Preston Investments

At Preston Investments, we pride ourselves on being a family-owned investment firm dedicated to helping individuals and businesses in Northwest Arizona build a secure financial future. With over 50 years of experience, we offer a comprehensive range of services including investment options, estate planning, insurance planning, and financial management. Our mission is to provide personalized advice and tailored solutions to meet your unique goals and needs.

Our Services

Our investment options are designed to diversify your portfolio and achieve your short-term and long-term goals. We offer 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, and annuities. Additionally, we can help you with stocks, bonds, and mutual funds.

Estate Planning

Estate planning is a crucial aspect of securing your financial future. We assist in developing an estate plan that fulfills your wishes, protects your family, and ensures a prosperous legacy. Our experienced professionals will guide you through every step of the process.

Meet Our Team

Our team includes Scott D. Preston, the owner and principal, who has a Bachelor of Science degree in Finance from Northern Arizona University and is an Investment Advisor Representative. Becky Jones serves as our office manager, and Jason Miller is our Medicare specialist. Scott's mother, Marilyn Preston, is an Enrolled Agent who can help with income tax returns.

Contact Us

To get started with your financial planning or to learn more about our services, please reach out to us at 928-757-1600. We look forward to meeting you and helping you build a brighter financial future.