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Details

General Info

My mission is to assist clients in achieving financial goals by customizing solutions for their unique objectives. I specialize in wealth accumulation, retirement distribution and legacy transfer strategies. I am a Certified Public Accountant and Certified Financial Planner providing Financial Services in the state of Arizona. Securities and advisory services offered through Independent Financial Group, LLC, a Registered Investment Advisor, Member FINRA/SIPC. Give me a call at (480) 458-1040 today.

HoursCLOSED NOW
Regular Hours:
Mon - Fri
Sat - Sun

Contact Info

Phone:

Main - 480-458-1040

Address:
1968 E Baseline Rd Ste F-104 Tempe, AZ 85283
Email:

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Categories
Financing Services, Accountants-Certified Public, Financial Planning Consultants, Investments, Tax Return Preparation
Payment Options
cash
Accreditation

Certified

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