Investor services in Tucson, Arizona

Sheldon A. Fishman, MBA, CFP is a renowned finance institution located at 350 North Ridge Drive in Tucson, Arizona, United States. With a team of experts led by Sheldon A. Fishman, who holds a Master's in Business Administration and is a Certified Financial Planner, the institution offers top-notch financial services and advice to help clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management, Sheldon A. Fishman, MBA, CFP is dedicated to providing personalized solutions tailored to your unique needs.

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.

Merrill Lynch Financial Advisor Bobby Bakos is a finance institution located at 3500 East Sunrise Drive in Tucson, Arizona, United States. Bobby Bakos specializes in managing wealth by understanding each client's unique financial situation and goals. By creating personalized strategies that adapt to changing market conditions, clients have access to the investment insights of Merrill and the banking solutions of Bank of America. Bobby Bakos and his team are dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Bobby Bakos focuses on what matters most to each individual client, whether it's planning for retirement, buying a home, funding education, or passing wealth to future generations. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Bobby Bakos can create a customized financial approach that aligns with each client's goals and priorities.

Angela Caballero - Ashton Thomas is a finance institution located at 3971 East Paradise Falls Drive in Tucson, Arizona, United States. Our mission is to provide clarity about your finances and inspire you to improve all aspects of your financial life. Our wealth advisors offer personalized insights and tools to help you protect and enhance your wealth through our Wealth Blueprint™. We believe in challenging the status quo, earning success every day, and creating enduring relationships with our clients. Our core values of independence, integrity, and respect guide everything we do to help put your wealth and life in harmony. With multiple locations across the United States, including in Scottsdale, Billings, Bozeman, Colorado Springs, Grand Junction, El Paso, Helena, Las Vegas, and Tucson, we are dedicated to providing exceptional service and creating uncommon results through teamwork. Advisory services are offered through Ashton Thomas Private Wealth, LLC, a registered investment adviser. Visit our website for more information and legal disclosures.

Merrill Lynch Financial Advisor Fernando Gandara, located at 3500 East Sunrise Drive in Tucson, Arizona, is a finance institution dedicated to providing exemplary client service. Recognized by Forbes as "Best-in-State Wealth Advisors" from 2019 to 2023, our team is committed to building strong client relationships based on trust and personalized service. With access to the global resources of Merrill, our experienced advisors work with you to understand your family, goals, and priorities, designing a personalized financial plan to help you pursue your financial goals while managing investment risk. Whether you're planning for retirement, saving for a home, or funding a child's education, our team will work with you to create a customized investment approach centered on your goals. As your life and goals change, we will help you stay on track by revisiting your financial approach and making any necessary adjustments. Contact Merrill Lynch Financial Advisor Fernando Gandara to start working towards achieving your financial goals today.

Merrill Lynch Financial Advisor Nate Clark is a finance institution located at 3500 East Sunrise Drive, Tucson, Arizona, United States. With a focus on managing your wealth, Nate Clark provides personalized wealth management strategies tailored to your goals and priorities. Committed to serving the community, Nate volunteers with local organizations and believes in building strong client relationships based on trust and personalized service. By utilizing the resources of Merrill and Bank of America, Nate can help you create a flexible financial strategy that adapts to changing market conditions. Through the Merrill Personal Wealth Analysis™, Nate will work with you to develop a personalized plan centered on your goals. By understanding your investment personality and preferences, Nate can customize a financial approach to help you pursue what matters most to you. With a focus on helping you achieve your goals, Nate will regularly review and adjust your financial approach to keep you on track. Whether you're planning for retirement, saving for a home, or funding education, Nate is dedicated to helping you turn your financial goals into reality. Contact Merrill Lynch Financial Advisor Nate Clark to start building a customized investment approach to address your needs and pursue your goals.

Merrill Lynch Financial Advisor James Michael Wood, located at 3500 East Sunrise Drive in Tucson, Arizona, United States, is a finance institution dedicated to understanding your unique financial goals and helping you achieve them. With a personalized approach, the team at Merrill Lynch works to design and implement a plan tailored to your needs, focusing on managing investment risk while pursuing your aspirations. By utilizing the investment insights of Merrill and banking solutions from Bank of America, they aim to address your financial needs and help you stay on track to achieve your goals. With a team of experienced professionals committed to building strong client relationships, Merrill Lynch offers personalized wealth management strategies to help you navigate life's financial complexities. Whether you're planning for retirement, education expenses, or passing wealth to future generations, Merrill Lynch is dedicated to providing thoughtful analysis and guidance to help you reach your financial objectives.

