Call Us Today! 928-757-1600

Preston Investments in Kingman, AZ
Insightful Estate Planning.
Results-Driven Investments.
investment advisor, Kingman AZ

Investments

As the only full-service investment firm in the Kingman, AZ area, Preston Investments is committed to providing the best investment services and options for individuals and employers in Northwest Arizona. We are family-owned and operated, and we understand the importance of providing investments that meet your short-term and long-term goals.

Are you ready to begin planning and building an investment portfolio with our expert financial advisors? We provide a variety of investment services, including estate planning, insurance planning, financial management services, and more with associated products and services.

Investment Options for Individuals & Employers

Protect your future, protect your family, and allow the professionals of Preston Investments to get you where you want to be.

Investments play a crucial role in your current and future financial plan. Whether you are an individual or employer, our investment options can diversify your portfolio and yield the results you are looking for. Access to experienced financial advisors and registered specialists is critical in navigating the complex investment landscape in Kingman, AZ.

We work with you, providing advisory support to find the best fit, so regardless of where you stand financially, we have something that helps you with all your short-term and long-term goals.

Our investment options include:
  •  Savings plans
  •  Pension plans
  •  401 (k) retirement plans
  •  Individual retirement accounts
  •  529 qualified tuition plans
  •  Certificates of Deposit
  •  U.S. Treasuries Securities
  •  Group retirement & savings plans
  •  Annuities
  •  Stocks
  •  Bonds
  •  Mutual Funds
  •  Savings plans
  •  Pension plans
  •  401 (k) retirement plans
  •  Individual retirement accounts
  •  529 qualified tuition plans
  •  Certificates of Deposit
  •  U.S. Treasuries Securities
  •  Group retirement & savings plans
  •  Annuities
  •  Stocks
  •  Bonds
  •  Mutual Funds

Insightful Estate Planning

Estate planning is a sensitive matter. No matter how simple or complex your estate, the team at Preston Investment is ready to guide you every step of the way. We’re committed to developing an estate plan that fulfills your wishes, protects your family, and helps you leave behind a prosperous legacy.

Objectives of Estate Planning diagram

Frequently Asked Questions

What investment options are best for retirement planning in Kingman AZ?

We help clients explore retirement-ready investment accounts and vehicles such as IRAs, 401(k)s, annuities, and pensions, ensuring your portfolio and financial strategies support your future income goals while managing risk and taxes. Everyone’s best investment options and accounts will vary from person to person, so please contact us to further discuss your individual investment needs and goals.

Are there local advisors who offer 529 college savings plans?

Yes. We assist families in setting up 529 tuition accounts to save for future education expenses with potential tax advantages and flexible use, available across financial institutions.

Can I get help managing both personal and business investments?

Absolutely, our financial advisors work with individuals and business owners to coordinate financial strategies that grow wealth, support operations, and plan for future transitions or retirements, including options from global institutions. Our advisors provide services to work with individuals and business owners to coordinate strategies that grow wealth, support operations, and plan for future transitions or retirements.

How can I invest conservatively but still grow my savings?

For conservative investors, we offer CDs, U.S. Treasuries, and balanced mutual funds, helping secure your assets. We’ll help you build a diversified portfolio aligned with your comfort level and time horizon, including stocks and other securities.

What’s the difference between a Roth IRA and a Traditional IRA?

A Roth IRA offers tax‑free withdrawals in retirement, while a Traditional IRA provides immediate tax deductions. We help you choose based on your current tax bracket and future expectations, considering factors like market trends and financial goals.

What should I consider before investing in annuities in Arizona?

We walk you through annuity types, tax implications, and how they fit into your income strategy, helping ensure they support—not restrict—your long-term financial goals.

Investment Company in Kingman, AZ Preston Investments

Preston Portfolio Login

Connect

Phone: 928-757-1600
Fax: 928-757-8376
Email Us
Facebook
LinkedIn

Business Hours

Monday - Friday:
8:00 AM - 5:00 PM
Saturday - Sunday:
By Appointment

  • Loading stock data...