Investment Services Casa Grande AZ

Congratulations! You are joining the ranks of the individual investor. Before you being investing in the stock market, there are a few places you should put your money. First, make sure you have at least 3 months of expenses saved in savings account or money market fund in Casa Grande. At the same time, you also want to make sure you are contributing to a retirement account; either through a 401(k) at your work or a ROTH IRA.

Mrs. Evelyn D. Driver (RFC®), CEP
(480) 344-7743
11715 North 114th Way
Scottsdale, AZ
Company
Independent Financial Group
Qualifications
Education: BS in Business Administration, Arizona State University, 1987
Years of Experience: 23
Membership
IARFC, NICEP
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Healthcare Accounts, BuySell, LiabCover

Data Provided by:
Mr. Paul F. Arutt (RFC®), MBA
(602) 424-9991
3550 N. Central Avenue, Suite 1100
Phoenix, AZ
Company
Heritage West Capital Corporation
Qualifications
Education: MBA, Finance, Columbia University, New YorkBA, Economics, University of Southern California, Los Angeles
Years of Experience: 29
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Stocks and Bonds, Mutual Funds, Precious Metals, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Group Insurance, Asset Protection, BuySell, LiabCover, Compensation Plans

Data Provided by:
Mr. Daniel J. Trotta (RFC®), MBA
(480) 626-8089
10105 E Via Linda Dr #103-324
Scottsdale, AZ
Company
Choice Benefits Inc.
Qualifications
Education: MA.Ed, University of Phoenix;MBA, Roosevelt University; BBA, Walsh College;AAS, Scottsdale Community College
Years of Experience: 16
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Charitable Planning, Education Plan, Healthcare Accounts, BuySell

Data Provided by:
Morgan Stanley
(800) 227-3645
80 E Rio Salado Pkwy Suite 810
Tempe, AZ
 
Morgan Stanley
(800) 347-3130
2840 E. Skyline Drive Suite 200
Tucson, AZ
 
Mr. Stuart J. Spivak (RFC®), LUTCF
480 556 9931, 610 668 7682
8160 E Butherus Dr #5
Scottsdale, AZ
Company
The Spivak Financial Group
Qualifications
Education: 1987 Graduate of Pennsylvania State University, State College, PA.
Years of Experience: 23
Membership
IARFC, MDRT, NAPFA, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Healthcare Accounts, Asset Protection, BuySell

Data Provided by:
Scott L. Overstreet (RFC®), LUTCF
(602) 481-1948
PO Box 9052
Mesa, AZ
Company
Retirement Solutions
Qualifications
Education: AA, BS
Years of Experience: 15
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Returns, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, BuySell, Compensation Plans

Data Provided by:
Morgan Stanley
(800) 347-5107
14850 N Scottsdale Rd Suite 600 6Th Floor
Scottsdale, AZ
 
Morgan Stanley
(800) 877-8416
6840 N. Oracle Rd. Suite 100
Tucson, AZ
 
Morgan Stanley
(888) 795-4565
118 E Carleton Street
Prescott, AZ
 
Data Provided by:

Stock Market Basics

Q: I have never invested in the stock market and was wondering what is typically recommended for a single income salary?

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Congratulations! You are joining the ranks of the individual investor. Before you being investing in the stock market, there are a few places you should put your money. First, make sure you have at least 3 months of expenses saved in savings account or money market fund. At the same time, you also want to make sure you are contributing to a retirement account; either through a 401(k) at your work or a ROTH IRA. Try and take advantage of the maximum amount these retirement plans allow you to save ($15,500 to a 401(k) and $5,000 to a ROTH IRA). Once you have checked these two items off your financial checklist, and you would like to begin investing in the stock market, a mutual fund is the best place to start. Ideally, contribute as much as your salary lets you! Make sure you are diversified; a Moderate Allocation mutual fund can help serve that need.


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