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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 1055
Scottsdale, AZ 85253
(480) 588-0835

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

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

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

Kirk G. Kaprelian

CFP®, ChFC®, CEPA®

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.

Ameriprise Financial

14274 N Northsight Blvd, Ste 100
Scottsdale, AZ 85260
(480) 473-0376
CONNECT WITH Kirk
  • facebook link
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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

Dail Meikle

CFP®

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

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

Meikle Financial Group

22601 N 19th Ave, Ste 118
Phoenix, AZ 85027
(623) 869-7222

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

700 S Montezuma St
Prescott, AZ 86303

Hosler Wealth Management LLC

8180 N. Hayden Rd.
Scottsdale, AZ 85258
(928) 778-7666

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

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

Andrew R. Reinhardt

CFP®

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

Financial Advisor serving Arizona and the surrounding communities.

Beacon Pointe Wealth Advisors

5122 E Shea Blvd, #1100
Scottsdale, AZ 85254
(480) 428-5528

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.

2260 E Brown Rd, Ste 6W
Mesa, AZ 85213
(480) 275-5219
CONNECT WITH Michelle
  • facebook link
  • twitter link
  • linkedin link

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

Greg Stark

CFP®

Sr. Vice President

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

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

Jackson RoskelleyFinancial Advisors

9590 E. Ironwood Square Dr, Ste 110
Scottsdale, AZ 85258
(480) 609-1055

Jonathan E. Hohn

CFP®

Senior Financial Advisor

Specialties: Attending College, Banking, Charitable & Planned Giving, Asset Allocation, Estate Planning...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Vanguard Group

4422 E. Emile Zola Ave.
Phoenix, AZ 85032
(248) 563-4855

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

Dale A. Walters

CFP®, CPA, PFS

Sr. Tax Mgr.

Specialties: Charitable & Planned Giving, Cross-border Planning, Business Taxes, Asset Allocation,...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

BeachFleischman

2201 E. Camelback Rd, Suite 200
Phoenix, AZ 85018
(602) 792-5961
CONNECT WITH Dale
  • facebook link
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David Bowen

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Life Planning,...More

Financial Advisor serving Arizona and the surrounding communities.

David Bowen, CFP®

12090 N Thornydale Rd, Ste 100
Marana, AZ 85658-4779
(800) 572-0256
(520) 572-0256

Steven M. Rabin

CFP®, CRPC, APMA

Managing Director

Specialties: 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Career Change, Estate Planning...More

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

Ameriprise Financial

6402 E Superstition Springs Blvd, Suite 213
Mesa, AZ 85206
(800) 662-2933
(480) 396-6040

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

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

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

Ben Fredlake

CFP®

Director of Planning

Specialties:

Fee Only Financial Advisor serving Arizona and the surrounding communities.

LifeManaged

5134 N. Central Avenue #101
Phoenix, AZ 85012
(480) 323-0176

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

Kim Morton

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

2239 E. Lakecrest Dr.
Gilbert, AZ 85234

Chris Kawashima

CFP®,ChFC®, EA

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

Charles Schwab & Co.

18724 N 62nd Dr
Glendale, AZ 85308

Charles Schwab & Co.

2424 E Lincoln Dr
Phoenix, AZ 85016

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