Edwards Wealth Managment

(on east greenway parkway)
Financial and Investment Services in Scottsdale, AZ
Financial and Investment Services
Financial Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

7047 East Greenway Parkway
Scottsdale, AZ
85254

About

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Photos

Edwards Wealth Managment Photo Edwards Wealth Managment Photo Edwards Wealth Managment Photo Edwards Wealth Managment Photo

Services

  • Financial Planning
  • Financial Goal Analysis
  • Retirement Income Planning
  • Legacy Planning
  • Financial Planning for the Next Generation
  • Investment Management
  • Traditional Stocks & Bonds
  • Non Traditional Investments
  • Income Producing Investments
  • Precious Metals
  • Risk & liability Management
  • Analysis of business risks
  • Debt Review
  • Personal & Business Credit Planning
  • Tax Strategy Optimization
  • Estates Taxes, Capital Gains, Business Sale Planning
  • Efficient Retirement Plan Contributions & Withdrawals
  • Tax Managed Portfolios
  • Asset Allocation
  • Review Portfolio Risk and Ensure it is Appropriate for Goals
  • Use modern Non Traditional Investments to Improve Risk / Return of Portfolio
  • Income Planning
  • Longevity Risk
  • Tools to Provide Lifetime Income
  • Solutions for Long Term Care

Information

Company name
Edwards Wealth Managment
Category
Financial and Investment Services

FAQs

  • What is the phone number for Edwards Wealth Managment in Scottsdale AZ?
    You can reach them at: 480-993-1140. It’s best to call Edwards Wealth Managment during business hours.
  • What is the address for Edwards Wealth Managment on east greenway parkway in Scottsdale?
    Edwards Wealth Managment is located at this address: 7047 East Greenway Parkway Scottsdale, AZ 85254.
  • What are Edwards Wealth Managment(Scottsdale, AZ) store hours?
    Edwards Wealth Managment store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.