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connect with us
Phone: (480) 556-6600
Fax: (480) 556-6608
Email: kelly@moneywiseaz.com

Our Location
14301 N. 87th St.
Suite 117
Scottsdale, AZ 85260

our focus
» Retirement Income Strategies
» Wealth Accumulation
» Annuities
» Life Insurance
» 401K Rollovers

Privacy Policy | Terms

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Money Wise are not affiliated companies.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Money Wise is not affiliated with or endorsed by the Social Security Administration or any other government agency.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.