Development Capital

I am happy to have the opportunity to assist residents of Scottsdale with finding insurance coverage that fits their family’s needs. My staff and I can help you learn to protect your family, home, car and more. Give us a call today!

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Asset Preservation Tax & Retirement Services is an independent income tax, Financial Planning, Estate Planning, Wealth Management, Financial Advisor, and Insurance services firm devoted to working with seniors, serving Arizona. We offer a wide range of products and services including Mutual Funds, ETFs, Stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. The focus of our financial advisors is on a secure and enjoyable retirement for all of our clientele.We have been assisting our valuable client's needs since February 1997. Our company takes a unique approach to our market and strives to be an industry leader.