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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

Jon Ford

CFP®, NAPFA-Regst

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

CF Financial Planning Solutions, Inc.

648 Leisure World
Mesa, AZ 85206
(319) 291-3024

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

Paul A. Ahern

CFP®, ChFC

Principal

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

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

WealthTrust - Arizona

8434 E Shea Blvd
Scottsdale, AZ 85260
(800) 694-5994
(480) 483-7300

Deborah B. Mason

CFP®

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

Dm.ason Financial, LLC

P.O. Box 1471
Carefree, AZ 85377
(703) 462-3849

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

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

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

James M. Graham

CFP®

Investment Advisor Representative

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.

Orange Rock Wealth Management, LLC

1490 S Price Rd, Ste 113
Chandler, AZ 85286
(480) 535-9330

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
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Larissa K. Grantham

CFP®

Financial Planner

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.

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

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

Janet L. Baker

CFP®, CDFA™

Senior Vice President

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

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

Nova Financial Services

1630 E River Road, Ste 212
Tucson, AZ 85718
(520) 202-3628

Peter G. Kosanke, Jr.

CFP®

Investment Advisor Representative

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

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

Holton & Kosanke Wealth Management, LLC

8427 N Mountain Stone Pine Way
Tucson, AZ 85743
(520) 638-7788

Carol A. Friedhoff

CFP®, EA, MS, PMP

President, CFP(R)

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Savvy Outcomes Inc.

5532 N Star Canyon Ct
TUCSON, AZ 85750
6145809926

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

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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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

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

14850 N. Scottsdale Road, Suite 390
Scottsdale, AZ 85254
(480) 527-0505
CONNECT WITH James
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Chris Kawashima

CFP®,ChFC®, EA

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

Aaron McLaughlin

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Insurance,...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

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

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
(480) 403-6872
CONNECT WITH Thomas
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M. Sue Larkin

CFP®

Advisory Associate

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

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

Larkin & Associates

14997 W Bell Rd, Ste 100
Surprise, AZ 85374-3210
(623) 972-6155

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

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

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

Karine R. Beard

CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

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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