Broker Check

Bruce Lindvig
6909 E. Greenway Pkwy, Suite 295
Scottsdale, AZ 85254
(480) 939-5892 


At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We can also address your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Bruce Lindvig

(480) 939-5892

Bruce was born in Fargo North Dakota and moved to the Phoenix area in 1979. He started in the financial services industry at Boettcher & Company in 1984. He received his CERTIFIED FINANCIAL PLANNER™ designation in 1986. Bruce has...

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