Finance | Banking | Accounting
Northern Arizona Mortgage lending that offers 100% financing options for certain transactions. Also specializing in low down payment options for professionals such as Doctors, Attorneys, CPA’s and Dentists.
Farm Bureau Financial Services insurance agency. I tailor an insurance plan to each individual to make sure that they are covered properly. Far to often people purchase insurance with out knowing what exactly they are purchasing or why. Sit down with me and we will figure out what is the proper amount for you and make sure you are not getting to much or to little insurance. I specialize in home, auto, and life inurannce.
Our practice is family owned and operated with over 30 years in the financial services industry. The business is comprised of knowledgeable professionals with an excellent support staff that responds to your financial planning, insurance and investment needs in a timely and effective manner. We offer competitive prices, products and fees. Our financial planners are dependable professionals who stay current to the ever-changing areas of financial planning through completion of continuing education programs yearly. In addition, we prioritize staying up to date on the complex fields of legal, tax, estate conservation, and financial planning. We are committed to a long-term planning relationship to help meet our clients’ changing goals and needs. We are an independent firm–this allows for the individual tailoring of a plan that will fit you and your family’s needs and goals.
Kevin Wells, is the Owner and Senior Financial Advisor of KW Wealth Management and has been advising individuals and business’s since 2006. Kevin has worked for some of Wall Street’s most know firms; Morgan Stanley, JP Morgan Chase Bank, JP Morgan Chase Private Client, and Merrill Lynch. The collective experiences of these firms shaped Kevin’s philosophy of how to help individuals and business’s understand and have more confidence in their financial life.
KW Wealth Management is an all encompassing planning and investment company. Together with Kevin’s experiences, our goal is to Listen, Understand, Identify and develop strategies to encourage and motive individuals and Businesses towards realistic and attainable goals.
Whether planning for Retirement, Education, a business acquisition or cash flow needs, investments and planning are not just about money…its about you. We encourage anyone that doesn’t know where to start or is having trouble figuring out the complex world of finance, to talk with us. Kevin is passionate and dedicated to educating those interested in improving their overall understanding of planning and investing. It doesn’t matter if you have $5.00 or $5,000,000.00, if you are committed to improving your financial life and willing to take steps to understand what you need to be successful, then give us a call and we’ll be happy to review your situation. Consultations are complementary.