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Harry C. Calivas

CFP®, CIMA®

Ph.D. Business Management & Finance - Senior Vice President - Investment Officer

Specialties: Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Life...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Calivas & Jovanovic Financial Strategies Group of Wells Fargo Advisors

12515 West Bell Road, Ste 100
Surprise, AZ 85378
(800) 634-3996
(623) 876-4847
CONNECT WITH Harry
  • linkedin link

Seth D. Goldberg

CFP®

Senior Wealth Adviser

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Arizona and the surrounding communities.

United Capital

16427 North Scottsdale Rd, Suite 395
Scottsdale, AZ 85254
(480) 948-0800

Karen Gill Meyer

CFP®

Financial/Retirement Plan Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Arizona and the surrounding communities.

Morgan Stanley

14850 N Scottsdale Rd, Ste 600
Scottsdale, AZ 85254
241-4589 x6567
(480) 368-6567

James P. Dew

CFP® MBA ChFC® CPWA®

President & CEO

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Financial Advisor serving Arizona and the surrounding communities.

Dew Wealth Management

8888 E Raintree Dr, Suite 120
Scottsdale, AZ 85260
(480) 614-9119
CONNECT WITH James
  • linkedin link

Thomas J. Connelly

CFA, CFP®

President & Chief Investment Officer

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Versant Capital Management, Inc.

2394 E Cameback Rd, Ste 100
Phoenix, AZ 85016
(866) 303-2347
(602) 635-3760
CONNECT WITH Thomas
  • twitter link
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Marty R. Henne

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Annuities,...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

The Henne Financial Group

6263 N Scottsdale Rd, Ste 385
Scottsdale, AZ 85250
(480) 503-8008

Richard K. Shields

CFP®

Managing Member

Specialties: Comprehensive Financial Planning, Annuities, Asset Allocation, Business Taxes, Estate...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Synergy Financial Group of Arizona

8283 N Hayden Rd, Ste 190
Scottsdale, AZ 85258
(480) 264-6070

Jared B. Roskelley

CFP®

Specialties: Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Estate Planning,...More

Financial Advisor serving Arizona and the surrounding communities.

Jackson/Roskelley Wealth Advisors, Inc

9590 E Ironwood Square Dr, Ste 110
Scottsdale, AZ 85258
(480) 609-1055

Virginia E. Asher

CFP®

Senior Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Job Loss, Life...More

Financial Advisor serving Arizona and the surrounding communities.

TrustBank

2375 E. Camelback Rd., Ste. #155
Phoenix, AZ 85016
(602) 957-2006
CONNECT WITH Virginia
  • linkedin link

David S. Rosenthal

CFP®

Principal & Wealth Manager

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Wealth Management Solutions

8550 E Shea Blvd, Ste 130
Scottsdale, AZ 85260
(480) 609-4337

Dana Anspach

CFP®

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Mutual Funds,...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Sensible Money, LLC

4200 N Marshall Way, Suite 2
Scottsdale, AZ 85251
(480) 609-4336

Michelle L. Patel

CFP®

Wealth Manager

Specialties: Attending College, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Moveo Financial Group, Inc.

2260 E Brown Rd, Ste 6W
Mesa, AZ 85213
(480) 275-5219
CONNECT WITH Michelle
  • facebook link
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  • linkedin link

Lori Booth-Houle

CPA, CFP®

Advisor/Shareholder

Specialties:

Fee Only Financial Advisor serving Arizona and the surrounding communities.

TCI Wealth Advisors, Inc.

6929 E Greenway Pkwy, Ste 150
Scottsdale, AZ 85254
(480) 991-0401

Christopher J. McCrossan

CFP®, ChFC®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Ameriprise Financial Services, Inc.

1201 South Alma School Rd, Ste 10000
Mesa, AZ 85210-2014
(480) 833-1809

Peter G. Kosanke, Jr.

CFP®

Investment Advisor Representative

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Holton & Kosanke Wealth Management, LLC

8427 N Mountain Stone Pine Way
Tucson, AZ 85743
(520) 638-7788

Carol A. Friedhoff

CFP®, EA, MS, PMP

President, CFP(R)

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Savvy Outcomes Inc.

5532 N Star Canyon Ct
TUCSON, AZ 85750
6145809926

Craig E. Chapman

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate...More

Financial Advisor serving Arizona and the surrounding communities.

Oppenheimer & Co. Inc.

16427 N Scottsdale Rd, Ste 300
Scottsdale, AZ 85254
(480) 596-1512

Jennifer L. Akins

CFP®

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

Tocco Financial Services, Inc.

1647 N Swan Road
Tucson, AZ 85712
(520) 881-1149

C. Angus Schaal

CFP®

Managing Director

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Tandem Wealth Advisors

1850 N Central Ave, Ste 330
Phoenix, AZ 85004
(602) 297-8600

Jaron D. Carmichael

CPA, PFS, CFP®, AIF®

Principal and Wealth Manager

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation,...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Rowland Carmichael Advisors, Inc.

6720 North Scottsdale Road, Ste 212
Scottsdale, AZ 85253
(800) 333-0069
(480) 421-2660
CONNECT WITH Jaron
  • facebook link
  • twitter link
  • linkedin link

Bud Heintz

CFP®

Financial Planner/Portfolio Manager

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Heintz Wealth Management

16211 N. Scottsdale Rd, A-6-A #472
Scottsdale, AZ 85254
(602) 505-7726
CONNECT WITH Bud
  • twitter link
  • linkedin link

David Bowen

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Life Planning,...More

Financial Advisor serving Arizona and the surrounding communities.

David Bowen, CFP®

12090 N Thornydale Rd, Ste 100
Marana, AZ 85658-4779
(800) 572-0256
(520) 572-0256

Diane A. Ouellette

CFP®

Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Gold Canyon Financial Planning LLC

8181 E Canyon Estates Cir
Gold Canyon, AZ 85118
(480) 982-6917

Thomas I. Rindahl

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

TruWest Wealth Management

PO Box 3489
Scottsdale, AZ 85271
(480) 403-6872
CONNECT WITH Thomas
  • linkedin link

Michael P. Black

CFP®, CDFA®, AIF®

Sole Proprietor

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Michael Phillips Black Wealth Management

7520 E 2nd St, Suite 7
Scottsdale, AZ 85251
(480) 425-0154

Philip O. Johnson

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Johnson Financial Advisors

1095 W Rio Salado Pkwy #201
Tempe, AZ 85281
(800) 735-4102
(602) 242-4000

Robert F. Keats

CFP®, MSFP, RFP

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Arizona and the surrounding communities.

Keats, Connelly and Associates, Inc.

3336 N 32nd St, Ste 100
Phoenix, AZ 85018-6241
(602) 955-5007

M. Sue Larkin

CFP®

Advisory Associate

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Larkin & Associates

14997 W Bell Rd, Ste 100
Surprise, AZ 85374-3210
(623) 972-6155

Kim Morton

CFP®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Asset Allocation, Investment...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

2239 E. Lakecrest Dr.
Gilbert, AZ 85234

Phillip B. Kaiser

CFA, CFP®

Financial Advisor/Analyst

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Raskob Kambourian Financial Advisors

4100 N 1st Avenue
Tucson, AZ 85719