Teresa Bear helps create sound retirement income and investment strategies for people in or nearing retirement, so that they can have the financial security and independence they deserve. Planning Areas Include: Pre-Retirement & Retirement Planning, Income Planning, Social Security Strategies, Tax Planning, IRA & 401(k) Rollovers, Wealth Accumulation & Investments, Life Insurance, Annuities, Long-Term Care, Transition Planning (due to Job Change, Job Loss, Retirement or Moving to Arizona).
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More Business Info

Helping you to retire happily ever after

Hours
Regular Hours
Mon - Fri:
Location
Two convenient locations in Mesa and Chandler Arizona
Associations
Certified Financial Planner and Certified Public Accountant
Categories
Financial Planners, Financial Planning Consultants, Financial Services, Investments
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