Investment performance tracking in Scottsdale, Arizona

Invest Smart USA, Inc is a leading finance institution located at 7440 East Pinnacle Peak Road in Scottsdale, Arizona, United States. Our team of experienced financial experts is dedicated to helping clients make smart investment decisions to secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, Invest Smart USA, Inc is here to provide personalized and professional financial guidance. Trust us to help you achieve your financial goals and maximize your investment potential.

Paul Marascalco Registered Investment Advisor, located at 7047 East Greenway Parkway in Scottsdale, Arizona, is an Independent Registered Investment Advisory firm specializing in Portfolio Management and Financial Planning. With over 25 years of experience in managing portfolios, Paul Marascalco is dedicated to helping clients reach their personal investment and financial goals. The institution offers interesting videos and calculators on their website for clients to utilize. The material presented is believed to be reliable, but clients are encouraged to discuss all information and ideas with their individual adviser before implementation. Advisory services are offered by Paul Marascalco Registered Investment Advisor, a Registered Investment Advisor in the State of Arizona. Visit their website to learn more and start working towards your financial success.

Merrill Lynch Financial Advisor Michael Troxell is a finance institution located at 23655 North Scottsdale Road, Scottsdale, Arizona, United States. Michael Troxell is a CERTIFIED FINANCIAL PLANNER™ practitioner with extensive experience in the financial services industry since 1999. He holds various registrations and licenses in finance and insurance, and specializes in helping clients meet their financial goals through investments, risk management, and retirement planning. Michael is dedicated to helping clients create and grow wealth, preserve wealth, and plan for efficient distributions during their lives and after death. He is passionate about supporting veterans, military families, disadvantaged children, and animals through his time, energy, and donations.

Merrill Lynch Financial Advisor Lijun He is a finance institution located at 14636 North Scottsdale Road, Scottsdale, Arizona, United States. Lijun He is committed to serving clients with the highest professional and ethical standards, bringing joy, confidence, and clarity to their financial planning and asset management journey. With a background in academic research and a deep commitment to helping individuals achieve their financial goals, Lijun He offers a one-stop shop for financial services, including investments, banking, risk management, and trust and estate fiduciary services. As a mother, wife, and community volunteer, Lijun He understands the importance of saving, investing, and giving as individuals and families. She is actively involved in various philanthropic organizations and serves on the board of directors for social impact and education equity organizations.

Exeter Financial, LLC is a prestigious Wealth Management Firm located at 7001 North Scottsdale Road in Scottsdale, Arizona, United States. Our team of highly specialized professionals excels in the areas of investing, estate, and tax planning, working closely with High Net Worth clients to create personalized financial plans that provide peace of mind for the present and the future. We offer a tailored mix of planning and investing services to support and sustain your life and lifestyle. With a commitment to delivering personalized financial planning and wealth management through hands-on services, we cater to high-net-worth individuals, families, institutions, and family offices. Our services include comprehensive financial planning, investment management, and estate planning. At Exeter Financial, we stand out for our experience, ethics, genuine care, and compassion for our clients. From the initial introduction to the investment phase and beyond, you can expect to work with dedicated professionals who are passionate about helping you achieve your financial goals. Contact us at 480-588-0830 or info@exeterfinancial.com to learn more about how we can help you secure your financial future.

Caliber Companies, located in Scottsdale, Arizona, is a leading financial services company specializing in alternative asset management, commercial real estate, and investment solutions. With a singular goal of making money in all market conditions, Caliber focuses on middle-market assets and geographies to deliver outsized returns. Their in-house shared services group provides boots on the ground in core markets to capitalize on future investment opportunities. With over $2.5 billion in assets under management and development, Caliber offers a range of investment offerings across Core, Core Plus, Value-Add, and Opportunistic philosophies. Their full-cycle asset track record provides transparency in the performance and profitability of their commercial real estate assets and funds. Investors can diversify their portfolios and protect against inflation and volatility by investing in Caliber's funds and assets, which offer tax benefits, capital growth, income accrual, or a hybrid of both. Caliber's expert team carefully assesses opportunities to ensure alignment with their principles, providing investors with the highest value returns. With a focus on building wealth for their clients, Caliber offers private placements and direct investments in middle-market assets, providing alternative access to real estate investments. Visit their office or book an investor strategy call to explore opportunities to enhance your investment portfolio with Caliber Companies.

