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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 |
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
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
Spivak Financial Group is knowledgeable and they are well respected financial advisors. Stuart treats everyone like family and would give the shirt off his back if needed. I've owned a commercial brokerage firm for over a decade and refer him regularly to clients and friends. He always manages to exceed expectations. Thanks, Stuart!
I had a complex 72t question as I was about to make a change to my SEPP. Searching online for answers I came across Spivak Financial Group. After filling out a form online, received a call from Stuart Spivak within an hour. Stuart gave me 37 minutes of his time to walk through my situation to fully understand my question and admitted it was complex. He walked me through the legal points I needed to ensure they were accurate, and explained two viable options to pursue. The CPA firm that does my taxes, provided inaccurate ... read more
These guys are good. I've been with the group for over 5 years now and am happy to have done so. They've flawlessly handled my health insurance for my small business, as well as managed my personal insurance and retirement needs. I've consistantly been impressed with their honesty and knowledge, and if they don't know something they will go the extra mile to find out. I've never felt any pressure, but rather like they actually cared about me and my family and not just my money. What a refreshing approach...highly recomm... read more
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 9 reviews.
When is The Spivak Financial Group open?
The Spivak Financial Group is open now. It will close at 6:00 p.m.