THE SPIVAK FINANCIAL GROUP

4.7/5 (83)
NameTHE SPIVAK FINANCIAL GROUP
Address8160 East Butherus Drive, Suite 5, Scottsdale, AZ 85260
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Phone +1-480-556-9931   +1-888-477-4825  
Email ID
SpecialityInvestment Objectives, Portfolio, Active and Risk Management, Non-Qualified Investment Account, Retirement, College and Estate Transfer Strategies, 72t Distribution Income Planning, Life, Disability and Health Insurance and Long-Term Care, College Funding Analysis, Wealth Accumulation & Comprehensive Financial Planning
AboutThe Spivak Financial Group is a truly independent financial advisor with fifty-plus years of combined financial planning experience. They specialize in asset management. They work with the most respected investment and insurance providers to help you achieve your financial goals and stated objectives. The firm provides advice and analysis of all aspects of your economic life includes major purchases and access to a world-class team of professional money managers. They customized, easy to understand asset reporting monitored versus multiple goals. The Spivak Financial Group offers the ability to provide the same comprehensive solution to friends, family, and business associates.
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