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Phoenix, AZ Financial Advisor

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  3. Mission and Philosophy

Mission and Philosophy

axberg-wealth-meetings.jpgOur Mission:

The mission of Axberg Wealth Management is dedication to the highest quality of customer service with compassion, professionalism, and assisting our clients in matters of wealth management and retirement planning. We believe in thinking "out of the box" and are not afraid of trying new methods in our approach to growing, investing and preserving wealth.

Our Philosophy:

At our firm we have the client and only the client in mind.

Our philosophy is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in challenging conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, our client, and your satisfaction.

 

623-398-0128

 

13613 West Camino Del Sol, Suite #3
Sun City West, Arizona
85375 United States

 

paxberg@axbergwealth.com

  

Paul D. Axberg and Brian E. Frick are investment advisor representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Advisor located at 6020 E. Fulton St., Ada, MI 49301. Axberg Wealth Management is not affiliated with USA Financial Securities.

Paul D. Axberg and Brian E. Frick are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: (Paul:AZ; CA; CO; DC; FL; HI; ID; IL; KY; MI; MN; NC; NE; NJ; NY; UT; VA; WA; WI) and (Brian: AZ; CA; CO; FL; ID; UT; VA; WA). For investment advisory services theses states include: (Paul:AZ; CA; CO; FL; HI; ID; IL; MN; NE; NJ; UT; VA; WA; WI) and (Brian: AZ; CA; FL; ID; NE; TX; UT; WA). Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

 

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