David A. Gray, CFP® - Buttonwood Financial Partners480-305-2103CLOSED NOW - Opens at 8:00am
CLOSED NOW - Opens at 8:00am
17550 N Perimeter Dr Ste 140, Scottsdale, AZ 85255
We take a comprehensive approach to your wealth management because we understand that each family's needs are unique and change over time. Our thorough six-step process focuses on a long-term perspective that helps to remove the emotional elements that exist during short-term market fluctuations.
Specifically, we help you define your financial goals and provide you with input and analysis regarding your overall financial picture. We customize each financial plan to balance risk and return related directly to your investment objectives. In addition, we monitor your plan on a regular basis and modify it when necessary as new challenges and opportunities arise.
Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC.
More Business Info
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - Services/Products
- Commodities, Mutual Funds, Insurance, Annuities, Stocks, Bonds, Exchange Traded Funds (ETFs), Alternative Investments
- Payment method
- check
- Neighborhood
- Sonoran
- Other Link
- Categories
- Financial Planners, Financial Planning Consultants, Insurance, Investment Advisory Service, Retirement Planning Services
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