Goal based financial planning in Arizona
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Merrill Lynch Financial Advisor W Craig Fielder
● ClosedMerrill Lynch Financial Advisor W Craig Fielder is a finance institution located at 2555 East Camelback Road, Suite 900, Phoenix, Arizona, United States. Their mission is to understand each client individually, focusing on their financial goals and aspirations. They help design and implement personalized plans to manage investment risk and pursue financial goals. By utilizing the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop strategies to address their financial needs. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They offer various services, including personalized financial plans, goal tracking, and regular reviews to ensure clients stay on track to achieve their goals. Their advisors have received recognition from financial industry publications for their exemplary client service. By getting to know each client personally, they can create a financial approach that reflects their unique needs and priorities, helping them achieve their financial goals. With access to the latest investment insights and strategies, Merrill Lynch Financial Advisor W Craig Fielder is dedicated to helping clients live their best financial life.
2555 E Camelback Rd Suite 900, Phoenix, AZ 85016, United States -
GoldBook Financial
● ClosedGoldBook Financial is a finance and insurance agency located at 4900 North Scottsdale Road in Scottsdale, Arizona, United States. As a community partner and holistic advisory firm, we are dedicated to helping you protect your financial future. Our team of leaders and staff work together to provide personalized service to our clients, drawing on their unique strengths, perspectives, backgrounds, and experiences. We understand the importance of managing risks and acquiring the right insurance to safeguard what matters most in your life. By working with our professionals, you can make informed decisions and create a comprehensive financial plan that aligns with your priorities and goals. Whether you are planning for retirement or looking to achieve long-term business success, we are here to help you address the risks and challenges along the way.
4900 N Scottsdale Rd #4000, Scottsdale, AZ 85251, United States -
Riley Financial Group - Ameriprise Financial Services, LLC
● ClosedRiley Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 16220 North Scottsdale Road, Scottsdale, Arizona, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. The institution helps clients track their progress towards financial goals and adjust their approach as life changes. They provide a complimentary initial consultation to discuss financial planning concepts. Ameriprise financial advisors are registered to do business in certain U.S. states and cannot guarantee future financial results. Clients can access their investments and accounts securely from any device. The institution values privacy and security, with information available on their website. They are dedicated to helping friends and family members achieve their financial goals through personalized services.
16220 N Scottsdale Rd Ste 250, Scottsdale, AZ 85254, United States -
Merrill Lynch Financial Advisor Garett Fig
● ClosedMerrill Lynch Financial Advisor Garett Fig, located at 14636 North Scottsdale Road, Scottsdale, Arizona, United States, is a Vice President and Senior Financial Advisor with over 20 years of experience in the financial services industry. Garett provides personalized financial solutions based on clients' risk tolerance, time horizon, and investment goals. With a background in top tier investment banks and a global insurance and advisory firm, Garett offers a wealth of experience and resources to help clients achieve financial success. By building relationships based on trust and mutual respect, Garett works with clients to develop viable plans that serve as roadmaps for their financial future. Garett holds the Chartered Retirement Planning Counselor, CRPC® and CPFA designations, and is dedicated to helping clients reach their financial goals through personalized investment strategies. Contact Garett Fig to start your journey towards financial success.
14636 N Scottsdale Rd, Scottsdale, AZ 85254, United States -
Merrill Lynch Financial Advisor William Fusco
● ClosedMerrill Lynch Financial Advisor William Fusco is located at 14636 North Scottsdale Road in Scottsdale, Arizona, United States. With over 30 years of experience in finance, Bill Fusco is dedicated to building lasting client relationships by providing exceptional guidance and service. He specializes in wealth accumulation, preservation, growth, and transfer through individually tailored wealth management strategies. His services include portfolio development, tax minimization, retirement planning, and asset preservation. Bill also advises business owners and executives on cash management, stock options, benefits, and succession planning. He holds a degree in economics from the University of Arizona and has earned the Chartered Retirement Planning CounselorSM designation. Bill's team at Merrill Lynch Wealth Management is committed to providing personalized service based on trust and understanding of each client's goals and priorities. By utilizing the Merrill Personal Wealth Analysis™, Bill helps clients create personalized financial plans centered on achieving their aspirations. With access to the global resources of Merrill, Bill and his team offer comprehensive financial solutions tailored to each client's unique needs. As a Merrill Lynch Wealth Management Advisor, Bill Fusco is registered to do business in multiple states and is dedicated to helping clients navigate the complexities of their financial lives to pursue their goals.
