Financial Advising Services

We Have Time to Talk...

 When LIFE's events happen:

  • New Job
  • New Business
  • New Child

  • Retirement
  • Inheritance

Fiscal Checkup

We provide thorough and unbiased reviews of:

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  • Investment Portfolios; Risk-Adjusted Returns as well as Fitness for Meeting Your Goals
  • Insurance Policies; Coverage Levels, Premium Payments and Carrier Ratings
  • Annuities; Accumulation Benefits, Income Guarantees and Estate Impact
  • 401k/403b Plans; Investment Guidance with Your "Big Picture" In Mind
  • Account Beneficiaries (Who Gets What and When If You Pass Away?)

Protection Against the Unknown

To make sure your finances can survive the unpredictable future, we also offer:

  • Life Insurance*
  • Long Term Care Insurance*

  • Insured Retirement Solutions*

Business Owner Services

Do you own your own business? lf so, ask us about:

  • Retirement Plan Establishment or Improvement*
  • Tax-Efficient Executive Compensation Strategies
  • Key-Person Protection

Our Commitment

Whatever your needs may be, our services always include: 

  • Strategies Customized for YOU
  • Complete Transparency Regarding Fees or Expenses
  • Seamless Collaboration with Your Tax Professional to Optimize After-Tax Returns
  • Ongoing Consultation and Oversight

Set Up A Consultation

We can assist with any aspect of your financial life, please call to set up a no-cost, no-obligation consultation.

Registered Representatives:

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*Timothy J. Giacoletti
timg@gandacpas-az.com 

Timothy Giacoletti is a registered representative with the following registrations 7,66, and can transact business with clients in Arizona, California, Colorado, Florida, Illinois, Indiana, Minnesota, New Jersey, New York, Oklahoma, Pennsylvania, Texas, and Virginia. Timothy Giacoletti is also an investment adviser agent licensed in the following states: Arizona, Florida, New Jersey, Oklahoma, and Pennsylvania. Timothy Giacoletti is also an insurance agent licensed in Arizona, California, Illinois, and Pennsylvania.

*Benjamin Goldberg
beng@gandacpas-az.com

Benjamin Goldberg is a registered representative with the following registrations 7, 66, and can transact business with clients in Arizona, California, Colorado, Florida, Missouri, New Jersey, Pennsylvania, and Texas. Benjamin Goldberg is also an investment adviser agent, licensed in the following states: Arizona, New Jersey, and Pennsylvania. Benjamin Goldberg is also an insurance agent licensed in Arizona, Colorado and Florida.

*Paul Simpson
pauls@gandacpas-az.com

Paul Simpson is a registered representative with the following registrations 7, 63, and can transact business with clients in Arizona. Paul Simpson is also an insurance agent in Arizona.

*If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet.

Securities offered through H.D. Vest Investment ServiceSM, Merber SIPC, Advisory Services offered through H.D. Vest Advisory ServiceSM, 6333 N State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Investments & Insurance Products: Are not insured by the FDIC or any federal government agency I Are not deposits of or guaranteed by the bank or any bank affiliate I May lose Value

G&A CPAs and Advisors is not a registered broker/dealer or independent investment advisory firm.

Content may have been created by a Third Party and was not written or created by an HD Vest affiliated advisor and does not represent the views and opinions of H.D. Vest Financial Services® or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. HD Vest is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

The HD Vest affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services. Advisors may provide tax, accounting or other services through their independent outside businesses, but these services are separate and apart from HD Vest.

Check the background of this investment professional on FINRA’s BrokerCheck.

 

 G & A CPAs and Advisors

Tucson Office

7497 E. Tanque Verde Road
Tucson, AZ 85715

Call Us At
520-885-6735

Fax: 520-721-4493

Email

 
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