HERITAGE FINANCIAL STRATEGIES
207 North Gilbert Road, Suite 209, Gilbert, AZ 85234
Since 2012
Financial Planning, Estate Planning, Budgeting, Retirement Planning, Equities, Cash Management, Fixed Income, Portfolio Management, Asset Allocation, Savings Planning, Education Planning, College Planning, 401K Planning, IRA, Insurance Protection, Business Planning, Wealth Management & Investment Management
Complimentary Consultation Available - Serves in Mesa, Tempe, Chandler, Scottsdale, Phoenix & Queen Creek
shanna@heritagefinancialaz.com
SHORELINE FINANCIAL SERVICES
1176 East Warner Road, Suite 115, Gilbert, AZ 85296
Since 2001
Investment Management, Tax Planning, Insurance Planning, Retirement Planning, Asset Allocation, Business Succession Planning, Charitable Giving, 401K Planning, Annuities, Mutual Funds, Group Retirement and Savings Plans, Estate Planning, Traditional and Roth IRA, Pension Planning, Long-Term Care & Disability Insurance
Serves in Gilbert, Peoria, Tucson and Oro Valley - Affords Assessment of Individual Needs - Specializes in Wealth Management & Portfolio Management
WEALTH GUARDIAN GROUP
1757 East Baseline Road, Suite 118, Gilbert, AZ 85233
Since 2007
Asset Management, Financial Planning, Wealth Management, Estate Planning, Business Planning, Annuities, Long Term Care Insurance, Survivor Life Insurance, Investment Advisory Services, Disability Insurance, Tax Planning, Trust Planning, Social Security & Risk Management
Performs Multi-Generational Wealth Transfer Through Legacy Planning - Provides for Each Client’s Goals, Risk Toleration, Time Horizon & Objectives