The Spivak Financial Group

(on east butherus drive)
Financial and Investment Services in Scottsdale, AZ
Financial and Investment Services
Financial Services

Hours

Monday
7:00AM - 6:00PM
Tuesday
7:00AM - 6:00PM
Wednesday
7:00AM - 6:00PM
Thursday
7:00AM - 6:00PM
Friday
7:00AM - 6:00PM
Saturday
Closed
Sunday
Closed

Location

8160 East Butherus Drive
Scottsdale, AZ
85260

About

Here at The Spivak Financial Group, we are truly independent Financial Advisors with 50-plus years of combined financial planning experience. Our certifications and licenses allow us to offer a broad array of financial solutions. We work with the most respected investment and insurance providers to help you achieve your financial goals and stated objectives. We understand that pre-retirees and retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income as a result of the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees or pre-retirees with similar concerns, we are in a good position to approach such challenges with experience and skills.

Please note our affiliated office at:
Two Bala Plaza
333 East City Avenue, Suite 300
Bala Cynwyd, PA 19004

Photos

The Spivak Financial Group Photo The Spivak Financial Group Photo The Spivak Financial Group Photo The Spivak Financial Group Photo The Spivak Financial Group Photo The Spivak Financial Group Photo The Spivak Financial Group Photo

Services

  • Identify investment objectives and risk tolerances
  • Develop a Customized Client Investment Policy Statement
  • Independent and Objective review of products and services in the marketplace
  • Review and analysis of existing investments
  • Review of your tax return
  • Ongoing monitoring of specific goals and objectives and implementation of any necessary plan changes
  • Quarterly update and education meetings
  • Consulting and evaluation of risk management
  • Close monitoring and control over investment costs
  • Active management of taxes in any non-qualified investment account
  • Access to a world-class team of professional money managers
  • Systematic portfolio rebalancing to manage risk
  • Customized, easy to understand asset reporting monitored versus multiple goals
  • Comprehensive account aggregation for your family’s entire financial life
  • Ongoing evaluation of results and performance
  • Make use of new research findings and technology to deliver as efficient an experience as possible
  • Fees aligned with a comprehensive wealth management offering - not transactions
  • Responsibility for managing all aspects of your investments - financial wellness
  • Ability to provide the same level comprehensive solution to friends, family and business associates

