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The BDA Wealth Group

Investments, Financial Planning Consultants, Investment Advisory Service
CLOSED NOW: 
8:00 am - 4:30 pm
Years In Business Icon
12 Years
in Business
Details

Your Money. Your Future.

General Info

The BDA Wealth Group was founded on the principle of delivering exemplary customer service and superior quality in the financial services industry. If you're looking for a company that carefully selects the finest in investment products for use in every aspect of your life, you will find it at The BDA Wealth Group. With 25 years of experience in the financial service industry, you can feel confident we are working for you. Our wealth specialists are trained, familiar with the products, and are able to execute even the toughest of financial blueprints. We are laser-focused when it comes to clients' needs and will assist with fact checking and implementation of a financial plan that meets your needs. Simply put, we address the What If's, so you don't have to ask What Now? For your convenience, we offer financial consultations across the Valley, but full service consultations are done at our office along the Camelback Corridor, walking distance from Chelsea's Kitchen.

HoursCLOSED NOW
Regular Hours:
Mon - Fri

Contact Info

Phone:

Main - 480-999-3033

Address:
5050 N 40th St Ste 205 Phoenix, AZ 85018
Email:

Categories
Investments, Financial Planning Consultants, Investment Advisory Service, Life Insurance, Retirement Planning Services
Services / Products
Legacy Planning & Charitable Giving Estate Planning Education Planning Insurance & Risk Management Investment Management Tax Strategies
Payment Options
debit, check
Neighborhoods
Camelback East, Arcadia Villa
Accreditation

BBB

Associations
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Data provided by one or more of the following: Thryv, Data Axle, Yext.