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Specialties
–Retirement income planning
–401k rollovers, IRA’s
–Investments
–Business retirement plans
–Individual and company health insurance
–Estate planning strategies
–Life insurance strategies
–Educational planning.
History
Established in 2010.
As a Financial Consultant with AXA Advisors in Scottsdale Arizona, I work with clients to build strong and secure financial futures. Working in financial services in Scottsdale and the valley of the sun for the past 7 years I have the commitment and resources to help build strong relationships and customized investment strategies for my valued clients.
Meet the Business Owner
Andrew T.
Business Owner
I was born and raised in Arizona and then moved to Scottsdale. I Graduated from Northern Arizona University with a degree in Finance and Marketing. My wife and I have been together since 2002 and we love spending time with our young son.