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Financial & Tax Professionals

About

What's in a Name

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Total Financial Management

Clients

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(480) 681-0200 | (480) 681-0220 (fax)
5141 N. 40th St., Suite 400, Phoenix, AZ 85018
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AlphaTrust Advisors is a boutique financial and tax advisory firm that serves as a Chief Financial Officer for individuals and families looking for a collaborative approach to the management of every aspect of their finances.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors., Inc., a Registered Investment Advisor. Cambridge and AlphaTrust are not affiliated. Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction. Cambridge does not provide tax or legal advice. Tax and accounting services are offered through AlphaTrust Tax Services, LLC. Please review our Client Relationship Summary for important information about how we work with our clients.