Credentials

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Our associates have hundreds of years of combined experience in the financial services industry working with clients. Our senior advisors are respected and sought after individuals for seminars and industry related events. Most of our associates and staff hold designations such as Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Fund Specialist (CFS), Certified in Long-Term Care (CLTC), etc. We have on staff and access to CPA`s, attorneys and other consultants who specialize in certain areas of the wealth management process.



Progressive Financial Concepts

Main 480-745-7882

Fax  480-773-6802

8722 E. Via De Commercio

Scottsdale, AZ 85258

Securities and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Insurance offered through Progressive Financial Concepts and is not affiliated with SagePoint Financial.SagePoint Financial does not offer tax or legal advice. All listed entities are unaffiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY, DC. No offers may be made or accepted from any resident outside the specific states referenced.

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