Provident Planning, LLC

1910 S. Stapley Drive

Suite 217

Mesa, AZ 85204

480-813-2744

Description

Provident Planning, LLC in Mesa, AZ, is a select group of professionals who help provide reliable and timely technical expertise for Investments, Insurance, Estates and Trusts, Qualified Retirement Plans, Mortgages, Accounting, Tax planning and Tax Preparation. Steve Pomeroy is a Registered Investment Advisor licensed to assist clients with their investments such as ETFs, mutual funds, stocks, bonds, REITs and other financial instruments. As a Registered Investment Advisor, he provides fee-based advisory services for his clients, including creation and monitoring of custom portfolios.

Business Hour

MONDAY

9 AM - 4 PM

TUESDAY

9 AM - 4 PM

WEDNESDAY

9 AM - 4 PM

THURSDAY

9 AM - 4 PM

FRIDAY

9 AM - 4 PM

SATURDAY

Closed

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We pre-screen advisors for: - Experience (minimum FIVE years required) - Advisor Compensation (fee-based or fee-only) - Licensing and disclosures with SEC.

We guarantee that, based on fit and availability of advisors in your area, you will be matched with NO MORE than three advisors.