Broker Check

WEALTH ADVISORS  CRAIG MARCUM,  ERIN SMITH,  ISMAEL CAMPOS  &  RICHARD BARTLETT

MEET THE PIVOT FINANCIAL GROUP TEAM OF ADVISORS

CRAIG MARCUM

CRAIG MARCUM

ERIN SMITH

ERIN SMITH

ISMAEL CAMPOS

ISMAEL CAMPOS

RICHARD BARTLETT

RICHARD BARTLETT

EXPLORE THE PIVOT LIBRARY OF FINANCIAL EDUCATION

You Would Rather Be...

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
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What's New for Social Security?

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
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The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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