Angelica F Prescod is one of the best financial advisors in Edward Jones. She has helped hundreds of clients plan for, and work towards, their personal financial goals. Edward Jones is an investment firm that believes your financial goals deserve a face-to-face conversation. They can help you prepare for retirement, save for education, and be a tax-smart investor. Their team manages client portfolios, keeping client plans up-to-date. They analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. They deliver personalized financial solutions to help my clients pursue their financial goals. Contact them to request an appointment.
Best Financial Services in Scottsdale
Handpicked Top 3 Financial Services in Scottsdale, Arizona. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
ANGELICA F PRESCOD REVIEWS
I had the pleasure of speaking with Angelica Prescod this week, and the call was AWESOME. Angelica was professional and confident, while making me feel comfortable with the process and provided reassurance to let me know she had my best interest in mind. I meet with our Fidelity representative annually to ensure my retirement accounts are stable and growing. However, year after year, the representative tells me that I am on track. They never provide any additional guidance on how to increase my account. Angelica did just that. I am truly grateful to have someone so passionate about their field and her clients.
Angelica is incredible. She's been my advisor for almost a year now and I am so grateful to have her. She is personable, honest, professional, and compassionate. She cares about my families financial security and longevity. I can't thank her and her team enough for all of their help and support. I highly recommend her. Your life will be forever changed. ????
Where do I start..... Angelica is amazing. From the first contact with me she hit the ground running securing my financial future. Not only is she knowledgeable about her craft, she also knows how to break everything down so it's easier to understand for those of us not as knowledgeable on everything. I'd spent years on the wrong path to financial freedom and she was able to set me on the right path in no time, she's truly a miracle worker with a passion to help people. She's as solid as they come and I highly recommend her to any and everyone.
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Silverhawk Private Wealth is one of the best financial services located in Scottsdale. They are financial advisors with over 40 years of experience advising high-net-worth individuals, closely-held corporations, physicians, tax attorneys, and CPAs. The financial services provided by Silverhawk Private Wealth are customized to each client as part of the overall financial planning process. They are experts in providing you with asset protection, allocation, and active dynamic asset management of your wealth with a constant eye on reducing income and estate tax liabilities. Silverhawk has developed a Tria formula that effectively identifies the ideal asset allocation for you on a personally customized basis. Tria formula benefits you by providing substantial diversification of your investment portfolio. Silverhawk Private Wealth also serves in Denver, Seattle, and Memphis.
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SILVERHAWK PRIVATE WEALTH REVIEWS
Why do you need a private wealth manager? Have you had the endless discussions yet with friends and family or spouse on "when can I retire?" Fortunately I was speaking with a friend/co-worker about retirement and how do you know when you have enough to retire comfortably, what else you could be doing to get to your goal, what is a reasonable goal? My friend told me to call Silverhawk Private Wealth. She said they had gone through the same discussions and once they met with Silverhawk they explained everything to them in great detail and now they know exactly where they are at financially and couldn't be happier. That is what we did. We made the call and met with Joe Laux and Kaitlyn Laney. They worked with us every step of the way, showing us what we had available, what options were open to us to secure our savings and investments, and what we were currently expending every month so we could see where we were at. It was a very informative and enlightening experience! Once we retired we reached out to Kaitlyn to let her know our plans and the retirement dates and she schooled us in the nicest way possible on what we could expect and how by setting everything up we were right where we needed to be to make it happen and not worry. I would highly recommend Silverhawk to anyone needing answers and help. They are wonderful.
I have known Joe Laux for over a decade and have viewed first hand his career as a trusted and respected financial advisor take off. He is well known in the business community that I frequent and has a sterling reputation both for his character and his financial advisement expertise. I would highly recommend Joe to any of my business colleagues as well as the public at large.
My family has worked with Joe Laux and the Silverhawk team for more than 10 years. They have been a consistent and reliable resource as our family, business, and financial needs evolve and we will continue to look to them for guidance, particularly in these volatile teams. You would be well-served to hire the team at Silverhawk Private Wealth to manage and grow your portfolio!
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The Spivak Financial Group is a truly independent financial advisor with more than fifty years of combined financial planning experience. They work with the most respected investment and insurance providers to help you achieve your financial goals and stated objectives. The firm provides advice and analysis of your economic life, including significant purchases and access to a world-class team of professional money managers. They understand that pre-retirees and retirees face many important decisions affecting their long-term financial success. Their mission is to ensure long-term financial security for their clients by helping them to accumulate, protect, preserve, and pass on their assets. The Spivak Financial Group offers the ability to provide the same comprehensive solution to friends, family, and business associates.
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THE SPIVAK FINANCIAL GROUP REVIEWS
I had a complex 72t question as I was about to make a change to my SEPP. Searching online for answers I came across Spivak Financial Group. After filling out a form online, received a call from Stuart Spivak within an hour. Stuart gave me 37 minutes of his time to walk through my situation to fully understand my question and admitted it was complex. He walked me through the legal points I needed to ensure they were accurate, and explained two viable options to pursue. The CPA firm that does my taxes, provided inaccurate information that will cost me. I found Stuart to be highly professional and knowledgeable. Seek out this firm for financial expertise. ofessional and knowledgeable. Seek out this firm for financial expertise.
After knowing a Stuart personally for several years, I can speak to his high integrity and character. Nothing is more important than having an expert who is honest that you can trust. I would give them my highest recommendation!
Working with Amy Schilling has been a pleasure and is a reason for me to keep coming back.
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