3 Best Financial Services in Mesa, AZ

“Klein Financial LLC is one of the leading financial firms in Mesa. Michael P. Klein is the owner of the firm. He established the firm in 2003. He is a Certified Financial Planner™ Professional and a National Association of Insurance and Financial Advisors (NAIFA) member. 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.

UNIQUE FACTS:
• Retirement Income Calculators.”

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“Sterling Group United is an independent financial planner in Mesa, Arizona. Luke Vennard is one of the firm's partners. Their fee-based, fiduciary advice is focused on your best interests, not Wall Street's. Unlike most advisors, who are limited to traditional Wall Street investments, they can utilize tangible, nontraditional investment options. Their client-centric approach is centered around helping clients reach their financial goals through comprehensive investment planning. 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 is a Fee-only financial planning & fiduciary investment management firm in Mesa, Arizona. Scott Johnson is the firm's partner and senior financial planner. 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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