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Stoker Ostler Wealth Advisors

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Based out of Scottsdale, Arizona. Listing active for 87 days. Visited 103 times

About Stoker Ostler Wealth Advisors

We provide wealth management services for clients wanting customized portfolio management and personal financial planning. Our services include discretionary portfolio management, tax planning, asset allocation and location strategies, cash flow planning based on goals and objectives, daily portfolio analysis, estate planning, and gift planning and review. We manage $800 million for about 500 clients and we are fee-only.

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