Risk management in Tempe, AZ
19 results found
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Sonora Investment Management, LLC
● OpenSonora Investment Management, LLC is a boutique money management firm located at 16100 North 71st Street in Tempe, Arizona. Established in 1986, our experienced advisory team has been providing personalized asset management services to over 1000 client households. With over $1.5 billion in assets under management, we specialize in professional portfolio management tailored to individual client goals and needs. Our proprietary investment research process combines bottom-up and top-down analysis on U.S. registered equity and bond investments. At Sonora Investment Management, we offer comprehensive tools and analysis for budgeting and retirement planning, as well as customized portfolio management designed to align with client objectives and risk tolerance. As a fiduciary, we prioritize transparency and conservative practices in our client interactions, always putting our clients' financial interests first.
16100 N 71st St #190, Tempe, AZ 85282, United States -
Patrick Minnis - State Farm Insurance Agent
● ClosedPatrick Minnis - State Farm Insurance Agent is located at 1208 East Broadway Road, Tempe, Arizona, United States. This insurance agency offers a range of services including discussing heat safety tips for your home and vehicle as summer approaches. They also provide tips for driving on rural roads and offer long term care insurance policies to cover the costs associated with chronic medical conditions. For your protection, sensitive personal information should not be included in communications with the institution. If you are having difficulty navigating their website, please call (480) 733-2222 for assistance.
1208 E Broadway Rd Suite 103, Tempe, AZ 85282, United States -
Alison Jones - State Farm Insurance Agent
● ClosedAlison Jones - State Farm Insurance Agent is a local insurance agency located at 3375 East Shea Boulevard in Phoenix, Arizona. Situated in the vibrant Shea Plaza within the Yellow shopping center, our office is easily accessible from the Southeast side of the 51 Freeway & Shea, at 35th St & Shea. At Alison Jones State Farm Agency, we prioritize protecting what matters most to you, providing exceptional service, and giving back to our community. Our dedicated team, including Noah, Keegan, Becki, Monei, Bobby, Sandra, and Alex, is committed to ensuring your insurance needs are met with care and expertise.
3375 E Shea Blvd Ste D3, Phoenix, AZ 85028, United States -
Viva MedSuites
● ClosedViva MedSuites is a modern and professional medical clinic located in Scottsdale, Arizona, United States. Since 2017, we have been providing medical clinic timeshare space and services to over 200 medical and wellness practitioners, including general and specialist doctors, surgeons, naturopaths, nurse practitioners, and more. Our clinic offers a low-risk, high-end solution for healthcare providers, with no expensive capital outlay, long-term commitments, or setup delays. At Viva MedSuites, we offer shared medical office space and services that are flexible, scalable, and ideal for various types of medical practices. Our clinics in Scottsdale and Mesa feature fully furnished, modern workspaces designed to meet the unique needs of healthcare professionals. With amenities such as Certified Medical Assistant (CMA) staff support, administrative services, and equipment storage, practitioners can focus on patient care without the hassle of managing a traditional medical office.
9700 N 91st St A-115, Scottsdale, AZ 85258, United States -
Cheryll Hill - State Farm Insurance Agent
● ClosedCheryll Hill - State Farm Insurance Agent is a reputable insurance agency located at 9880 South Rural Road, Tempe, Arizona, United States. With a strong educational background from the University of Missouri, University of Arizona, and University of Northern Colorado, Cheryll Hill has been a dedicated State Farm Agent since 1989. As a Second Generation State Farm Agent, Cheryll Hill has achieved various accolades such as Legion of Honor Qualifier, Bronze Tablet Qualifier, Silver Scroll Qualifier, Life Honor Club Qualifier, and Ambassador Travel Qualifier. At Cheryll Hill - State Farm Insurance Agent, we prioritize the safety of our clients by providing valuable tips to avoid the dangers of drinking and driving. We also offer advice on various topics such as railroad safety and accessory dwelling units. Our team is committed to protecting your personal information and ensuring a seamless experience for all clients.
9880 S Rural Rd #115, Tempe, AZ 85284, United States -
Irma Chaira - State Farm Insurance Agent
● ClosedIrma Chaira - State Farm Insurance Agent is an insurance agency located at 1805 East Elliot Road in Tempe, Arizona. The institution is conveniently situated at the southeast corner of McClintock and Elliot, next to Pollack Theatres and Phillies Restaurant. At Irma Chaira - State Farm Insurance Agent, we understand that pets are beloved members of the family. That's why we offer pet insurance to help protect your furry friends against the unexpected. We also provide valuable tips for safe driving on rural roads, as well as information on pet-safe house plants.
1805 E Elliot Rd #103, Tempe, AZ 85284, United States -
Roger Downey - State Farm Insurance Agent
● ClosedRoger Downey - State Farm Insurance Agent is a reputable insurance agency located at 2220 South Country Club Drive, Mesa, Arizona. Led by Roger Downey Jr, a dedicated State Farm Agent with over a decade of experience, the agency prides itself on providing personalized service to each customer. With a team of professionals who collectively have over 40 years of insurance and financial services experience, they offer a wide range of insurance products including Car Insurance, Home Insurance, Renters Insurance, Business Insurance, Life Insurance, and Health Insurance. Their mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams. They serve Mesa, Chandler, Gilbert, Tempe, Phoenix, and surrounding areas in Arizona. The team at Roger Downey - State Farm Insurance Agent follows the "Good Neighbor" slogan, making customers feel valued and understood on a personal level.
