Broker Check
 Client Login

Jacob Guttman

President

(480) 951-5300
info@guttmanfinancial.com

Guttman Financial Group and its affiliates have been in the financial services industry since 1981.

Guttman Financial Group has specialized in helping clients better position themselves for the future. Our team works with attorneys and accountants for each client to put in place a road map which helps to give the client a specific plan to match their objective/goal.

Our sister company, NPB Benefit Solutions, LLC, focuses on individual and employee/group benefits. For more information, please visit the link located on our homepage.

We utilize investments* with an emphasis on tax planning using the tools below:

  • Asset Allocation & Diversification*
  • Income Strategies*
  • Tax Strategies
  • College Planning*
  • Mutual Funds*
  • Managed Accounts  (Fee Based)*

Estate Planning Services - we work with estate planning professionals regarding:

  • Estate Analysis
  • Trusts
  • Durable Power of Attorney
  • Living Wills
  • Last Will & Testament
  • Funding of Estate
  • Special Needs Trusts
  • Nursing Home Planning
  • Transition Planning to Heirs
  • Irrevocable Trusts (Life Insurance)

Insurance Services:

  • Life Insurance
  • Disability Insurance
  • Long-Term Care
  • Beneficiary Audits

Retirement Planning*:

  • 401(k)
  • 403 (b)
  • IRA (Traditional and Roth)
  • IRA  Rollovers
  • Roth Conversions

*Securities and advisory services offered through Geneos Wealth Management, Inc.

*Neither the financial advisor nor Geneos Wealth Management, Inc provides tax or legal advice. Clients should always consult their tax or legal advisor regarding their particular situation.