Brian McWilliams at Guaranteed Rate Affinity - NMLS #507281

Rottenstein Wealth Management and Consulting, located in Tucson, AZ, is a highly respected financial services firm that specializes in wealth management and consulting. With a team of experienced professionals, they prioritize understanding their clients' goals and aspirations, helping them organize their financial life into three strategies: Liquidity, Longevity, and Legacy. Their commitment to building trust and their track record of successfully navigating bear markets and crashes over the past 30 years have earned them a reputation as leaders in the industry and the community. Led by Senior Vice Presidents Aaron Rottenstein and Myron Solomon Rottenstein, the firm offers a range of services to a diverse clientele, including successful business owners, professionals, high net worth families, and institutions. They leverage their expertise in financial planning, investment consulting, and wealth management to preserve and grow their clients' hard-earned legacies. With a focus on multi-generational relationships and collaboration with lending and mortgage specialists, insurance advisors, attorneys, and CPAs, Rottenstein Wealth Management and Consulting strives to achieve the best possible outcomes for their clients' families, businesses, and passions.Generated from the website

Visit our office today located in Tucson, AZ. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Mitchell/AbdyTeam is a wealth management team at UBS Financial Services Inc. in Tucson, AZ. With over 18 years of experience in the investment management industry, Jonathan Mitchell, Senior Vice President, focuses on providing customized financial planning and wealth management services to affluent families and business owners across the country. Nicholas Abdy, Vice President, is a designated Portfolio Manager who oversees investment decisions for the team and works with clients to achieve their financial goals. Both Jonathan and Nicholas are actively involved in charitable organizations and have received industry recognition for their expertise.Generated from the website