Founded in 1997, Stoker Ostler specializes in managing investments and providing financial planning for affluent individuals and families, small-to-medium sized institutions and non-profit organizations.In 2009, Stoker Ostler became part of Harris Private Bank. Harris Private Bank provides comprehensive wealth management service. Harris has a long-standing history of providing financial services to its clients and is a part of BMO Financial Group, one of North America's oldest and most diversified financial services providers.Building on a shared "open architecture" philosophy, we are able to provide our clients with the personal attention, expertise and objectivity they have come to expect from a small advisory firm, while offering them access to the comprehensive financial resources and peace-of-mind stability that Harris provides.Harris Private Bank is a trade name used by various subsidiary financial service providers of Harris Financial Corp Products and services offered through Harris Private Bank are provided by Harris N.A., Harris Bank N.A and their bank affiliates. Not all products and services are available in every state and/or location.Stoker Ostler Member Harris Wealth AdvisorsSM is a service mark of Stoker Ostler Wealth Advisors, Inc, an SEC-registered investment advisor.
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MCA Financial Group is a comprehensive financial services firm based in Phoenix, AZ. We specialize in financial planning, business management consulting, investment services, bankruptcy services, commercial real estate, and investment banking. Our experienced team is dedicated to helping clients achieve their financial goals and navigate complex financial decisions. With a personalized approach, we provide tailored solutions to meet the unique needs of each client. Trust MCA Financial Group to guide you towards a secure financial future.
Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.
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 Mesa, AZ area, Sean Sharp 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.
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During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
