About the Business
Here at The Spivak Financial Group, we are truly independent Financial Advisors with 50-plus years of combined financial planning experience. Our certifications and licenses allow us to offer a broad array of financial solutions. We work with the most respected investment and insurance providers to help you achieve your financial goals and stated objectives. We understand that pre-retirees and retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income as a result of the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees or pre-retirees with similar concerns, we are in a good position to approach such challenges with experience and skills.
Please note our affiliated office at:
Two Bala Plaza
333 East City Avenue, Suite 300
Bala Cynwyd, PA 19004
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- Asset Management. Retirement Income Planning. Life Insurance. Tax Managed Strategies. Estate Planning. Employee Benefits. Disability & Long Term Care Protection. Mutual Funds, ETF’s, Laddered Bonds and Managed Accounts. Helping our clients to get financially organized and to make better decisions with their money.
- (480) 556-9931
- 8753 E Bell Rd Ste 101, Scottsdale, AZ 85260
- Visit Website
Opening Time
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Mon
8:00 AM - 6:00 PM
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Tue
8:00 AM - 6:00 PM
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Wed
8:00 AM - 6:00 PM
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Thu
8:00 AM - 6:00 PM
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Fri
8:00 AM - 6:00 PM
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Sat
Closed
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Sun
Closed