Business Details
About
Insurance BrokerFinancial Consultant
Bob Smith - Scottsdale Financial Group
CAP®, AEP®, ChFC®, CLU®
Welcome to Scottsdale Financial Group. We protect families by focusing on your desires and objectives, creating customized wealth protection and preservation strategies that meet your unique family and/or business needs.
Our services include estate planning, philanthropy, succession planning, special needs strategies and insurance services.
Scottsdale Financial Group's sterling reputation comes from its expertise, attention to details and professionalism. We are proud of our excellent success in working with the valued advisors of our clients, including their CPA's, attorneys, player agents and bankers.
We look forward to working with you.
Location
Scottsdale Financial Group
15333 N. Pima Road, Suite 200, Scottsdale, AZ
85260, United States
Hours
Frequently Asked Questions About Scottsdale Financial Group
What services does Scottsdale Financial Group offer?
Scottsdale Financial Group provides estate planning, philanthropy, succession planning, special needs strategies, insurance services, and customized wealth protection and preservation strategies.
What are the office hours for Scottsdale Financial Group?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
How can I contact Scottsdale Financial Group?
You can contact Scottsdale Financial Group by phone at +1 480-922-5900 or email bob@scottsdalefinancialaz.com.
Where is Scottsdale Financial Group located?
Scottsdale Financial Group is located at 15333 N. Pima Road, Suite 200, Scottsdale, AZ 85260, USA.
When was Scottsdale Financial Group established?
Scottsdale Financial Group was established in 1987.
What types of insurance does Scottsdale Financial Group specialize in?
They specialize in auto, disability, health, life (including term, permanent, whole, second to die), key person, and long-term care insurance.
Does Scottsdale Financial Group have a website where I can learn more?
Yes, their website is https://www.scottsdalefinancialaz.com/ where you can find more information about their services.
Are there financial services nearby that can complement Scottsdale Financial Group's offerings?
Yes, nearby financial services include Monica Traynor - AmeriFirst Financial, Inc - Mortgage Lender and Movement Mortgage, which can assist with mortgage lending alongside Scottsdale Financial Group's insurance and financial consulting.
What nearby real estate services are available around Scottsdale Financial Group?
Several nearby real estate agents and agencies include Alexi Crissman - Keller Williams Arizona Realty, Diana Thornton Arizona Real Estate Agent, and The Kristan Cole Real Estate Network, which can support clients interested in property transactions.
Are there any nearby services that could assist with legal or security needs?
Yes, nearby services like Modern Law Divorce & Family Law Attorneys and Surveillance Secure Phoenix offer legal and home security assistance respectively that might benefit Scottsdale Financial Group's clients.