Stifel | Dale Lewis

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

Scottsdale Capital Advisors, also known as SCA, is an independently owned and operated firm that offers a range of financial solutions and services. The firm provides checking accounts, as well as financial consulting services. It also offers discounts and fixed-income and annuity products. The firm provides advisory investment, assisted trading, and health and disability insurance services. Scottsdale Capital Advisors also offers various mortgage financing options, as well as online trading and personal and corporate services. Additionally, the firm provides tax and retirement planning programs. Scottsdale Capital Advisors is a member of the National Association of Security Dealers and is licensed in more than 45 U.S. states.

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