Perspective Financial Services Information

View Top Employees from Perspective Financial Services

Building financial freedom and living your best life is within everyone’s reach. It just takes a comprehensive, well-executed financial plan. It just takes Perspective. Perspective Financial Services offers wealth management services through Diversify Wealth Management (“Diversify”) an SEC registered investment adviser.

Website	https://moneyaz.com/
Revenue	$5 million
Employees	11 (5 on RocketReach)
Founded	2003
Address	1440 E Missouri Ave Suite 250, Phoenix, Arizona 85014, US
Phone	+1 602-281-4357
Fax	(602) 626-8495
Industry	Financial Services, Brokerage, Finance
Keywords	Financial Planning, Investment Strategies, Financial Consulting, Wealth Management, Portfolio Management, Asset Allocation, Retirement Planning, Financial Freedom, Estate Preservation, Investment Management, Long-Term Investing, Legacy Planning, Financial Advisor, Retirement Solutions, Estate Planning, Wealth Building, Tax Planning, Financial Security, Insurance Planning, Risk Management
Competitors	Fidelity Investments, Morgan Stanley, Schwab Advisor Services, Vanguard, Merrill Lynch, Edward Jones, Financial Services Company, Raymond James, Ally, TD Ameritrade +42 more (view full list)
SIC	SIC Code 738 Companies, SIC Code 73 Companies
NAICS	NAICS Code 522320 Companies, NAICS Code 5223 Companies, NAICS Code 522 Companies, NAICS Code 52 Companies, NAICS Code 52232 Companies

Perspective Financial Services Questions

What is the annual revenue of Perspective Financial Services?

The Perspective Financial Services annual revenue was $5 million in 2026.

Who is the Managing Partner of Perspective Financial Services?

Mike McCann is the Managing Partner of Perspective Financial Services.

How many people are employed at Perspective Financial Services?

5 people are employed at Perspective Financial Services.

Where is Perspective Financial Services based?

Perspective Financial Services is based in Phoenix, Arizona.

What is the NAICS code for Perspective Financial Services?

The NAICS codes for Perspective Financial Services are [522320, 5223, 522, 52, 52232].

What is the SIC code for Perspective Financial Services?

The SIC codes for Perspective Financial Services are [738, 73].

Top Perspective Financial Services Employees

Mike McCann

Managing Partner at Perspective Financial Services

Phoenix, AZ, US
5
- gmail.com
- yahoo.com
- hotmail.com
- moneyaz.com
- diversify.com
Shannon Curkendoll

Director of Client Services at Perspective Financial Services

Phoenix, AZ, US
2
- moneyaz.com
- gmail.com
4
- +1 928-527-XXXX
- +1 623-582-XXXX
- +1 602-430-XXXX
- +1 520-204-XXXX
Mike Larriva

Financial Planner at Perspective Financial Services

Phoenix, AZ, US
1
- moneyaz.com
Brad Wilson

Certified Financial Planner at Perspective Financial Services

Mesa, AZ, US
1
- moneyaz.com

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