Townsend Financial

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Scottsdale, AZ 85255

+1 (425) 505-5064

https://townsend-financial.com

History

Townsend Financial recognized a gap in the financial planning marketplace - leaving younger professionals and entrepreneurs without a place to turn for trusted advice. And from there, I launched Townsend Financial to help people like you. As a fiduciary, I took an oath to always act in my client's best interest at all times because that is what I believe all clients should receive from their financial advisor. At Townsend Financial, I help business owners and professionals with stock compensation use their money to go after the life they want. We work together to create stress-free financial freedom by taking away the complexity of finances. I want you to feel financially empowered by making smarter choices with your money. By gathering data, analyzing, and drafting a financial plan, we'll work together to make your dreams a reality by implementing clear and easy-to-understand steps.

Specialties

Fee-Only Fiduciary Financial Planning for Business Owners & Professionals w/ Stock Comp

Reviews

5.01 reviews

Iliana F.

5/21/2020

I've had the pleasure of working with Heather since the beginning of 2020. Heather has this incredible ability to make you feel safe and welcomed right off the bat. She is one of those people who...

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