Fiduciary

Imagine Financial Services: Financial Advisor - Marianne Nolte, Certified Financial Planner - Lake Havasu City, AZ

Lake Havasu City, Arizona

★ 5.0 (5 reviews)
Call (760) 472-5155 Visit website →

About

Imagine Financial Services is an independent registered investment advisor in Lake Havasu City, Arizona, led by Certified Financial Planner Marianne Nolte. The firm provides financial planning and investment management services, with particular focus on retirement planning. As a fiduciary, the firm is obligated to act in clients' best interests.

Specialties

Retirement Planning Investment Management

Firm details

Firm type
Independent RIA
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

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

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