Referrals of Accountant / Health & Auto Insurance/ Investments/ & Lawyers Scottsdale / Phoenix / Real Estate:
Accountant:
Clifton Larson Allen – Contact: George Hostal, CPA, CFP (480) 707-1266
William Wheeler CPA/PFS – Contact: William Wheeler (480) 661-8350
Auto Insurance:
Rivers Insurance Group – Contact: Ryan Rivers (480) 646-3221
Health Insurance:
Oxley Insurance Group – Contact: Todd Oxley (623) 551-8671
Rest Insured, LLC – Contact: Chris Ruhm (480) 661-8350
Investments and Financial Planning:
Clifton Larson Allen – Contact: George Hostal (480) 707-1266
Merrill Lynch – Contact: Brion Crum (480) 624-0432
Fidelity Investments – Contact: Jana McVanWay (800) 544-7095
LPL Financial – Contact: Ted McLellan (602) 336-5504
Lawyers:
Braun Siler Kruzel – Contact Brad Braun (480) 951-8044 (Estate, Trusts, Business Planning)
Pak & Moring – Contact: Jim Pak (480) 444-9999 (Real Estate, Personal Injury, Wrongful Death, & Business Law / Contracts)
Long Term Care:
Genworth Financial – Contact John Kenneally (480) 686-6265