Lennar Mortgage LLC

David Velazquez - Private Client Advisor is a financial services firm based in Tempe, AZ, specializing in providing personalized advisory services to individual clients. With a focus on building long-term relationships, the firm offers tailored financial solutions to meet the unique needs and goals of each client. By offering a range of financial planning and investment management services, David Velazquez - Private Client Advisor aims to help clients navigate their financial journey with confidence and peace of mind. With a commitment to transparency and client-centric approach, the firm strives to empower individuals to make informed decisions about their financial future. Generated from their business information

ProVision is a public-accountant firm based in Tempe, Ariz. The company specializes in wealth strategies, tax service and business consulting. Its wealth strategy services include personal wealth evaluation, personal financial statements, strategic wealth coaching and real-estate loan packages. The firm offers a series tax services, such as tax-return preparation, tax consulting, income-tax strategies and estate-tax planning. The firm also specializes in valuation, strategic business coaching, business consulting services and financial services. ProVision caters to the entrepreneurs, professionals and investors.