Directory Search Results
4 matches were found for Investments
 
Basha Wealth Management
Genti Basha
Wealth Advisor
DNL
Glendale, AZ 85308
602-481-5526
Fax: 888-616-3335
Member Since: 2023
Money cannot buy happiness. Happiness comes from achieving your goals, be they financial or otherwise. As a financial advisor, I use money as a tool to help my clients accomplish their goals. Everyone has goals and I want to know what yours are. I want to partner with you as my client to help you achieve these goals.
 
Principal | Lisa McClelland
Lisa McClelland
Financial Representative, Principal Securities Registered Representative, Financial Advisor
2355 E Camelback Road
Suite 501
Phoenix, AZ 85016
602-603-8634
Fax: 866-309-1626
Member Since: 2020
Helping clients to be wise with money and live generously.
 
Properly Managed, LLC.
Ronald Kidder
Owner
DNL
Glendale, AZ 85305
623-910-2932
Member Since: 2024
Helping middle class families achieve financial independence.
   Information on this member:

More Business Information
Online Appointment System
External Website
 
The Valhalla Group
Jonmark Richardson
Owner
6517 W. John Cabot Road
Glendale, Az 85308
602-435-2036
480-378-3046
Fax: 480-378-3799
Member Since: 2023
Founded in 2011, The Valhalla Group is a financial planning company that focuses on transparency and clarity. Whether it's individuals, couples, families, or situations. We work hand in hand with our clients to find and implement the most logical investment strategies for their specific needs. Our team is dedicated to educating clients about finances and giving them exceptional customer service. We aim to eliminate the confusion regarding retirement, wealth management, and social security planning so they can confidently protect their legacy.