Kincaid Financial Advisors
Taking care of what's important so you can focus on what matters most to you
About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Our Services
At Kincaid Financial Advisors, we provide investment solutions for our clients based on their needs and objectives. Through numerous different investment platforms, a multitude of investment products, and a holistic approach to your overall portfolio, the tools available to customize your portfolio are immense.
Kincaid Financial Advisors
Krystal Lightfoot: krystaln@ceteraadvisors.com
Jennifer Noland: jennifer.noland@ceteraadvisors.com
Sedona - Village Of Oak Creek
6486 Highway 179, Ste 111
Sedona, Arizona 86351
Office (928) 284-3636
Fax (928) 284-3606