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Business Profile

Financial Planning Consultants

Family Wealth Advisors LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(480) 969-5667Email BusinessWrite a Review

About

Overview

Family Wealth Advisors LLC

6900 E Camelback Rd Ste A39

Scottsdale, AZ 85251-2459

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BBB Accreditation & Rating

Family Wealth Advisors LLC is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

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About This Business

This business offers holistic wealth management services.

BBB Accredited Since: 3/18/2004

Years in Business: 27

Products and Services

Brokerage Services, Estate Planning, Financial Planning, Fixed Income Investments, Insurance Planning, Investment Management, Life Insurance, Long Term Care Insurance, Medicare Planning, Mutual Funds, Retirement Planning, Social Security Planning, Wealth Management

Business Details

Local BBB:
BBB Serving the Pacific Southwest, Central & Inland California
BBB File Opened:
2/16/2004
Business Started:
4/1/1999
Business Incorporated:
11/1/2004
Type of Entity:
Corporation
Business Management:
Mr. Jeffery Joseph Biro, President
Mr. W Ryan Zenk, CEO, CFP
Mr. John Oxenhandler, Senior Vice President
Mr. Jeffrey Joseph Biro, Certified Estate Planner

Additional Contact Information

Principal Contacts
Mr. Jeffery Joseph Biro, President
Mr. W Ryan Zenk, CEO, CFP
Customer Contacts
Mr. Jeffery Joseph Biro, President
Fax numbers
Primary Fax: (480) 969-0079
Additional Phone Numbers
Other Phone: (877) 525-7770
Other Phone: (866) 590-7123
Other Phone: (920) 699-3937
Additional Email Addresses
Primary: Email this Business
Complaint: Email this Business
Inquiry: Email this Business
Sales: Email this Business
Additional Websites
birofinancial.com
ethicalcommunity.org/fami...
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Other Resources
Arizona Department of Insurance and Financial Institutions (DIFI)
2910 N. 44th Street, Ste. 210
Phoenix AZ 85018
Phone Number: (602) 364-2499
Fax Number: (602) 364-2505
http://www.azinsurance.gov
[email protected]
Business Categories
Financial Planning Consultants, Financial Services, Business Consultants, Life Insurance, Health and Wellness, Retirement Planning Services, Investment Advisory Services, Estate Planning and Management, Investment Security, Long Term Care Insurance, Wealth Management

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