Coleridge Group

Financial planner in Phoenix, Arizona - Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for your investments so you can make prudent decisions no matter where you are in the market cycle.

Esparza Group is a Phoenix-based independent financial advisory firm that specializes in investment management and strategic wealth planning tailored to each client's unique situation. With a commitment to trust, integrity, and informed guidance, the firm aims to help individuals manage their finances and achieve their retirement goals through a collaborative team approach. Utilizing a structured 3-step plan, Esparza Group first helps clients discover their ideal retirement, evaluates their current financial situation, and then provides a custom strategy to meet their needs. The firm emphasizes education and informed decision-making, ensuring that clients have the necessary tools to navigate their financial futures effectively. Generated from the website

According to the website:MetLife is a global provider of insurance and financial services, with a location in Phoenix, AZ. The company offers a range of products and solutions to help individuals and businesses protect their assets, manage risks and plan for the future. MetLife's offerings include life, auto and home, dental, vision insurance and more employee benefits.