Scottsdale Financial Group Email Formats
Insurance • 
Paradise Valley, Arizona, United States • 1-10 Employees
Key Contact at Scottsdale Financial Group
Robert J. Smith
President & Financial Professional
Company overview
| Headquarters | Paradise Valley, Arizona, United States |
| Phone number | +14809225900 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Services, Succession Planning, Disability Insurance, Annuities, Whole Life Insurance, Life Insurance, Term Life Insurance, Long Term Care Insurance, Estate Planning, Philanthropy, Life Insurance Review, Revitalization, Index Universal Life Insurance, Universal Life Insurance, Insurance Reviews, Gift Planning, Gifting Strategies, Protecting Families, Association Membership, Chartered Life Underwriter, AEP, Chartered Financial Consultant, Accredited Estate Planner, Chartered Advisor, Life Insurance Professional, Special Needs Strategies |
| Founded | 1998 |
| Employees | 1-10 |
About Scottsdale Financial Group
We protect families by focusing on their desires and objectives and creating customized wealth protection and preservation strategies that meet their unique family and/or business needs. Our services include estate planning, philanthropy, succession planning, special needs strategies and insurance services. Scottsdale Financial Group's sterling reputation comes from its expertise, attention to details and professionalism. We are proud of our excellent success in working with the valued advisors of our clients, including their CPAs, attorneys, player agents and bankers. While we do not provide tax, legal or accounting advice, we do offer planning ideas and concepts for creative solutions to difficult planning issues.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Scottsdale Financial Group has never raised funding before.
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