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TOP 30 Portfolio management in Arizona
184 results found
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USHealth Advisors - Mike Bauer
USHealth Advisors - Mike Bauer is a health insurance agency located at 11024 North 28th Drive in Phoenix, Arizona, United States. We offer innovative health coverage tailored to meet the individual needs of each customer. Our insurance plans are underwritten by Freedom Life Insurance Company of America, National Foundation Life Insurance Company, and Enterprise Life Insurance Company. At USHealth Advisors, we believe that every customer is unique, and we work with you to create a customized plan that fits your budget and provides the benefits you need. Our product portfolio offers flexibility and reliability, ensuring that you and your family are covered for all your health needs.
Justin Gatmaitan Licensed Agent - USHEALTH ADVISORS
Justin Gatmaitan Licensed Agent - USHEALTH ADVISORS is a health insurance agency located at 9830 South 51st Street, Phoenix, Arizona, United States. Our insurance plans are underwritten by reputable companies such as Freedom Life Insurance Company of America, National Foundation Life Insurance Company, and Enterprise Life Insurance Company. We offer innovative health coverage tailored to your individual needs, understanding that every customer is unique and a one-size-fits-all approach may not be the best solution. Whether you are on a limited budget or looking for additional benefits, our plans provide a variety of options to suit your requirements. Our product portfolio is known for its flexibility and reliability, ensuring that you and your family receive the best health coverage possible. As a Gold Stevie Award Winner for multiple years, we are dedicated to providing exceptional service and support to our clients.
Health Insurance - USHA - Christian Kinsey (Licensed Agent)
USHA - Christian Kinsey (Licensed Agent) is a health insurance agency located at 11024 North 28th Drive in Phoenix, Arizona. Our insurance plans are underwritten by trusted companies such as Freedom Life Insurance Company of America, National Foundation Life Insurance Company, and Enterprise Life Insurance Company. We offer innovative health coverage tailored to meet the individual needs of each customer, recognizing that a one-size-fits-all approach is not always the best solution. Whether you are on a limited budget or looking for additional benefits, we work with you to create a plan that suits you and your family best. Our product portfolio is known for its flexibility and reliability, with highlights and benefits that cater to a variety of needs. USHA - Christian Kinsey (Licensed Agent) has been recognized as a Gold Stevie Award Winner for multiple years, showcasing our commitment to excellence. Our team, including staff, management, and independently contracted agents, live out the mission of Helping Other People Everyday (HOPE) by making a positive difference in the lives of others. You can find us at 300 Burnett Street, Suite 200 in Fort Worth, TX, with operating hours from 7:00 AM to 7:00 PM CT Monday to Friday, and 8:00 AM to 1:00 PM CT on Saturdays. Contact us today to learn more about how we can help you with your health insurance needs.
Peak Financial Brokerage
Peak Financial Brokerage is a renowned financial institution located at 6875 East Camelback Road, in the vibrant city of Scottsdale, Arizona, United States. With a team of experienced and knowledgeable brokers, we offer a wide range of financial services to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your portfolio, our dedicated team is here to provide you with personalized solutions tailored to your unique needs. Trust Peak Financial Brokerage to guide you towards a secure financial future.
Bhavi Shah
Bhavi Shah is a health, pharmacy, and store institution located at 4249 West Glendale Avenue in Phoenix, Arizona, United States. We offer a wide range of health products and pharmaceutical services to meet the needs of our customers. Our knowledgeable staff is dedicated to providing excellent customer service and ensuring that all of your health and wellness needs are met. Visit us today to experience the difference at Bhavi Shah.
Michael Campbell
Michael Campbell is a reputable health institution located at 2420 East Baseline Road in Phoenix, Arizona. This institution offers a wide range of health services including pharmacy and store facilities. With a focus on providing top-notch healthcare and wellness products, Michael Campbell is committed to serving the community with quality care and customer service. Visit us today for all your health needs.
Farmers Insurance - Timothy Kott
Farmers Insurance - Timothy Kott is a trusted insurance agency located at 2929 North Power Road in Mesa, Arizona. Serving the LAS SENDAS, RED MOUNTAIN RANCH, BOULDER MOUNTAIN, and ALTA MESA areas of NE MESA, Timothy Kott brings 29 years of experience in the insurance industry. With a background in financial planning and stock portfolio management, Timothy is dedicated to helping customers find the best insurance coverage to suit their needs. Whether you're looking for commercial business, auto, home, or specialty insurance, Timothy is here to help you navigate your options. As a Farmers agent, he can provide comprehensive coverage and help you understand factors like deductibles and medical payments. Timothy Kott also offers a range of insurance options, including life insurance, renters insurance, business insurance, condo insurance, and recreational insurance. With a focus on personalized service and tailored solutions, Timothy can help you protect your assets and plan for a secure financial future. Farmers Insurance has been providing quality insurance products for over 80 years, ensuring that you can trust in their coverage when disaster strikes.
