About the Business
Stine Wealth Management has a focus on putting clients first. Alison enjoys building long-term relationships with her clients, and loves to see their plan unfold and adjust as time goes on. She meets with clients face-to-face (or virtually) to plan their financial futures.
Alison has much experience in retirement planning, risk management, & tax-efficient strategies. Alison is committed to her clients and their future.
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- Our Founder has been in Financial Services since January of 2013. Alison Stine began her career as a Financial Advisor and is both Securities & Insurance Licensed. She quickly moved her way up to Vice President in 2018. Alison earned her Retirement Income Certified Professional (RICP®) designation in 2019 as her practice has a focus on planning for the distribution of assets in retirement. She left a bigger firm to go independent and founded Stine Wealth Management in 2020 so that she could have more of a focus on serving her clients & helping them with the 3 stages of wealth: Accumulation, Distribution, & Wealth Transfer.
- (480) 470-4227
- 6991 E Camelback Rd Ste D-300, Scottsdale, AZ 85251
- Visit Website
Opening Time
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Mon
9:00 AM - 5:00 PM
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Tue
7:00 AM - 7:00 PM
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Wed
7:00 AM - 7:00 PM
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Thu
7:00 AM - 7:00 PM
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Fri
9:00 AM - 5:00 PM
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Sat
Closed
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Sun
Closed