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Business Profile

Financial Consultants

MarGo Financial LLC

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Consultants.

Visit Website(520) 492-1076Write a Review

About

Overview

MarGo Financial LLC

4640 E. Sunrise Dr. Suite 211

Tucson, AZ 85718

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Find a Location

MarGo Financial LLC has 2 locations, listed below.

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    BBB Accreditation & Rating

    MarGo Financial LLC is NOT a BBB Accredited Business.

    To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process.

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    About This Business

    MarGo Financial provides financial planning and investment management services, including customized strategies and financial coaching. The company assists clients with clarifying financial goals and developing plans to work toward their objectives. Services operate under a fiduciary standard.

    Years in Business: 5

    Products and Services

    Financial Coaching, Financial Planning, Investment Management

    Business Details

    Local BBB:
    BBB Serving Southern Arizona
    BBB File Opened:
    7/8/2022
    Business Started:
    8/4/2021
    Business Incorporated:
    8/4/2021
    Type of Entity:
    Limited Liability Company (LLC)
    Business Management:
    Marie Gooch, Owner

    Additional Contact Information

    Principal Contacts
    Marie Gooch, Owner
    Customer Contacts
    Marie Gooch, Owner
    Additional Phone Numbers
    Other Phone: (520) 912-4356

    Additional Information

    Other Resources
    Arizona Department of Insurance
    2910 N 44th St Ste 210
    Phoenix AZ 85018
    Phone Number: (800) 325-2548
    https://insurance.az.gov
    AZ Corporation Commission - Securities
    1300 W Washington
    Phoenix AZ 85007
    Phone Number: (866) 837-4399
    www.cc.state.az.us/Divisions/Securities
    [email protected]
    Business Categories
    Financial Consultants, Financial Planning Consultants, Retirement Planning Services, Investment Advisory Services, Investment Management, Estate Planning and Management

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