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Financial Planning Associates is a reputable financial advisory firm based in Paradise Valley, AZ. Specializing in comprehensive financial planning services, the firm assists clients in managing their investments and achieving their long-term financial goals. With a focus on personalized strategies and expert guidance, Financial Planning Associates helps individuals and families navigate complex financial decisions with confidence and clarity. Generated from their business information

Vantage Financial Services is a well-established financial firm based in Paradise Valley, AZ, specializing in providing life, annuity, long-term care, and disability income insurance solutions to advisors and their clients. With over 20 years of experience, their team of dedicated professionals is committed to building trusted relationships and delivering value through a range of services, allowing advisors to focus on developing and expanding their client relationships. At Vantage Financial Services, their unique approach, known as C.O.R.E. (Centered On Relationship Enhancement), places a strong emphasis on the quality of relationships with both advisors and clients. By prioritizing open communication and understanding client needs through the art of discovery, they aim to remove objections and guide clients towards finding the right solutions. With a team that is passionate about what they do, Vantage Financial Services ensures a pleasant and efficient experience for all interactions.Generated from the website

Windstone Capital Partners Windstone Capital ("Windstone") is a specialized Financial Advisory and Merchant Banking Firm, providing the highest quality Investment Banking services including institutional financing, merger, acquisition and divestiture for small to medium-sized private and public companies. Based in Scottsdale Arizona, with an office in Portland Oregon, the partners have raised over $350M in the past five years for emerging growth companies and $1 Billion collectively in Capital and M&A transactions. Windstone's services include; (i) capital market placements for emerging growth companies; including venture capital, private equity and recapitalization's (ii) merger and acquisition services; including strategic sale, buy-side and sell-side representation (iii) business valuation and CFO services (iv) merchant banking; including principal transactions in profitable lower middle market entities. Windstone's market focus is on technology and other knowledge based companies in the all of Western States, including Arizona, California New Mexico, Colorado, Utah and Texas. Windstone's capital markets focus is on institutional placements of growth equity and debt of between $10 and $250 million as well as merger and acquisition services for small and mid size organizations. Windstone's Merchant Group makes direct control investments in closely held basic industry and service oriented companies. Windstone Capital is a specialized advisory and merchant banking firm with a focus on the institutional capital markets. Advisory Services Windstone Capital provides a wide range of capital markets consulting and advice to its clients. Merger and Acquisition Services Windstone provides sell-side and buy-side services to both Private and Public Companies. Windstone specializes in a broad range of technology markets along with other selected basic industries.