Overview

Busola Group unites offices from Scottsdale and Silicon Valley to provide the ultimate client experience. By building relationships with our clients, we can achieve the goals and dreams that they desire by providing for their families, employees, and communities.

We typically serve successful and affluent individuals, business executives, and entrepreneurs. Acting as their personal CFO to lend advice and be a sounding board for life’s tough decisions.

Wealth management can have many different definitions these days. We believe it to be a disciplined combination of investment consulting, advanced planning and relationship management. We arm our clients with the information and tools necessary to make intelligent decisions to accumulate, distribute, and preserve wealth.

Busola Group clients want to be sure they’re doing as well for themselves as they can, without having to worry. We help maintain a balance between sustaining your lifestyle and leaving a legacy. Most important, we work to help you avoid financial mistakes that can cost your peace of mind.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...