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Brian P. Saas
Brian P. Saas
Financial Advisor
Financial Planning Associate
16150 North Arrowhead Fountains Center Dr.
Suite 200
Peoria, AZ 85382
tel: 623-334-2024
toll free: 800-933-0191
fax: 623-334-2050
Email Me
Welcome Associations Education Honors Services Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Associations
  • Southwest Valley Chamber of Commerce
    Membership Committee
    Ambassador's Group
    Goodyear, AZ
  • YMCA
    Volunteer
    Goodyear, AZ
  • Palm Valley Community Center
    Volunteer
    Goodyear, AZ
  • ABWA - American Business Women's Association
Education and Licensing
  • B.S. - Financial Management
    Quinnipiac University
    Hamden, CT
  • Financial Planning Associate Designation
    Peoria, AZ
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health, Variable Annuities and Long Term Care Insurance Licensed
Honors and Recognitions
  • Smith Barney Blue Chip Council 2007
Services
  • Financial Planning
  • Retirement Planning
  • Asset Management
  • Municipal Bonds
  • Long Term Care Insurance
  • Exchange Traded Funds
  • 529 Plans
  • Estate Planning
  • Fixed Income
  • Lending Services
  • 401k Rollovers
Business Experience
  • Morgan Stanley Smith Barney*
    Financial Advisor
    Financial Planning Associate
    Peoria, AZ
  • Ametek Specialty Metals
    Product Manager
    Wallingford, CT
  • U.S. Army
    Okinawa / Fort Knox
Bulletin Board
  • Are you ready for retirement? We think of retirement as part of the bigger picture- your life. Whatever you have in mind, the ideal is to have the flexibility to make choices based on what you want to do, not what you have to do. Call to develop a plan for achieving the retirement you envision.
  • As a business owner who is responsible for the Company's 401(k) plan, are you concerned about the 401(k) plan's performance and whether or not there is a better way? We work with business owners to create and implement custom pension plans.
Brian P. Saas is licensed in the following state(s): AK, AZ, CA, CT, IL, KS, KY, MN, MS, NC, NV, NY, RI, SD, UT, VA, WA, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

On the Markets (pdf)

2009 Annual Limits: Relating to Financial Planning (pdf)

100 Point Commentary (pdf)
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