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Harry C. Calivas

CFP®, CIMA®

Ph.D. in Finance - Managing Director - Investments

Specialties:

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

Wells Fargo Advisors

16145 N. 83rd Ave, Ste 140
Peoria, AZ 85382
(800) 634-3996
(623) 876-4847
CONNECT WITH Harry
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Seth D. Goldberg

CFP®

Managing Director

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

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

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
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Brian D. Wruk

CFP®(US,CDA),TEP,CIM

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Cross-border Planning, Asset...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Transition Financial Advisors Group, Inc.

2487 S. Gilbert Road, Suite 106-618
Gilbert, AZ 85295
(480) 722-9414

Eric Furstner

CFP®

Senior Wealth Manager

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

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

Lido Advisors

3762 S White Dr
Chandler, AZ 85286-0024
(925) 659-8801

Christopher G. Lyding

CFP®, CPA(RET), CRMP

Reverse Mortgage Specialist

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

Financial Advisor serving Arizona and the surrounding communities.

C2 Financial Corporation

15412 N 7th Dr
Phoenix, AZ 85023
(602) 882-5510

Theresa E. Chacopulos

CFP®, CIMA

Senior Vice President/Private 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.

Morgan Stanley Private Wealth Management

14850 N Scottsdale Rd, Flr 6
Scottsdale, AZ 85254
(480) 922-7936

Robert J. Westbrook

CLU, ChFC,AIF, CFP®

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.

Westbrook Financial Services, Inc.

7425 E Stetson Dr
Scottsdale, AZ 85251-3516
(480) 424-7271

William N. Wheeler

CFP®

Investment Consultant

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

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

LPL Financial

18122 W Cedarwood Ln
Goodyear, AZ 85338-6359
(949) 635-0061

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

10031 N. 28th St
Phoenix, AZ 85028
(602) 821-4877

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

Michelle L. Patel

CFP®

Wealth Manager

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

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

Patel Wealth Strategies Inc.

3100 W Ray Rd, Suite 201
Chandler, AZ 85226
(480) 275-5219
CONNECT WITH Michelle
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Darin R. Shebesta

CFP®, AIF®, CAP®

Certified 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.

Possibility Wealth Advisors LLC

7373 E Doubletree Ranch Rd, Ste 200
Scottsdale, AZ 85258-2037
(480) 213-3430
CONNECT WITH Darin
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Lennard C. Van Der Feltz

CFP®

Certified 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.

Wilde Wealth Management

3200 W Ray Rd, Ste 101
Chandler, AZ 85226-2457
(480) 641-1315
CONNECT WITH Lennard
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Larry Lytle

CFP® CAP® CEPA®

CEO

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

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

Wiser Advisor Group

4616 E Sunset Dr
Phoenix, AZ 85028-6115
(800) 926-6449
(480) 500-9055
CONNECT WITH Larry
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James R. Davis

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Mariner Wealth Advisors

17767 N Scottsdale Rd, Suite 310
Scottsdale, AZ 85255
(480) 527-0505
CONNECT WITH James
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Aaron McLaughlin

CFP®

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

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

Seamount Financial Group, Inc

14851 N Scottsdale Rd, Ste 205
Scottsdale, AZ 85254
(800) 752-8766

Matthew Kelly

CFA, CFP®, CIMA®

Portfolio Manager

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Ironwood Investment Counsel, LLC

6263 N. Scottsdale Road, Suite 200
Scottsdale, AZ 85250
(480) 609-4700

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

4300 N. Miller Road, Suite 153
Scottsdale, AZ 85251
(480) 425-0154

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

Jennifer Smiljanich

CFP®

Managing Director

Specialties: 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change,...More

Financial Advisor serving Arizona and the surrounding communities.

SJS Investment Services

6720 North Scottsdale Road, Suite 375
Scottsdale, AZ 85253
(419) 885-2626
CONNECT WITH Jennifer
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Kenneth Chavis, IV

CFP®

Senior Wealth Counselor

Specialties:

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Versant Capital Management, Inc.

2390 E Camelback Rd, Ste 425
Phoenix, AZ 85016
(602) 635-3760

Jay R. Spector

CFP®

Co-CEO, Private Wealth Advisor

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

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

EverVest Financial

6909 E Greenway Pkwy, Ste 195
Scottsdale, AZ 85254-2149
(602) 313-1112

Dan VanDusen

CFP®, EA

Principal

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Objective Wealth

4232 E Whitton Ave
Phoenix, AZ 85018-5957
(480) 270-4442
CONNECT WITH Dan
  • linkedin link

Michelle Moses

CFP®

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

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

Me Financial, PLLC

3033 N Central Ave. #640
Phoenix, AZ 85012
(480) 442-5816
CONNECT WITH Michelle
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Joe Di Vito

CFP®

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

RBC

2398 E Camelback Rd Ste 700
Phoenix, AZ 85016-3467
(602) 381-5340

Dieter Bollmann

CFP®

Managing Partner

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.

Dundas Wealth Management, LLC

1920 Maxwell House Dr
Sedona, AZ 86336-3356
(480) 608-1499
CONNECT WITH Dieter
  • linkedin link

Bruce Hosler, CFP®

EA, CPWA®,AIF®,CEPA®

Founder & Principal

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

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

Hosler Wealth Management LLC

7400 E Pinnacle Peak Rd Suite #100
Scottsdale, AZ 85255-3566

Hosler Wealth Management LLC

700 S Montezuma St
Prescott, AZ 86303
(480) 994-7342
CONNECT WITH Bruce
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Karine R. Beard

CFP®

CERTIFIED FINANCIAL PLANNERĀ®

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

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

Clarus Wealth at Plum Creek

9125 W Thunderbird Road, Suite 100
Peoria, AZ 85381

Clarus Wealth at Plum Creek

419 Jerry St
Castle Rock, CO 80104
CONNECT WITH Karine
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