Jacob Gold & Associat

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.

Ironwood Investment Counsel, founded in 2001 and located in Scottsdale, Arizona, is a fee-only Registered Investment Advisor dedicated to helping individuals and institutions preserve and grow their wealth through customized investment and wealth management strategies. The firm manages over $1 billion for a diverse clientele, including families, foundations, trusts, and retirement plans. With a team of experienced professionals holding various certifications such as CFA and CFP, Ironwood emphasizes a comprehensive, client-centric approach that integrates investment management, tax efficiency, estate planning, and charitable intentions. Their commitment is grounded in the values of integrity, stewardship, and discipline, ensuring a high level of service and expertise for an exceptional client experience. Generated from the website

Copperwynd Financial is a registered investment adviser based in Scottsdale, Arizona, with a dedicated team of experienced professionals committed to providing exceptional service in financial planning and investment management. Their comprehensive approach and personalized strategies aim to simplify clients' lives and help them achieve their financial goals. Founded in 2005, Copperwynd Financial's mission is to make a positive difference in the lives of their clients by offering in-depth planning, personalized investing, coordination, and consistent communication. With a focus on maximizing wealth, mitigating risk, and providing financial guidance, they serve hundreds of families across more than 18 states.Generated from the website