You are intimately familiar with your financial objectives. We are steadfastly dedicated to helping you design strategies to help you reach those objectives. Together, we are robustly capable of meeting the challenges you face in making progress toward your life vision. As your partner, we offer customized solutions and objective advice, and our consultative approach is personalized to your goals.
You Are Our Highest Priority
Meet
Terry Cox
With over 15 years of experience in the financial services industry, Terry Cox advises and educates clients on a broad range of financial planning and investment strategies.
Focused on making the complex simple, TDC Financial helps you understand the financial planning process.
Are Your Investments Thriving or Surviving?
Our firm offers annual tax planning as part of our comprehensive financial planning service. While often overlooked, robust tax planning is one of the most valuable pieces of a complete financial plan, and we are excited to offer it to you.
TDC Financial
2023 Fountain Hills – Finance and Insurance Business of the Year
Contact Us
16845 E. Ave. of the Fountains, Suite 106
Fountain Hills, AZ 85268
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Investment advisory services are offered through Capital Wealth Alliance, LLC a registered investment advisor. Securities offered through Kingswood Capital Partners, LLC member FINRA/SIPC.
TDC Financial, LLC is a DBA of Capital Wealth Alliance. Kingswood Capital Partners and Capital Wealth Alliance LLC are not affiliated. Kingswood Capital Partners financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.
