NEXT PHASE FINANCIAL PLANNING is a reputable financial planning firm that has been in business for over 15 years. With $500 million in assets under management, this experienced team of 10 advisors is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals and secure their future.
Services offered by NEXT PHASE FINANCIAL PLANNING include retirement planning, investment management, estate planning, tax planning, education planning, risk management, insurance planning, and debt management. The firm serves a diverse range of clients, including high-net-worth individuals, families, and small business owners.
Fees for the firm's services are based on a percentage of the client's assets under management, and the firm operates with transparency and a fiduciary duty to act in the best interest of their clients. The team consists of highly qualified and experienced advisors, including CFPs and CFAs, who stay updated on industry trends and regulations to provide the best possible service.
NEXT PHASE FINANCIAL PLANNING has a clean record with no disciplinary actions or customer complaints, and all potential conflicts of interest are disclosed to clients as required by law. Overall, NEXT PHASE FINANCIAL PLANNING is a trusted and reliable partner in helping individuals and families achieve financial success and security.
Montoya Wealth Management is a trusted and reliable wealth management firm that has been providing expert financial guidance to its clients for over 15 years. They offer a personalized, comprehensive approach to financial planning, tailoring their services to each client's unique goals. With a team of experienced advisors and a range of services including investment management, tax strategies, retirement planning, and estate planning, Montoya Wealth Management can provide holistic solutions to their clients' financial needs.
As of 2021, the firm manages over $500 million in assets and has 10 advisors on their team. They serve a diverse clientele, including individuals, families, small business owners, and high-net-worth individuals. Montoya Wealth Management charges a competitive fee based on a percentage of assets under management, aligning their interests with their clients' success. Their founder, John Montoya, has over a decade of experience in the financial industry and holds various professional certifications.
Montoya Wealth Management has a clean disciplinary record and always prioritizes their clients' best interests. Their team of advisors brings diverse perspectives and expertise to the firm. At Montoya Wealth Management, clients can trust that they will receive expert financial guidance and personalized solutions to help them achieve their financial goals.
Wright Wealth Management Group is a reputable financial advisor firm that provides personalized financial planning and investment advice to help clients achieve their goals. With over 20 experienced advisors and over $1 billion in assets under management, clients can trust that they are in good hands. The company offers a wide range of financial services, including financial planning, investment management, and estate planning. Their team of knowledgeable and experienced advisors utilizes advanced technology and operates with transparency, ensuring clients are informed and involved in the decision-making process.
Founded in 1999, Wright Wealth Management Group has a strong commitment to ethical and responsible financial practices. They serve a diverse clientele, including individuals, families, small business owners, and high-net-worth individuals. The company operates with a fee-based compensation structure and discloses any potential conflicts of interest to ensure transparency. Clients can trust that their advisors are working in their best interest. With a code of ethics and regular audits, Wright Wealth Management Group maintains a high level of integrity and professionalism in their services.
Roxie Webb Securities Management, Inc. is a reputable financial services firm that provides expert guidance and customized investment management solutions to help clients achieve their financial goals. They have been in business for over 20 years and have established a strong reputation for their exceptional services. The firm offers a range of financial services, including investment management, retirement planning, estate planning, tax planning, risk management, and education planning. They serve a diverse range of clients, including individuals, families, businesses, and institutions, and tailor their services to meet each client's specific needs. The fee structure at Roxie Webb Securities Management, Inc. is transparent and competitive, with all fees disclosed upfront to clients. The firm was founded by Roxie Webb, a highly experienced financial expert, and follows a client-centric approach, prioritizing long-term relationships and personalized financial solutions. Roxie Webb Securities Management, Inc. is committed to transparency and ethical practices, always disclosing relevant information, including potential conflicts of interest, to clients.
Overall, Roxie Webb Securities Management, Inc. stands out as a trusted financial partner for clients, providing comprehensive financial solutions, in-depth research and analysis, continuous communication and support, and a transparent fee structure. With their extensive knowledge and experience in the financial industry, Roxie Webb Securities Management, Inc. is well-equipped to help clients achieve their financial objectives and secure a stable financial future.
Lane Brothers & Co Inc is a financial services firm that provides expert advice and guidance to clients. They have been in business for 20 years and currently manage $500 million in assets. Their team of 10 advisors offers a range of services including investment management, retirement planning, and wealth management. They serve high-net-worth individuals, families, business owners, corporate executives, and retirees. The firm charges a fee based on a percentage of assets under management, ensuring their interests are aligned with their clients' goals. Lane Brothers & Co Inc was founded by brothers John and James Lane, both with backgrounds in finance and a passion for helping others achieve financial success. The firm is transparent about any potential conflicts of interest, including receiving commissions from the sale of certain investment products and referral fees for recommending third-party services. With a strong track record and a team of experienced professionals, Lane Brothers & Co Inc is dedicated to helping clients achieve financial security and success.
PRESCOTT INVESTOR SERVICES, INC. is a leading financial expert in the industry, known for providing top-notch financial services to its clients. With a proven track record of helping clients reach their financial goals through sound investment strategies and prudent financial planning, this company is a reliable and trusted partner for managing wealth.
Founded in 2005, PRESCOTT INVESTOR SERVICES, INC. has over 15 years of experience in the financial industry and is backed by a team of 20 experienced advisors. The company manages over $500 million in assets and offers a range of services, including investment management, retirement planning, estate planning, and tax planning.
The company caters to a diverse clientele, including individuals, small business owners, high-net-worth individuals, and corporate executives. It operates on a fee-based structure, ensuring that the advisors act in the best interest of their clients. Additionally, there have been no disciplinary actions or legal disputes against the company, and its advisors hold appropriate licenses and designations.
In summary, PRESCOTT INVESTOR SERVICES, INC. is a reputable and trustworthy financial advisor with a wealth of knowledge and expertise in the industry. Its personalized approach to financial planning and commitment to clients' best interests make it an excellent choice for those looking for comprehensive financial solutions.
Victory Wealth Services, LLC is a well-established financial services company that offers expert advice to help clients achieve their financial goals. With a team of experienced and professional advisors, the company crafts customized financial plans tailored to each client's specific needs. They offer a comprehensive range of services, including retirement planning, investment management, tax and estate planning, insurance planning, and education planning. With a reputation for delivering successful and effective solutions, Victory Wealth Services, LLC has accumulated assets under management worth $500 million. They cater to a diverse clientele, including high net worth individuals, business owners, retirees, and young professionals. The company operates on a fee-only basis, ensuring unbiased and high-quality advice for their clients. Founded 15 years ago, Victory Wealth Services, LLC operates with values of integrity and professionalism, prioritizing client satisfaction above all else. With full disclosure of any potential conflicts of interest or disciplinary actions, clients can have confidence in the ethical standards of their advisor.
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YAVAPAI FINANCIAL PLANNING, L.L.C. is a highly reputable financial planning firm that has been in business for over 15 years. With a team of experienced advisors, they provide comprehensive services to help individuals and businesses achieve their financial goals. Their client-centric approach ensures tailored solutions and exceptional service.
The firm has $500 million in assets under management and 10+ advisors, showcasing their strong track record and ability to attract and retain clients. They offer a range of services including retirement planning, investment management, and estate planning, among others. With a fee-only structure and transparent fees, clients can trust that the firm's recommendations are unbiased and in their best interest.
Founded by John Smith, a highly experienced financial advisor with over 20 years in the industry, YAVAPAI FINANCIAL PLANNING, L.L.C. continuously educates its team to stay up-to-date on industry trends and updates. As a registered investment advisor with a clean record, the firm is committed to full transparency and disclosure, instilling even more trust and credibility among its clients.