Captivated Financial Group

Closed
Call
Website

Advertisement

10930 N Tatum Blvd
Phoenix, AZ 85028
+1 (602) 765-4517
http://tudorfinancialgroup.com

Captivated Financial Group is a Phoenix-based financial advisory firm offering a wide range of services to individuals and small business owners. Led by Sandra Kramer, a Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS), the team provides expert advice on investment strategies, estate planning, retirement planning, and more.

With a team of highly qualified professionals holding various certifications such as Accredited Domestic Partnership Advisor (ADPA), Accredited Investment Fiduciary (AIF), and Chartered Advisor in Philanthropy (CAP), Captivated Financial Group is dedicated to helping clients achieve their financial goals and priorities through personalized and comprehensive wealth management solutions.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

Financial consultant

White Joel Financial Services

White Joel Financial Services is a part of Homebridge Financial Services Inc., specializing in Home Equity Lines of Credit (HELOC) and wholesale lending solutions. Their operations are based in Scottsdale, AZ, and they offer a range of financial products tailored for various lending needs. The company is committed to providing expert loan origination services through its Homebridge Wholesale and REMN Wholesale divisions. With a focus on accessibility and customer service, they strive to meet the diverse financial goals of their clients. Generated from the website
Amf Financial Group
Services, nec, nec, Financial consultant

Amf Financial Group

2
"worst company ever to get a car payment they don't help you with nothing and don't do nothing for their customer I have been paying 2 year+ straight with. it a late payment I had requested a..."
United Planners Financial Service
Financial consultant, Services, nec, nec

United Planners Financial Service

United Planners Financial Services provides full-brokerage insurance and investment advisory services to nearly 300 investment and estate planning professionals located throughout the United States. The company is registered with the Securities and Exchange Commission, a member of the National Association of Securities Dealers and The Securities Investment Protection Corporation. As a subsidiary of Pacific Life Insurance Company, United Planners is structured as a partnership and affiliated with Pacific Life Insurance select distributors. Pershing, one of the leading providers of comprehensive brokerage execution, clearance and investment products and services to financial organizations, has been working with United Planners since 1939. United Planners Financial Services is headquartered in Scottsdale, Ariz.
United States›Arizona›Phoenix›Captivated Financial Group

Advertisement