Featured Business Financial Advisor in Peoria, AZ
Peoria Financial Advisors
Harnden MacLean Wealth Advisors
7992 W Thunderbird Rd, Suite 110
Peoria, AZ 85381
Phone Number
Advisor Profile
Michael Gombrich
Name:  Michael Gombrich
Website:  Visit Website

About Harnden MacLean Wealth Advisors

We help our clients achieve their dreams for today, tomorrow, and well into the future using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

We're here to help you live the life you've earned. When you have the right financial advisor, life can be brilliant.
 

General Information

CRD#:    6153485
Firm CRD#:    6363
Name of Broker/Dealer:    Ameriprise Financial
States Licensed in:    CO, TX, NC, VT, IL, IN, WI, GA, AL, NM, VA, SC, OR, CA, OH, PA, WA, IA, CT, AZ
States Willing to do Business in:   
Years of Experience in Financial Services:    6
Number of Years with Current Firm:    2
Work Experience:    Merrill Lynch - 2.5 years Edelman Financial Services - 1.5 years Harnden MacLean Wealth Advisors - 2 years
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses
 

Services

Investment Types:    Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Bonds, Stocks, Annuities, Mortgages & Real Estate, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At my office, At your home, At your office, Video Conference, Via phone
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Accredited Portfolio Management Advisor
Securities Licenses:    Series 7, Series 66
Insurance and Annuity Licenses:    Long Term Care, Variable Annuity, Life, Health, Annuity, Disability, Variable Life
 

Firm Information

Firm's Number of Clients:    2000
Assets Managed by Firm:    $565,000,000
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $25,000
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Michael Gombrich

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