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Phoenix, AZ Financial Advisor

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  2. Our Philosophy

Our Philosophy

At Axberg Wealth Management, we recognize that we are not all things to all people; we are all things to some people. Our client relationships are based on a very specific FIT process, allowing us to partner with those clients we are most suited for. In doing so, we are able to provide an elevated client experience keeping all the pieces of each client’s individual financial plan in place.

 

 

 

 

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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