Charles Schwab

Jon Rosenthal has 30 years of experience in the financial services industry focusing on retirement accounts, retirement account rollovers and income tax preparation. With a steady hand, Jon has guided clients through good and bad economic times. He has a comprehensive approach that reflects your priorities and your financial needs, while helping you minimize risk as you protect, grow or distribute your wealth.

Foothills Financial Investments is a trusted financial and insurance services provider based in Carefree, AZ. With over two decades of experience, they specialize in helping individuals save money, secure their financial future through retirement strategies, and acquire affordable insurance plans, including the California Fair Plan. Their dedicated team of professionals is committed to delivering exceptional customer service and assisting clients in creating comprehensive financial strategies for a confident tomorrow. Since 2001, Foothills Financial and Insurance Services has successfully guided numerous clients in achieving their financial goals and safeguarding their valuable assets. Their expertise extends to retirement solutions, including state teachers retirement services, and offering quality insurance coverage to protect against unexpected emergencies. With a focus on customer satisfaction, Foothills Financial Investments is dedicated to providing peace of mind today and confidence in the future.Generated from the website

Welcome to Merrill Lynch in Scottsdale, AZ. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.