2220 S Country Club Dr Ste 100, Mesa, AZ 85210, United States -
Lisa McCain - State Farm Insurance Agent
● ClosedWelcome to Lisa McCain - State Farm Insurance Agent located at 1521 East Elliot Road in Gilbert, Arizona. Our agency is situated on the SW Corner of Val Vista & Elliot Roads in the Safeway shopping center. With a history dating back to 1922, State Farm has been protecting individuals and families across the nation. As a second-generation State Farm agent, Lisa McCain and her team bring over 50 years of combined experience to help you with all your insurance needs. Whether you are looking for car insurance, homeowners insurance, renters insurance, life insurance, business insurance, or health insurance products, we are here to assist you in planning for the future and protecting what matters most. Our goal is to help you recover from the unexpected and manage the risks of everyday life.
1521 E Elliot Rd #101, Gilbert, AZ 85234, United States -
Johnson Financial Advisors
● ClosedJohnson Financial Advisors (JFA) is a boutique finance institution located at 1095 West Rio Salado Parkway in Tempe, Arizona. Our mission is to help our clients feel confident about their financial lives by changing the trajectory of their financial futures. As fiduciary advisors, we prioritize our clients' best interests and accountability, striving to build long-term relationships based on transparency and trust. With a focus on human interaction, we offer holistic wealth services, including retirement planning, investment advice, insurance and risk management, estate planning, tax planning, and more. Our experienced advisors, Phil and Marcus, bring decades of industry expertise to provide personalized and tailored financial solutions. Whether you are just starting out or planning for retirement, JFA is here to guide you towards achieving your financial goals. Schedule a free consultation today to begin your journey towards financial security with Johnson Financial Advisors.
1095 W Rio Salado Pkwy #201, Tempe, AZ 85281, United States -
Mosaic Financial Associates
● ClosedMosaic Financial Associates is a finance institution located at 950 West Elliot Road, Tempe, Arizona, United States. Our team understands that time is precious and limited, especially when balancing work, family, and personal pursuits. We provide tailored financial services to help you manage your money effectively, so you can focus on enjoying a fulfilling professional and family life. With over two decades of experience, we offer expertise in handling various financial situations at every stage of your career and during all significant life moments. Our services are designed to keep you on track towards your goals while providing up-to-the-minute account access and streamlined service through the use of advanced tools and technological systems.
950 W Elliot Rd Suite 126, Tempe, AZ 85284, United States -
MG Peterson Consulting, PLC
● ClosedMG Peterson Consulting, PLC is a reputable finance institution located at 2177 East Warner Road in Tempe, Arizona, United States. With a team of experienced financial experts, they provide a wide range of consulting services to help clients achieve their financial goals. Whether you need assistance with financial planning, investment management, or risk assessment, MG Peterson Consulting, PLC is dedicated to providing personalized solutions to meet your needs. Trust in their expertise and commitment to excellence for all your financial consulting needs.
2177 E Warner Rd suite 102-103, Tempe, AZ 85284, United States -
HCVT Phoenix
● OpenHCVT Phoenix is a leading accounting and finance institution located at 850 West Rio Salado Parkway in Tempe, Arizona, United States. Whether you need tax, audit, advisory, or business management services, our solutions are customized to meet your specific needs. Our team specializes in structuring business sales and acquisitions to minimize risk and maximize value. We excel at providing clarity on complex tax and accounting issues, setting us apart from other CPA firms. Joining HCVT is an opportunity to build a rewarding career, with a focus on excellence, continuous learning, and improvement. Our commitment to client service and employee-centric culture has earned us numerous industry accolades.
850 W Rio Salado Pkwy, Tempe, AZ 85281, United States -
Tetrant - Legal | Financial
● ClosedTetrant - Legal | Financial is a comprehensive estate planning and financial planning institution located at 22211 South Ellsworth Road in Queen Creek, Arizona, United States. Our team of advisors helps clients efficiently coordinate all aspects of their personal estates, offering services such as informal probate, trust administration, and estate planning solutions. We also provide guidance on insurable risks, investment strategies, and charitable legacy planning. With offices in Gilbert, Chandler, and Queen Creek, we serve clients in various counties in Arizona. Our services include investment advising, financial planning, retirement account management, and life insurance. Tetrant Financial, our Registered Investment Advisor, operates in compliance with state registration requirements. We are a flexible firm that is willing to make house visits to nearby communities such as Chandler, Gilbert, Mesa, Tempe, Apache Junction, Gold Canyon, and San Tan Valley. Schedule a free consultation or attend one of our educational seminars to learn more about how we can assist you in organizing and protecting your assets.
