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Phoenix, Arizona - Investment Advisory Service search results Premier Listings

Popular Investment Terms

Investing can be a great way to increase your wealth, so long as you approach the task correctly. Financial consultants can help you handle your wealth carefully. Following are some terms your investment advisory service may use.

  • Appreciation – Appreciation is a rise in how much an investment is worth.
  • Asset – An asset is something of value that could be readily exchanged for money. This item can be owned by a single person or by a group of people. Cars and houses are assets.
  • Certificates of Deposit – CDs are similar to bank accounts. Money is deposited into a CD for a predetermined time period. CDs are usually very safe investments.
  • Depreciation – Depreciation is a reduction in how much an investment is worth.
  • Dividend – A dividend is money distributed by a corporation to its shareholders. The amount paid to each person is based on past and current profit of the company and the number of shares the individual owns.
  • Mutual Fund – Mutual funds are combined investments. Multiple individuals pool their wealth and invest the combined amount in a variety of ventures. Stocks and bonds are common investment options for mutual funds. An advisory company often manages these large accounts.
  • Portfolio – A portfolio is all of the investment ventures owned by a person or group of people. Portfolios include investments such as stocks, bonds, and mutual funds. Many people hire financial consultants to help them manage their portfolios.
  • Principal – A principal is the initial money invested by a person or group of people. This initial investment is referred to as a capital sum. Knowing the capital sum you invested helps outline how much money has been earned or lost.
  • Return – Return refers to how much money was lost or gained in an investment.
    Investment Adviser Association
    Get superior advice from our experienced investment advisory service in the Phoenix area. We offer comprehensive views at your finances from our Phoenix area investment advisory service.
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    Altier Credit Union
    1511 N Project Dr, Tempe, AZ 85281
    Our credit union is a full service financial institution that has provided local residents with banking, loans, financial planning, lines of credit and much more, for over 50 years. Get in touch for financial service.
    (602) 797-3000
    Strategic Financial Group
    657 N Gilbert, Gilbert, AZ 85234
    We provide professional commercial waste consulting and recycling and restaurant food composting. Also, we do waste auditing and monitoring on contingency basis.
    (480) 276-0805
    LPL Financial - Donald Burton
    8707 E Vista Bonita Dr Ste 135, Scottsdale, AZ 85255
    Seeking sound financial planning and investment counsel? Schedule a consultation with the area's authority on money management and capital growth solutions now. We will plan and invest together.
    (480) 629-8144
    Odyssey Capital Group LLC
    2 N Central Ave, Phoenix, AZ 85004
    (602) 257-8400
    Emjro LLC
    206 E Virginia Ave, Phoenix, AZ 85004
    (602) 230-5175
    Lrs Investments
    1748 W Van Buren St, Phoenix, AZ 85007
    (602) 256-0880
    Smith Investment Partnerships
    4517 E Broadway Rd, Phoenix, AZ 85040
    (602) 437-5645
    Vantage Aquisitions
    2800 E Chambers St, Phoenix, AZ 85040
    (602) 354-5169
    Heritage West Capital
    3550 N Central Ave Ste 1400, Phoenix, AZ 85012
    (602) 424-9991
    Allied Investment Managers
    718 E Bethany Home Rd Ste 1, Phoenix, AZ 85014
    (602) 248-9292
    Automotive Investment Group
    1550 E Missouri Ave Ste 303, Phoenix, AZ 85014
    (602) 230-1051
    Kenneth E Knapp Investments
    1430 E Missouri Ave Ste 265, Phoenix, AZ 85014
    (602) 266-1005
    C & E Investments LLC
    3407 N 11th Ave, Phoenix, AZ 85013
    (602) 616-6164
    Friedman Investments
    1321 E Missouri Ave, Phoenix, AZ 85014
    (602) 265-1727
    Fairmont Business Advisor LLC
    3033 N Central Ave, Phoenix, AZ 85012
    (602) 687-8331

    Many people find that they need an investment advisory service to help them make informed decisions about the most effective ways to use their money. Investment advisory service professionals should be able to provide information about stocks, assets, securities, IRA growth funds, and other forms of wealth management. Some of the advisors focus on certain areas of wealth management and investments. For instance, stock brokers might know a lot about securities, capital gains, mutual funds, and trading stocks for financial growth, but they don't necessarily know as much managing assets through home equity, insurance, mortgages, and partnerships. In order to get that level of financial service, you will need to find an investment advisor who has experience with plans that included a broad variety of strategic investments. Before hiring a company to create an investment and wealth management plan for you, you will want to make sure that they have experience providing information that will help you keep as much of your money as possible instead of paying large portions to the IRS. Knowing how to protect dividends, capital gains growth, IRS funds, and liquid assets from taxes will help you save more money for the future. You also need to be sure that you can trust the advisory consultants that you hire. You can often learn about how well they have served their other clients by searching the internet for consumer forums. This will allow you to read reviews written by other people in your area, so you can learn from their experiences.
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