Kristi Morrow is a Financial Advisor at Ameriprise Financial Services, LLC located at 14500 North Northsight Boulevard in Scottsdale, Arizona. Kristi 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®, 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 Kristi's expertise in asset management, estate planning, retirement planning, investment management, and more. Kristi is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, and high net worth clients. Contact Kristi Morrow for all your financial planning needs.

Beacon Pointe Advisors is a leading finance institution located in Scottsdale, Arizona. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. The team of investment advisors and financial planners at Beacon Pointe focuses on providing full-service financial planning and research-driven investments to individuals, families, institutions, and defined contribution plans. With a fiduciary responsibility to clients, Beacon Pointe's allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, and more. The team at Beacon Pointe is committed to providing personalized wealth management experiences to help clients meet their financial goals.

Andrew B. Sosnowitz CRPC, AAMS, CMFC is a reputable finance institution located in Scottsdale, Arizona, United States. Specializing in retirement planning and investment management, Andrew B. Sosnowitz and his team provide personalized financial solutions to help clients achieve their long-term financial goals. With a focus on Certified Retirement Planning Counselor (CRPC), Accredited Asset Management Specialist (AAMS), and Chartered Mutual Fund Counselor (CMFC) designations, clients can trust in the expertise and professionalism of this institution. Visit them at 17550 North Perimeter Drive to start planning for a secure financial future.

Lentini Wealth Management - Ameriprise Financial Services, LLC, located at 15333 North Pima Road in Scottsdale, Arizona, is a finance institution dedicated to helping clients achieve their financial goals. With a focus on individualized investment strategies and portfolio recommendations, they work closely with clients to track progress and adjust approaches as needed. Clients can access their accounts and track progress online securely from any device. The institution offers complimentary initial consultations to discuss goals such as retirement, education, or major purchases. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations to ensure client security and privacy. With a commitment to helping clients navigate the financial landscape, Lentini Wealth Management provides valuable insights and recommendations to help clients reach their financial goals.

Merrill Lynch Financial Advisor Stephanie Greer, located at 14636 North Scottsdale Road, Scottsdale, Arizona, United States, is a finance institution that focuses on providing personalized wealth management strategies tailored to each client's unique financial goals and priorities. Stephanie Greer follows the deep-seated Merrill tradition of community involvement, volunteering with local organizations. The institution offers Merrill Personal Wealth Analysis™ to help clients build personalized financial plans centered on their goals. With a focus on understanding each client's investment personality, Merrill provides customized financial approaches to help clients pursue what matters most to them. The institution offers a breadth of potential solutions, premier customer service, and financial tools based on each client's circumstances. Merrill Lynch Wealth Management Advisors work to address clients' needs and pursue their goals through a customized investment approach. By staying informed about changes in clients' lives and revisiting financial approaches as needed, Merrill aims to help clients achieve what's most important to them. Stephanie Greer is registered to do business in multiple states and holds certifications including CPWA® and Chartered Retirement Planning Counselor™. Clients can expect personalized investment strategies, comprehensive financial solutions, and guidance from a dedicated Merrill advisor to help them achieve their financial goals.

Kayne Anderson Rudnick is a finance institution located at 15333 North Pima Road in Scottsdale, Arizona, United States. Specializing in investment management, Kayne Anderson Rudnick offers a range of financial services to clients seeking personalized wealth management solutions. With a strong track record of success and a team of experienced professionals, Kayne Anderson Rudnick is dedicated to helping clients achieve their financial goals and secure their financial future.