AXIOM FINANCIAL ADVISORY GROUP LLC
An independent wealth management firm providing comprehensive personal financial planning, professional investment portfolio management and company retirement plans.
C-Suite Corporate Executives and Successful Professional Business Owners.
OUR CORE PURPOSE
To help people.
WHAT SETS US APART
1. We pull the pieces together (your family CFO team).
2. CPAs are doing the work.
3. Client gets personal, customized solutions.
To attain peace of mind and enhance financial well being by providing holistic, customized financial planning integrating professional disciplines in collaborative partnership with the client.
The Needs of the Client come first.
Collaboration/ Team Work.
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Check the background of this firm on FINRA’s BrokerCheck at FINRA brokercheck.
Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. AXIOM Financial Advisory Group, LLC and IFG are unaffiliated entities. Licensed to sell securities in the following states: AZ, AR, CA, CO, FL, NC, NM, TX.
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