22211 S Ellsworth Rd, Queen Creek, AZ 85142, United States -
Tetrant - Legal | Financial
● ClosedTetrant - Legal | Financial is a comprehensive estate planning and financial planning institution located at 3303 East Baseline Road in Gilbert, Arizona, United States. Our team of advisors specialize in coordinating all aspects of personal estates for our clients, including estate planning, estate administration, informal probate, and trust administration. At Tetrant, we offer affordable estate planning solutions to help our clients protect their loved ones from various insurable risks and utilize time-tested approaches to investing their assets. We also assist clients in planning their charitable legacy for future generations.
3303 E Baseline Rd Bldg 5 #112, Gilbert, AZ 85234, United States -
Joseph (Joey) McManus - Investor Center Financial Advisor
● ClosedJoseph (Joey) McManus - Investor Center Financial Advisor is a finance institution located at 1625 West Fountainhead Parkway in Tempe, Arizona, United States. Services are offered through BMO Private Bank, BMO Family Office, and/or BMO Delaware Trust Company, as well as BMO Investment Services. The institution prioritizes your goals above all else, constantly assessing your current position and where you want to be in the future. With a focus on helping you reach your goals, the wealth advisors at Joseph (Joey) McManus - Investor Center Financial Advisor work with you to adjust investment strategies and tactics as needed. The team of experts at the institution make key decisions based on experience and expertise, including asset allocation, risk evaluation, manager selection, and portfolio construction. They are strategic in their approach, identifying investments that match your risk tolerance. The institution provides direct access to decision makers, ensuring a personalized approach to investment management. The Strategy and Research Team uses a variety of factors to inform investment decisions, and a combination of active and passive strategies may be utilized for long-term results. Additionally, the institution offers services in alternative investments such as environmental, social, and governance (ESG) funds. Operating Monday through Friday from 7:30 a.m. to 5:00 p.m. Central Time, Joseph (Joey) McManus - Investor Center Financial Advisor is committed to helping you achieve your financial goals.
1625 W Fountainhead Pkwy 9th Floor, Tempe, AZ 85282, United States -
Selleh Financial Services
● ClosedSelleh Financial Services is a leading finance institution located at 2311 South Rural Road in Tempe, Arizona, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you reach your financial objectives.
2311 S Rural Rd, Tempe, AZ 85282, United States -
Harris Sliwoski LLP
● ClosedHarris Sliwoski LLP is a prominent institution located at 222 South Mill Avenue in Tempe, Arizona, United States. Specializing in accounting, finance, and legal services, our office is managed by Ethan Minkin and serves clients throughout the American Southwest. We offer a wide range of corporate legal services, including bankruptcy, healthcare regulatory matters, and litigation. Our team of experienced attorneys provides expert counsel to cannabis businesses on legal planning, regulatory support, corporate guidance, and compliance strategies. Located in Phoenix, the fifth most populous city in the United States, our office is strategically positioned for businesses seeking legal assistance in Arizona. With a deep understanding of the local legal landscape, we offer services in various practice areas, including business law, intellectual property, and real estate. Our team of Phoenix lawyers has extensive experience in dispute resolution, corporate law, immigration law, and intellectual property law.
222 S Mill Ave Suite 800, Tempe, AZ 85281, United States -
Baker Tilly US, LLP
● ClosedBaker Tilly US, LLP is a renowned accounting and finance institution located at 2055 East Warner Road in Tempe, Arizona, United States. Our focus is on securing organizations through a practical approach to vulnerability management, including small capital projects in audit plans. We also provide insights on U.S. labor trends, fair pay, equity, and transparency. Additionally, we offer end-to-end compliance solutions for prevailing wage and apprenticeship requirements in the Inflation Reduction Act. At Baker Tilly, we go beyond the obvious to guide our clients towards their goals. Our services include managing cybersecurity and data governance risks, as well as solutions for IRA, ESG, and cybersecurity strategies. As an independent member of Baker Tilly International, we are dedicated to exceptional client service, regional expertise, and community impact. Join our diverse and dynamic team, where we invest in advancing your skills and professional opportunities. Let us help you navigate the complexities of your business and lead you towards a successful future.
2055 E Warner Rd, Tempe, AZ 85284, United States -
James Wilson, CPA, CITP
● ClosedJames Wilson, CPA, CITP is a renowned institution in the field of accounting and finance, located at 2055 East Warner Road, Tempe, Arizona, United States. Our focus is on securing organizations through a practical approach to vulnerability management, ensuring small capital projects are included in audit plans, and analyzing U.S. labor trends related to fair pay, equity, and transparency. We have recently launched an end-to-end compliance solution for prevailing wage and apprenticeship requirements in the Inflation Reduction Act. At James Wilson, CPA, CITP, we go beyond the obvious to provide innovative solutions for managing cybersecurity and data governance risks, as well as strategies for IRA, ESG, and cybersecurity. Our promise is to help clients reach destinations they thought were beyond reach, guiding them towards success. As an independent member of Baker Tilly International, the world's 10th largest accountancy and advisory network, we offer exceptional client service, regional expertise, and community impact.
2055 E Warner Rd #101, Tempe, AZ 85284, United States
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