William E. BackesFinancial Planner
Phone: (480) 659-3850 x7 Bill has been a financial services professional since March of 1983, working for national brokerage firms and increasingly spending time focused on the needs of individual clients. In 1993, he established an independent financial services office in Payson, AZ to better serve his clients’ needs. Bill became an associate with Securus Financial Group, LLC in April, 2010 as his business expanded into the Phoenix area.
Bill has extensive experience helping individual investors manage their investment portfolios, plan for retirement, and meet their needs for gift and estate planning. Bill has a unique talent for helping his clients take charge of their financial future. Utilizing his extensive background in training and developing financial professionals, Bill regularly conducts public presentations and educational seminars for investors covering a wide variety of topics such as Mutual Funds, Long-Term Care Insurance, Annuities, Charitable Giving and Estate Planning.
In 2007, Bill added Property and Casualty Insurance to his growing practice to help his clients save money on their home and auto insurance needs. Bill holds: FINRA Series 7, Series 24, Series 65, Series 63, and Arizona Life, Health, and Property and Casualty Insurance licences.
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8080 E. Gelding Drive Suite 105 Phone: (480) 659-3850 |
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
Securities and investment advisory services offered through National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Securus Financial Group, Inc. and NPC are separate and unrelated companies.