Our Client Process

We take a through approach to guiding our clients, from an initial discovery meeting to ongoing progress. Here is what you can expect:

Process steps

Touchstone Wealth

6263 North Scottsdale Rd, Suite 140
Scottsdale, AZ 85250

Connect with us 480-538-2900 480-473-2138 Get Directions

Check the background of this firm on FINRA's BrokerCheck.

Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC., Member SIPC. Supervisory office: 6263 North Scottsdale Rd, Suite 140, Scottsdale, AZ 85250, Phone: 480-538-2900.

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

Financial services representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of general agents with whom they contract.