Chris Covert CPA, CFP

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0.0000 stars - based on 0 reviews
1968 E Baseline Rd Ste F-104 Tempe, Arizona 85283
(480) 458-1040
 
 

About

My mission is to assist clients in achieving financial goals by customizing solutions for their unique objectives. I specialize in wealth accumulation, retirement distribution and legacy transfer strategies.Independent holistic advice is the cornerstone of my practice:* As an independent advisor, I leverage the best resources, technology and research available without compromising my ability to provide unbiased services and sophisticated solutions. * With more than two decades as a CPA, tax guidance is incorporated into the decision making process, a benefit most financial planners cannot provide.I motivate clients to make informed decisions through education, communication and service. My knowledge, integrity and experience make me a trusted advisor to generations of families. I am also privileged to be among those recently named as a Five Star Wealth Manager for the Phoenix 2013 inaugural list, as featured in Phoenix Magazine's September issue. This award was bestowed on the top 3% of all Financial Planners in the Greater Phoenix Metropolitan Area in 2013.

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Business Features

SERVICES

  • Accounting , Consultations

SPECIALTIES

  • Estate & Probate Issues , Investment Planning , Small Business Consulting , Sales Tax Issues , Incorporation Advice , Retail , Sole Proprietorships , Independent Contractors , Property Tax Issues , Mergers & Acquisitions
 
Information

HOURS OF OPERATION

MONDAY: 24 HOURS.

TUESDAY: 24 HOURS.

WEDNESDAY: 24 HOURS.

THURSDAY: 24 HOURS.

FRIDAY: 24 HOURS.

SATURDAY: 24 HOURS.

SUNDAY: 24 HOURS.

 
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