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Featured Phoenix Businesses: Financial Planning Matching 'Financial Planning'

  • Waddell & Reed
    7001 North Scottsdale Rd Suite 2035
    Scottsdale, AZ 85253-3658
    US
    480-222-6700
    Legal & Financial Services > Financial Planning
    As your financial advisor I am both guide and guardian. Friend and confidant. I not only share your dreams, I can provide you with the resources and direction as you strive to fulfill them. I'll work with you as you seek to find a way to retire the way you want, when you want, to send your kids to college and to protect your family and your finances. I am both a resource and a sounding board; as well as your personal link to a team of investment professionals with a long track record of historically strong investment performance.* I can help you decide where you'd like to go. And I can give you a plan for getting there. *Past performance is no guarantee of future results.
    Trust Planning, Family Wealth Planning, Asset Management, Income Planning, Divorce Planning, Educational Planning, Long Term Planning, Debt Management, Charitable Giving, Personal Planning, Budgeting, Beneficiaries, College Funding, Short Term Planning, Cash Management, Debt Consolidation, Wealth Management, Life, Group, Long Term Care, Disability, Dental, Health, Medical, 1035 Exchanges, Group Health, Group Medical, Mutual Funds, Investment Planning, Bonds, Tax Free Investments, Stocks, CDs, Money Markets, Bond Mutual Funds, Corporate Bond Funds, Domestic Exchanges, Growth Funds, Income Funds, Large Cap, Mid Cap, Mortgagte Notes, Open End Mutual Funds, REITs, 1031 Exchanges, Asset Allocation, Diversification, Money Market Funds, Municipal Bond Funds, Real Estate Mutual Funds, Balanced Funds, Closed End Mutual Funds, International Bond Funds, Micro Cap, Mortgage-Backed Securities Funds, Small Cap, Qualified Retirement Plans, KEOGH Plans, 401 K, IRAs, Social Security, 403 B, Rollover Plans, Non-Qualified Retirement Plans, 457 Plans, Annuities, Deferred Annuities, Defined Contribution, Education IRA, Fixed Annuities, Individual Retirement Annuity, Lump Sum, Pension Plans, Retirement Annuities, SEP, SIMPLE, Defined Benefit, Defined Contribution Pension, Equity-Indexed Annuities, Group IRA, Inhertited IRA, Profit Sharing, Rollover IRA, SEP IRA, SIMPLE IRA, Target Benefit, Variable Annunities, Deductable IRA, Defined Benefit Pension, Insurance Annuities, Roth IRA, Spousal IRA, Appointments Accept
  • Freepoint Wealth Management / Cecilia Cusimano
    4110 N SCOTTSDALE RD STE 306
    Scottsdale, AZ 85251-3920
    US
    602-505-2464
    Legal & Financial Services > Financial Planning
    Have your investments been lagging? Not getting the returns you hoped for? Need to do a 401K rollover? Looking for a better investment return? We assist our client by providing FREE Wealth Plans, Retirement Planning Assistance, College Funding, and can show clients how to pass your legacy on to your heirs tax free. Let us review your mortgage and make sure you have the correct insurance coverages for your family. Be sure to contact us for the current monthly special because when it comes to making money work for you we think out of the box. May Special: Receive A 20% Bonus When You Invest In One Of Our Risk Free Tax Deferred Investments. This Is A Regulated Investment Managed By The World's Third Largest Money Manager In This Industry. This Is A Very Rare Opportunity, So If You Have 401k Money That Needs To Be Rolled Over, Or If You Have Retirement Money In A Stock Fund That Isn't Doing As Well As You Would Like, Then Don't Miss This Opportunity To Protect Your Money. Servicing clients throughout the Phoenix Metropolitan area including - Scottsdale, Mesa, Tempe, Glendale, Peoria, Litchfield Park, Paradise Valley, Suprise, Gilbert,Chandler and other areas of Arizona.
    Family Wealth Planning, Asset Management, Income Planning, Divorce Planning, Educational Planning, Long Term Planning, Debt Management, Personal Planning, Budgeting, College Funding, Cash Management, Debt Consolidation, Wealth Management, Life, Long Term Care, Investment Planning, Tax Free Investments, Qualified Retirement Plans, 401 K, IRAs, Social Security, Rollover Plans, Non-Qualified Retirement Plans, Annuities, Fixed Annuities, Individual Retirement Annuity, Lump Sum, Retirement Annuities, Cash Balance Plan, Inhertited IRA, Rollover IRA, Deductable IRA, Insurance Annuities, Roth IRA, Spousal IRA, Appointments Accept
  • Allstate - Bill Lee - Personal Financial Representative
    4530 E Muirwood Dr. Ste. 102
    Phoenix, AZ 85048
    US
    480-705-0990
    Legal & Financial Services > Financial Planning
    Personal financial representative
    Estate Planning, Asset Management, Income Planning, Educational Planning, Long Term Planning, College Funding, Life, Long Term Care, Disability, Homeowner's, Liability, Mutual Funds, Investment Planning, Bonds, Tax Free Investments, Stocks, CDs, Qualified Retirement Plans, 401 K, IRAs, 403 B, Rollover Plans, By Appointment Only, Life Insurance, 401k Rollover, Retirement Savings, Retirement Planning, Financial Planning, Financial Consultant, Registered Representative, Ira Rollover, 1035 Exchange, Term Life Insurance, Term Insurance, Universal Life, Variable Universal Li
  • Vision Financial Consultants
    15849 N 71st St Ste 100
    Scottsdale, AZ 85254-2179
    US
    480-281-1595
    Legal & Financial Services > Financial Planning
    Securities Offered Through Linsco/Private Ledger A Registered Investment Adviser. Member FINRA/SIPC Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers. I am in the business of helping my clients meet all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success. My approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren. If this method of meeting your financial needs sounds appealing, I invite you to spend some time exploring this site. I also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or e-mail me. Tax-advantaged investing - to reduce your tax liability and let more of your money work for you College planning - long-term planning to ensure you¿re ready when your children are Retirement planning - to design an investment strategy to help you meet all of your retirement goals Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed Long-term care - to ensure that you and your heirs are well cared-for Variable and fixed annuities - for tax-deferred growth potential
    Estate Planning, Trust Planning, Family Wealth Planning, Asset Management, Income Planning, Wealth Management, Investment Planni

