Forms

Financial Planning Questionnaire
This questionnaire is designed to make the process of gathering your personal and financial information as simple and convenient for you as possible.

When you have completed the form, please print and mail to the address below or bring it to our office on your next visit:

4900 North Scottsdale Road, Suite 2600
Scottsdale, AZ 85251-7658

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Stoker Ostler Member Harris Wealth AdvisorsSM is a service mark of Stoker Ostler Wealth Advisors, Inc., an SEC-registered investment advisor.
Investment products: ARE NOT FDIC INSURED – MAY LOSE VALUE – CARRY NO BANK GUARANTEE.

Copyright 2007–2010 Stoker Ostler Wealth Advisors, Inc.