Unified Financial Services LLC

My independent business model ensures I have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as I stand behind you to help you pursue your financial dreams, I have teams standing behind me and supporting my business. These firms also strengthen my relationship with you by providing the resources I need to better serve you. I think it’s important for you to know who these partners are and why I have chosen to work with them. I am affiliated with Cetera Investment Services, one of the premier broker-dealers in the industry. As my broker-dealer, they are responsible for executing trades on your behalf.

Sovereign Finance is a financial services firm based in Phoenix, AZ, specializing in providing personalized wealth management solutions to individuals and businesses. With a focus on strategic financial planning and investment management, Sovereign Finance aims to help clients achieve their long-term financial goals and secure their financial future. Generated from their business information

Heritage West Capital is a financial services practice located in Scottsdale, AZ, offering strategic financial analysis and solutions to professionals and their clients. They provide a variety of services to individuals, retirees, professionals, entrepreneurs, and businesses, helping clients make informed decisions about their money using strategic methods. With a passion for their work and a belief in their expertise, Heritage West Capital empowers clients to become and remain financially independent. They are not affiliated with SagePoint Financial Inc. or registered as a broker dealer or investment advisor.Generated from the website