Latest

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Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax SPIVAKFINANCIAL.COM How to Appeal Your Property Taxes
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now. SPIVAKFINANCIAL.COM The Average American Budget
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases. SPIVAKFINANCIAL.COM Monthly Market Insights | October 2020
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance SPIVAKFINANCIAL.COM Rebalancing Your Portfolio
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why. SPIVAKFINANCIAL.COM Tax Rules When Selling Your Home
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Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare SPIVAKFINANCIAL.COM Money that Buys Good Health is Never Ill Spent
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A #homewarranty may make sense, but you need to set proper expectations. SPIVAKFINANCIAL.COM Making Sense Of A Home Warranty
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The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks? SPIVAKFINANCIAL.COM The Value of Insuring Against Life’s Risks
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Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one. SPIVAKFINANCIAL.COM Yours, Mine and Ours: Estate Strategies for Second Marriages
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Ever heard of a Roth 401(k)? Would one be right for you? SPIVAKFINANCIAL.COM What Is a Roth 401(k)?
Should gold be a part of your diversified portfolio? SPIVAKFINANCIAL.COM Should I Invest in Gold?
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor SPIVAKFINANCIAL.COM Tax Deductions You Won't Believe
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#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected? SPIVAKFINANCIAL.COM Social Media: #NewestBusinessLiabilityRisk
Investors should understand the ways in which financial professionals are compensated for the services they provide. SPIVAKFINANCIAL.COM How Financial Professionals Are Compensated
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls? SPIVAKFINANCIAL.COM Fallen Tree Damage—Who Pays?
Do you need umbrella insurance? Find out more. #LiabilityInsurance SPIVAKFINANCIAL.COM Keep Your Umbrella Handy
Have a strategy for discussing healthcare with your parents. #AgingParents SPIVAKFINANCIAL.COM Caring for Aging Parents
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In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events. SPIVAKFINANCIAL.COM Monthly Market Insights | December 2020
Second homes have unique risks and insuring them is different than a primary home. SPIVAKFINANCIAL.COM Insuring Your Second Home
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#Leasing a car? Consider gap #insurance to protect against losses that may not be covered by your current policy. SPIVAKFINANCIAL.COM Gap Insurance for Leased Cars
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The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA SPIVAKFINANCIAL.COM IRA Withdrawals that Escape the 10% Tax Penalty
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Find out whether you are insurable before implementing a strategy using life insurance. SPIVAKFINANCIAL.COM Universal Life Insurance
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You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss. SPIVAKFINANCIAL.COM Protecting Your Home Against Flood Loss
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Your financial future is calling. Develop a strategy for your investments today. SPIVAKFINANCIAL.COM The Cost of Procrastination
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Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here: SPIVAKFINANCIAL.COM Medicare Advantage Plans (Medicare Part C)
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill. SPIVAKFINANCIAL.COM Monthly Market Insights | January 2021
You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance SPIVAKFINANCIAL.COM A Look at Whole Life Insurance
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Your financial future is calling. Develop a strategy for your investments today. SPIVAKFINANCIAL.COM The Cost of Procrastination
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax SPIVAKFINANCIAL.COM What Do Your Taxes Pay For?
Long-term care: three words many people hope they'll never need. SPIVAKFINANCIAL.COM Understanding Long-Term Care
Even low inflation rates can pose a threat to investment returns. #inflation #investment MYF.MG myf.mg
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Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income. SPIVAKFINANCIAL.COM Jane Bond: Scaling the Ladder
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Developing a retirement strategy? It's critical to know the differences between investment types. SPIVAKFINANCIAL.COM Traditional vs. Roth IRA
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If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here: SPIVAKFINANCIAL.COM Medicare At 65+
Health & Human Services: Age can make a difference in the cost of a long-term-care policy. SPIVAKFINANCIAL.COM What to Look for in a Long-Term Care Policy
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions. SPIVAKFINANCIAL.COM Monthly Market Insights | February 2021
Are you ready for school—again? SPIVAKFINANCIAL.COM Estimating the Cost of College
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you. SPIVAKFINANCIAL.COM How to Make the Tax Code Work for You
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit. SPIVAKFINANCIAL.COM A Fruitful Retirement: Social Security Benefit
How much do you know about stocks? SPIVAKFINANCIAL.COM How Stocks Work
What would happen to your loved ones if you were gone? Make financial preparations today. SPIVAKFINANCIAL.COM Variable Universal Life Insurance
The truth is a little more complicated with these personal finance idioms. SPIVAKFINANCIAL.COM The Latte Lie and Other Myths
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why. SPIVAKFINANCIAL.COM Tax Rules When Selling Your Home