14636 N Scottsdale Rd, Scottsdale, AZ 85254, United States -
Copperwood Financial, Inc.
● ClosedCopperwood Financial, Inc. is a finance institution located at 5635 North Scottsdale Road, Scottsdale, Arizona, United States. Specializing in providing customized financial planning solutions for entrepreneurs, medical professionals, and federal employees, Copperwood Financial, Inc. offers a Tax Freedom Roadmap to help clients define and realize their business, financial, and estate planning goals. With a focus on after-tax returns and disciplined investment processes, the institution aims to create investment strategies to achieve clients' goals. Additionally, Copperwood Financial, Inc. provides advice on entity structuring, employee benefits, risk management, and tax planning for business owners. Specializing in optimizing Social Security benefits and helping clients choose the correct Medicare options, the institution also offers services such as evaluating tax liability, creating estate plans, and advising on Roth IRA conversions. As an independent financial planning and investment management firm, Copperwood Financial, Inc. operates on a fee-based model, ensuring transparency and a fiduciary duty to act in clients' best interests. Specializing in working with entrepreneurs, business executives, medical professionals, and federal employees, Copperwood Financial, Inc. aims to provide advice on minimizing taxes, retirement planning, and asset transitioning.
5635 N Scottsdale Rd Suite #170, Scottsdale, AZ 85250, United States -
Compass Wealth Planning
● ClosedCompass Wealth Planning is a leading finance institution located at 15345 North Scottsdale Road in Scottsdale, Arizona, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Compass Wealth Planning offers tailored strategies to meet your individual needs. With a focus on transparency, integrity, and client satisfaction, we strive to build long-lasting relationships based on trust and exceptional service. Contact us today to schedule a consultation and start planning for a secure financial future with Compass Wealth Planning.
15345 N Scottsdale Rd, Scottsdale, AZ 85254, United States -
Copperwynd Financial
● ClosedCopperwynd Financial is a finance institution located at 14256 North Northsight Boulevard in Scottsdale, Arizona, United States. Our team of experienced professionals is dedicated to providing exceptional service to help you achieve your financial goals and overall well-being. With a focus on in-depth planning, personalized investing, coordination, and consistent communication, we offer the financial tools to simplify your life. Our philosophy aims to build a portfolio that maximizes wealth, mitigates risk, and helps you reach your financial objectives. Founded in 2005 by David and Lynda, Copperwynd Financial is based in Scottsdale, Arizona, with a staff in Salt Lake City, Utah, serving clients in over 18 states. Our firm's mission is to make a positive difference in your life through sound financial guidance and investment management. Please note that Copperwynd Financial, LLC is a Registered Investment Adviser, and advisory services are offered to clients where properly licensed. This website is for informational purposes only, and investing involves risk. No advice will be given without a client service agreement in place.
14256 N Northsight Blvd, Scottsdale, AZ 85260, United States -
Golden West, A Financial Corporation
● ClosedGolden West, A Financial Corporation, located at 4215 East McDowell Road in Mesa, Arizona, is dedicated to helping clients achieve their financial goals throughout life's journey. Our team offers guidance on a wide range of financial needs, building lasting relationships based on shared values and a thorough understanding of each client's objectives. As a full-service brokerage firm, we have the expertise to meet all your financial needs. Our mission is to serve as your vanguard, working tirelessly to ensure your success. Whether you're just starting out or looking to enhance your investment plans, we are here to help. Contact us to get started on a personalized plan to help you reach your goals. Please note that advisory services are offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers, and securities are offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. Golden West, A Financial Corporation, and the aforementioned firms are independent and non-affiliated entities. For tax or legal advice, please consult with your own legal or tax advisor. This site is intended for informational purposes only and is not a solicitation offer or sale of securities products or investment advisory services to individuals residing outside the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission, and Lincoln Investment is a registered broker/dealer in all 50 states. When you access links provided on this site, you are leaving our website and assume full responsibility for your use of the external sites.
4215 E McDowell Rd # 103, Mesa, AZ 85215, United States -
Thrivent Financial
● ClosedThrivent Financial is a finance institution located at 16622 East Avenue of the Fountains in Fountain Hills, Arizona, United States. We believe that everyone deserves a financial plan they can be confident about, and it all starts with the right financial advisor. Our team can help match you with resources based on your top financial concerns, understanding your unique situation and goals to identify strategies and solutions to help you achieve them. Our free virtual coaching service, Money Canvas™, empowers you to build healthier money habits at your own pace. Whether you are just starting out, building a foundation, or nearing retirement, our financial advisors are here to help you take on the challenges and opportunities life presents.
