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Tucson / Arizona / United States
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Bank of the West provides checking, savings, credit cards, mortgages, auto loans, business banking, commercial banking and more. Bank of the West pairs the mobile and online banking capabilities of a world-class global bank with the personal attention of a local bank. Member FDIC. Equal Housing Lender. Visit us at 3175 N Swan Road, Tucson, AZ 85712
The advisor listed is an Ameriprise financial advisor in Tucson. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. Whether its saving to buy a home, traveling or simply feeling confident that youll be able to live the retirement youve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, I work one-on-one with my clients, and really get to know them. This way, I understand their risk tolerance, personal preferences and can help them balance important retirement income needs against the needs of today.
Tucson / Arizona / United States
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United Financial Center is a financial firm located in Tucson, AZ, offering services in estate and retirement planning, income tax preparation, long-term care, life, health, auto and home insurance. United Financial Center, which has been in business for twenty years, coordinates these different services to save you time and help grow your assets. United Financial Centers associates are dedicated professionals who offer outstanding customer service.
Tucson / Arizona / United States
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Simonson Wealth Management provides financial advice and investment services for our clients. We are a three-person team with over 50 years of combined experience in financial services. We help clients establish their goals and their needs and then structure a plan to help achieve these goals. We structure, manage, and monitor their financial investments and help them make good long term decisions. We also work with our client’s other professionals to make sure they have a good estate plan and their decisions are tax efficient. We also provide knowledge and stability when our clients lives change. This includes the death of a spouse, birth of a child or grandchild and important events such as retirement, college or even moving to assisted living. We typically work with clients for many years and often continue the relationship with their children or grandchildren.
Tucson / Arizona / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Tucson / Arizona / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Tucson / Arizona / United States
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We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.
Tucson / Arizona / United States
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We offer responsible Life Planning to: - Assist you in making prudent financial decisions, Watch over your investments - Help you plan for your retirement - Optimize your Estate Plan - Explore Trust Services through the RK Trust Company - Help you minimize federal and state taxes - Develop and manage Pension Plans for small businesses. Raskob Kambourian Financial Advisors Ltd. is only "fee only" comprehensive "Life Planning" financial advisory firm in Southern Arizona that is registered with the SEC. Examples of the services we have provided since 1986: Goal Setting - Short-term and Long-term, Net Worth Analysis - Assets and Debts,Budgeting - Workable Spending Plans, Insurance Review - Life, Home, Auto, Health, Disability, Long-term Care, Umbrella, Errors and Omissions, etc. Estate Planning Review - Wills, Trusts, Durable Powers of Attorney for Health Care and Financial, Living Wills, Autopsy and Organ donor Affidavits, Cremation Affidavits. Planning for the Future - College Funding, Stock Options, Retirement Projections. Investment review - After-tax Investments, IRAs, 401ks, 403bs, Deferred Compensation, Real Estate, Investment Management - An investment approach tailored to your overall financial plan - along with goals, objectives, risk tolerance, and time-frames. Tax Planning - Strategies to minimize Federal and State Income taxes in current and future years. Call today to secure your financial future!
Tucson / Arizona / United States
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A Regional Leader with over 170 locations, Great Western Bank is committed to Making Life Great by taking outstanding care of our customers and building long-term relationships.
Tucson / Arizona / United States
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Przewlocki Horvath is headquartered in Tucson, Arizona, one of the sunniest cities in the nation and home to the University of Arizona. We also have offices in Tempe and San Diego and collectively serve the universities and communities across the southwestern United States. Our firm was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve built a reputation for remarkable personal service since our firm’s inception, and we are dedicated to reinforcing it with each client interaction. With over 100 combined years of experience advising clients on all aspects of financial planning, we bring deep insight and unique perspective to improving their financial lives. Please note our affiliated offices at: 430 West Warner Road Suite 116 Tempe, AZ 85284 12396 World Trade Drive Suite 215 San Diego, CA 92128
The advisor listed is an Ameriprise financial advisor in Tucson. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. Most women share in or are the sole financial decision-makers in their households, according to Ameriprise Financials 2014 Women and Financial PowerSM study. No matter which life stage theyre in - whether its launching a business, raising kids, caring for aging parents, or approaching retirement - I use our exclusive Confident Retirement® approach to help all my clients feel more confident about their, and their loved ones, financial future. I am personally invested in helping them plan for and enjoy the full and rich lives theyve earned.
