Home
About Us
- Meet the Team
Services
Investor Resources
- Wealth Management Perspectives
- Calculators
Awards & Designations
Our Community
Lets Connect
Client Login

Investor Resources

Contact

Office: (480) 956-2034

14624 N Scottsdale Rd.

Suite 195

Scottsdale, AZ 85254

team@duffymathias.com

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities offered through Simplicity Investments, Member FINRA/SIPC, 475 Springfield Ave, Summit, NJ 07901 (303) 797-9080. Excelsior Advisor Network is not affiliated with Simplicity Investments.

Duffy Mathias Private Wealth offers investment advisory services through Xcelsior Advisor Partners LLC (Xcelsior), a Registered Investment Advisor.

International Client Disclosure