Chris Covert CPA, CFP
Annuity General
Serving the Tempe area.
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- HoursCLOSED NOW
- Regular Hours:
Mon - Fri Sat - Sun - Phone:
Main - 480-458-1040
- Address:
- 1968 E Baseline Rd Ste F-104 Tempe, AZ 85283
- Email:
- Link:
- Categories
- Financial Planners, Accountants-Certified Public, Accounting Services, Financial Planning Consultants, Financing Services, Investment Management, Investments, Mutual Funds, Tax Return Preparation
- Payment Options
- Accreditation
Certified
General Info
My mission is to assist clients in achieving financial goals by customizing solutions for their unique objectives. I specialize in wealth accumulation, retirement distribution and legacy transfer strategies. I am a Certified Public Accountant and Certified Financial Planner providing Financial Services in the state of Arizona. Securities and advisory services offered through Independent Financial Group, LLC, a Registered Investment Advisor, Member FINRA/SIPC. Give me a call at (480) 458-1040 today.