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James A.A.M.S® Stoes

Managing Partner/Financial Planner at San Tan Planning and Investments

San Tan Planning & Investments' core mission is to help improve people's financial lives. We provide customized advice for families, retires, corporate executives and business owners who desire to preserve, grow and manage their wealth. Our belief is that managing wealth extends beyond building investment portfolios. It means collaborating with people to define what matters most as they prepare for the next stage of life and the financial implications of such planning. Our Wealth Management team is committed to providing our clients with a high-quality wealth planning experience. We strive to help clients achieve their financial life goals, while making the complexities of financial life easy to understand. We add value to our clients by understanding what their needs and objectives are. Our approach is consultative, objective and committed to excellence. The client dictates the focus and objectives, and we bring the investment insights of Voya Investment Management. You should connect with us if: 1) You are currently retired, or you are near retirement and are seeking a personalized retirement plan. 2) You are in the process of considering a life change - divorce, marriage, or having children. 3) You are dissatisfied with your current Advisor and would like a second opinion. 4) You are a business owner, corporate executive or medical professional looking for customized, professional financial advice or guidance. 5) You are leaving or starting a new job and need financial advice or guidance regarding your existing 401k and company benefits. 6) A professional with a concentrated stock position. 7) High net worth families with specialized needs and goals. 1820 East Ray Road, Suite B110 Chandler, AZ 85225 Office (480) 586-3036 Fax (480) 546-3910 www.santanplanning.com james.stoes@santanplanning.com * Accredited Asset Management Specialist SM and AAMS® are registered service marks of the College for Financial Planning * Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

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United States

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Frequently Asked Questions Regarding James A.A.M.S® Stoes

What company does James A.A.M.S® Stoes work for?
James A.A.M.S® Stoes works for San Tan Planning and Investments
What is James A.A.M.S® Stoes’s role in San Tan Planning and Investments?

James A.A.M.S® Stoes's role in San Tan Planning and Investments is Managing Partner/Financial Planner