Financial Advisors: Request Information from Galvin, Gaustad & Stein, LLC

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-- Select One (required) -- Money Management Retirement Planning 401K to IRA Rollover Estate Planning 529 College Savings

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Galvin, Gaustad & Stein, LLC

7373 E. Doubletree Ranch Road
Suite 135
Scottsdale, AZ  85258

We look forward to serving you. 

Our Firm

AEGIS Financial Group, Inc. is one of the oldest, largest, independent, fee-based financial planning firms in Arizona. We bring a highly analytical approach to the marketplace. Our expertise is in reducing our clients' taxes, reducing their expenses and more effectively managing their assets.

Our Services

We offer comprehensive financial planning and professional portfolio design to our clients.

Our services provide you with a snapshot of your current financial life, the level of risk your portfolio is currently assuming, the rate of return you can assume to earn currently and over the long term, and does your current portfolio and savings enable you to meet your lifetime objectives.

We then provide to you our specific recommendations complete with strategies to fine tune your current situation that will enable you to meet your objectives.

There is no obligation after providing you with our recommendations that you implement the recommendations with us, you are free to implement the recommendations on your own, with another advisor, or with us.

In 9 out of 10 financial plans we build, we find at least one recommendation that significantly improves our client's financial situation. 

If we do not find at least one recommendation that significantly improves your current situation, then there is no fee for our services. 

Our Qualifications

Most of the 20 full time financial planners affiliated with AEGIS Financial Group are CFP's, CPA's or MBA's and have been providing professional financial planning services for at least 10 years in the Greater Phoenix area.

References are available upon request.

Please be aware that Galvin, Gaustad & Stein, LLC has a portfolio minimum of $250,000 to accept inquiries through this directory.

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