Tucson / Arizona / United States
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Ryan Robinson was born and raised in Flagstaff, AZ. He attended New Mexico Highlands University on a baseball scholarship where he graduated Cum Laude with a Bachelor’s degree in Business Finance. Ryan moved to Tucson in 2004 to start his career in retirement planning and investment management. Ryan is a Chartered Retirement Planning Counselor through the College for Financial Planning. Today, Ryan uses his investment knowledge to design and implement financial strategies tailored to your unique goals. He prides himself on building relationships with his clients through honest advice and comprehensive service. After serving as president for two years, Ryan has remained an active board member for the Golden Goose Thrift Shop, a charitable organization in Catalina, AZ. Ryan often fulfills his love of sports and competition on the golf course; he frequently takes advantage of the Southern Arizona climate to play around with his friends and clients. Ryan and his wife Gloria have two young boys. They are a constant source of enjoyment, laughs and an occasional challenge. Ryan is a managing partner of Sage Wealth Management, which operates under First Financial Equity Corporation – member FINRA, SIPC.
Tucson / Arizona / United States
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The Qualified Plan Experts.Kidder Benefits Consultants, Inc., provides access to a host of tools and resources that enable Kidder professionals and the plan’s financial advisor(s) to provide the highest level of investment and fiduciary plan governance services to the plan sponsor.These Services and Resources include: • Investment Due Diligence Process • Investment Due Diligence Reports • Actuarial Services • Fiduciary Monitoring System • 401(k) Search Pro for finding the Right Provider • Industry Reports • Research Library • Fiduciary Oversight Kidder Benefits Consultants has an A+ rating with the BBB, and is a full service, independent, qualified retirement plan consulting, administration, and investment firm. We are headquartered in west Des Moines, Iowa, and have a regional consulting and administrative offices in Tucson, AZ, Omaha, NE, and Albuquerque, NM. Established in 1996, Kidder and our people are committed to designing and implementing tailor-made qualified plan solutions that satisfy the needs of employers, professionals and their financial advisors. By not representing any particular plan, concept, or funding method, we can design working programs from across the spectrum of qualified plan and funding alternatives.Our firm and staff participate and serve in professional organizations and societies focused on the qualified plan marketplace, including:• The American Society of Pension Professionals & Actuaries (ASPPA)• The ASPPA Plan Administrators Policy Alliance (APAPA)• National Institute of Pension Administrators (NIPA)• Center for Fiduciary Studies (CFS)• Institute of Certified Bankers (ICB)• ESOP Association (ESOP)• National Center for Employee Ownership (NCEO)• American Bar Association (ABA)• American Institute of Certified Public Accountants (AICPA)To speak directly with one of our Regional Pension Consultative us a call or visit our website today!
Tucson / Arizona / United States
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Quantum Wealth Management is a fee-based holistic financial planning practice. John works in a fiduciary capacity when it comes to your investments. This will also carry over when it comes to your insurance needs. Client first; always. Most importantly, Quantum Wealth Management, John Velez and team provide the financial roadmap clients need to simplify their lives. See also our affiliated office at 500 Fry Boulevard, Suite L-8, Sierra Vista, AZ 85635.
Tucson / Arizona / United States
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The advisor listed is an Ameriprise financial advisor in Tucson. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. How will you be brilliant? I can help.Im not only in the business of helping you pursue your wealth. Im also in the business of helping you grow your financial confidence in the future. Ill help you balance pursuing your dreams for tomorrow with what you want today. Well use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals. Im here to help you live the life youve earned. When you have the right advisor, life can be brilliant.
Tucson / Arizona / United States
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The founder and CEO Larry Dorame Jr., is a retired United States Air Force veteran with 30 years experience in financial education and planning. "Our firm’s commitment is to serve our community as I served my country."