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Raskob-Kambourian Financial Advisors LTD

(520) 690-1999
Address: 4100 N First Av, Tucson, AZ 85719
Largest firm of our kind in Southern Arizona!


1 Review


BUSINESS OVERVIEW
 

Description

Who?

- Helps you make financial decisions?
- Watches over your investment?
- Helps you plan your retirement?
- Makes certain your estate plan is
up to-date and appropriate?
- Provide access to trust service?
- Helps you plan to minimize taxes?

Raskob Kambourian Financial Advisors Ltd. is the answer to your financial security.



Goal Setting - Short-term and Long-term


Net Worth Analysis = Assets and Debts


Budgeting - assisting clients in developing spending plans


Insurance Review - Life, Home, Auto, Health, Disability, Long-term Care, Umbrella, Errors and Omissions, etc.


Estate Planning Review - Wills, Trusts, Durable Powers of Attorney for Health Care and Financial, Living Will, Autopsy and Organ donor Affidavits, Cremation Affidavits


Planning for the Future - College Funding, Stock Options, Retirement Projections


Investment review - After-tax Investments, IRAs, 401ks, 403bs, Deferred Compensation, Real Estate


Investment Management - Investment Approach tailored to Clients overall financial Plan along with goals, objectives, risk tolerance, and time-frame


Tax Planning - Strategize, based on client specific situation, to minimize Federal and State Income taxes in current and future years

Give us a call today and secure your future.
 

Tax Services

Service
  • Tax Returns

  • Tax Planning

  • Estate Taxes

Specialty
  • Personal

Financial Planners

Service
  • Estate Planning

  • Financial Planning

  • Asset Management

  • Tax Planning

  • Estate Management

  • Investment Management

  • Retirement Planning

  • Investment Planning

Type
  • Fee-Based

  • Personal

Investment Services

Investment
  • Stocks and Bonds

  • Commodities

  • Commodities Futures

  • Annuities

  • Money Market Funds

  • Retirement Accounts

Type
  • Personal

  • Commercial

  • Institutional

Service
  • Holding Companies

  • Investment Advisory Service

General

Assurances
  • Licensed

  • Insured

  • References Available

  • Locally Owned

Details
  • Assurances: Over 20 Years Experience

  • Concerns: Bankruptcy

  • Concerns: Debt

  • Reputation: Better Business Bureau

Products
  • CDs

  • Money Market Accounts

Hours

Monday8:00 a.m. - 5:00 p.m.
Tuesday8:00 a.m. - 5:00 p.m.
Wednesday8:00 a.m. - 5:00 p.m.
Thursday8:00 a.m. - 5:00 p.m.
Friday8:00 a.m. - 5:00 p.m.
Saturdayclosed
Sundayclosed
 

Service Area

Serving: Tucson AZ
    REVIEWS
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    Top Planning Firm by dalew - 02/14/2009
    Full service planning firm at a price everyone can afford.



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    This Business Can Be Found In

    AZ > Tucson > Financial Planners: Estate Planning, Financial Planning, Asset Management, Tax Planning, ...
    AZ > Tucson > Investment Services: Stocks and Bonds, Commodities, Commodities Futures, Annuities, ...
    AZ > Tucson > Tax Services: Tax Returns, Tax Planning, Estate Taxes, Personal
    AZ > Tucson > Specialty Financial Services
     
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    Raskob-Kambourian Financial Advisors LTD
    4100 N First Av
    Tucson, AZ 85719
    (520) 690-1999
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