As a Financial Consultant with Lincoln Financial Advisors/Sagemark
Consulting in Scottsdale Arizona, I work with clients to build
strong and secure financial futures. Working in financial services
in Scottsdale since 2007 I have the commitment and resources to
help build strong relationships and customized investment
strategies for my valued clients.
The areas I focus in are
-Fee and non-fee based financial plans
-Life insurance strategies
-Small business retirement plans
-Estate planning strategies
Please contact me for a complimentary financial consultation at
You can also visit my website at andrewtuell. com
|Firm Start Year:||2007|
|Name of Broker/Dealer:||Lincoln Financial Group|
|Name of Custodial Firm:||Lincoln Financial Group|
|States Licensed in:||AZ|
|Number of Years with Current Firm:||7|
|Qualifications & Memberships|
|Insurance and Annuity Licenses:||Annuity , Health , Disability , Life , Variable Annuity , Long Term Care , Variable Life|
|Firm's Number of Clients:||2000|
|Firm's Number of Planning Clients:||1500|
|Firm's Number of Managed Clients:||1000|
|Assets Managed by Firm:||100 Million +|
|Assets Managed by Advisor:||35,000,000|
|Bachelors of Science in Business Administration - Finance and Marketing||
Northern University University - Flagstaff Arizona
August 2005-May 2007
As a Financial Consultant with Lincoln Financial Advisors in
Scottsdale Arizona, I work with clients to build strong and secure
financial futures. Working in financial services in Scottsdale and
the valley of the sun for the past 8 years I have the commitment and
resources to help build strong relationships and customized
investment strategies for my valued clients.
My job is to assist you in mapping out your financial goals and
guide you in selecting the appropriate strategies to help you work
toward your objectives.
Some of the areas I focus in are investments, life insurance, 401k
rollover, IRA?s, business retirement plans, individual and company
health insurance, estate planning strategies, executive benefits
plans, risk management, and educational planning.
I Graduated from Northern Arizona University with a degree in
Finance and Marketing. My wife and I have been together since 2002
and we love spending time with our son and daughter.
Financial Advice & Consulting
We offer complimentary consulations and a detailed plan to all of our potential clients. This allows us to build trust and demonstrate what seperates us from our competitors. Strong relationships are the key to sound fianancial advice. I specialize in Retriement Income Distribution Strategies to make sure that my clients are able to retire and distribute money for themselves and family is the most appropriate manner.
Financial Planning for Businesses
Fee based management from a non mutual fund company provides unbiased recomendations and portfolio construction. Diversification is key to maiantinging a long term investment strategy. I use non correlated asset classes coupled with tactical and stratgeic allocations to provide a smoother long term investment strategy.
|Fort Mcdowell||Fountain Hills|
|Tempe||Sun City West|
|Mon.||9:00 AM - 7:00 PM|
|Tue.||9:00 AM - 7:00 PM|
|Wed.||9:00 AM - 7:00 PM|
|Thu.||9:00 AM - 7:00 PM|
|Fri.||9:00 AM - 7:00 PM|
Top Wealth Managers in Phoenix 2013 Phoenix Magazine