Randal Cox - RBC Wealth Management Financial Advisor is a trusted financial institution located at 3430 East Sunrise Drive in Tucson, Arizona. As a skilled financial advisor, Randal Cox offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial advice, clients can trust Randal Cox to guide them towards a secure financial future. Whether you are planning for retirement, investing for the future, or managing your assets, Randal Cox - RBC Wealth Management Financial Advisor is dedicated to helping you navigate the complex world of finance with confidence.

Wells Fargo Advisors is a finance institution located at 4051 East Sunrise Drive in Tucson, Arizona, United States. As a leading financial services firm, Wells Fargo Advisors offers a wide range of investment and wealth management services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors and a reputation for excellence, Wells Fargo Advisors is committed to providing personalized solutions and expert guidance to clients seeking to build and protect their wealth.

Merrill Lynch Financial Advisor Richard E Johnson is a finance institution located at 3500 East Sunrise Drive, Tucson, Arizona, United States. Our mission is to understand you and what matters most to you, so we can design and implement a personalized plan to help you pursue your financial goals while managing investment risk. We focus on potential solutions to turn your goals into reality, whether it's planning for future health care expenses, college savings, business sales, or wealth transfer to future generations. With access to Merrill's investment insights and Bank of America's banking solutions, we work with you to develop a financial approach tailored to your needs. Our team is committed to building strong client relationships based on trust and personalized service. We offer the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. Our goal is to help you stay on track to achieve what's most important to you as your life and financial markets change over time. Let's work together to help you reach your financial goals.

Robinson & Shumaker Wealth Management is a premier finance institution located at 3567 East Sunrise Drive in Tucson, Arizona, United States. Our team of experienced professionals is dedicated to providing personalized financial planning and investment management services to help our clients achieve their long-term financial goals. With a focus on transparency, integrity, and client satisfaction, Robinson & Shumaker Wealth Management is committed to helping individuals and families navigate the complexities of wealth management with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor Joseph R Poliseo, located at 3500 East Sunrise Drive in Tucson, Arizona, is a trusted institution in the finance industry. The advisors at Merrill have received recognition from prestigious publications like Forbes and Bank of America Corporation, setting the standard for exemplary client service. The team at Merrill is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to your changing needs over time. Through conversations and a deep understanding of your goals, Merrill helps you make investment decisions that align with what matters most to you. The Investment Personality Assessment helps customize your financial approach to pursue your unique goals. With access to investment insights and banking solutions, Merrill works with you to develop a personalized plan designed to meet your financial needs and aspirations. The mission of Merrill is to understand you and what matters most, helping you design and implement a plan to pursue your financial goals while managing risk. Through the Merrill Personal Wealth Analysis™, a personalized plan is built around your goals and what you want to achieve. Regular check-ins and updates ensure your financial approach reflects changes in your life and the market. Merrill Lynch Wealth Management Advisors are committed to helping you navigate the complexities of your financial life, providing personalized investment strategies and comprehensive financial solutions. With a dedicated Merrill advisor, you can access the latest investment insights, tips, and strategies to help you live your best financial life.

Security Enterprises is a leading financial institution based in Tucson, Arizona, United States. With a strong focus on providing top-notch security and financial services, we are dedicated to helping our clients achieve their financial goals and safeguarding their assets. Our team of experienced professionals is committed to delivering personalized solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or risk management services, Security Enterprises is here to provide you with the expertise and support you need. Trust us to protect and grow your wealth with integrity and excellence.

The Stevens-Lloyd Group, Inc. is a leading financial services institution located at 9420 East Golf Links Road in Tucson, Arizona, United States. With a focus on providing personalized investment strategies and wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, The Stevens-Lloyd Group, Inc. is committed to delivering exceptional service and tailored solutions to meet your individual needs. Contact us today to learn more about how we can help you secure your financial future.

Title Security Agency is a trusted finance and insurance agency located at 8280 South Houghton Road in Tucson, Arizona, United States. With a commitment to providing top-notch services, our agency specializes in assisting clients with title insurance and escrow services. Our team of experienced professionals is dedicated to ensuring a smooth and secure transaction process for all our clients. Whether you are buying a new home or refinancing your existing property, Title Security Agency is here to provide you with the peace of mind you deserve. Contact us today to learn more about how we can help you with your financial and insurance needs.

