Valor Legacy Wealth
Categories
Financial Planning/Services
- 8700 E VISTA BONITA DR. SUITE 240 SCOTTSDALE AZ 85255
- (480) 269-9211
- Send Email
- Visit Us Online Here!
Hours:
Sun CLOSED
Mon 8AM - 4PM
Tues 8AM - 4PM
Wed 8AM - 4PM
Thurs 8AM - 4PM
Fri 8AM - 4PM
Sat CLOSED
Driving Directions:
From E Pinnacle Peak Rd, we are located behind the Pinnacle Peak General Store.
From N Pima Rd, we are located directly across from CVS Pharmacy at the Desert Village Shopping Center.
About Us
At Valor Legacy Wealth, our advisors specialize in tax efficient wealth accumulation (IRAs, Roth IRAs, SEPs and SIMPLE IRAs), retirement income planning, Medicare, divorce post marriage planning, 529 college savings plans, business succession planning, life insurance, and long-term care. In coordination with Brookstone Capital Management our Valor clients have access to intelligent investing opportunities and unique strategies. We are the boutique firm that specializes in a “Relationship that goes beyond advisement”.
Highlights
- IRAs, Roth IRAs, SEPs and SIMPLE IRAs
- Retirement Income Planning
- Medicare | Life Insurance | Long Term Care
- Divorce | Post Marriage Planning
- 529 College Savings Plans | Business Succession Planning
Images
