3 Best Financial Services in Mesa, AZ

“Klein Financial LLC, owned by Michael P. Klein, is led by him as a Certified Financial Planner™ Professional and a member of the National Association of Insurance and Financial Advisors (NAIFA). He completed his BS in Finance from Arizona State University in 1996 and his MBA in 1997 from Thunderbird School of Global Management. Together, they strive to provide comprehensive wealth management services for every journey stage. Their Advisor's mission is to enhance your life by helping create sound financial strategies. Their team of professionals has decades of collective experience. Regardless of your financial management needs, they have the skills to help you succeed. They want to assist you in developing, implementing, and monitoring a plan designed to address your situation. They believe small businesses are the backbone of America. At Klein Financial, they do their utmost to help you thrive in today's competitive marketplace.”

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“Sterling Group United LLC focuses on a client-centric approach, helping clients achieve their financial goals through comprehensive investment planning. Luke Vennard is one of the firm's partners. Their full-service insurance agency delivers a competitive and diverse suite of life insurance and annuity products from top carriers. They believe in their products and in letting data drive decision-making. Their infrastructure to manage and maintain hard-asset investments was developed to offer a lower-risk route to financial freedom than traditional investments.”

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“DecisionPoint Financial, LLC, a fee-only financial planning and fiduciary investment management firm, is led by Scott Johnson. He began his career in the financial services industry in 1993 on Wall Street, where he worked for an investment banking firm. He is FINRA Series 65 licensed and a Certified Plan Fiduciary Advisor (CPFA™) with the National Association of Plan Advisors (NAPA). To become a CFP® professional, he had to gain three years of experience in financial planning. After that, he completed a demanding six-month graduate course covering Ethics, Insurance, Investments, Retirement, Taxation, and Estate Planning, followed by a challenging two-day, 10-hour exam. Their Fee-Only Fiduciary approach goes beyond managing your investments. They are a financial planning-centered firm focused on the big picture and obsessed with helping their clients make sound financial decisions at every point in their lives. They help clients make intentional and informed financial decisions by analyzing every aspect of their financial lives.”

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