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Beth L. Vance

MS, CFP®, ChFC,CRPC

Financial Advisor

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

Financial Advisor serving Arizona and the surrounding communities.

Ameriprise Financial Services

5151 E Broadway Blvd, Ste 730
Tucson, AZ 85711-3781
(520) 748-2384

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

James P. Dew

CFP® MBA ChFC® CPWA®

President & CEO

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

Financial Advisor serving Arizona and the surrounding communities.

Dew Wealth Management

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

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

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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Charles W. McGrath, Jr.

CFP® CPA

Specialties: Comprehensive Financial Planning, Business Taxes, Corporate Finance, Estate Planning,...More

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

Customized Wealth Management

11000 N Scottsdale Rd, Ste 220
Scottsdale, AZ 85254
(480) 951-1040

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

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

Christopher J. McCrossan

CFP®, ChFC®

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

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

Ameriprise Financial Services, Inc.

1201 South Alma School Rd, Ste 10000
Mesa, AZ 85210-2014
(480) 833-1809

David B. Daughtrey

CFP®, CFA

Advisor/Partner

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, Ste 115
Scottsdale, AZ 85260
(480) 348-2100

C. Angus Schaal

CFP®

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.

Tandem Wealth Advisors

1850 N Central Ave, Ste 330
Phoenix, AZ 85004
(602) 297-8600

Jaron D. Carmichael

CPA, PFS, CFP®, AIF®

Principal and Wealth Manager

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Rowland Carmichael Advisors, Inc.

6720 North Scottsdale Road, Ste 212
Scottsdale, AZ 85253
(800) 333-0069
(480) 421-2660
CONNECT WITH Jaron
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Corey M. Bird

AAMS®, CRPC®, CFP®

Wealth Manager

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

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

Rowland Carmichael Advisors, Inc.

6720 North Scottsdale road, Ste 212
Scottsdale, AZ 85253
(480) 421-2660

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.

Brookstone Capital Management LLC

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

Timothy M. Amen

CFP®

Sr. Manager

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

Brighton Jones

4237 North Craftsman Court, Ste 200
Scottsdale, AZ 85251
(480) 332-6514

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
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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

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

Stephen J. Hazel

CFP®

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Magnificent Life Financial Planning

2131 E Broadway Rd, Ste 6
Tempe, AZ 85282
(480) 219-6508
CONNECT WITH Stephen
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Dave K. Hutchison

CFP®

Registered Investment Advisor

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

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

Hutchison Investment Advisors, Inc.

1720 E Calle Santa Cruz
Phoenix, AZ 85022
(602) 955-7500

Philip O. Johnson

CFP®

President

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

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

Johnson Financial Advisors

1095 W Rio Salado Pkwy #201
Tempe, AZ 85281
(800) 735-4102
(602) 242-4000

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

Rachel E. Page

CFP®, CLU, ChFC

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

Financial Advisor serving Arizona and the surrounding communities.

Ameriprise Financial Services, Inc.

7010 E Chauncey Ln, Ste 200
Phoenix, AZ 85054
(800) 869-8768
(480) 307-9653

David J. McMenamin

CFP®, ChFC®

Managing Partner

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

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

Carson Wealth

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

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

Phillip B. Kaiser

CFA, CFP®

Financial Advisor/Analyst

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Raskob Kambourian Financial Advisors

4100 N 1st Avenue
Tucson, AZ 85719

Patrick L. Doland

MBA, CFP®, AIF®

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

Financial Advisor serving Arizona and the surrounding communities.

15629 West Edgemont
Goodyear, AZ 85395
6022067614

Bruce Hosler

EA, CFP®, AIF®

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.

Hosler Wealth Management LLC

8180 N. Hayden Rd., Suite D203
Scottsdale, AZ 85258

Hosler Wealth Management LLC

700 S Montezuma St
Prescott, AZ 86303

Karine R. Beard

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.

Clarus Wealth at Plum Creek

9125 W Thunderbird Road, Suite 100
Peoria, AZ 85381

Clarus Wealth at Plum Creek

202 6th Street
Castle Rock, CO 80104
CONNECT WITH Karine
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