Additional Businesses: Financial Planning Matching 'Financial Planning'

  • Edward Jones: Jason Collins, Wealth Manager
    1801 W Queen Creek Rd Ste 4
    Chandler, AZ 85248-3001
    US
    480-855-3926
    Legal & Financial Services > Financial Planning
    There's an expression we use at Edward Jones: The trouble with the future is that it keeps getting closer and closer. Which means, regardless of your current age, income or goals, it's important to begin developing a plan today. At Edward Jones, we like to look at your individual needs before anything else. Learn about the tools we can offer to help meet your needs below: Retirement Financing Education Estate Planning and Trusts Investments Insurance
    Estate Planning, Trust Planning, Family Wealth Planning, Asset Management, Income Planning, Divorce Planning, Educational Planning, Long Term Planning, Debt Management, Charitable Giving, Personal Planning, Charitable Trusts, Executors, Notary, Probate, Wills, Budgeting, College Funding, Irrrevocable, Personal Trusts, Revocable, Short Term Planning, Cash Management, Debt Consolidation, Living Trusts, Power of Attorney, Wealth Management, Life, Mutual Funds, Investment Planning, Options, Bonds, Tax Free Investments, Commodities, Stocks, CDs, Government Securities, Indexes, Futures, Money Markets, Arbitrage Securities, Bond Mutual Funds, Coins, Corporate Bond Funds, Defensive Stocks, Domestic Exchanges, Fidelity Bonds, General Obligation Bonds, Growth Funds, Income Funds, Large Cap, Mid Cap, Mortgage-Backed Bonds, Mortgagte Notes, Mutual Bonds, Open End Mutual Funds, Platinum, REITs, Revenue Bonds, S & P 500, Sector Stocks, Socially Responsible Funds, Treasury Bills, Wilshire 5000, Precious Metals, Real Estate, 1031 Exchanges, Asset Allocation, Brady Bonds, Collateralized Mortgage Obligations, Corporate Bonds, Diversification, Dow Jones, Foreign Exchanges, Gold, Hedge Funds, Index Funds, Leins, Money Market Funds, Mortgage-Backed Securities, Municipal Bond Funds, NASDAQ, Option Funds, Preferred Stock, Real Estate Mutual Funds, Risk, Savings Bonds, Silver, Stock Options, Treasury Bonds, International Securities, Currencies, Agency Bonds, Balanced Funds, Closed End Mutual Funds, Contrarian Funds, Cyclical Stocks, Dividends, FTSE, Future Funds, Government Bonds, IPO, International Bond Funds, Micro Cap, Mortgage Investments, Mortgage-Backed Securities Funds, Municipal Bonds, NYSE, Penny Stocks, Public Offerings, Real Estate Partnerships, Russel 2000, Sector Funds, Small Cap, Tracking Stock, Treasury Notes, Qualified Retirement Plans, KEOGH Plans, 401 K, IRAs, Social Security, 403 B, Rollover Plans, Non-Qualified Retirement Plans, 457 Plans, Annuities, Education IRA, Fixed Annuities, Stock Bonus, Cash Balance Plan, Group IRA, Inhertited IRA, Rollover IRA, Variable Annunities, Excess Benefit Plans, Hybrid Pension, Insurance Annuiti

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