Steven Dudick
Steven Dudick is a doctor specializing in health located at 7355 South Houghton Road in Tucson, Arizona, United States. Patient experience ratings and testimonials are verified by an independent customer experience company to ensure confidentiality and privacy. Patients praise Dr. Dudick for his caring and compassionate approach, thorough listening skills, and clear explanations of medical issues. He is known for being knowledgeable, professional, and respectful, making patients feel comfortable and reassured. Patients appreciate his attention to detail, honesty, and ability to develop personalized care plans. Dr. Dudick is highly recommended by patients for his excellent care and friendly demeanor.
Austen Archibald
Austen Archibald is a leading physiotherapy institution located at 2120 Airway Avenue in Kingman, Arizona, United States. Our dedicated team of health professionals is committed to providing top-quality care and treatment to help patients recover from injuries, manage chronic pain, and improve their overall physical well-being. With state-of-the-art facilities and personalized treatment plans, Austen Archibald is the premier destination for physiotherapy services in the Kingman area. Visit us today and take the first step towards a healthier, pain-free life.
Rocio Flores
Rocio Flores is a leading health institution specializing in physiotherapy located at 12460 North Rancho Vistoso Boulevard in Oro Valley, Arizona, United States. Our team of highly skilled physiotherapists is dedicated to providing personalized care and innovative treatment plans to help our patients recover from injuries, manage chronic conditions, and improve their overall physical well-being. With state-of-the-art facilities and a compassionate approach to patient care, Rocio Flores is committed to helping individuals achieve their health and wellness goals.
Morgan Silverman
Morgan Silverman is a health institution located at 3200 North Dobson Road in Chandler, Arizona, United States. Morgan, the founder, is dedicated to helping individuals break free from past traumas, live joyfully in the present, and look towards the future with hope and enthusiasm. At Morgan Silverman, clients can expect a safe and trusting therapeutic space where they can explore and heal their emotional pain. Morgan specializes in evidence-based therapeutic interventions such as Emotionally Focused Therapy (EFT), Eye Movement Desensitization and Reprocessing Therapy (EMDR), and Brainspotting Therapy. She is a Certified EMDR and EFT therapist, as well as an EMDRIA Approved Consultant who helps train other therapists in EMDR.
PHX Capital LP
PHX 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.
Adwoa Opoku-Boateng
Adwoa Opoku-Boateng is a renowned doctor specializing in general and endocrine surgery, located at 8415 North Pima Road, Scottsdale, Arizona, United States. Dr. Opoku-Boateng graduated from Oakwood University with a BS in biology and a minor in chemistry and accounting before attending Loma Linda University School of Medicine. With over 15 years of experience, she has served as a General and Endocrine Surgeon at Ochsner Clinic Foundation before joining Arizona Premier Surgery. Dr. Opoku-Boateng is known for her patience, kindness, and exceptional communication skills. Patients praise her professionalism, medical expertise, and personal care. If you are in need of general or endocrine surgery in Arizona, Dr. Adwoa Opoku-Boateng comes highly recommended.
Aruna Poduval
Aruna Poduval is a doctor specializing in pediatric endocrinology, located at 5700 West Olive Avenue in Glendale, Arizona, United States. With over 15 years of experience, Dr. Poduval is board certified in pediatrics and pediatric endocrinology. She has expertise in managing pediatric diabetes mellitus, growth disorders, thyroid disorders, disorders of puberty, metabolic syndrome, and dyslipidemia. Dr. Poduval is a member of professional societies such as the Pediatric Endocrine Society, the Endocrine Society, and the American Academy of Pediatrics. She is dedicated to providing warm and nurturing care to children with endocrine diseases and diabetes mellitus, partnering with patients and their families to achieve optimal health outcomes. The institution also includes a team of healthcare professionals including a certified diabetic educator, a practice manager, healthcare virtual assistants, and a nurse with experience in various hospital departments. The team is committed to providing quality-centric patient care and improving community outreach.
Brad Pasternak
Brad Pasternak is a renowned doctor specializing in health and wellness, located at 6990 East Shea Boulevard in Scottsdale, Arizona, United States. With a commitment to providing top-notch medical care, Dr. Pasternak offers personalized treatment plans to help patients achieve optimal health and well-being. Whether you are seeking preventative care, treatment for a specific condition, or simply looking to improve your overall health, Brad Pasternak is dedicated to helping you reach your goals. Experience compassionate care and expert medical services at this esteemed institution in Scottsdale.
