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The Winfield Group LLC located in Scottsdale, AZ is a financial advisory firm dedicated to building and protecting wealth for high net worth individuals. We specialize in life insurance, wealth and asset management, and tax reduction strategies.  Our clients are successful people who have surrounded themselves with an array of smart advisers, yet have realized that through our team approach they are still able to uncover many opportunities that further optimize their financial planning. We focus on protecting your assets, reducing tax liabilities, and wealth transfer while carefully controlling risk. Our primary goal is to create financially secure futures for our clients and their families. We invite you to contact us for a complimentary initial consultation, so give us a call today.

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More Business Info

Scottsdale's Premier Financial Planning Firm for over 25 Years

BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
BBB Accredited businesses follow the BBB Code of Business Practices and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
Payment method
check, visa, master card, amex, discover
Neighborhoods
Paradise Valley, Kierland, Pinnacle In Kierland
Associations
BBB, National Ethics Bureau, Arizona Association of Realtors, International Million Dollar Round Table
Other Link

http://www.winfieldgrouponline.com

Other Email

Categories
Financial Planners, Business & Commercial Insurance, Financial Planning Consultants, Financial Services, Life Insurance
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