BEST RATED » SCOTTSDALE AZ » FINANCIAL SERVICES

3 Best Financial Services in Scottsdale, AZ

Expert recommended 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

4250 North Drinkwater Boulevard, Suite 170, Scottsdale, AZ 85251 DIRECTIONS

Here’s The Deal:
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.

SPECIALTY:
EDWARD JONES - Retirement Planning, 401k, Wealth Strategies, Estate and Legacy, Asset Protection Strategies, Financial Analysis, Portfolio Reviews & Risk Assessment

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Mon-Fri: 9am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

SILVERHAWK PRIVATE WEALTH

21090 North Pima Road, Scottsdale, AZ 85255 DIRECTIONS

Since 1998

Here’s The Deal:
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.

SPECIALTY:
Portfolio, Investment and Asset Management, Tax Planning, Asset Protection, Medical Financial Advisory, Benefits Consulting, 401K Plan Enrollment and Employee Education, 403B and 457B Plans, Income and Estate Tax Reduction and Elimination, Pre-Paid Legal Expense Plans, Disability Insurance, Health Savings Accounts & Payroll Services

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silverhawkfinancial.com

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Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

THE SPIVAK FINANCIAL GROUP

8753 East Bell Road, Suite #101, Scottsdale, AZ 85260 DIRECTIONS

Since 1988

Here’s The Deal:
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.

SPECIALTY:
Investment Objectives, Portfolio, Active and Risk Management, Non-Qualified Investment Account, Retirement, College and Estate Transfer Strategies, 72t Distribution Income Planning, Life, Disability and Health Insurance and Long-Term Care, College Funding Analysis, Wealth Accumulation & Comprehensive Financial Planning

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spivakfinancial.com

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Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report: