Equitable Advisors

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.

360 Wealth Management Inc, based in Scottsdale, AZ, offers a comprehensive approach to financial planning, emphasizing a 360-degree view of clients' financial pictures and personalized advocacy. Their fiduciary model prioritizes clients' best interests, leveraging advanced technology and in-depth strategies in areas such as retirement, tax, and estate planning. The firm, co-advised by 55 Institutional Partners LLC, designs unique portfolios tailored to individual financial objectives and personal interests. Dedicated to the lifetime success of their clients, 360 Wealth Management continually monitors and adjusts strategies to navigate life's financial challenges effectively. 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.