The Spivak Financial Group

Scottsdale, AZ Financial Services
(480) 556-9931
(480) 556-9931
8753 E Bell Rd Ste 101, Scottsdale, AZ 85260

8753 E Bell Rd Ste 101, Scottsdale, AZ 85260

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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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Publisher Info

  • 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

  • Mon
    8:00 AM - 6:00 PM
  • Tue
    8:00 AM - 6:00 PM
  • Wed
    8:00 AM - 6:00 PM
  • Thu
    8:00 AM - 6:00 PM
  • Fri
    8:00 AM - 6:00 PM
  • Sat
    Closed
  • Sun
    Closed
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