Best Financial services in SCOTTSDALE

Safeguard Your Estate, their estate and financial planning services provide dependable planning and personal guidance that helps you move forward with clarity and confidence, knowing your future and y...

Safeguard Your Estate, their estate and financial planning services provide dependable planning and personal guidance that helps you move forward with clarity and confidence, knowing your future and your family are protected. They collaborate with an independent law firm specializing in comprehensive estate planning to simplify the process for you. They’re a BBB acredited company, with over 75 years of combined experience, their team provides the diverse expertise needed to focus on your unique financial goals and long-term security

Angelica Prescod, AAMS™, is a financial professional dedicated to helping individuals, families, and organizations pursue their long-term financial goals through personalized planning and strategic gu...

Angelica Prescod, AAMS™, is a financial professional dedicated to helping individuals, families, and organizations pursue their long-term financial goals through personalized planning and strategic guidance. With a client-focused approach, she takes the time to understand each client’s priorities, aspirations, and unique circumstances to create thoughtful wealth strategies. Her work is centered on building lasting relationships, providing clarity around financial decisions, and helping clients confidently navigate their financial future.

Founded in 2012, Trajan Wealth has helped thousands of clients across the country. Here's why you should become one of them! Despite their decades of experience, their full-service team starts with yo...

Founded in 2012, Trajan Wealth has helped thousands of clients across the country. Here's why you should become one of them! Despite their decades of experience, their full-service team starts with you. They consider their clients to be a part of the team. Their fiduciary advisors take a unique approach, getting to know you personally. Your portfolio is then custom-tailored to your specific goals and timeline, ensuring a personalized and effective financial plan.