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Financial Advisors Licensed to practice in Tucson, Arizona

Mark Silverman, CFP®, Financial Advisor from Tucson, Arizona
(763 views)
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Mark
Silverman Associates
333 N. Wilmot Rd.,
Tucson, AZ   85711
Call : (520) 512-8832

Mark Silverman is the President and Founder of Silverman + Associates; a Tucson-based firm focusing on helping senior adults grow and protect their assets. As a fully independent financial services firm, we are not restricted to any investment product or company, and work exclusively for the benefit of our clients. In fact, we serve in a fiduciary capacity to act in each of our client's best interests. We care deeply about helping our clients achieve their goals and objectives, and strive to provide them with the highest-quality service.We work primarily with affluent retirees and professionals who are within 10 years of retirement. Our clients amongst other things, want to be assured that they will be able to achieve their retirement goals. We have developed and refined our process that puts all of the pieces of their financial puzzle together, as their lives unfold and their needs evolve.

Voya Financial Advisor
3146 N Swan Rd,
Tucson, AZ   85712
Call : (520) 314-3295

Carmichael Financial was founded on the principles of Trust, Honesty, and Full Disclosure in the form of Information, which means your interests always come first. As a Financial Advisor working with Voya Financial Advisors we adhere to higher standards of education, experience and integrity, you can feel confident that you will receive information about fees and get the peace of mind that many people have been waiting for about their financial situation. I am a member of The IARFC which screens qualified persons who possess high standards of ethics, education, examination, licensure, experience, professional practice record and continuing education. I have been a member since 2008.

Eric Mattingly, CFP®, MBA, Financial Advisor from Tucson, Arizona
(599 views)
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Eric
Treiberg Wealth Management
3573 E Sunrise Dr,
Tucson, AZ   85718
Call : (520) 232-0505

With over 20 years of total work experience, I am in the business of helping my clients work towards their financial goals. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.My approach may help you invest conservatively, reduce your exposure to taxes, address your insurance needs and provide a plan to transfer your wealth to your children and grandchildren.Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Treiberg Wealth Management, a registered investment advisor and separate entity from LPL Financial.The LPL Financial registered representative associated with this page may only discuss and/or transact business with... read more>>

Treiberg Wealth Management, Inc.
3573 E Sunrise Drive, Suite 115,
Tucson, AZ   85718
Call : (520) 232-0505

We strive to help clients create, grow, protect and distribute wealth in the most efficient manner possible, based on our clients specific needs and goals. We offer customized solutions with the greatest attention to detail. We are committed to putting quality service and objective advice first. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

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Are You A Financial Advisor in Arizona?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only