49th Parallel Wealth Management

Scottsdale, Arizona

★ 5.0 (12 reviews)

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About

49th Parallel Wealth Management is a Scottsdale-based firm offering investment management, financial planning, retirement planning, and tax strategy services. The team holds CLU credentials and serves clients in English. The firm holds a 5-star rating on Google.

Specialties

Investment Management Retirement Planning Tax Strategy Wealth Management

Firm details

Languages: English
Hours: Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed
SEC registered: No

Professional credentials

CLU

Chartered Life Underwriter

Insurance and risk management expertise, especially life insurance planning

Contact

Phone (480) 520-7770

Address 9375 E Shea Blvd
Scottsdale, Arizona 85260

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About

Specialties

Firm details

Professional credentials

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