We are dedicated to our clients and our profession. We work tirelessly to serve your needs and provide you with service that exceeds your expectations. We serve our profession by being the best advisory team we can be, dedicated to our craft, our knowledge base and maintaining our professionalism.
We respond to every email, call and voicemail as quickly as possible. We are here to serve you, and that means you work with us, not our voicemail. We are consumers too, and we know and value the type of service we prefer to receive. Our standard of excellence is high, and you will see that from your first interaction with us.
We work hard to refine our knowledge with every industry change that happens. And changes happen often! Being prepared and understanding how those changes impact you is our priority and our responsibility to you. When you need help in a subject matter outside of our services, we can refer you to a professional partner* to help.
*Professional partners may charge separate fees for their services.
Integrity is the practice of being honest and showing a consistent and uncompromising adherence to strong moral and ethical principles and values. We are transparent, and we only do what we say, and say what we do. It's actually pretty simple!
9375 E. Shea Blvd., Suite 100, Scottsdale, AZ 85260
480.922.1234
Copyright © 2022 The Advisory & Planning Group, Inc. All Rights Reserved.
Investment advisory services offered through The Advisory & Planning Group, Inc.