Kotzin Valuation Partners LLC

Meyer Financial Services is a reputable financial firm based in Scottsdale, AZ, specializing in providing personalized financial planning and investment management services to individuals and businesses. With a team of experienced financial advisors, Meyer Financial Services offers tailored solutions to help clients achieve their financial goals and secure their financial future. Generated from their business information

My mission is to assist clients in achieving financial goals by customizing solutions for their unique objectives. I specialize in wealth accumulation, retirement distribution and legacy transfer strategies. I am a Certified Public Accountant and Certified Financial Planner providing Financial Services in the state of Arizona. Securities and advisory services offered through Independent Financial Group, LLC, a Registered Investment Advisor, Member FINRA/SIPC. Give me a call at (480) 458-1040 today.

ValuesQuest is a full-service financial consulting firm based in Phoenix, AZ, that goes above and beyond to meet their clients' needs. With a unique approach to planning, they create comprehensive and customized financial plans that inspire and empower individuals to live life to the fullest. Through client discovery sessions, ValuesQuest uncovers their clients' true values and helps them fulfill their quests, providing confidence and support along the way. With a focus on long-term wealth management, ValuesQuest simplifies the complexities of financial life, allowing clients to enjoy the present while planning for the future.Generated from the website