Annexus

Bob Smith - Scottsdale Financial Group CAP®, AEP®, ChFC®, CLU® Welcome to Scottsdale Financial Group. We protect families by focusing on your desires and objectives, creating customized wealth protection and preservation strategies that meet your unique family and/or business needs. Our services include estate planning, philanthropy, succession planning, special needs strategies and insurance services. Scottsdale Financial Group's sterling reputation comes from its expertise, attention to details and professionalism. We are proud of our excellent success in working with the valued advisors of our clients, including their CPA's, attorneys, player agents and bankers. We look forward to working with you.

Launched in 1984 and providing customized financial planning and investment solutions ever since, Kayne Anderson Rudnick’s wealth management team’s commitment to high-quality investments that has remained at the core of our approach since our firm was first founded by Richard Kayne, John Anderson, and Allan Rudnick. When one considers our portfolio history and our 97% client retention rate, it should be no surprise that we’ve consistently been ranked among the best wealth management firms by Barron’s Magazine. In the KAR Scottsdale wealth management team, you’ll find a partner you can trust to achieve your goals, giving you the peace of mind you need to enjoy what matters most: living a happy, meaningful, healthy life with those you love.