*Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
The qualitative review of a mutual fund helps support the quantitative analysis within the Scorecard System™ by providing color and
The thought of transitioning from one service provider to another may be intimidating and overwhelming. It doesn’t have to be. If
The Internal Revenue Service (IRS) allows distributions to be excluded from income if they are rolled over to an eligible
We always try to do things right for you at Wellspring Financial Partners ®. Now, you’d expect that we would
The qualitative review of a mutual fund helps support the quantitative analysis within the Scorecard System™ by providing color and insight into the portfolio and
The thought of transitioning from one service provider to another may be intimidating and overwhelming. It doesn’t have to be. If you work with an experienced
The Internal Revenue Service (IRS) allows distributions to be excluded from income if they are rolled over to an eligible retirement plan or Individual Retirement
We always try to do things right for you at Wellspring Financial Partners ®. Now, you’d expect that we would say that and, to be
The qualitative review of a mutual fund helps support the quantitative analysis within the Scorecard System™ by providing color and
The thought of transitioning from one service provider to another may be intimidating and overwhelming. It doesn’t have to be. If
The Internal Revenue Service (IRS) allows distributions to be excluded from income if they are rolled over to an eligible
We always try to do things right for you at Wellspring Financial Partners ®. Now, you’d expect that we would
Licensed to practice in every state, it is the distinct honor of Wellspring Financial Partners to serve clients in 30 states throughout America. With our CERTIFIED FINANCIAL PLANNER® professionals located in both Arizona and Utah, contact us today about connecting with one of our CFP® Professionals to discover the peace and empowerment that comes from having a realistic, unique-to-you, highly personalized Financial Plan in place to provide for you and your loved ones.
Wellspring Financial Partners®
Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
4703 E. Camp Lowell Drive
Suite 135
Tucson, AZ 85712
Monday – Friday:
8:00am-4:30pm
520-327-1019
1-844-203-2402
contact@wellspringfp.com
wellspringfinancialpartners.com
