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Home/Insurance Agencies/Scottsdale Wealth Advisory
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Scottsdale Wealth Advisory โ€” Insurance Agencies in Paradise Valley, AZ

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Insurance Agencies

8501 North Scottsdale Road, Paradise Valley, AZ, 85253

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<p><b>Description:</b></p><p>Scottsdale Wealth Advisory (SWA) is a Registered Investment Advisor in AZ, CA, ILL, NM, OH &amp; TX. Held to the Fiduciary Standard, SWA is legally obligated to put its client&#39;s interests ahead of its own. The firm represents select families in their assets &amp; liabilities management. Brent Matthew, the firm&#39;s Founder &amp; President, is dedicated to providing high-level communication focusing on client education to cultivate well-informed investors.</p><br><b>List of Services:</b><br>Income planning<br>401k Rollovers<br>Estate Planning<br>Fund Management<br>Asset Allocation<br><br><b>For more information, please contact us with the details below:</b><br><br><b>Contact Email:</b><br>[email protected]<br><br><br><p></p>

Contact Information

+1 480-247-9090
[email protected]
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8501 North Scottsdale Road
205
Paradise Valley, AZ 85253
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All loan and rate offers subject to credit approval. NMLS-licensed where applicable. Equal Housing Lender.

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