Fellows Tax & Financial Services, INC in Peoria, Arizona

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Fellows Tax & Financial Services, INC


8256 W Cactus Road<Suite D-132 Peoria, Arizona, 85381

(623) 979-1220


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Fellows Tax & Financial Services, INC is a business providing services in the field of Financial Planning Consultants & Services. The business is located in Peoria, Arizona, United States. Their telephone number is 1 (623) 979-1220.

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Go back to: Financial Planning Consultants & Services

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About Us
David L. Fellows, EA is an Independent Investment Advisor Representative with LPL Financial and has been involved in the financial industry since 1991. He is also "Enrolled to Practice" before the IRS as an Enrolled Agent and has been preparing tax returns since 1995. In May of 2000 David decided to open up his own practice thus creating Fellows Tax & Financial Services. Honesty, Integrity and Trust is the foundation that Fellows Tax & Financial Services is built upon. David currently holds a Series 7 registration as a General Securities Representative plus a Series 6 and a Series 63 through LPL Financial. He is also licensed to offer Life, Health and Disability Insurance to his clients.
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Hours of Operation:
Monday :9:00 AM - 5:00 PM
Tuesday :9:00 AM - 5:00 PM
Wednesday :9:00 AM - 5:00 PM
Thursday :9:00 AM - 5:00 PM
Friday :9:00 AM - 5:00 PM
Saturday :closed
Sunday :closed

Additional Hours

Sat: By Appointment

Categories
  • Financial Planning Consultants & Services
Products
  • Investments
  • Financial Planning
  • Insurance Planning
  • Tax Preparation
  • Retirement Plans
Keywords
  • Mutual Funds
  • College Planning
  • Disability Insurance
  • Managed Accounts
  • Life Insurance
Phones
  • FAX:(623) 979-1221
Emails
  • :david.fellows@lpl.com

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Helpful Tip for: Financial Planning Consultants & Services

Financial planning consultants and services relating to the same are available in Peoria. These consultants are professionals who work with you to determine your financial needs and plans, and help you choose investment and savings schemes to those ends. Services that may be offered include comprehensive financial planning, income & tax planning, cash flow management and risk management. Investment options and retirement plans may be available to enable savings and earnings.

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