Sargent Sandy
Sargent Sandy is a health institution located at 9913 North 95th Street, Scottsdale, Arizona, United States. If you are dealing with a sports injury or experiencing pain in your back, muscles, nerves or joints, Sargent Sandy is here to help. At Southwest Spine & Sports, they offer a unique approach to patient care, ensuring that you receive the right care from the right doctors as soon as possible. Their team of providers will evaluate your condition and create an individualized non-surgical treatment plan to address your healthcare needs and support your recovery goals. Sargent Sandy specializes in advanced treatments using state-of-the-art technologies to treat back and neck pain, joint pain, and degenerative discs. They offer high-quality pain management services, including fibrin disc repair, platelet-rich plasma, epidural steroid injections, and more.
Edward Jones - Financial Advisor: Tracy R Blackwell
Edward Jones - Financial Advisor: Tracy R Blackwell is a trusted financial institution located at 2135 Arizona 95 in Bullhead City, Arizona. As a dedicated finance professional, Tracy R Blackwell provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Tracy R Blackwell offers expert guidance and support to help clients navigate the complexities of the financial world. Whether you are looking to plan for retirement, save for a major purchase, or grow your investment portfolio, Edward Jones - Financial Advisor: Tracy R Blackwell is committed to helping you secure a strong financial future.
DeSimone Blue Chip Planning, LLC.
DeSimone Blue Chip Planning, LLC. is a leading finance institution located at 14310 North Rocking Ridge Court, Marana, Arizona, United States. With a team of experienced financial advisors, they specialize in providing comprehensive financial planning services to help clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, DeSimone Blue Chip Planning, LLC. can provide personalized solutions to meet your needs. Trust in their expertise and dedication to help secure your financial future.
Merrill Lynch Financial Advisor Scott E Hufault
Merrill Lynch Financial Advisor Scott E Hufault is a finance institution located at 3500 East Sunrise Drive, Tucson, Arizona, United States. Scott Hufault, CFP®, Senior Vice President, Wealth Management Advisor, Portfolio Manager, has been with Merrill Lynch since 1992, focusing on developing strategies for high-net-worth individuals, families, and businesses to help them achieve their financial goals. Scott's consultative and objective approach includes personalized portfolio design, regular follow-up discussions, and a wide range of services including investments, retirement, estate planning, and philanthropy. As a qualified Portfolio Manager and CERTIFIED FINANCIAL PLANNER™, Scott provides personalized strategies tailored to each client's needs. With a B.S. in Economics and Finance from the University of Arizona, Scott is committed to building strong client relationships based on trust and personalized service. The institution offers Merrill Personal Wealth Analysis™ to create personalized financial plans centered on client goals. Services include investment advice, goal prioritization, and customized financial approaches. By understanding clients' goals and priorities, the institution helps clients manage, grow, and preserve their wealth while considering long-term impact. With access to Merrill's investment insights and Bank of America's banking solutions, clients can develop an approach to address their financial needs. The institution emphasizes regular reviews and adjustments to stay on track towards achieving client goals. The dedicated team at Merrill Lynch Wealth Management Advisors puts clients first, offering personalized investment strategies and comprehensive financial solutions. Clients can expect a one-on-one relationship with a Merrill Lynch Wealth Management Advisor to address their financial complexities and pursue their goals. The institution also provides the latest investment insights, tips, and strategies to help clients live their best financial life.
Generation Living Trusts
Generation Living Trusts is a finance institution located at 22861 North 103rd Lane, Peoria, Arizona, United States. We specialize in Trust & Estate Planning for clients across the United States, with physical presence in both Arizona and Utah. With over 30 years of experience, we provide personalized estate planning services in the privacy of your own home. Our services include everything you need to protect your health, wealth, and personal security. We have built a vast referral network of skilled professionals such as brokers, financial planners, CPAs, bankers, and insurance professionals who rely on our expertise to assist their clients in protecting themselves and their families from the perils associated with probate. Our services include outlining all elements of your trust portfolio, providing checklists for key advisors, assisting with end-of-life care directives, and more.
Strategic Wealth Designers
Strategic 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.
Barr Financial Services LLC
Barr Financial Services LLC is a trusted accounting and finance institution located at 13022 West Apodaca Drive in Litchfield Park, Arizona, United States. With a team of experienced professionals, we offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Our mission is to provide personalized and reliable financial solutions to help our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
Net Worth Solutions
Net Worth Solutions is a finance institution located at 15331 West Bell Road in Surprise, Arizona, United States. With a focus on proactive financial management, our dedicated advisory and consulting services are provided by highly reputable and knowledgeable investment advisors. We believe in a personalized approach to managing your liquid assets, utilizing low cost and tax efficient exchange traded funds (ETFs) as well as directly managed stock and fixed income portfolios. Our team is constantly monitoring and adjusting your portfolio to ensure it aligns with your individual risk profile and life goals. We prioritize regular communication with our clients to ensure that their financial strategies are always aligned with their evolving circumstances. Trust Net Worth Solutions to provide high value and personalized financial solutions tailored to your needs.
