Tips On Selecting The Right Financial Planner Sedona AZ

It's really an essential task to find out a financial planner that is skilled in planning activities, especially if you are just beginning out. When it comes to choosing the perfect Certified Financial Planner, it assists a lot for evaluating them on the objective grounds.

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:
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

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

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

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:
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

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

Bank of America - Cottonwood
(928) 634-4291
611 S Main St
Cottonwood, 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

Data Provided by:

Tips On Selecting The Right Financial Planner

With the entrance of the population of aging baby boomer in their 60s, our society is presently trying to enter a time where there will be test over the boomer generation’s financial planning and is put into correct action. Did they have been able to save sufficient enough? Did there plan operate in an appropriate manner? Is their financial home in proper order? And for those people that are in their 30s and 40s and planning to accumulate their fortune, they are also now starting to plan in an appropriate manner, or at least applying efforts to. And the profession of Certified Financial planners (CFP) or Financial Planning enters into this entire mix as they are more legitimately called.
Financial planners provide assistance to all types of families
A clear need is something that the financial planners exactly meet. These individuals gain talent and capability of supporting individuals, extended families, couples, and businesses with arrangement of their financial life for providing the prefect and best security as well as return on the investment. Of course, the financial planners are well known particularly for their proficiency in financial products of numerous types. It’s necessary for them to be perfectly versed in bonds, estates, stocks, mutual funds, trusts, corporate structures, and wills. Numerous financial planners are also trained well in planning itself. Actually, it’s a discipline to know where to invest your money in order to gain some greater profit, and also gain knowledge regarding the order to do it, at which age, and in which amounts.
Criteria in Choosing a Financial Planner
It’s really an essential task to find out a financial planner that is skilled in planning activities, especially if you are just beginning out. When it comes to choosing the perfect Certified Financial Planner, it assists a lot for evaluating them on the objective grounds. You can access a bit more assistance with the resources available at website below. Most significantly, you will desire accessing their qualifications that are related to your specific requirements. Conduct proper research in order to find out whether or not they understand how perfectly they should support whey you’re in financial need. Another thing you need to consider about is their charging manner, how they are going to charge you? There are free and no free planners, charging you either just for their counseling service or for commissions that they receive on any of their recommended products’ sale. Keep in mind that you should always consider the financial planner that makes the maximum sense for you. Lastly, don’t forget to consider about the level of your accessibility to your financial planner. It includes the detail information regarding their location, their actual and exact office hours, as well as whether or not their offered services can be accessed via the websites. If you’ll evaluate your future financial planner considering some criteria, you’ll be offered with assistance in long term where you’ll be able to access the financial goals this is most beneficial for you and your family.

Selecting a financial planner requires in-depth research. For reviews and other information about financial planning, please visit http://www.filife.com/topics/financial-planning . For expert advice on financial planning, please go to http://www.filife.com/topics/financial-planning/discussions



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