TOP 30 Seniors financial planning in Tucson, Arizona

19 results found

Kiki Rogers - COUNTRY Financial Agent is a reputable insurance agency located at 7510 North La Cholla Boulevard in Tucson, Arizona. Specializing in health insurance, Kiki Rogers offers personalized financial services to help clients protect their well-being and plan for the future. With a focus on customer satisfaction and expert advice, Kiki Rogers - COUNTRY Financial Agent is dedicated to helping individuals and families find the right insurance solutions to meet their needs.

Tracey Prieto-Webber Insurance & Financial Services is a reputable insurance agency located at 1100 East Ajo Way in Tucson, Arizona. With a commitment to providing personalized and comprehensive insurance solutions, they offer a range of insurance products including auto, home, life, and health insurance. Their team of experienced professionals is dedicated to helping clients protect their assets and achieve their financial goals. Whether you are looking for insurance coverage for your home or planning for your retirement, Tracey Prieto-Webber Insurance & Financial Services is here to help you every step of the way.

Prudential Financial is a renowned insurance agency located at 6891 North Oracle Road in Tucson, Arizona, United States. With a strong reputation for providing reliable and comprehensive insurance solutions, Prudential Financial is dedicated to helping individuals and families protect their financial futures. Whether you are looking for life insurance, retirement planning, or investment services, the experienced professionals at Prudential Financial are committed to assisting you in achieving your financial goals. Visit their office in Tucson today to learn more about their services and how they can help you secure a stable and prosperous future.

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.

Theodore Todd Risen is a Financial Advisor at Ameriprise Financial Services, LLC, located at 2484 East River Road, Tucson, Arizona, United States. He holds several certifications including 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®, CERTIFIED FINANCIAL PLANNER™, 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 his expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care, and life insurance. Theodore Todd Risen is dedicated to providing comprehensive and specialized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement or dealing with complex financial situations.

Merrill 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.

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.

Welcome to Alex Rose - State Farm Insurance Agent located at 6743 East Broadway Boulevard in Tucson, Arizona. As the dedicated State Farm agent in Tucson, Alejandra Rose is committed to safeguarding what matters most to you with a comprehensive range of insurance services. Whether you need renters insurance to protect your personal property, auto insurance for dependable coverage on Tucson's roads, life insurance for financial security, or business insurance to safeguard your venture, we are here to help. With a passion for helping others understand the importance of insurance, Alejandra Rose looks forward to building meaningful relationships with the community.

Southern Arizona Legal Aid Inc is a non-profit organization located at 2343 East Broadway Boulevard in Tucson, Arizona. As a legal aid institution, they provide free legal services to low-income individuals and families in Southern Arizona. Their team of dedicated lawyers and legal professionals offer assistance with a variety of civil legal issues, including landlord-tenant disputes, family law matters, consumer rights, and more. Southern Arizona Legal Aid Inc is committed to promoting access to justice and ensuring that all members of the community have equal access to legal representation.

Silverado Hills is a premier institution located on North Ridgeside Drive in Tucson, Arizona, United States. Our facility offers top-notch amenities and services for our residents, including luxurious accommodations, personalized care plans, and a vibrant community atmosphere. With a focus on creating a warm and welcoming environment, our dedicated staff is committed to providing the highest quality of care for each individual. At Silverado Hills, we strive to promote independence, dignity, and well-being for all of our residents.

Kelley Services, Inc. is a health insurance agency specializing in Medicare Advantage Plans and Supplement Plans located in Tucson, Arizona. Serving Pima, Pinal, and Cochise Counties in Southern Arizona, our team of Licensed Medicare Insurance Agents/Brokers are dedicated to helping you find the right plan for your unique needs. Whether you are turning 65, looking to change plans, or need assistance with special needs like Heart, Lung, or Diabetes, we are here to help. We offer Medicare Insurance Senior Advocacy & Assistance, guiding you through the complicated process of comparing and enrolling in Medicare plans. Led by husband and wife team Terry Ansley and Diana Kelley, our team has over twenty-six years of experience in the Tucson area. We provide personalized service at no cost to you, ensuring that you find a plan that covers your doctors, specialists, medications, and lifestyle needs.

Amaya Premier Insurance & Medicare Solutions LLC is a top-rated insurance agency located at 1380 North Placita De Almas in Tucson, Arizona. Specializing in providing comprehensive insurance and Medicare solutions, our team of experienced professionals is dedicated to helping clients find the perfect coverage to meet their individual needs. From health and life insurance to Medicare plans, we offer a wide range of options to ensure our clients are protected and prepared for whatever life may bring. Contact us today to learn more about how we can help you secure your future.

