We have been ranked in Arizona's Top 10 Independent Investment Advisors for the past 7 consecutive years, including being #1 for 2020. Our team is dedicated to simplifying the complexities of your finances and helping you reach your financial goals with confidence. At Thompson Wealth Management, we provide a blueprint for success in achieving the best opportunities for your family, establishing a solid financial foundation for the future, and retiring comfortably and confidently. We believe that financial freedom and peace of mind are essential for focusing on the things in life that truly matter.
4570 N 1st Ave #120, Tucson, AZ 85718, United States
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