Affirm Wealth Advisors - Ameriprise Financial Services, LLC
Affirm Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 7992 West Thunderbird Road, Peoria, Arizona, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. We work with you to document your goals, review progress regularly, and adjust your approach as needed. With access to your investments and accounts anytime, anywhere, you can track your progress towards your financial goals securely. We are dedicated to helping you achieve economic independence and empower women through our clothing drive benefiting Dress for Success Phoenix. Our team has received the Ameriprise Client Experience Award, reflecting our commitment to providing exceptional service to our clients. Whether you are interested in faith-based investing or discussing important financial planning concepts, we are here to assist you. Schedule a complimentary initial consultation to learn more about how we can help you achieve your financial aspirations.
Wealth Engineering, LLC
Wealth Engineering, LLC is a finance institution located at 20325 North 51st Avenue in Glendale, Arizona, United States. Recognized by major news publications for their expertise in financial markets, trends, and forecasts, Wealth Engineering is an independent, fee-only Registered Investment Advisor serving the greater Phoenix area. Founded by Certified Financial Planner™ David J. Fernandez, the firm offers comprehensive Wealth Management services tailored to individual financial needs and life goals. Specializing in retirement planning, estate planning, Social Security and Medicare planning, college planning, tax planning, and risk management, Wealth Engineering works with high net worth individuals seeking a financially successful retirement. Their services focus on providing financial peace of mind through a global investment strategy that creates diversified portfolios for less volatile, risk-adjusted returns in a tax-efficient manner. With additional offices in Scottsdale, Wealth Engineering is dedicated to helping clients achieve their financial goals and prioritize their financial resources for a secure future.
Assetmark
Assetmark is a leading financial institution located in Phoenix, Arizona, United States. With a focus on providing comprehensive wealth management solutions, Assetmark offers a wide range of investment services to help clients achieve their financial goals. From retirement planning to portfolio management, Assetmark is dedicated to helping individuals and businesses navigate the complexities of the financial market. With a team of experienced professionals and a commitment to personalized service, Assetmark is a trusted partner for those seeking to grow and protect their assets.
CAPTRUST
CAPTRUST is a finance institution located at 2375 East Camelback Road in Phoenix, Arizona, United States. Our Phoenix-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families. We also offer investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits. Our team is dedicated to working directly with clients in all areas of financial and investment strategy, with a focus on holistic tax, retirement, and estate planning. Our services include committee education, donor development, OCIO services, performance reporting, and investment management for nonprofit clients. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial needs, our advisors are ready to assist you.
EP Wealth Advisors
EP Wealth Advisors, located at 1490 South Price Road in Chandler, Arizona, is a finance institution dedicated to helping clients achieve their financial goals. As an independent financial advisor, we take a planning-based approach to address each client's unique needs. Our fee-only structure ensures objectivity in our investment recommendations. With a personalized touch and deep expertise, we allow our clients to focus on what truly matters to them. At EP Wealth Advisors, we offer a wide range of wealth management services tailored to each individual client. Our team of Certified Financial Planners, tax and estate professionals, and portfolio managers work together to create a personalized financial plan. We manage changes to investment portfolios and assist in implementing estate, tax, giving, and other plans. Regular portfolio reviews ensure clients are informed of their progress and any life changes are taken into account.
Raymond James Financial Services
Raymond James Financial Services is a finance institution located at 24568 North 74th Place in Scottsdale, Arizona, United States. As a leading financial services firm, Raymond James offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced financial advisors and a commitment to personalized service, Raymond James is dedicated to providing tailored solutions to meet the unique needs of each individual client. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Raymond James Financial Services is here to help you navigate the complexities of the financial world with confidence and peace of mind.
UBS Financial Services Inc.
UBS Financial Services Inc. is a leading finance institution located at 2575 East Camelback Road in Phoenix, Arizona, United States. With a strong reputation for providing top-notch financial services, UBS offers a wide range of investment and wealth management solutions to clients. Whether you are looking for assistance with retirement planning, portfolio management, or other financial needs, UBS Financial Services Inc. has a team of experienced professionals ready to help you achieve your goals. Trust in UBS for all your financial needs and experience the difference of working with a trusted industry leader.
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