FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.


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

Our team of financial professionals can help you address:

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

We also can answer help your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best 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 specialize in creating an approach that is designed to address your individual situation.


Anthony F. Blair

President, CEO

(602) 279-9818

(602) 279-4011

Anthony Blair began his career as a Registered Representative and Registered Principle in Springfield Massachusetts in 1984. After stops on Wall Street, and then to the Lincoln Center area of Manhattan, he relocated to Phoenix Arizona...

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Sid Michaels

Executive Assistant/Office Manager

(602) 279-9818

(602) 279-4011

Sid has 30 years experience in management and administration in finance, education, and health care. She received her B.A. degree cum laude from St. John's University, and an Associate's Degree in Applied Health Sciences from Phoenix...

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