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An Overview Asset Preservation Wealth & Tax, is an independent income tax, Financial Planning , Estate Planning, Wealth Management and Insurance services firm devoted to working with seniors, serving the Tempe, Gilbert, Mesa, Arcadia, Chandler, Ahwatukee, and Phoenix areas. We offer a wide range of products and services including Mutual Funds, ETF's, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities.
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At Homeowners Financial Group we offer a full suite of extremely competitive and unique products. We are constantly growing and refining our product line to ensure you have what you need to be successful. Our products include: Fannie Mae, Freddie Mac, FHA, VA, USDA, Jumbo, Non-Conforming / Non-QM, Down Payment Assistance, Fixed / ARM / Interest Only, Correspondent / Wholesale. Homeowners Financial Group USA, LLC BK#0906222 NMLS#93718 Equal Housing Lender.
As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future.The testimonial(s) provided may not be representative of the experience of other clients and [is/are] not indicative of future performance or success.
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Making the Complex Simple We make the complex simple and help people define and find their freedom with highly customized wealth strategies. We provide the highest level of service, tailored to the unique needs of our clients. In addition to Scottsdale, we serve Phoenix, Chandler, Paradise Valley, Gilbert, Mesa, Surprise, Goodyear, Peoria, Carefree, Cave Creek, Glendale, Queen Creek, Apache Junction, Sun Lakes, Sun City and Sun City West with comprehensive financial planning, investment planning, tax planning, insurance, Medicare, estate planning, retirement planning, legacy planning and more. We work closely with a trusted network of highly experienced business partners including estate planning attorneys, Medicare and insurance specialists, CPAs, college planning specialists and more. Centrally located in Scottsdale in view of the beautiful Camelback Mountain, we invite you to visit our office in the heart of the valley on your way to enjoy some shopping, golfing, dining or any other of the many fun activities Scottsdale has to offer.
