Teresa Bear, Certified Financial Planner - Mesa, AZ - Financial Advisors

Teresa Bear, Certified Financial Planner

5 star rating 2 Reviews

(480) 503-0050 Call

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4115 East Valley Auto Drive, Suite 104Mesa, AZ 85206

Description

Teresa Bear, owner of JC Grason (Mesa & Chandler Offices), specializes in financial planning and asset preservation for retirees. Teresa has been seen in USA Today and is the author of the new book, "She Retired Happily Ever After". Teresa, a graduate of Iowa’s Graceland University, has an MBA from the University of Kansas. She is a Certified Public Accountant who has been practicing in the area of taxation for over twenty-five years. Additionally, she is a Certified Financial Planner™.. who combines her knowledge of taxes with her expertise in investments.

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Photos (10 photos)

  • Teresa Bear, Certified Financial Planner - Mesa, AZ - Teresa Bear, Certified Financial Planner, CPA, Owner
  • Teresa Bear, Certified Financial Planner - Mesa, AZ - Teresa Bear's Mesa Office - 4115 E Valley Auto Dr., Ste 104, Mesa, AZ  85206
  • Teresa Bear, Certified Financial Planner - Mesa, AZ - Teresa Bear's Chandler Office - 1490 S. Price Rd, Ste 109A, Chandler, AZ  85286
  • Teresa Bear, Certified Financial Planner - Mesa, AZ - Bonnie Swanson, JD
  • Teresa Bear, Certified Financial Planner - Mesa, AZ - She Retired Happily Ever After Book
  • Teresa Bear, Certified Financial Planner - Mesa, AZ - Flat Teresa
  • Teresa Bear, Certified Financial Planner - Mesa, AZ - Teresa and Bonnie at Aircraft Museum client event
  • Teresa Bear, Certified Financial Planner - Mesa, AZ - Teresa on Consumer's Advocate TV Show
  • Teresa Bear, Certified Financial Planner - Mesa, AZ - Teresa on the Red Carpet
  • Teresa Bear, Certified Financial Planner - Mesa, AZ - Teresa on Patti Gribow Show


Teresa Bear, Certified Financial Planner, CPA, Owner

Reviews

  • Teresa Bear, Certified Financial Planner - Mesa, AZ -  Ccasoli

    Reviews: 1

    A caring advisor
    Ccasoli (1 review)
    10/01/2015

    I have been a client of Teresa's for over 6 years. The guidance that she has shared with me both before and after my retirement has been nothing short of amazing! Her attention to my personal financial requirements have made the difference between being merely retired to being happily retired. I can't thank her enough for continually going the extra mile. If you need stellar financial care, then Teresa Bear should be at the top of your list! She is certainly at the top of mine.

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  • Teresa Bear, Certified Financial Planner - Mesa, AZ -  ArizonaLoanModSoftware

    Reviews: 3

    Best Arizona Woman Financial Advisor
    ArizonaLoanModSoftware (3 reviews)
    10/16/2012

    Teresa Bear is a financial planner who cares. She has been my financial advisor in Arizona for the past three years and I would highly recommend her to anyone who is searching for an experienced professional to help with their finances or retirement plan. She is a Certified Financial Planner and C.P.A., but more importantly, she cares about her clients. I'm more comfortable working with a woman financial planner since I'm a woman, and I feel comfortable talking with Teresa. She always takes time to answer my questions and she is very pleasant and professional. I highly recommend Teresa Bear.

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Business details

Service Area

  • Ahwatukee
  • Apache Junction
  • Chandler
  • Gilbert
  • Mesa
  • Phoenix (South Mountain)
  • Tempe

Investments

  • Annuities
  • Bonds
  • CDs
  • IRAs
  • Municipal Securities
  • Mutual Funds
  • Retirement Plans
  • Stocks
  • Tax-Exempt Securities

Services

  • Brokerage Services
  • Financial Education Workshops
  • Tax Return Preparation

Planning Types

  • Asset & Portfolio Management
  • Estate Planning
  • Financial Planning
  • Inheritance Planning
  • Insurance Planning
  • Investment Planning
  • Retirement Account Rollover Plans
  • Retirement Planning
  • Tax Planning

Certifications

  • Certified Financial Planner
  • Certified Public Accountant
  • Masters of Business Administration

Hours of Operation

  • MON
  • 9:00am
  • 5:00pm
  • TUE
  • 9:00am
  • 5:00pm
  • WED
  • 9:00am
  • 5:00pm
  • THU
  • 9:00am
  • 5:00pm
  • FRI
  • 9:00am
  • 5:00pm
  • SAT
  • SUN

Payments Accepted

  • Personal Checks

Languages Spoken

  • English

Videos & Photos

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Photos (10 photos)

  • Teresa Bear, Certified Financial Planner - Mesa, AZ - Teresa Bear, Certified Financial Planner, CPA, Owner
  • Teresa Bear, Certified Financial Planner - Mesa, AZ - Teresa Bear's Mesa Office - 4115 E Valley Auto Dr., Ste 104, Mesa, AZ  85206
  • Teresa Bear, Certified Financial Planner - Mesa, AZ - Teresa Bear's Chandler Office - 1490 S. Price Rd, Ste 109A, Chandler, AZ  85286
  • Teresa Bear, Certified Financial Planner - Mesa, AZ - Bonnie Swanson, JD
  • Teresa Bear, Certified Financial Planner - Mesa, AZ - She Retired Happily Ever After Book
  • Teresa Bear, Certified Financial Planner - Mesa, AZ - Flat Teresa
  • Teresa Bear, Certified Financial Planner - Mesa, AZ - Teresa and Bonnie at Aircraft Museum client event
  • Teresa Bear, Certified Financial Planner - Mesa, AZ - Teresa on Consumer's Advocate TV Show
  • Teresa Bear, Certified Financial Planner - Mesa, AZ - Teresa on the Red Carpet
  • Teresa Bear, Certified Financial Planner - Mesa, AZ - Teresa on Patti Gribow Show


Teresa Bear, Certified Financial Planner, CPA, Owner

Photos

Album: JC Grason Photos
1 of 10




Teresa Bear, Certified Financial Planner, CPA, Owner