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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
Contact Me

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
Contact Me

G. Wayne Neill

CPA/PFS, CFP®

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

Financial Advisor serving Arizona and the surrounding communities.

10751 N Frank Lloyd Wright Blvd, Ste 103
Scottsdale, AZ 85259
(480) 922-9268 Contact Me

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 Contact Me

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 Contact Me

Frank C. Presson, III

CFP®

President

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Presson Financial Associates, LLC

7470 E Knollwood Dr
Tucson, AZ 85750-2200
(520) 733-0065 Contact Me

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 85020-5201
(602) 509-3450 Contact Me

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
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J. Thomas Taylor

CFP®

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

Financial Advisor serving Arizona and the surrounding communities.

Taylor and Huntley

51 W Hollamon St, PO Box 1350
Camp Verde, AZ 86322
(928) 567-9512 Contact Me

Alexander G. Koury

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.

ValuesQuest

2720 E. Camelback Rd., Suite 200
Phoenix, AZ 85016

ValuesQuest

3201 N 38th St
Phoenix, AZ 85018
(602) 765-2224
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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.

4466 N Saddle View Dr
Tucson, AZ 85750
(614) 580-9926 Contact Me

Michael L. Treiberg

CFP®

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

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

Treiberg Wealth Management

3573 E Sunrise Dr, Ste 115
Tucson, AZ 85718
(520) 232-0505 Contact Me

Harry C. Calivas

CFP®

Senior Vice President - Investment Officer

Specialties: Charitable & Planned Giving, Asset Allocation, Investment Management, Insurance, Life...More

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

Wells Fargo Advisors

12515 West Bell Road, Ste 100
Surprise, AZ 85378
(623) 876-4847 Contact Me

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 Contact Me

Stuart E. Thorn

CFP®

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

Financial Advisor serving Arizona and the surrounding communities.

S.E. Thorn & Company, RIA

19125 N Lower Territory Rd
Prescott, AZ 86305
(928) 899-5395 Contact Me

John J. Chichester, Jr.

CFP®, CPA, PFS, AIF®

CEO/Founder

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

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

Chichester Financial Group LLC

3420 E Shea Blvd, Ste 164
Phoenix, AZ 85028
(602) 283-2793 Contact Me

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 Contact Me

Kevin Patrick O'Reilly

CFP®

Principal

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Foothills Financial Planning, Inc.

7702 E Doubletree Ranch Rd, Suite 300
Scottsdale, AZ 85258

Foothills Financial Planning, Inc.

4425 E Agave Road
Phoenix, AZ 85044
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Chris Kawashima

CFP®,ChFC®

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

Charles Schwab & Co.

2424 E Lincoln Dr
Phoenix, AZ 85016
(800) 579-6896 Contact Me

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 Contact Me

James J. Hatton

CFP®

Partner

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Hatton Consulting, Inc.

5090 N 40th St, Ste 160
Phoenix, AZ 85018
(602) 852-5521 Contact Me

David J. Williams

CFP®, AAMS®

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

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

Freedom Point Financial Services, Inc.

404 S. Montezuma Street, Suite C
Prescott, AZ 86303
(928) 778-9151
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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
Contact Me

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 Contact Me

Ruth L. Transue

CFP®

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

Financial Advisor serving Arizona and the surrounding communities.

Wells Fargo Advisors

2195 E River Rd, Ste 105
Tucson, AZ 85718
(520) 529-5932 Contact Me

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 Contact Me

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 85297
(800) 926-6449
(602) 381-5320
Contact Me

Lynda K. Elley

CFP®

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

Copperwynd Financial

14256 N Northsight Blvd, Ste B-115
Scottsdale, AZ 85260
(480) 348-2100 Contact Me

Edward C. Lewis

CFP®

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

Clearview Wealth Management

2116 E Cathedral Rock Dr
Phoenix, AZ 85048
(602) 421-0623 Contact Me

Michael J. Fischer

CFP®

Managing Director

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

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

Capital Insight Partners LLC

5635 E Thomas Rd
Phoenix, AZ 85018
(480) 421-0600 Contact Me