In mybook®Services
(928) 284-3636



6486 State Route 179 Ste 111, Sedona, AZ 86351

Closed Now

8:30 am - 5:00 pm

Regular Hours

Mon - Thu

8:30 am - 5:00 pm


8:30 am - 4:00 pm

Sat - Sun


Portfolio Management & Estate Planning

Extra Phones

Fax: (928) 284-3636

TollFree: (888) 954-4086

General Info

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

Payment Methods

Amex, Cash, Discover, Master Card, Visa


Castle Rock Place


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

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