Edward Jones

Pinnacle Financial Group, located in Sedona, AZ, is a fee-only financial planning and wealth management firm that prioritizes client trust and integrity. With a team of seasoned advisors holding industry certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), they deliver comprehensive financial solutions guided by a legal fiduciary obligation to place clients' interests first. Emphasizing a holistic approach, Pinnacle provides services ranging from wealth and investment management to retirement planning and college funding strategies. Their commitment to client education ensures that decisions are made collaboratively, empowering clients with clarity and confidence about their financial futures. Generated from the website

Guardian Capital Group is a financial services firm based in Sedona, AZ, specializing in investment management and wealth advisory services. With a focus on personalized financial planning, Guardian Capital Group assists clients in achieving their long-term financial goals through strategic investment strategies and risk management. Generated from their business information

As a Personal Financial Representative in Sedona, I’ve gotten to know many local families. I understand that When it comes to preparing for your financial future, each person’s needs are unique. That’s why when you contact me at my Sedona office, you’ll receive personalized service based on your ...