Covington Wealth Strategies

Sonoran Wealth Systems LLC, located in Phoenix, AZ, specializes in providing personalized retirement planning services to empower individuals and families in navigating their financial futures. With nearly three decades of experience, Tim Van Houten and his team offer practical strategies tailored to protect savings, create reliable income streams, and preserve estates for lasting legacies. The firm emphasizes a client-centered approach, guiding clients through the complexities of retirement planning with tools like the GPS Retirement Roadmap. In addition to retirement planning, they offer various financial services, including IRA legacy planning, tax-efficient strategies, and wealth management, ensuring a comprehensive strategy for achieving financial goals. Generated from the website

Cetera Investors - Lisa Padula is a financial services firm based in Phoenix, AZ, specializing in investment management and financial planning services. With a focus on personalized strategies and client-centric approach, Cetera Investors - Lisa Padula aims to help individuals and families achieve their financial goals and secure their financial future. Generated from their business information

Montse Terepocki is a dedicated financial advisor at Cetera Investors located in Phoenix AZ. With a focus on personalized financial planning and investment strategies Montse helps clients navigate their financial journeys. Her expertise aims to empower individuals and families to achieve their financial goals with confidence and clarity. Generated from this place's information