16622 E Ave of the Fountains Ste. 103, Fountain Hills, AZ 85268, United States -
Edward Jones - Financial Advisor: Brannick Harris
● ClosedEdward Jones - Financial Advisor: Brannick Harris is a reputable financial institution located at 11274 South Fortuna Road in Yuma, Arizona. As a trusted advisor, Brannick Harris provides personalized financial guidance and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial services tailored to meet the unique needs of each individual and family. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Brannick Harris and the team at Edward Jones are dedicated to helping you secure a stable financial future.
11274 S Fortuna Rd D3, Yuma, AZ 85367, United States -
Edward Jones - Financial Advisor: Carl F Maes, AAMS™
● ClosedEdward Jones - Financial Advisor: Carl F Maes, AAMS™ is a reputable financial institution located at 3005 West Ina Road in Tucson, Arizona, United States. Specializing in personalized financial planning and investment strategies, Carl F Maes, AAMS™ offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with the support of Edward Jones. Whether you are planning for retirement, saving for a child's education, or looking to grow your wealth, Carl F Maes, AAMS™ is dedicated to providing tailored solutions to meet your individual needs.
3005 W Ina Rd #101, Tucson, AZ 85741, United States -
Edward Jones - Financial Advisor: Larry Mathias
● OpenEdward Jones - Financial Advisor: Larry Mathias is a trusted financial institution located at 7440 North Oracle Road in Tucson, Arizona, United States. Specializing in personalized financial planning and investment management, Larry Mathias is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial services tailored to each individual's unique needs. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Larry Mathias and his team are here to help you navigate the complexities of the financial world and secure your financial future.
7440 N Oracle Rd Bldg. 3, Tucson, AZ 85704, United States -
Edward Jones - Financial Advisor: Adam Pina
● OpenEdward Jones - Financial Advisor: Adam Pina is a reputable finance institution located at 1715 East Skyline Drive in Tucson, Arizona. As a dedicated financial advisor, Adam Pina provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Adam Pina is committed to providing expert guidance and support to clients in the Tucson area.
1715 E Skyline Dr #121, Tucson, AZ 85718, United States -
Robert Burns - UBS Financial Services Inc.
● OpenRobert Burns - UBS Financial Services Inc. is a leading finance institution located at 2840 East Skyline Drive in Tucson, Arizona, United States. With a strong commitment to providing personalized financial solutions, our team of experienced professionals offers a wide range of services to help clients achieve their financial goals. Whether you are looking to invest in the stock market, plan for retirement, or manage your wealth, our dedicated advisors are here to help. At Robert Burns - UBS Financial Services Inc., we strive to build long-lasting relationships with our clients based on trust, integrity, and exceptional service. Contact us today to learn more about how we can help you secure your financial future.
2840 E Skyline Dr, 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 -
Edward Jones - Financial Advisor: Ben Duncan
● ClosedEdward Jones - Financial Advisor: Ben Duncan is a renowned financial institution located at 2221 Interstate 19 Frontage Road in Tubac, Arizona, United States. Specializing in personalized financial planning and investment services, Ben Duncan and his team are dedicated to helping clients achieve their financial goals and secure their future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Ben Duncan provides expert guidance and tailored strategies to help clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Ben Duncan is committed to providing top-notch financial advice and support every step of the way.
2221 I-19 Frontage Rd Ste E203, Tubac, AZ 85646, United States -
Edward Jones - Financial Advisor: Jennifer R Trosper
● ClosedEdward Jones - Financial Advisor: Jennifer R Trosper is a trusted financial institution located at 1295 West Duval Mine Road in Green Valley, Arizona. Jennifer R Trosper is a dedicated and experienced financial advisor who provides personalized financial planning and investment services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Jennifer R Trosper can provide expert guidance and tailored solutions to meet your needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jennifer R Trosper is committed to helping clients secure their financial future.
1295 W Duval Mine Rd #101, Green Valley, AZ 85614, United States -
Edward Jones - Financial Advisor: Michael Stromenger, CRPC™
● OpenEdward Jones - Financial Advisor: Michael Stromenger, CRPC™ is a reputable financial institution located at 10355 North La Cañada Drive in Oro Valley, Arizona, United States. Michael Stromenger, a Certified Retirement Planning Counselor (CRPC™), is dedicated to providing personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Michael Stromenger is committed to helping clients navigate the complexities of financial planning and investment management. Whether you are planning for retirement, saving for college, or investing for the future, Michael Stromenger and his team are here to help you make informed decisions and secure your financial future.
