Company description
Farnam Financial is an independent investment advisory firm located in Phoenix, Arizona that serves clients in retirement or nearing it. We provide portfolio management, financial planning, tax planning, and other wealth management services. Our goal is to turn your financial house into a financial castle by helping provide three primary benefits: more money for you and your family, lowering your tax bill, and peace of mind through any market. We are proud to serve as a fee-only fiduciary and never charge commissions or sell products.
More details
- Opening date
- October, 2019
- LinkedIn
- https://www.linkedin.com/in/jonathanbird-cfp/
- Keywords
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