The Winfield Group LLC

More Info

Scottsdale's Premier Financial Planning Firm for over 25 Years

General Info

The Winfield Group LLC located in Scottsdale, AZ is a financial advisory firm dedicated to building and protecting wealth for high net worth individuals. We specialize in life insurance, wealth and asset management, and tax reduction strategies. Our clients are successful people who have surrounded themselves with an array of smart advisers, yet have realized that through our team approach they are still able to uncover many opportunities that further optimize their financial planning. We focus on protecting your assets, reducing tax liabilities, and wealth transfer while carefully controlling risk. Our primary goal is to create financially secure futures for our clients and their families. We invite you to contact us for a complimentary initial consultation, so give us a call today.

Email

Email Business

BBB Rating

A+

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BBB Accredited businesses follow the BBB Standards for Trust and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

BBB Rating and Accreditation information may be delayed up to a week.

Payment method

check, visa, master card, amex, discover

Neighborhoods

Paradise Valley, Kierland, Pinnacle In Kierland

Associations

BBB, National Ethics Bureau, Arizona Association of Realtors, International Million Dollar Round Table

Other Link

http://www.winfieldgrouponline.com

Other Email

Email Business

Categories

Financial Planners, Business & Commercial Insurance, Financial Planning Consultants, Financial Services, Life Insurance

Reviews

Details

Phone: (480) 473-9301

Address: 14850 N Scottsdale Rd Ste 285, Scottsdale, AZ 85254

Website: http://www.winfieldgrouponline.com