An experienced and committed team
We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Susan Marie Bailey
Senior Vice President - Wealth Management
Financial Advisor
Corporate Stock Benefit Consultant
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480-443-5408
Hamid Reza Kazemi
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
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480-922-6044