Willow Financial Consulting is an independent financial services firm based in Phoenix, Arizona. The company's mission is to understand its clients' unique needs, wants, and long-term goals to develop, implement, and monitor a tailored financial strategy. While operating as an independent entity, the firm is backed by the resources of LPL Financial, a major broker-dealer, which allows them to offer a comprehensive suite of financial products and services without being tied to proprietary offerings. Their primary services focus on holistic financial planning, investment management, retirement planning, and insurance solutions for individuals and business owners.

Founded in

United States