CONNECT

Address:

1610 E. River Road, Suite 116
Tucson, AZ 85718

Phone:

520-577-9500Toll free 877-577-8881

Fax/Other:

520-577-9522

Our Services

OUR SERVICES

We offer a variety of products and services that enable us to plan specifically to help meet your individual needs.  The personal, long-term relationship we establish with each of our clients gives us meaningful insight and allows us to understand your goals. This enables us to provide you with tailored options that offer diversity and risk management options to match your lifestyle and risk tolerance, so you can concentrate on what is most important to you.

Our financial advisors will provide you with customized investment allocation strategies through a portfolio management process that includes both in-depth Fundamental and Technical Analysis. We take into account all your personal financial goals, investment timelines, as well as your specific levels of risk tolerance.  Based on this information, we can construct a personalized and customized portfolio filled with investment opportunities designed to provide you with the potential to give you maximum returns and help minimize the amount of risk.

Some of the products/strategies we may utilize include:

  • Stocks
  • Bonds, including a wide inventory of Municipal Bonds
  • Cash Management, CDs
  • ETFs and Mutual Funds
  • Separately Managed Accounts
  • Insurance and Annuities
  • Retirement Plans and Options/Analysis

Click here to contact us today to schedule a complimentary no-obligation appointment or portfolio review.


*Wells Fargo Advisors Financial Network and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specialized in estate planning and is licensed to practice law in your state. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals