William Friese Jr

Services Offered

• Investment planning
• Insurance strategies
• Holistic financial planning

About

William Friese Jr is a financial consultant based in Scottsdale, Arizona, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Through a detailed discovery process, William aims to understand each client's specific situation, time horizon, and risk tolerance. He focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets while addressing complex financial issues.

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