Pinnacle Financial Advisors

Osland Financial Group, based in Scottsdale, AZ, is an employee-owned company that has been providing comprehensive business and personal insurance solutions since 1988. Their diverse offerings include commercial insurance, health insurance, life insurance, and specialized products tailored to various industries such as construction, healthcare, and technology. The company is committed to social responsibility, actively engaging in philanthropic efforts through the Heffernan Foundation and fostering a culture dedicated to serving client needs. With a strong focus on protecting valuable assets and assisting clients in making informed decisions, Osland Financial Group continues to build a reputation for excellence in the insurance industry. Generated from the website

My mission is to assist clients in achieving financial goals by customizing solutions for their unique objectives. I specialize in wealth accumulation, retirement distribution and legacy transfer strategies. I am a Certified Public Accountant and Certified Financial Planner providing Financial Services in the state of Arizona. Securities and advisory services offered through Independent Financial Group, LLC, a Registered Investment Advisor, Member FINRA/SIPC. Give me a call at (480) 458-1040 today.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.