Financial advisor · Scottsdale, AZ
Bayntree Wealth Advisors
Retirement planning and investment strategies for individuals and families
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Customized investment strategies for individuals, families, and business owners6720 N. Scottsdale Road Suite 390, Scottsdale, AZ
Southwest Wealth Strategies is a financial advisory firm that works with individuals, families, business owners, retirees, and foundations or nonprofits. Its advisors put together customized investment strategies and offer services including financial planning, investment management, retirement planning, corporate retirement plans, and banking and lending solutions.
The team includes several CERTIFIED FINANCIAL PLANNER professionals, with John Arnold serving as CEO and Raymond Dimuzio as president. Clients can reach the office by phone, and the firm is at 6720 N. Scottsdale Road in Scottsdale. Its advisors are registered with Raymond James Financial Services, and the site notes that not all services are available in every state.
Retirement planning and investment strategies for individuals and families
Retirement income, tax and estate planning for pre-retirees and retirees
Advisory, tax and assurance services across more than 30 industries
Listing your business here is free. Featured is $49 a month: