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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
  • linkedin link

Lisa Dickholtz

CFP®

Co-Founder, 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.

DICKHOLTZ HEALTH & WEALTH

PO Box 1130, 7301 E. Sundance Trail, Suite B202
Carefree, AZ 85377
(847) 612-9684

Kurt N. Gusinde

CFA, CFP®, MBA

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.

Exeter Financial

7001 N Scottsdale Rd, Ste 1040
Paradise Valley, AZ 85253-3671
(480) 588-0835

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

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

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

Melissa A. Kemp

CFP®, AEP

President

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Premium Administration, LLC

PO Box 4130
Scottsdale, AZ 85261
(602) 840-2900

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

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

700 S Montezuma St
Prescott, AZ 86303

Hosler Wealth Management LLC

7400 E Pinnacle Peak Rd Suite #100
Scottsdale, AZ 85255-3566
(928) 778-7666
CONNECT WITH Bruce
  • facebook link
  • linkedin link
  • youtube link

Elizabeth M. Shabaker

CFP®

CEO

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Versant Capital Management, Inc.

2394 E Camelback Rd, Ste 100
Phoenix, AZ 85016
(866) 303-2347
(602) 635-3760

Janet L. Baker

CFP®, CDFA™

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

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

3573 E Sunrise Drive, Suite 133
Tucson, AZ 85718
(520) 895-3682

Jennifer L. Akins

CFP®

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

Aspire Wealth Partners

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

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

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
  • facebook link
  • linkedin link

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

Jeffrey Kluve

CFP®, EA

Financial Planner

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

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

Jeff Kluve, CFP

2720 E Camelback Rd Ste 200
Phoenix, AZ 85016
(602) 641-9400

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
(602) 629-2646
CONNECT WITH Thomas
  • linkedin link

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

Matthew Aaron Benson

CFP®

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Sonmore Financial

1490 S Price Rd, Ste. 116
Chandler, AZ 85286
(480) 439-0500
CONNECT WITH Matthew
  • facebook link
  • linkedin link
  • youtube link

Suzanne Seay

CFP®

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

Financial Advisor serving Arizona and the surrounding communities.

Royal Alliance

2571 N. Avenida San Valle
Tucson, AZ 85715
(520) 886-5621

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
  • linkedin link

Justin Kauffman

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.

American Wealth Advisers

1616 N Litchfield rd, ste A260
Goodyear, AZ 85395
(602) 975-0552
CONNECT WITH Justin
  • linkedin link

Skip Jackson

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.

Bledsoe Asset Management

1500 E. Bethany Home Rd., Ste. 100
Phoenix, AZ 85014
(602) 595-2324

Samuel B. Mills

CFP®

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

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

Edward Jones

21188 East Ocotillo Road, Suite 103
Queen Creek, AZ 85142
(480) 882-3886

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

Michael Rossi

CFA, CFP®

Client Advisor, Portfolio Manager and Shareholder

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Intelligent Capitalworks

16427 N Scottsdale Rd, Ste 350
Scottsdale, AZ 85254-1599
(480) 951-2900

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

Prudence ZHU

CPA, CFP®, RLP®

Specialties:

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Enso Financial

4611 E Chandler Blvd, Ste 112-1080
Phoenix, AZ 85048-1922
(574) 855-6826

Craig Scrimpshire

CFP®

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.

5690 W Chandler Blvd, Suite 4
Chandler, AZ 85226

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