Lance Baxter, Financial Advisor located in Surprise, AZ

Financial Advisor
Lance Baxter

CFP®, CEPA®
15331 W Bell Rd Suite 320, Surprise, AZ 85374opens in a new window
CallSend Me a Message

Focus Areas

  • Employee Stock Options
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Woodworking
  • Yoga
  • Triathlons
  • Pickleball

Team Members

  • Jessica Vice
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri Closed
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(623) 544-4304

Fax

(866) 500-2660

Office Address

15331 W Bell Rd Suite 320
Surprise, AZ 85374opens in a new window

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