At Oxford Investment Partners, we provide assistance in the following areas: Investments - Bonds - Common Stock - Educational IRA - Brokerage Accounts - Government Securities - Roth IRA - SEP IRA - Simple IRA - Treasury Bills - Traditional IRA - Treasury Notes - Variable Annuities Financial Planning - Retirement Planning - Tax Plans - 401(k) Planning - 401(b) Planning - College Plans - Estate Plans - Money Management - Money Purchasing Plans - Profit Sharing Plans Insurance - Disability Income - Life Insurance - Long Term Care Tax Planning - Relocation Tax Issues - State Tax Return Preparation - Representation Before the IRS - Tax Return Preparation - Individual Tax Preparation and Planning - Business Start Up, Counsel and Corporate Taxes - Small Business Accounting Services - IRS and State Tax Audits - Income, Gift and Estate Tax Returns
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Phoenix, AZ area, Chelsea Faiva will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Phoenix, AZ area, Marcus Brandt will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
