Professional Portfolio Management & Wealth Planning Services
Michael Raymond Bacci, CFP® AEP has been a financial advisor serving clients
in the greater Prescott and Phoenix areas, as well as across the United States, for over 20 years.
OUR PHILOSOPHY, OUR PLEDGE:
1) Together we assess your goals and together we select your investment strategy.
2) We directly execute your investment strategy. You will never be outsourced to a third party where you lose input and direct influence over your investments.
3) By following a fiduciary standard, we directly and proactively manage your portfolio for the long term, in your best interest.
Disclosure: Our revenue is derived from fee based and commission based revenue.
Located in The Crossings Office Park: 3140 Stillwater Drive, Suite A, Prescott AZ, 86305 . Phone: 928-445-2598
CONTACT USEstate Management 101
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Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding which financial advisor will work for your personal situation. Every person is unique and has their own definition of financial independence; we understand that no one financial strategy fits all.