Find the Right Investing Strategy Sedona AZ

Learn what questions to ask before selecting an investment strategy.

Mr. Glen E. Polcyn, CFP®
(928) 282-4546
150 Sugarloaf Drive
Sedona, AZ
Firm
B&G Financial Services
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. John R. Depasquale, CFP®
(928) 634-4848
2735 S Covey Ct
Cottonwood, AZ
Firm
Sundance Wealth Management
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Self-Employed Business Owners

Data Provided by:
Wells Fargo - Sedona
(928) 282-7145
2201 W Hwy 89A
Sedona, AZ
Type
Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat 09:00 AM-04:00 PM
Sun Closed

Bank of America - West Sedona
(928) 282-4444
1771 W Hwy 89a
Sedona, AZ
Type
Banking Center
Services
Banking Center Services: Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Drive Up, Deposit Image
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday 9-1
Sunday Closed
Drive Up Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday 9-1
Sunday Closed

Wells Fargo - Cottonwood
(928) 634-4221
1201 E State Route 89A
Cottonwood, AZ
Type
Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat 09:00 AM-04:00 PM
Sun Closed

Mr. Robert C. Groninger, CFP®
(928) 282-4487
10660 E Valley View Dr
Cornville, AZ
Firm
Fiscal Therapy

Data Provided by:
Mr. John Thomas Taylor Iii, CFP®
(928) 567-9512
PO Box 1350
Camp Verde, AZ
Firm
Taylor & Padgett Financial Group

Data Provided by:
Chase Bank
(928) 282-4127
1300 W Hwy 89a
Sedona, AZ
Type
Freestanding
Office Hours
Mon:9:00-5:00
Tues:9:00-5:00
Wed:9:00-5:00
Thurs:9:00-5:00
Fri:9:00-6:00
Sat:9:00-1:00
Sun:closed

Chase Bank
(928) 284-1030
6666 Hwy 179
Sedona, AZ
Type
Freestanding
Office Hours
Mon:9:00-6:00
Tues:9:00-6:00
Wed:9:00-6:00
Thurs:9:00-6:00
Fri:9:00-6:00
Sat:9:00-1:00
Sun:closed

Chase Bank
(928) 634-5567
1540 Hwy 89a
Cottonwood, AZ
Type
Freestanding
Office Hours
Mon:8:30-6:00
Tues:8:30-6:00
Wed:8:30-6:00
Thurs:8:30-6:00
Fri:8:30-6:00
Sat:9:00-1:00
Sun:closed

Data Provided by:

Find the Right Investing Strategy

Provided by:

No investing strategy is right for everyone -- but you can determine if a long-term, buy-and-hold stock investing strategy will work for you. Here are some of the questions you should consider:

How much time do you have to invest in your investments? Your time itself is an investment, since it can pay off later when your portfolio begins to bloom as a result of your efforts. If you're just getting started in stocks, you can expect to spend some extra time up front on your investment education, as well as analyzing possible candidates for your portfolio. But once you get the hang of it, you won't need to make an enormous time commitment. You typically need only a few hours each month to study and manage your portfolio.

How much do you have to start building a portfolio? The good thing about being a long-term stock investor is that you can start small, and build a portfolio of quality stocks over time. Plus, you can add small amounts each month and buy additional shares of stock, helping your portfolio to grow.

Can you identify quality growth companies for your portfolio? You can probably identify many of America's prominent companies by name: McDonald's, Pepsico, Colgate-Palmolive, Coca-Cola, Microsoft. It shouldn't surprise you that over the years these companies have made some bucks for many shareholders.* You can reduce your risk by buying quality growth companies at good prices.

The majority of investors find that a growth and value strategy works well for them. By using dollar-based investing to purchase and hold stocks for the long-term, your portfolio can grow through the years....


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