Comprehensive Wealth Management
At Comprehensive Wealth Management (CWM), our mission is to work with established professionals and investors to help them reach their goals and live life on their own terms. We specialize in consulting with our clients to ensure they are mindful of the quality of life they want to live, and that their decisions and actions align with that vision. Through our services, we can empower you to take control and make intentional steps towards achieving your objectives. Get in touch for a consultation today.
Our team has the knowledge and expertise to assist you in building a successful financial future. Our advisors have extensive experience in helping people realize their ambitions, such as reaching financial independence and having a work optional lifestyle. We strive to provide the best service possible, so our clients can maximize their potential and pursue the life they want.
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deMauriac Financial Consulting & Wealth Management
DeMauriac Financial Consulting & Wealth Management provides certified financial planning services designed specifically for women facing life changes. Our team of experts are dedicated to supporting our clients as they navigate through transitions such as the death of a loved one, divorce, career shifts and retirement planning. We are committed to helping women manage their finances in light of issues like pay disparities, health care costs, and longer life spans. Through comprehensive guidance and planning, we strive to empower our clients to take control of their finances and make informed decisions towards their financial future.We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.
Marshall Reddick Real Estate
We offer landlords professional property management services. Our team of leasing agents, property managers, contractors, and handymen take pride in providing top-notch customer service and helping to maximize rental income and profits for each of our landlords. We also have Realtors in 16 markets across the United States to assist with buying or selling residential real estate, whether it is a home, investment property, or vacation home. We host online and in-person events ranging from educational classes, investment opportunities, and social gatherings. Additionally, our Real Estate Advisors offer complimentary real estate consultations. For those who prefer to learn at their own pace, we offer resources on our website. We provide non-owner occupied private money financing with competitive fixed-interest rate loan options. Short term loans of 12 months are available for fix and flip projects, while long term loans of 15 and 30 years are available for buy and hold investors. We also offer mortgage and trust deed investing, allowing investors to earn high returns on their investment dollars by becoming the lender and owning mortgages and trust deeds. All of our loans are secured by real estate and originated and serviced in-house. Marshall Reddick Real Estate is committed to providing excellent service and helping our customers succeed. Contact us today to learn more about how we can assist you with your real estate needs.
SMD Consulting & Accounting
At SMD Consulting & Accounting, LLC, we provide families and business owners with the latest and most advanced accounting and financial strategies. Our multidisciplinary approach goes beyond the scope of single financial professionals, combining tax, law, wealth management and insurance services to create a unique family office experience. Our team is dedicated to delivering innovative solutions to meet our clients' needs and help them reach their goals. Our experienced professionals have extensive knowledge in the field and are committed to providing top-notch customer service. With our creative strategies, we strive to find the best approach to fulfill our clients’ individual needs and assist them in taking their financial situation to the next level. We are proud to offer a tailored experience that can help our clients achieve their financial objectives.
Asset Preservation Wealth & Tax
Asset Preservation Wealth & Tax is an independent Wealth Management Firm located in the Scottsdale, DC Ranch, Paradise Valley, Fountain Hills, and Phoenix areas. We specialize in providing Tax Planning and Roth Conversions, Financial Planning, Estate Planning, Wealth Management and Insurance services specifically tailored to seniors. Our products and services include Mutual Funds, ETFs, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. We have been helping our clients since February 1997, providing unique strategies and solutions that have enabled them to enjoy a secure and enjoyable retirement. Our company has managed over $420 million of client nesteggs for over 9,000 households statewide. Our services include Financial advice, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers, Stretch IRA, IRA Maximization techniques, Annuity consulting, and Life Insurance Analysis. We strive to be an industry leader and ensure our clients have consistent growth and safety with lasting success.
Legacy Rose
Legacy Rose Company offers professional property management consulting to Landlords, Real Estate Investors, and Property Management professionals. Our mission is to provide an unbiased insight into the operations of your business, so you can improve your processes, evaluate KPIs, and create an effective plan for your future. Our team of seasoned professionals is here to empower you through every step of your journey. We offer advice and guidance, helping you make informed decisions that will benefit your business. With our expertise and experience, we can help you manage your properties with ease and confidence.
ZG Worldwide Consultants
ZG Worldwide Consultants provides a low-risk hiring option for companies to engage interim IT and other leaders, including former Fortune 500 company C-suite executives. We have a multi-specialty group of management consultants, CIOs, risk strategists, data analysts, software developers, AI professionals, MDs, engineers, coaches, HR and IT experts, writers, marketers, JDs and more. Our portfolio also includes the sales and training of wireless handheld ultrasound devices. We can help with mergers and acquisitions and selling of companies. We have an extensive global database of potential buyers. Our consultants are located in distant places to avoid cultural and language problems, simplify bureaucracy, reduce employee travel stress and get things done. Our ZG Afrika subsidiary offers consultants and a variety of tropical wood/forest and agricultural products from West Africa. Meanwhile, our ZG India division provides advice to foreign companies and outsourcing of accounting, M&A and business consulting, as well as software development, manufacturing and engineering services for many industries. For those looking for strategies on how to find consultants, we recommend our book 'Looking Beyond the Business'. We are a member of the Global Chamber and ZG Worldwide Consultants is a service mark of the Zukunft Group Worldwide LLC.