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The Spivak Financial Group
- Investment Service
- Scottsdale, AZ
About this business
Here at The Spivak Financial Group, we are truly independent Financial Advisors with 50-plus years of combined financial planning experience. Our certifications and licenses allow us to offer a broad array of financial solutions. We work with the most respected investment and insurance providers to help you achieve your financial goals and stated objectives. We understand that pre-retirees and retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around maki... read more
Location details
8160 East Butherus Drive, Suite 5, Scottsdale, AZ, 85260, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 7:00 a.m. to 6:00 p.m. | |
| Tue | 7:00 a.m. to 6:00 p.m. | |
| Wed | 7:00 a.m. to 6:00 p.m. | |
| Thu | 7:00 a.m. to 6:00 p.m. | |
| Fri | 7:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
My wife and I engaged Stuart Spivak and Spivak financial to assist us with doing an early retirement withdrawal under a 72t plan from our retirement accounts. I found Spivak online after doing extensive research on 72t planners. We are so thrilled with the work that Spivak has done for us in setting up a 72t plan with annuities and other financial advice for our other investments. His firm are experts in the intricate rules of a 72t plan and we have been getting equal monthly payments now for over a year due to his excel... read more
We have been investing with Stuart Spivak for over 12 years. He is personable, friendly, trustworthy, gets results and uses clear communication. Spivak Financial Group has Exceeded our Expectations!
While searching online for answers about 72T, I came across the Spivak Financial Group. I filled out the online form and was contacted by Mr. Stuart Spivak. Mr. Spivak was very informative and answered all my questions. He spent a considerable amount of time providing me with the information needed to make an informed decision. He was able to set up our 72T and shortly thereafter we moved all of our other accounts to Spivak Financial Group. We have been with Stuart over 4 years now and have been very happy working with hi... read more
Fourteen years ago Stuart and his financial group helped me after my husband passed.Idon't know where I would be if not for their help in deciding how to invest my finances. Thank you for always being there for me.
My family has been working with Stuart for the past few years. He and his team have done an outstanding job and, in many ways, exceeded our expectations. He helped bring order and guidance to our unique situation. Helping us through some very troubling times. He and his staff where only a call or email away and were very timely to our needs. If you are considering a Financial Advisor, Stuart and team are a great choice. Best Regards
Frequently asked questions about The Spivak Financial Group
How is The Spivak Financial Group rated?
The Spivak Financial Group has a 5 star rating with 12 reviews.
When is The Spivak Financial Group open?
The Spivak Financial Group is closed now. It will open on Monday at 7:00 a.m.