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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

Mark D. Johnson

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.

Fountain Financial Group, Inc.

16921 E Palisades Blvd, Ste 105
Fountain Hills, AZ 85268
(480) 837-5971

John Campbell

CFP®

SVP - Senior Managing Director

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Northern Trust

14624 Scottsdale Road, Suite 250
Scottsdale, AZ 85254
(602) 468-2563

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

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) 509-3450

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

Mary Zimmerman

CFP®, RLP®

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

Financial Advisor serving Arizona and the surrounding communities.

Path Financial Strategies, LLC

1421 N Butte Ave
Chandler, AZ 85226-7202
(480) 664-6008

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.

Whealthy Living LLC

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

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: 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.

Patel Wealth Strategies Inc.

1490 S. Price Rd., Suite 111A
Chandler, AZ 85286
(480) 275-5219
CONNECT WITH Michelle
  • facebook link
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Vincent Rossi

MSFS, CFP®

President, Chief Investment Officer

Specialties: Investment Management, Retirement

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Intelligent Capitalworks

16427 N Scottsdale Rd, Ste 350
Scottsdale, AZ 85254
(866) 617-2900
(480) 951-2900
CONNECT WITH Vincent
  • linkedin link

Brienne L. Dylewski

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.

Ashton Thomas Private Wealth

3971 E Paradise Falls Dr, Suite 114
Tucson, AZ 85712
(520) 884-7550

Jaron D. Carmichael

CPA, PFS, CFP®, AIF®

Wealth Advisor

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Mercer Advisors

7033 E Greenway Parkway, Ste 290
Scottsdale, AZ 85254
(800) 333-0069
(480) 421-2660
CONNECT WITH Jaron
  • facebook link
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Christopher G. Lyding

CFP®, CPA, PFS

Principal

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

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

V.I.P. Mortgage Inc.

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

Jared Daniel

CFP® CRPC® EA

Financial Planner

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.

Wealth Guardian Group

1757 E Baseline Road, Suite 118
Gilbert, AZ 85233
(480) 987-9951

Scott J. Johnson

CFP®, CPFA, AIF®

Chief Executive Officer

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

DecisionPoint Financial, LLC

2812 N. Norwalk, Suite 116
Mesa, AZ 85215
(480) 553-6249
CONNECT WITH Scott
  • linkedin link

Chris Kawashima

CFP®,ChFC®, EA, CEP

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

Charles Schwab & Co.

2424 E Lincoln Dr
Phoenix, AZ 85016

Charles Schwab & Co.

18724 N 62nd Dr
Glendale, AZ 85308
(800) 579-6896

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

Erick S. Newton

CFP®

CCO

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

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

Copperwynd Financial

14256 N Northsight Blvd, B-115
Scottsdale, AZ 85260
(877) 658-2100
(480) 348-2100

Jessica Peck Donnerstein

CFP®

Specialties: Comprehensive Financial Planning

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

3GenWealth

4430 N. Civic Center Plaza, Ste. 101
Scottsdale, AZ 85251
(480) 621-7900
CONNECT WITH Jessica
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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

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

Austin L. Peterson

CFP®, CLU®, MBA

Co-Founder / Financial Planner

Specialties:

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

Backbone Planning Partners

3707 E Southern Ave, Ste 2027
Mesa, AZ 85206-6214

J. Thomas Taylor

CFP®

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

Commission and Fee 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

Katrina C. Lessard

CFP®, AEP®

Founder / Wealth Manager

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.

Lessard Wealth Management

7337 E Doubletree Ranch Road, Suite 195
Scottsdale, AZ 85258
(480) 463-4528

Adam J. Dekker

CFP®, EA

Lead 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.

Meredith Dekker Financial Services, LLC

2705 S Alma School Rd, Ste 2
Chandler, AZ 85286-4400
(480) 897-1067
CONNECT WITH Adam
  • linkedin link

Devin Welch

CFP®

Financial Planner

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

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

LPL Financial

3573 E Sunrise DR Ste 115
Tucson, AZ 85718-3206
(520) 232-0505
CONNECT WITH Devin
  • linkedin link

Jonathan David Bird

CFP®, CWS®

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

Financial Advisor serving Arizona and the surrounding communities.

Farnam Financial

2415 E Camelback Rd Ste 700
Phoenix, AZ 85016-9294
(602) 603-4000
CONNECT WITH Jonathan
  • linkedin link

Lloyd F. Howell

CFP®, CPA

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

Financial Advisor serving Arizona and the surrounding communities.

4071 E Woodside Wy
Gilbert, AZ 85297
(909) 732-2437