Want to retire happier and live longer? Studies show guaranteed income is the secret. 🎯 Whether you need $5k or $20k a month, having a solid plan for guaranteed income helps reduce stress and improve your quality of life. At Spivak Financial Group, we make it happen. Discover how guaranteed income can change your future.
Spivak Financial Group
Financial Services
Scottsdale, Arizona 70 followers
Wealth Management. 72(t) Income Planning. Debt-Free Living. Serving Clients Nationwide.
About us
Spivak Financial Group is a financial services company with offices in Arizona & Pennsylvania. Helping people to get financially organized and make better decisions with their money since 1988.
- Website
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http://www.spivakfinancial.com/
External link for Spivak Financial Group
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Scottsdale, Arizona
- Type
- Privately Held
- Founded
- 1987
- Specialties
- Financial Planning, IRS Rule 72(t) , Wealth Management, Tax-Free Income, Portfolio Management, Life Insurance Planning, Disability & Long-Term Care Insurance, Education Funding, Debt-Free Living, Retirement Income Planning, Money Management, and HNW Planning Strategies
Locations
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Primary
8753 E Bell Rd
Suite 101
Scottsdale, Arizona 85260, US
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333 E City Ave # 300
Bala Cynwyd, Pennsylvania 19004-1512, US
Employees at Spivak Financial Group
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Stuart J. Spivak
Sr. Partner, Spivak Financial Group and Founder, 72(t) Professor
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Jocelyn Brown
Client Relations Specialist at Trajan Wealth LLC
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Branden Barrom
Registered Representative
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David Telles
Retirement Planner | Financial Planner | Insurance | Investments | IRS Rule 72(t) | Debt Free living | Tax and Estate Planning
Updates
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📱 Is Your Retirement Plan Outdated? 🚀 If you're still using financial products from 5, 10, or even 15 years ago, it's time for an upgrade! 📊 Technology has improved, and so have interest rates. Don't let outdated strategies hold you back. 🔄 Watch this clip and discover why a financial review could transform your retirement.
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💼 Are You Following Warren Buffett's #1 Investing Rule? 💼 Rule #1: Don't lose money. Rule #2: See Rule #1. 🚀 If you're more concerned about return of your money than return on your money, it's time to talk strategy. Discover how conservative investors can secure their retirement without unnecessary risks.
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💰 When the Market Drops, Will You Lose Money? 📈 2022 proved there was nowhere to hide. Stocks down 19%. Bonds down 11%. But what if you didn't have to lose anything when the market drops? 🔄 Fixed indexed annuities offer a safety net to protect your savings. Find out how to keep your money safe during market turbulence.