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Home > Financial Planner Directory > Arizona > Scottsdale > Ronald M. Oddo, CFP®,EA,CDFA,CAS
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Ronald M. Oddo, CFP®,EA,CDFA,CAS

PM Group Financial Services, PLLC

8800 E Raintree Dr
Ste 170
Scottsdale, AZ 85260
Phone: (480) 990-3510
Fax: (480) 990-3516

Toll-free: (800) 285-7340
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Household Income Minimum: $200,000
Investable Asset Minimum: $300,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Business Taxes
  • Estate Planning
  • Corporate Finance
  • Investment Management
  • Limited Partnerships
  • Getting Divorced
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Succession Planning
  • Sudden Wealth
  • Men's Finances
  • Personal Taxes
  • Women's Finances

 

About My Practice

My professional background includes all of the components of the Financial Planning Process:

1.  Goal definition; Objectives; Strategies, and Implementation,
2.  Cash management techniques,
3.  Tax planning, preparation, and tax problem resolution services,
4.  Retirement planning,
5.  Risk management analysis,
6   Estate planning advice.

For over 28 years our Firm, The PM Group-Arizona, Ltd. has focused the majority of its resources to the Physician community.  In addition to offering Financial Planning services through PM Group Financial

Services, PLLC, we are a full-service tax practice.  The tax services include:

1.  Basic accounting (bookkeeping) services,
2.  Financial statement preparation,
3.  Payroll tax processing,
4.  Business tax planning, and preparation of Forms 1120, 1120S, and 1065,
5.  Practice management advisory services,
6.  Practice transition advice (buy - sell transactions),
7.  Assistance with personal debt management issues:
    a.  Mortgage loan modification,
    b.  IRS income or payroll tax problem resolution,
    c.  IRS income or payroll tax audits,
    d.  IRS payment of delinquent income or payroll taxes,
    e.  IRS Offer In Compromise,
    f.   IRS Installment Agreement.

Please contact me at 480.990.3510 or at oddo@pmgroup-az.com@pmgroup-az.com for a free consultation.

Ron Oddo
 

 

Experience



Mark


Credential and Licenses

Date Acquired

Registrations, Licenses, Certifications & Affiliations

Securities Registrations or Exam Qualifications
Series 7, 6, 24, 63, 65
Insurance Licenses
Life insurance: Arizona, Health/disability insurance: Arizona, Fixed annuities: Arizona, Variable annuities: Arizona
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Annuity Specialist, Certified Divorce An
Broker-Dealer Affiliation
LPL Financial

 

How Planner Charges

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