Toddy & Associates

(on east doubletree ranch road)
Financial and Investment Services in Scottsdale, AZ
Financial and Investment Services

Hours

Monday
9:00AM - 5:00PM
Tuesday
9:00AM - 5:00PM
Wednesday
9:00AM - 5:00PM
Thursday
9:00AM - 5:00PM
Friday
9:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

7702 East Doubletree Ranch Road
Scottsdale, AZ
85258

About

CPA Team Based Model Consultant
I have an extensive background in financial planning, with a specific expertise in working with CPAs.
As a CPA Team Based Model Consultant, I help CPAs:
• Reduce the risks that come from referring clients to third parties
• Reduce the risk of losing clients by being more proactive
• Provide more value and increase client satisfaction
• Expand their "brain-trust" by working with some of the country’s best specialists
• Increase organic growth by giving clients a story worth sharing with family and friends
The economic conditions over the last 5-10 years have created a serious demand for CPAs to become much more proactive and act as the ‘trusted business advisor’ for their clients. The majority of CPAs aren’t able to keep up with these shifting demands in addition to all of the tax law changes. As a CPA Team Based Model Consultant, my team and I can help with this new reality.

Photos

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Services

  • Investments
  • Financial Planning
  • Insurance

Information

Company name
Toddy & Associates
Category
Financial and Investment Services

FAQs

  • What is the phone number for Toddy & Associates in Scottsdale AZ?
    You can reach them at: 800-940-0469. It’s best to call Toddy & Associates during business hours.
  • What is the address for Toddy & Associates on east doubletree ranch road in Scottsdale?
    Toddy & Associates is located at this address: 7702 East Doubletree Ranch Road Scottsdale, AZ 85258.
  • What are Toddy & Associates(Scottsdale, AZ) store hours?
    Toddy & Associates store hours are as follows: Mon-Fri: 9:00AM - 5:00PM, Sat-Sun: Closed.