Asset Preservation Wealth & Tax, Financial Advisors

Summit Wealth Group, located at 14500 N Northsight Blvd, Suite 112 in Scottsdale, AZ, is a fiduciary wealth and financial planning firm. Clients praise knowledgeable advisors, notably David Newby and Scott Marks, for attentive, responsive service and clear guidance. The team covers investments, estate and tax planning, with access to CPAs and attorneys—a true one-stop shop.

Strategy Financial Group is a trusted insurance agency and financial consultancy in Phoenix, AZ, specializing in retirement planning, investment guidance, and legal document preparation. The team, including advisors like Jeremy, Drew, and Michael, offers transparent, client-focused services to help individuals and couples achieve financial security. With a commitment to education through seminars and personalized consultations, they build long-term relationships based on trust and expertise.

Scottsdale Wealth Advisory in Paradise Valley offers retirement planning and tailored financial guidance. Clients praise patient listening, education, and customized plans backed by deep market knowledge and integrity. The firm helps balance portfolios with income-focused strategies, including fixed indexed annuities for lifetime income, delivered in an accessible, client-centered approach.

Shapiro Law Team, located at 4203 E Indian School Rd #300, Phoenix, AZ 85018, provides professional, reliable personal injury representation. Known for organized, responsive service and clear communication, the firm guides clients through claims, coordinates medical care, handles insurance matters, and pursues strong settlements. Clients praise dedicated, compassionate support.

Endeavor Advisors, LLC is a premier financial and insurance advisory firm based in Phoenix, offering comprehensive services to individuals and families. The team, including Charles and Lucas, provides empathetic, patient, and tailored support across areas like insurance planning, investment management, estate planning, and debt assessment. Known for exceptional customer service and clear explanations, Endeavor Advisors helps clients navigate complex financial decisions to achieve their goals and build long-term security.

Asset Preservation Wealth & Tax, Financial Advisors provides comprehensive financial planning and tax advisory services to individuals and families in Phoenix. Specializing in retirement planning, investment management, and asset protection, the team, led by Ernie Baillargeon, offers personalized strategies to help clients achieve financial security. With a focus on education and transparent communication, they ensure clients understand every step of their financial journey, building trust and peace of mind for the future.