8800 N Gainey Center Dr Ste 176
Scottsdale, AZ 85258
Informations
Planning Group - AboutSince 1972, Planning Group is a multi-disciplinary wealth management firm that specializes in helping clients find better answers to make better decisions about their financial affairs. Strategic planning is accomplished by focusing on one's entire estate by blending the issues of income, estate taxes, investments, business, charitable planning, and insurance regulations into a plan where all of the pieces fit together with a more effective outcome."In addition to experience, and providing clients a wealth of education, Planning Group has built a loyal following of clients due to the extraordinary advice and service they strive to provide.Voted one of: Top 25 Independent Investment Advisors 2009 Book of Lists. Phoenix Business Journal