AlphaTrust Advisors is a boutique financial and tax advisory firm that serves as a Chief Financial Officer for individuals and families looking for a collaborative approach to the management of every aspect of their finances.
Securities are offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors., Inc., a Registered Investment Advisor. Cambridge and AlphaTrust Advisors are not affiliated. Tax and accounting services offered through AlphaTrust Tax Services, LLC.
Industry
Financial Services, Other Financial Investment Activities, Finance and Insurance
HQ Location
5141 N 40th St
Suite 400
Phoenix, Arizona 85018, US
Keywords
Investment ManagementRetirement IncomeAsset ProtectioInsuranceTaxBusiness ServicesCharitable GivingEstate PlanningLendingEmployer Sponsored Retirement Plans