Athena Gatan - Ameriprise Financial Services

Vestpointe Wealth Management is a financial services firm based in Scottsdale, AZ, offering integrated investment management, estate planning, retirement planning, and tax consulting services. With a team of experienced CPAs and investment advisors, they provide comprehensive strategies to help clients achieve their financial goals, leveraging their entire financial picture to maximize returns, minimize risk, and reduce taxes. Founded in 2004, Vestpointe Wealth Management takes a navigator compass as their logo, symbolizing their approach of setting sail with a course in mind and adjusting to changes in markets, tax law, and circumstances. Their expertise in all aspects of a client's financial life allows them to develop and execute strategies that align with individual needs and objectives.Generated from the website

Shurwest, an IMO FMO based in Scottsdale, Arizona, has been serving clients for over thirty years. Their boutique, hands-on approach sets them apart as one of the top choices in the industry. With a focus on personalized service, Shurwest prides itself on providing exceptional financial solutions to meet the unique needs of each client. Their longstanding presence in the market reflects their commitment to excellence. Generated from their website's infomation