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The Spivak Financial Group

(480) 556-9931 (610) 668-7682 (480) 556-9932 (888) 477-4825 8160 East Butherus Drive, Suite 5, Scottsdale, AZ 85260 M-F 7am-6pm, Sa-Su Closed (Available Saturdays and Sundays by appointment) Official site

Categories: Financial Planning

The Details

Here at The Spivak Financial Group, we are truly independent Financial Advisors with 50-plus years of combined financial planning experience. Our certifications and licenses allow us to offer a broad array of financial solutions. We work with the most respected investment and insurance providers to help you achieve your financial goals and stated objectives. We understand that pre-retirees and retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income as a result of the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees or pre-retirees with similar concerns, we are in a good position to approach such challenges with experience and skills. Please note our affiliated office at: Two Bala Plaza 333 East City Avenue, Suite 300 Bala Cynwyd, PA 19004

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