Our primary objective is to thoroughly understand your financial situation and strive to provide you with only the highest quality information, services, and products. In addition, we aim to make smart investments and financial decisions based on a comprehensive approach to our advisory services to accomplish clients’ individual needs.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck’.
George has been a financial professional for over 31 years having served as a Financial Planner for Merrill Lynch, UBS Financial Services and Wells Fargo Investments. He’s obtained his Series 7, Series 24, SIE, Series 66, and Series 63 held through LPL Financial.
Erik earned his Bachelor’s degree in Economics from Arizona State University. He holds his Series 63 and Series 6 through LPL Financial and has worked for Forester Financial and Cambridge Financial Services prior to joining Target Retirement Services.
It is never too early to get started on your financial and investment planning. Tell us more about your goals, and we will get you started on a plan to pursue them.
6520 S. Agate Way Chandler, AZ 85249
Monday – Friday: 9am – 5pm
Saturday – Sunday: By appointment