FIDELITY INVESTMENTS
17520 North 75th Avenue, Glendale, AZ 85308
Since 2001
Retirement, Estate, College Planning, Saving for Retirement, Social Security, 401K, Investment Guidance, Life Insurance, Tax-Efficient Investing, Charitable Giving, Retirement Income Plan, Wealth Management, IRAs & Other Retirement Accounts
Expertise in integrated employee benefits solutions ● Their advisor is an easy, affordable way to enjoy the benefits of professional money management ● With a dedicated advisor who will work with you and for you, providing clear recommendations designed to help you grow and protect your wealth
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ESTATE PLANNING SOLUTIONS
6502 West Soft Wind Drive, Glendale, AZ 85310
Since 1994
Personal Wealth Building and Management, Insurance Strategies, Business Optimization, Estate, Succession and Retirement Income Planning, Annuities, Employee Benefit, Probate, Tax, 401K, 403B and 457 Planning, Asset Allocation, Investment Management & Social Security
Focus on estate planning ● They will help you assess your current position, address concerns, identify potential problems, then create a written action plan ● To help business owners, families and individuals, minimize taxes, reduce expenses, and become stronger financially by making decisions within the context of a personal, written financial and retirement income plan
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WJ WEALTH MANAGEMENT
18275 North 59th Avenue, Suite B-112, Glendale, AZ 85308
Since 2012
Investment Management, Asset Allocation Design, Competitive Portfolio Analysis, Stocks and Bonds, Mutual, Exchange Traded and Real Estate Investment Trusts, Managed Accounts, Iras, Tax, Trust and Estate Planning, Fixed Index and Variable Annuities, Long Term Care Insurance, 529 College Plans, Group & Individual Health and Disability Insurance
Specializes in wealth management ● They strive to provide a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions ● They have found that a team approach can be an effective method to help clients who have a wide variety of needs