Roger B Adler

SpecialtiesWe offer conflict free, independent advice without the pressures that have become all too common-place in large brokerage firms, banks and trust companies. Simply stated, our interests are completely aligned with our clients. With over 50 years of collective experience, we have designed a financial planning approach that takes into consideration all aspects of your financial affairs, resulting in a more thorough and comprehensive investment strategy. As you continue to learn more about us, we are confident that you will discover how our detailed approach encompasses the unique needs of successful individuals and families. Thank you for considering us as your financial partner. We look forward to earning your trust and confidence, and strive to exceed all of your expectations.

Shurwest, an IMO FMO based in Scottsdale, Arizona, has been serving clients for over thirty years. Their boutique, hands-on approach sets them apart as one of the top choices in the industry. With a focus on personalized service, Shurwest prides itself on providing exceptional financial solutions to meet the unique needs of each client. Their longstanding presence in the market reflects their commitment to excellence. Generated from their website's infomation

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Scottsdale, AZ area, Charles Palacios will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.