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Kincaid Financial Advisors: John B. Kincaid

 
6486 State Route 179 Ste 111
Sedona, AZ 86351
(928) 284-3636
financial services
www.kincaidfinancial.com
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Closed Today
2000
johnkincaid@ceteraadvisors.com
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Portfolio Management & Estate Planning
At Kincaid Financial Advisors, we provide investment solutions for our clients based on their needs and objectives. Through numerous different investment platforms, a multitude of investment products, and a holistic approach to your overall portfolio, the tools available to customize your portfolio are immense.

Advisory Services
  • Separately Managed Accounts
  • Unified Managed Accounts
  • Strategic and Tactical Asset Allocation
  • 3rd Party Money Managers

    Full Service Brokerage Accounts
  • Stocks
  • Bonds (Government, Corporate & Municipal)
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Master Limited Partnerships (MLPs)
  • Annuities - Fixed, Fixed Indexed, Variable
  • Alternative Investments
  • IRAs, 401k Rollovers

    Financial Planning
  • Retirement Planning
  • Estate Planning
  • College Planning
  • Wealth Transfer Planning

    Insurance Planning
  • Life Insurance
  • Long Term Care Insurance
  • Medicare Supplemental Insurance
    • Mon 8:30 AM to 5:00 PM
    Tue 8:30 AM to 5:00 PM
    Wed 8:30 AM to 5:00 PM
    Thu 8:30 AM to 5:00 PM
    Fri 8:30 AM to 4:00 PM
    Sat Closed
    Sun Closed

    Products and Services

    Asset & Portfolio Management
    Asset Management
    Estate Management
    Estate Planning
    Financial Advisors
    Financial Consultants
    Financial Management
    Financial Planning
    IRA Rollovers
    Investment Research
    Market Analysis
    Annuities
    Government Securities
    Individual Retirement Accounts
    Living Trusts
    Living Wills
    Money Market Funds
    Municipal Securities
    Mutual Funds
    Options
    Roth Individual Retirement Accounts
    SEP Individual Retirement Accounts
    Stocks
    Tax-Exempt Securities
    Wills

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