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Sound Advice Financial Planning - David Lesnick

(on west bell road)
Financial and Investment Services in Glendale, AZ
Financial and Investment Services

Location

7075 West Bell Road
Glendale, AZ
85308

About

Welcome, I’m David Lesnick, a financial professional in Glendale, AZ. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 623-640-7785.

Photos

Sound Advice Financial Planning - David Lesnick Photo

Services

  • Wealth Management
  • Retirement Planning
  • Estate Planning
  • Qualified Retirement Plan Setups/Takeovers
  • IRA/401k Rollovers
  • Tax Planning
  • Family Wealth Transfer
  • Charitable Remainder Trusts
  • Life Insurance
  • College Education Funding
  • Insurance Policy Evaluation

Information

Company name
Sound Advice Financial Planning - David Lesnick
Category
Financial and Investment Services

FAQs

  • What is the phone number for Sound Advice Financial Planning - David Lesnick in Glendale AZ?
    You can reach them at: 623-878-6470. It’s best to call Sound Advice Financial Planning - David Lesnick during business hours.
  • What is the address for Sound Advice Financial Planning - David Lesnick on west bell road in Glendale?
    Sound Advice Financial Planning - David Lesnick is located at this address: 7075 West Bell Road Glendale, AZ 85308.