Tax advantaged retirement in Scottsdale, Arizona

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.

Daniel Fox - RBC Wealth Management Financial Advisor is a leading finance institution located at 6710 North Scottsdale Road in Scottsdale, Arizona, United States. As a trusted financial advisor, Daniel Fox provides expert guidance and personalized strategies to help clients achieve their financial goals. With a focus on wealth management, investment planning, and financial security, Daniel Fox is dedicated to helping individuals and families build and preserve their wealth for the future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Daniel Fox - RBC Wealth Management Financial Advisor is committed to providing top-tier financial services tailored to your unique needs.

Andrew Tuell, Lincoln Financial Advisors, located at 4900 North Scottsdale Road in Scottsdale, Arizona, is a finance and insurance agency run by Andrew Tuell RICP®. As a Private Wealth Advisor and Investment Advisor Representative with Validus Financial, Andrew helps clients build secure financial futures by providing 5-star services tailored to individual goals. With over 13 years of experience in financial services, Andrew holds series 7 and 65 registrations to offer personalized guidance and recommendations. Andrew is a Registered Retirement Income Certified Professional (RICP®), specializing in retirement income planning, maximizing Social Security benefits, managing risks, and portfolio distribution. The designation requires extensive education and ongoing professional development, ensuring high ethical standards and expertise in retirement income strategies.

Copperwood Financial, Inc. is a finance institution located at 5635 North Scottsdale Road, Scottsdale, Arizona, United States. Specializing in providing customized financial planning solutions for entrepreneurs, medical professionals, and federal employees, Copperwood Financial, Inc. offers a Tax Freedom Roadmap to help clients define and realize their business, financial, and estate planning goals. With a focus on after-tax returns and disciplined investment processes, the institution aims to create investment strategies to achieve clients' goals. Additionally, Copperwood Financial, Inc. provides advice on entity structuring, employee benefits, risk management, and tax planning for business owners. Specializing in optimizing Social Security benefits and helping clients choose the correct Medicare options, the institution also offers services such as evaluating tax liability, creating estate plans, and advising on Roth IRA conversions. As an independent financial planning and investment management firm, Copperwood Financial, Inc. operates on a fee-based model, ensuring transparency and a fiduciary duty to act in clients' best interests. Specializing in working with entrepreneurs, business executives, medical professionals, and federal employees, Copperwood Financial, Inc. aims to provide advice on minimizing taxes, retirement planning, and asset transitioning.

Dennis S Gregor is a financial advisor at Ameriprise Financial Services, LLC located at 16427 North Scottsdale Road in Scottsdale, Arizona, United States. If you have questions about your financial future or would like to schedule a complimentary initial consultation, feel free to get in touch. Dennis S Gregor is a registered investment adviser and offers investment products and services through Ameriprise Financial Services, LLC. Take advantage of the Retirement InteractiveSM tool to explore important retirement income issues. Securities are offered by Ameriprise Financial Services, LLC, member FINRA and SIPC. Dennis S Gregor can only conduct securities business with residents of states in which he is properly registered. Contact Dennis S Gregor to discuss your financial goals and secure a more confident financial future.

Raymond James & Associates is a well-established finance institution located at 10801 East Happy Valley Road in Scottsdale, Arizona, United States. With a strong reputation for providing top-notch financial services, Raymond James & Associates offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the experienced professionals at Raymond James & Associates are dedicated to providing personalized advice and guidance to help you make informed financial decisions.

Tim Cowdrey is the Branch Director of RBC Wealth Management, located at 6710 North Scottsdale Road in Scottsdale, Arizona. As a leader in the finance industry, Tim Cowdrey and his team provide personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering top-notch service, RBC Wealth Management is dedicated to helping individuals and families navigate the complexities of investing and financial planning. Contact Tim Cowdrey and his team today to start planning for your financial future.