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      DETAILS
      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.
      Hours
      Regular Hours
      Mon - Fri:
      Sat - Sun:
      Social Links
      Categories
      Financial Planning Consultants, Accountants-Certified Public, Accounting Services, Financial Planners, Financing Services, Investment Management, Investments, Mutual Funds, Tax Return Preparation
      Payment Options
      Accreditation

      Certified

      Other Link

      http://www.azcpatax.com

      Other Information

      Certifications: Certified Public Accountants

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