Claudio Gonzalez-Torrejon / Financial Advisor in Tucson, Arizona

Southwest Investment Advisors, Inc. was founded in 2001 by long time advisors Bart Schannep and Rob Wright to provide independent investment advisory services in Tucson, Arizona.

We are very distinct in that we work as a team. What this means, is that our clients never have to wait for an answer because someone is on the other line or out of the office.

Every Advisor and staff member can help any client and we invest our client's money the same way we invest our own money, based on Modern Portfolio Theory.

Southwest Investment Advisors is a family oriented company. Our goal is to help families successfully transition from wealth accumulation to retirement and the eventual transfer of wealth to the next generation.

Although our primary focus is Retirement and Wealth Building, we can also help with:

Social Security
Long Term Care Insurance
Life Insurance
Educational Savings

Specialties

401k Rollover Comprehensive Financial Planning Debt Management Fiduciary Financial Planning IRA Registered Investment Advisor Retirement Planning Wealth Management
Suggestions will appear as you type. Example: Cary, NC.
Please describe your needs and any special services you may require. Thanks!

Optional, but recommended. Leave this set to Yes and save yourself time and money; NestEggZone.com will help you find the best financial advisor for your needs!
Optional, but recommended. An email is required if a phone number is not provided.
Optional, but recommended.

NestEggZone.com is © Copyright Sudden Ventures, Inc. ( 0.037 secs on 07/19/19)

Privacy Policy