The U.S. Bank Branch located at 9100 North Silverbell Road in Tucson, Arizona, is a trusted financial institution offering a wide range of banking and finance services to individuals and businesses in the local community. With a focus on providing excellent customer service and innovative financial solutions, U.S. Bank is committed to helping customers achieve their financial goals. Whether you need assistance with personal banking, loans, investments, or business banking, the knowledgeable staff at this branch is ready to assist you. Visit the U.S. Bank Branch today to experience top-notch banking services in a convenient location.

H&R Block is a renowned accounting and finance institution located at 3950 North Oracle Road in Tucson, Arizona, United States. With a reputation for providing expert tax preparation services and financial guidance, H&R Block has been a trusted resource for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring they maximize their returns and achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or investment planning, H&R Block is committed to providing top-notch service and personalized solutions to meet your needs.

H&R Block is a renowned accounting and finance institution located at 4090 East 22nd Street in Tucson, Arizona, United States. With a strong reputation for providing expert tax preparation services, financial advice, and guidance to individuals and businesses alike, H&R Block is a trusted partner for all your financial needs. Their team of experienced professionals is dedicated to helping clients navigate the complexities of taxes and finances, ensuring they maximize their returns and achieve financial success. Whether you're looking for assistance with tax planning, bookkeeping, or financial consulting, H&R Block is the go-to institution for all your accounting and finance needs in Tucson.

Susanna A Hadden - Morgan Stanley is a reputable financial institution located at 7175 North Pima Canyon Drive in Tucson, Arizona. As a branch of the renowned Morgan Stanley firm, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Susanna A Hadden - Morgan Stanley provides personalized investment strategies, wealth management services, retirement planning, and more. Whether you are looking to grow your investments or secure your financial future, this institution is dedicated to helping you make informed decisions and achieve financial success.

Adam Hamilton Paoli - Morgan Stanley is a renowned finance institution located at 7175 North Pima Canyon Drive in Tucson, Arizona, United States. With a strong reputation for excellence in financial services, the institution offers a wide range of investment opportunities and wealth management solutions to its clients. Their team of experienced professionals is dedicated to providing top-notch financial advice and guidance to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, Adam Hamilton Paoli - Morgan Stanley is the ideal partner to help you navigate the complexities of the financial world.

Keller Williams Realty Southern Arizona - The Josh Berkley Team is a leading real estate agency located at 185 South Moorman Avenue in Sierra Vista, Arizona, United States. Specializing in properties in Pima and Cochise Counties, the team offers expert guidance for those looking to buy or sell homes in the Tucson and Sierra Vista areas. With a team of experienced and professional agents, The Josh Berkley Team is committed to helping clients make informed real estate decisions and investments. Whether you are a first-time homebuyer or an experienced investor, The Josh Berkley Team is dedicated to providing top-notch service and support throughout the real estate process. Contact them at their Tucson office at 1849 N Kolb Road or their Sierra Vista office at 185 S Moorman Ave to get started on your real estate journey.

Title Security Agency is a trusted finance and insurance agency located at 6262 North Swan Road in Tucson, Arizona. With a commitment to providing top-notch services to our clients, we specialize in offering comprehensive title insurance solutions to protect your property investments. Our team of experienced professionals is dedicated to ensuring a smooth and secure transaction process for all our customers. Trust Title Security Agency for all your insurance and finance needs in Tucson and beyond.

The Ruboyianes Company, PLLC is a financial institution located at 4007 East Paradise Falls Drive in Tucson, Arizona, United States. Specializing in accounting and finance, we offer a range of online apps for convenient business transactions. Our team is dedicated to providing top-notch service to take the stress out of running your business. From bookkeeping to tax optimization, we have the expertise to help build a strong financial foundation for your business. We prioritize building authentic, personal relationships with our clients to go beyond just the transactions. Whether you're a realtor, real estate investor, or small business owner, we are here to help you achieve financial success. With the right strategies and technology, we can guide you through managing business debt, surviving supply chain disruptions, and creating a joyful holiday feast for all dietary preferences. Trust The Ruboyianes Company, PLLC for all your financial needs and experience the same great service under our new name.