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Carol Bell Sq
Financial Planner
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Carol Bell, CFP®, MBA
Senior Wealth Advisor, Better Money Decisions
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, College Savings, Disability insurance, Life Insurance, Long-Term Care, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
Carol specializes in helping clients understand their investments. She is not just a financial planner and investment manager but loves her role as a financial Read more...
SPECIALTIES
  • Financial Planning
  • IRA
  • Legacy Planning
  • Money Mindsets
  • Socially Conscious Investing
  • Wealth Protection
LOCATION
14301 North 87th Street, Suite 205
Scottsdale
Arizona
85260
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
Caitlyn Salloum CFP® AAMS®
Financial Planner
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Caitlyn Salloum, CFP®, AAMS®
Founder and Wealth Advisor, Key Wealth Management
WHY I LOVE WORKING WITH WOMEN
Beyond Caitlyn’s passion for the industry, she values the relationships that are developed through the financial planning process. As a CFP®, she is thorough when Read more...
SPECIALTIES
  • Family Legacy Planning
  • Financial Planning
LOCATION
8669 E San Alberto
Scottsdale
Arizona
85258
United States
STATES SERVED:
All 50 States
Virtual Appointments Available