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        General Info
        My mission is to assist clients in achieving financial goals by customizing solutions for their unique objectives. I specialize in wealth accumulation, retirement distribution and legacy transfer strategies. I am a Certified Public Accountant and Certified Financial Planner providing Financial Services in the state of Arizona. Securities and advisory services offered through Independent Financial Group, LLC, a Registered Investment Advisor, Member FINRA/SIPC. Give me a call at (480) 458-1040 today.
        Email
        Payment method
        cash
        Accreditation

        Certified

        Other Link

        http://www.azcpatax.com

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        Categories
        Investment Management, Accountants-Certified Public, Accounting Services, Financial Planners, Financial Planning Consultants, Financing Services, Investments, Mutual Funds, Tax Return Preparation

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        Details

        Phone: (480) 458-1040

        Address: 1968 E Baseline Rd Ste F-104, Tempe, AZ 85283

        Website: http://www.azcpatax.com