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Scottsdale AZ Retirement Planning Specialists

 
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FREE information and various publications concerning financial, retirement and estate planning issues and a free no obligation visit to help you lower your financial risks and inprove your bottom line..
 
Company Name: Capital Management Strategies
Main Contact Person: Vern Swegle
Address:  ( VIEW MAP ) 9375 E. Shea Blvd. , Scottsdale , Arizona   85260
Primary Phone: Contact Member Now!
Website URL: Click here to visit our website
Email: Click here to send us a message
Number of Employees: 3
In Business Since: 1975
Legal Structure: Incorporated
Annual Sales Volume: Prefer not to say
 
Looking for Scottsdale, AZ Retirement Planning Specialists? "Whether you are retired, approaching retirement, or viewing retirement from several years away, having an organized retirement plan is critical. Our commitment is to help clients take advantage of concepts and strategies that will help them live better today and throughout their retirement years. We are an independent retirement planning firm, but unlike many of our peers, we don't charge fees." Mr. Swegle was born and raised in Dixon, Illinois. He graduated from Northern Illinois University with a Business Education degree. He has lived in Arizona since 1996. He has helped clients since 1975, and is committed to offering innovative concepts and strategies to help retirees and business owners achieve their specific goals. Vern has spoken to various groups, and has authored many financial articles and booklets. He is uniquely qualified as a specialist; advising clients on retirement and retirement plan distribution issues as well as helping them avoid financial risks. He appreciates the clients he serves and is grateful for the opportunity to help them accomplish their financial goals. If you are in Scottsdale, AZ and are looking for Retirement Planning Specialists, please call 480-473-3302.
 
9 AM - 5 PM
 
Business Phone, Personal Email
 
A+ Rating with the Better Business Bureau and member of the National Association of Insurance and Financial Advisors.
 
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