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7125 East Shea Boulevard
Suite 103
Scottsdale, AZ 85254

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DMS Advisors

(480) 999-4292

 

Products & Services

We provide assistance in the following areas:

Financial Planning

  • Investment Management
  • Cash Flow and Debt Management
  • Family Risk Management
  • Retirement Planning
  • Education Planning
  • Legacy Planning
  • Business Planning
  • Special Situation Planning


Investments

  • Advisory Services
  • Small Business Retirement Plans
  • Individual Retirement Plans
  • Mutual Funds
  • Unit Investment Trusts
  • ETFs 
  • Stocks
  • Bonds
  • Annuities


Insurance

  • Life Insurance
  • Long-Term-Care Insurance
  • Disability Income Insurance