Medicare Health Benefits-A Community Resource Center is a health and insurance agency located at 2716 South 6th Avenue in Tucson, Arizona. Our center serves as a valuable resource for the community, providing assistance and information on Medicare health benefits. Whether you are looking to enroll in Medicare, need help understanding your coverage options, or have questions about your benefits, our knowledgeable staff is here to help. Visit us today to access the resources and support you need to navigate the complex world of Medicare health insurance.

Right Choice Insurance and Taxes Inc is a finance, health, and insurance agency located at 1071 North Grand Avenue in Nogales, Arizona, United States. We believe that everyone deserves effective and affordable insurance, which is why we offer personalized analysis to find the best plan for you. Our goal is to uncover a plan that fits your lifestyle and budget, providing coverage for the entire family in case of serious medical emergencies. Our team stays up-to-date on the latest changes in the healthcare markets, ensuring that we can provide you with information on available plans and any expected changes. With over 50 years of combined experience in the industry, our insurance professionals work with multiple carriers to find you the best coverage at the best price. We take the time to understand your unique needs and offer customized insurance solutions tailored to your specific situation.

Whitaker-Hills Insurance Group, located at 8478 East Speedway Boulevard in Tucson, Arizona, is a trusted insurance agency specializing in life, annuities, and Medicare insurance. With a mission to help you keep the promises you've made to your loved ones, our priority is to find the best coverage to protect what matters most in life. As an independent agency working with top carriers, we tailor our services to suit your exact needs. We understand the importance of proactive insurance planning to prevent lapsed policies, ensuring the continuity of coverage for your family. In addition, we offer guidance on setting up an Irrevocable Life Insurance Trust (ILIT) to maximize benefits for your heirs. Planning for parenthood is also a key focus, as we believe that thoughtful considerations and budgeting are essential for a stable foundation and overall well-being for your family. Trust Whitaker-Hills Insurance Group to provide you with the support and expertise you need for a secure financial future.

Northwestern Mutual is a reputable finance and insurance agency located at 11750 Exmoor Place in Tucson, Arizona, United States. With a strong presence in the financial industry, Northwestern Mutual offers a wide range of services including investment planning, retirement planning, and insurance coverage. The institution is known for its reliable and personalized financial solutions tailored to meet the unique needs of each client. With a commitment to excellence and customer satisfaction, Northwestern Mutual is a trusted partner in helping individuals achieve their financial goals and secure their future.

Tom Heath- The Mortgage Guidance Group at NOVA Home Loans is a leading finance institution located at 6893 North Oracle Road in Tucson, Arizona, United States. Our team of experts is dedicated to providing personalized mortgage guidance to help our clients achieve their homeownership goals. With a focus on transparency and customer service, we strive to make the mortgage process as smooth and stress-free as possible. Whether you are a first-time homebuyer or looking to refinance, we are here to help you every step of the way. Contact us today to learn more about our services and how we can assist you with your mortgage needs.

Bank of America Private Client Advisor Craig M. Hyatt, located at 3500 East Sunrise Drive in Tucson, Arizona, is a finance institution led by Senior Vice President Craig Hyatt. With over 35 years of experience in investment, credit, and banking, Craig specializes in providing wealth management services to high-net-worth individuals, families, and charitable organizations. He works with a collaborative team to develop personalized strategies for investment management, estate planning, asset preservation, and wealth transfer. Craig, a graduate of the University of Arizona, is actively involved in his community, serving on the board and investment committee of the Tucson Conquistador Foundation. At Bank of America Private Bank, clients can expect a personalized approach to achieve their financial goals, whether it's preserving wealth, building philanthropic legacies, or planning for future growth. The institution values innovation and strives to help clients navigate evolving markets and financial landscapes. Please note that Bank of America Private Bank does not provide tax advice, and clients should consult legal and tax advisors before making financial decisions.

Bank of America Private Client Advisor Paola Tomassini is located at 3500 East Sunrise Drive in Tucson, Arizona, United States. Paola Tomassini is a Senior Vice President and Private Client Advisor at Bank of America Private Bank, specializing in advising high net worth individuals and families on various aspects of their financial lives. Paola is part of a team that offers guidance on investment management, wealth transfer, credit needs, trust and estate planning. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They take the time to listen and learn about clients and their families before creating strategies to meet their needs and goals. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth, drawing on personalized approaches and resources to help achieve financial objectives. The team is committed to innovation and providing clients with disciplined financial strategies tailored to their needs. Please note that by visiting the Bank of America Private Bank website, you may be directed to FINRA’S BrokerCheck and are subject to separate terms and privacy policies. Investing involves risk, and it is recommended to consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.