10355 N La Cañada Dr Suite 181, Oro Valley, AZ 85737, United States -
Edward Jones - Financial Advisor: Katharine Pierce
● OpenEdward Jones - Financial Advisor: Katharine Pierce is a trusted financial institution located at 10371 North Oracle Road in Oro Valley, Arizona. As a seasoned financial advisor, Katharine Pierce provides personalized investment strategies and financial planning services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Katharine Pierce is dedicated to providing expert guidance and support every step of the way. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Katharine Pierce is committed to helping clients secure their financial futures.
10371 N Oracle Rd Suite 104, Oro Valley, AZ 85737, United States -
Edward Jones - Financial Advisor: Peggy A Klein, CFP®|ChFC®
● ClosedEdward Jones - Financial Advisor: Peggy A Klein, CFP®|ChFC® is a reputable financial institution located at 10445 North Oracle Road in Oro Valley, Arizona. Peggy A Klein, a Certified Financial Planner and Chartered Financial Consultant, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Peggy A Klein provides comprehensive financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Peggy A Klein at Edward Jones is dedicated to helping you make informed decisions and secure your financial future.
10445 N Oracle Rd # 220, Oro Valley, AZ 85737, 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 -
Edward Jones - Financial Advisor: Joseph Maillard
● OpenEdward Jones - Financial Advisor: Joseph Maillard is a trusted financial institution located at 1200 North El Dorado Place in Tucson, Arizona. Specializing in personalized financial planning and investment services, Joseph Maillard and his team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, they provide expert advice and guidance to help clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for a child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Joseph Maillard is committed to helping you secure a brighter financial future.
1200 N El Dorado Pl Ste F646, Tucson, AZ 85715, United States -
Edward Jones - Financial Advisor: Thomas Palomares II
● ClosedEdward Jones - Financial Advisor: Thomas Palomares II is a trusted finance institution located at 6791 East Camino Principal in Tucson, Arizona, United States. Specializing in personalized financial planning and investment strategies, Thomas Palomares II is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial advice and guidance to individuals and families in the Tucson area. Whether you are planning for retirement, saving for college, or investing for the future, Thomas Palomares II and his team are here to help you navigate the complex world of finance with confidence.
6791 E Camino Principal, Tucson, AZ 85715, United States -
Joseph Ballantyne - RBC Wealth Management Financial Advisor
● ClosedJoseph Ballantyne - RBC Wealth Management Financial Advisor is a trusted financial institution located at 3430 East Sunrise Drive in Tucson, Arizona. As a dedicated financial advisor, Joseph Ballantyne provides expert guidance and personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Joseph Ballantyne is committed to helping clients navigate the complexities of the financial world and make informed decisions about their investments. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Joseph Ballantyne - RBC Wealth Management Financial Advisor is here to help you every step of the way.
3430 E Sunrise Dr Suite 250, Tucson, AZ 85718, United States -
Desert Southwest Financial Associates - Ameriprise Financial Services, LLC
● OpenDesert Southwest Financial Associates - Ameriprise Financial Services, LLC is a finance institution located at 5151 East Broadway Boulevard in Tucson, Arizona, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution prioritizes meeting regularly with clients to review progress, adapt strategies as life changes, and track progress towards financial goals. Clients can easily access their investments and accounts from any device, securely sharing information with the institution. Prospective clients can schedule a complimentary initial consultation to learn more about the services offered. Ameriprise financial advisors are registered to do business in certain U.S. states, and clients can refer to FINRA's BrokerCheck website for additional information. The institution emphasizes the importance of discussing clients' financial priorities and goals during meetings. While the initial consultation provides an overview of financial planning concepts, clients should note that Ameriprise Financial cannot guarantee future financial results. The institution values privacy and security, with users agreeing to adhere to the Ameriprise Financial Website Rules and Regulations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Clients are encouraged to refer friends and family members to the institution to help them achieve their financial goals.