There are hundreds of Exchange Traded Funds available. Should you invest in them? #ETFs SPIVAKFINANCIAL.COM Should You Invest in Exchange Traded Funds?
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions. SPIVAKFINANCIAL.COM Five Most Overlooked Tax Deductions
A #homewarranty may make sense, but you need to set proper expectations. SPIVAKFINANCIAL.COM Making Sense Of A Home Warranty
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Is your retirement portfolio subject to “sequence of returns” danger? SPIVAKFINANCIAL.COM Retirement Income and the Traditional Portfolio
Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here. SPIVAKFINANCIAL.COM How Retirement Spending Changes With Time
Do you know how long it may take for your investments to double in value? SPIVAKFINANCIAL.COM The Rule of 72
It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here: SPIVAKFINANCIAL.COM Questions to Ask About Medicare
D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions. SPIVAKFINANCIAL.COM Directors and Officers Liability Insurance
Whether you realize it or not, you’ve allocated your assets. SPIVAKFINANCIAL.COM A Decision Not Made Is Still a Decision
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation SPIVAKFINANCIAL.COM Inflation & Your Money
Creating a home inventory can help you fully recover any property losses you incur. Include these four things. SPIVAKFINANCIAL.COM Inventorying Your Possessions
Three important questions to consider before you start taking #SocialSecurity. SPIVAKFINANCIAL.COM Three Key Questions to Answer Before Taking Social Security
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit SPIVAKFINANCIAL.COM Countering Counterfeit Currency
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF SPIVAKFINANCIAL.COM Mutual Funds vs. ETFs
Even if you’re #young and single, you should still consider #protecting yourself with #insurance. SPIVAKFINANCIAL.COM Insurance Needs Assessment: When You're Young and Single
Valuation is important for business succession, estate taxes andeven qualifying for a loan. SPIVAKFINANCIAL.COM What is the Value of Your Business?
It’s possible to avoid these classic #retirement traps, with a little preparation. SPIVAKFINANCIAL.COM Retirement Traps to Avoid
Ever wonder about those free credit scores you get once a year? #creditscore #credit SPIVAKFINANCIAL.COM The Lowdown on Those Free Credit Scores
The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks? SPIVAKFINANCIAL.COM The Value of Insuring Against Life’s Risks
Whether you realize it or not, you’ve allocated your assets. SPIVAKFINANCIAL.COM A Decision Not Made Is Still a Decision
Check out this video on taxes. #IncomeTax SPIVAKFINANCIAL.COM The Facts About Income Tax
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks. SPIVAKFINANCIAL.COM Monthly Market Insights | March 2021
Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap. SPIVAKFINANCIAL.COM Understanding the Basics of Medigap Policies
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds. SPIVAKFINANCIAL.COM Data Thieves from Outer Space
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity SPIVAKFINANCIAL.COM Social Security: By the Numbers
“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance SPIVAKFINANCIAL.COM The Other Sure Thing
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting SPIVAKFINANCIAL.COM Value vs. Growth Investing
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits? SPIVAKFINANCIAL.COM 9 Facts About Social Security
[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy SPIVAKFINANCIAL.COM The Fed and How It Got That Way
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations. SPIVAKFINANCIAL.COM Why Medicare Should Be Part of Your Retirement Strategy
As complex as the details of taxes can be, the income tax process is fairly straightforward. SPIVAKFINANCIAL.COM How Income Taxes Work
Can group and private disability policies work together? #DisabilityInsurance SPIVAKFINANCIAL.COM Can Group, Private Disability Policies Work Together?
Working in Retirement: New trend or same old story? SPIVAKFINANCIAL.COM Where Will Your Retirement Money Come From?
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS SPIVAKFINANCIAL.COM TIPS for Inflation
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments SPIVAKFINANCIAL.COM Are Alternative Investments Right for You?
Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now] SPIVAKFINANCIAL.COM The A, B, C, & D of Medicare
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market. SPIVAKFINANCIAL.COM Jane Bond: Infiltrating the Market
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting SPIVAKFINANCIAL.COM Value vs. Growth Investing
Concerned about the social impact of your investments? SPIVAKFINANCIAL.COM Investing with Your Heart
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement SPIVAKFINANCIAL.COM Social Security Benefits: How Much Will I Receive
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement SPIVAKFINANCIAL.COM How to Retire Early
Periodic withdrawals in retirement may not be such a good idea. SPIVAKFINANCIAL.COM Systematic Withdrawals in Retirement
Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here: SPIVAKFINANCIAL.COM Ways to Supplement Your Medicare Coverage
There are hundreds of Exchange Traded Funds available. Should you invest in them? #ETFs SPIVAKFINANCIAL.COM Should You Invest in Exchange Traded Funds?

Information

Company name
The Spivak Financial Group
Category
Financial and Investment Services

FAQs

  • What is the phone number for The Spivak Financial Group in Scottsdale AZ?
    You can reach them at: 480-556-9931. It’s best to call The Spivak Financial Group during business hours.
  • What is the address for The Spivak Financial Group on east butherus drive in Scottsdale?
    The Spivak Financial Group is located at this address: 8160 East Butherus Drive Scottsdale, AZ 85260.
  • What are The Spivak Financial Group(Scottsdale, AZ) store hours?
    The Spivak Financial Group store hours are as follows: Mon-Fri: 7:00AM - 6:00PM, Sat-Sun: Closed.