Wells Fargo Advisors

With a cumulative 900 years in the money business, our financial advisors and staff are rich in talent and experience. We have experts that are fully equipped to develop a comprehensive financial strategy for you or your business. Our cross-discipline team takes an integrated approach to get a 360 degree view of your entire financial landscape. We consider all facets of your life and establish the right financial strategy for you with customized strategies that are designed to meet your unique needs. Our services include: investment strategies, retirement strategies, estate planning, life insurance, disability insurance, long term care insurance, corporate financial services, group benefits, and more.

BDO offers world-class resources and industry expertise to provide assurance, tax, financial advisory and consulting services to clients in Phoenix and beyond. BDO USA is also a member firm of BDO International, the fifth largest accounting and consulting network in the world.With locations in Phoenix, Arizona, across the U.S. and the world, our professionals deliver exceptional client service to clients of all sizes and across all industries. At BDO, client service is key to our success in building strong, long-term relationships.

Founded in 1889, Northern Trust is one of the world s largest private banking, asset management and asset servicing firms. Its global client base consists of affluent families and individuals, as well as corporations and institutions that value exceptional client service. Northern Trust boasts $44 billion in banking assets, $2.6 trillion in assets under administration and $588 billion in assets under investment management. It has offices in 18 states and 11 international locations. From modest beginnings in Chicago s bustling loop, Northern Trust has grown to become a global institution facilitating business and managing wealth in every part of the world.