5151 E Broadway Blvd Ste 730, Tucson, AZ 85711, United States -
Merrill Lynch Financial Advisor Judith G Lewis
● ClosedMerrill Lynch Financial Advisor Judith G Lewis is a distinguished finance institution located at 3500 East Sunrise Drive in Tucson, Arizona, United States. Merrill is proud of its advisors, including Judith G Lewis, who have received recognition from financial industry publications and Bank of America Corporation. Judith G Lewis has been recognized by Forbes as a "Top Women Wealth Advisor Best-in-State" in 2023 and as part of the "Best-in-State Wealth Management Teams" in 2024. With the support of Merrill's global resources, Judith G Lewis and her team are dedicated to providing exemplary client service and building strong relationships based on trust and personalized service. At Merrill Lynch Wealth Management, Judith G Lewis focuses on understanding your family, goals, and priorities to create a personalized financial approach that evolves with you over time. By starting with a conversation to identify your most important goals, Judith G Lewis can help you make investment decisions that align with your aspirations. Using the Investment Personality Assessment, Judith G Lewis can customize a financial approach tailored to your preferences and objectives.
3500 E Sunrise Dr, Tucson, AZ 85718, United States -
Merrill Lynch Financial Advisor Sean Stuchen
● ClosedMerrill Lynch Financial Advisor Sean Stuchen, located at 3500 East Sunrise Drive in Tucson, Arizona, is a finance institution dedicated to understanding and prioritizing your financial goals. With a personalized approach, they aim to help you manage, grow, and preserve your wealth while considering your long-term aspirations. By focusing on potential solutions tailored to your needs, they work with you to develop a plan that aligns with your values and priorities. Their team, supported by the global resources of Merrill, consists of experienced professionals committed to building strong client relationships based on trust and personalized service. Recognized by industry publications such as Forbes and Barron's, their advisors are known for their exemplary client service and expertise in wealth management.
3500 E Sunrise Dr Suite 102, Tucson, AZ 85718, United States -
Merrill Lynch Financial Advisor Doug Haynes
● ClosedMerrill Lynch Financial Advisor Doug Haynes is a finance institution located at 3500 East Sunrise Drive, Tucson, Arizona, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Doug Haynes focuses on what matters most to you - your family, goals, and priorities. By starting with a conversation, the team helps identify and prioritize your goals, whether it's transferring wealth to the next generation, customizing your financial approach, or providing guidance to help you stay informed. The Investment Personality Assessment helps understand your investing preferences, allowing for a customized financial approach to help you pursue your goals. From retirement planning to saving for a home or funding education, Merrill Lynch is committed to helping you manage, grow, and preserve your wealth while considering your long-term financial needs. With access to Merrill's investment insights and Bank of America's banking solutions, the team works to develop a personalized plan tailored to your goals. The Merrill Personal Wealth Analysis™ helps build and document a plan centered on your aspirations. By regularly reviewing your goals and financial approach, the team at Merrill Lynch ensures you stay on track to achieve what's most important to you. Let Merrill Lynch Financial Advisor Doug Haynes help you design and implement a personalized financial plan to pursue your financial goals and manage investment risk. With a focus on what matters most to you, the team at Merrill Lynch is dedicated to helping you achieve your goals and live your best financial life.
3500 E Sunrise Dr Suite 102, Tucson, AZ 85718, United States -
Merrill Lynch Financial Advisor Veronica Canchola
● ClosedMerrill Lynch Financial Advisor Veronica Canchola is a finance institution located at 3500 East Sunrise Drive, Tucson, Arizona, United States. With over 30 years of experience in the financial services industry, Veronica Canchola and her team of specialists provide goals-based wealth management to affluent families, accomplished professionals, and successful business owners. Veronica is dedicated to cultivating long-lasting relationships by offering exceptional service, customized advice, and a disciplined approach to investing. Outside of the office, Veronica enjoys playing tennis, hiking, spending time with family, and volunteering in the community. She is actively involved in supporting local women business owners and is a National Association of Women Business Owners Ambassador. At Merrill Lynch Wealth Management, Veronica and her team focus on understanding each client's unique goals and priorities, providing personalized financial plans to help them pursue their aspirations. They offer a range of services, including the Merrill Personal Wealth Analysis™, to help clients manage, grow, and preserve their wealth. As a Merrill Lynch Wealth Management Advisor, Veronica believes in putting clients first and building strong, customized investment approaches to address their individual needs and goals. With access to the resources of Merrill and Bank of America, Veronica and her team are committed to helping clients achieve financial success and navigate life's changes. Let Merrill Lynch Financial Advisor Veronica Canchola help you create a personalized financial approach that reflects your unique personality and priorities.
3500 E Sunrise Dr, Tucson, AZ 85718, United States
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