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Charles B. Lefkowitz

CFP® AIF®

Financial Planner

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

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

United Planners Financial Services of America

PO Box 13415
Scottsdale, AZ 85267
(480) 812-0393

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

Larry Lytle

CFP®

First Vice President

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

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

RBC Wealth Management

2398 E Camelback Rd, Suite 700
Phoenix, AZ 85016
(800) 926-6449
(602) 381-5320
CONNECT WITH Larry
  • linkedin link

Michael P. Black

CFP®, CDFA

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

Laura N. Jansen

CFP®, CPA

Lead Advisor

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

Brighton Jones

4237 N. Craftsman Court,, Suite 200
Scottsdale, AZ 85251
(602) 674-7010

Deborah B. Mason

CFP®

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

DMason Financial, LLC

P.O. Box 1471
Carefree, AZ 85377
(703) 462-3849

James P. Dew

CFP® MBA ChFC® CPWA®

President & CEO

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

Financial Advisor serving Arizona and the surrounding communities.

Dew Wealth Management

8888 E Raintree Dr, Suite 120
Scottsdale, AZ 85260
(480) 614-9119

Dennis J. Rogers

CFP®, CPA

President

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

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

Rogers & Kirby, Inc. / United Planners'

7210 N 16th St
Phoenix, AZ 85020
(602) 748-1900

Michael McCann

CFP®

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Perspective Financial Services LLC.

1440 E Missouri Ave, Ste 250
Phoenix, AZ 85014
(602) 281-4357

Darin R. Shebesta

CFP®

Wealth Advisor

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

Commission and Fee 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
CONNECT WITH Darin
  • twitter link
  • linkedin link

John E. Rice

CFA, CFP®

Chief Investment Officer

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Cross...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Keats, Connelly and Associates, Inc.

8423 N 16th Pl
Phoenix, AZ 85020
(602) 421-6961

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
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Kathleen Mealey

CFP®, RMA, EA

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
(781) 995-3600

Judith A. Tocco

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, Banking, Estate Planning, Investment...More

Financial Advisor serving Arizona and the surrounding communities.

Tocco Financial Services, Inc

1647 N. Swan Road
Tucson, AZ 85712
(877) 881-1149
(520) 881-1149

Erin B. Itkoe

CFP®, CPA/PFS

Director of Client Experience & Senior Wealth Counselor

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

2394 E Camelback Rd, Ste 100
Phoenix, AZ 85016
(866) 303-2347
(602) 635-3760
CONNECT WITH Erin
  • facebook link
  • twitter link
  • linkedin link

Andrew J. Spillios

CFP®

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

Financial Advisor serving Arizona and the surrounding communities.

650 E Rudasill Rd
Tucson, AZ 85704-6033
(520) 625-8108

Ellen A. Dean

CFP®

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

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

Raymond James Financial Services

1118 E Missouri Ave, Ste B3
Phoenix, AZ 85014
(800) 521-2620
(602) 266-9200

K. Casey Mahan

CFP®, AIF®

President

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

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

StoneCrest Wealth Management

118 S Kyrene Rd, Ste 4
Chandler, AZ 85226
(602) 258-9400

Sheryl A. Hall

CFP®

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

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

Hallmark Financial, LLC

1846 E Innovation Park Dr
Tucson, AZ 85755
(520) 544-0496

Paul A. Ahern

CFP®, ChFC

Principal

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

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

WealthTrust - Arizona

8434 E Shea Blvd
Scottsdale, AZ 85260
(800) 694-5994
(480) 483-7300

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

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

Chris Kawashima

CFP®,ChFC®, EA

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

Charles Schwab & Co.

18724 N 62nd Dr
Glendale, AZ 85308

Charles Schwab & Co.

2424 E Lincoln Dr
Phoenix, AZ 85016

Joseph M. Feichtel

CFP®, PFS, CPA

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Investment Management,...More

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

JMF Financial Services, LLC

1270 E Broadway Road, Ste 202
Tempe, AZ 85282
(800) 431-0682
(602) 248-8001

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

J. Donald Larkin

CFP®

Co-Owner

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

Financial Advisor serving Arizona and the surrounding communities.

Larkin & Associates

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

Jessica Peck Donnerstein

CFP®

Specialties: Comprehensive Financial Planning

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

3GenWealth

4434 N. Civic Center Plaza, Ste. 101
Scottsdale, AZ 85251
(480) 621-7900
CONNECT WITH Jessica
  • facebook link
  • twitter link
  • linkedin link

Jeffrey C. Dollarhide

CFP®, CLU

Specialties: Comprehensive Financial Planning, Annuities, Asset Allocation, Mutual Funds, Insurance,...More

Financial Advisor serving Arizona and the surrounding communities.

MassMutual Arizona

17550 N Perimeter Dr, Ste 450
Scottsdale, AZ 85255-7841
(480) 538-2997

Steve Harnden

CFP®, CPA

Private Wealth Advisor

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

Financial Advisor serving Arizona and the surrounding communities.

Ameriprise Financial Services, Inc.

7992 W. Thunderbird Rd., Ste. 110
Peoria, AZ 85381
(623) 972-3133

Angela M. Caballero

CFP®

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement

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

Horizon Financial Group, LLC

7490 N La Cholla Blvd
Tucson, AZ 85741
(520) 751-4300