Kelly Robert Waring Kelly Robert WA

Spivak Financial Group, a second-generation independently-owned wealth management firm established in 1965, specializes in providing tailored financial planning and tax strategies for affluent individuals. The firm focuses on unifying investments and tax strategies into personalized plans to help clients accumulate, distribute, and transfer their wealth while minimizing tax burdens. With a dedicated team of experienced professionals, Spivak Financial Group emphasizes a personalized approach to financial management, ensuring clients feel seen and heard throughout their financial journeys. Their mission is to guide clients safely through the complexities of retirement planning, protecting their hard-earned money and legacy. Generated from the website

Kevin J Henry, a business based in Prescott, AZ, specializes in providing comprehensive financial services to individuals, families, and small businesses. Their expertise lies in assisting clients with investment strategies, financial planning, retirement planning, estate planning, and education savings. By offering tailored solutions and personalized guidance, Kevin J Henry aims to empower their clients to make informed decisions to secure their financial future. Located in Prescott, AZ, Kevin J Henry distinguishes itself by fostering strong relationships between clients and their team of dedicated financial advisors. They prioritize individualized care, focusing on creating customized financial plans that cater to the unique needs of each client. With a commitment to accessible and thoughtful financial planning, Kevin J Henry strives to make financial security attainable for a diverse range of investors, ensuring that clients are well-prepared for the uncertainties of life. Generated using this brand's available information