3 Best Financial Services in Scottsdale, AZ

Here’s The Deal:
Angelica F Prescod has a successful tenure as a financial advisor at Edward Jones, leveraging her expertise to assist clients. She focuses nationally on high-net-worth individuals, families, businesses, athletes, and sports and entertainment professionals. She views all areas that affect wealth, including asset accumulation, protection, preservation, distribution, and succession, to create a sense of financial security. Angelica F Prescod has helped hundreds of clients plan for and work toward their personal financial goals. Her consultative approach and depth of experience allow her to deliver personalized financial solutions to help her clients pursue their financial goals. Her keen intuition, empathy, and listening ability influence her client interactions. Edward Jones's team specializes in investment management, prioritizing providing exceptional customer service to its clients. The firm collaborates closely with your accountant, attorney, and other trusted professionals to develop strategies that capitalize on their collective expertize. Their financial advisors are dedicated to supporting clients throughout their lifelong journey, providing guidance and assistance as circumstances evolve.

Here’s The Deal:
Summit Wealth Group is an independent wealth management firm and financial planner in Scottsdale, Arizona. Randy Morris is the firm's Chief Executive Officer. He graduated from the University of Colorado in 1982 with a business and organizational management degree. He worked for two years as Vice President of Executive Economic Services, Inc., in Denver, Colorado. Randy Morris is a CERTIFIED FINANCIAL PLANNER Practitioner. He is also a Registered Representative, an Investment Adviser Representative, and a Registered Securities Principal with Commonwealth Financial Network. The team at Summit Wealth Group are certified financial planners who serve with you to distinguish opportunities and address concerns as they build a robust financial plan. They are passionate about helping individuals, families, and business owners. They focus on pre-retirees, retirees, and those transitioning significantly. Their customized, holistic financial planning and wealth management is your guide to reaching your fullest potential. They are dedicated to giving customers a more comprehensive array of personalized strategies, superior relational practice, and the time to pursue personal passions and interests more fully.

Here’s The Deal:
Asset Preservation Wealth & Tax is a fee-only Financial planner in Scottsdale, Arizona. 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. The team has been assisting their valuable clients' needs since February 1997. Their company takes a unique approach to their market and strives to be an industry leader. The company's proven strategies have delivered consistent growth, safety, peace of mind, and enduring success to its clients. They take 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.