3 Best Financial Services in Scottsdale, AZ

“Angelica F Prescod focuses nationally on high-net-worth individuals, families, businesses, athletes, and sports and entertainment professionals. With a Bachelor of Science degree from East Carolina University, she has helped numerous clients plan and achieve their personal financial goals. Angelica and her team work to manage their clients' portfolios and ensure their plans are up-to-date. Edward Jones is an investment firm that values the importance of face-to-face conversations with clients to provide personalized financial solutions. The firm collaborates closely with your accountant, attorney, and other trusted professionals to develop strategies that capitalize on their collective expertise. In addition, they carefully analyze financial information provided by clients to create strategies that align with their financial objectives.”

“Trajan Wealth specializes in peace of mind that comes from understanding and planning for your financial future. They can help you prepare for retirement with wealth management, tax planning, and estate planning. They will dedicate the time needed to listen to your goals and educate you on the options. They have a straightforward, flat percentage fee for money management. Trajan Wealth will also disclose any conflicts of interest. At Trajan Wealth, they are committed to helping investors and their families achieve financial security. Their fiduciary advisors take a unique approach, getting to know you personally. Your portfolio is then custom-tailored to your specific goals and timeline, ensuring a personalized and effective financial plan.”

“Asset Preservation Wealth & Tax certified financial planners provide specialized financial services, including comprehensive planning and management of your and your family's wealth. Their team will help you develop an investment strategy to get you closer to your personal financial goals. Stewart Willis is the firm's president and high-net-worth adviser. He completed his Bachelor of Arts in Political Science from Berkeley, intending to attend Law School after completing his undergraduate studies. Asset Preservation Wealth & Tax takes pride in retaining the fundamental family values of trust, compassion, and integrity. They can evaluate your current plan or help design a complete one that best fits your needs and goals. Asset Preservation Wealth & Tax serves in Arizona and Las Vegas.”