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Bruce Hosler, EA, CFP®, AIF®

Hosler Wealth Management LLC

973 W Gurley St
Prescott, AZ 86305
Phone: (928) 778-7666
Fax: (928) 778-0499

Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Men's Finances
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: Securities & advisory services thru Commonwealth Financial Network, member www.finra.org/sipc.org. For residents of AZ,CA,CO,FL,GA,ID,IL,MO,NV,OH,OR,UT&WI. Fixed insurance products and tax prep offered by Hosler Wealth Mgmt are unrelated to Commonwealth

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.