AXIOM Financial Advisory Group is an independent financial services firm located in Scottsdale. Typical clients include business owners, professionals, corporate executives, pre-retirees, and retirees. The firm's main areas of focus are in creating and managing financial plans and investment portfolios. Specific services include wealth preservation, insurance and risk management, estate planning, wealth preservation, and tax planning for individuals and businesses. Tax plans involve investments in life insurance, annuities, qualified plans, and oil companies to reduce overall tax burdens. Both Armando Roman and Thomas Marki are Certified Public Accountants. Armando is the wealth manager, while Thomas is a financial advisor.
Scottsdale, AZ 85258