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Stuart E. Thorn

CFP®

Principal & Owner

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

Financial Advisor serving Arizona and the surrounding communities.

S.E. Thorn & Company, RIA

19125 N Lower Territory Rd
Prescott, AZ 86305
(928) 899-5395

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
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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

Seth D. Goldberg

CFP®

Managing Director

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

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

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

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

Ellen A. Dean

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.

Raymond James Financial Services

1118 E Missouri Ave, Ste B3
Phoenix, AZ 85014
(800) 521-2620
(602) 266-9200

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, LLC

7992 W. Thunderbird Rd., Ste. 110
Peoria, AZ 85381
(623) 972-3133

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

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

David S. Rosenthal

CFP®

Principal & Wealth Manager

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Wealth Management Solutions

8550 E Shea Blvd, Ste 130
Scottsdale, AZ 85260
(480) 609-4337

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

9125 W Thunderbird Rd, Ste 100
Peoria, AZ 85381
(480) 535-9330

Michelle L. Patel

CFP®

Wealth Manager

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.

Patel Wealth Strategies Inc.

3100 W Ray Rd, Suite 201
Chandler, AZ 85226
(480) 275-5219
CONNECT WITH Michelle
  • facebook link
  • linkedin 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

Erin B. Itkoe

CFP®, CPA/PFS, AEP®

President and Wealth Advisor

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Luminescent Wealth Management, Inc.

16427 N Scottsdale Rd, Ste 410
Scottsdale, AZ 85254-7102
(602) 838-8870
CONNECT WITH Erin
  • linkedin link

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

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

Lennard C. Van Der Feltz

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.

Wilde Wealth Management

3200 W Ray Rd, Ste 101
Chandler, AZ 85226-2457
(480) 641-1315
CONNECT WITH Lennard
  • facebook link
  • linkedin link

Christopher G. Lyding

CFP®, CPA(RET), CRMP

Reverse Mortgage Specialist

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

Financial Advisor serving Arizona and the surrounding communities.

C2 Financial Corporation

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

Bud Heintz

CFP®

Financial Planner/Portfolio Manager

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Heintz Wealth Management

16211 N. Scottsdale Rd, A-6-A #472
Scottsdale, AZ 85254
(602) 505-7726
CONNECT WITH Bud
  • facebook link
  • twitter link
  • linkedin link

Chris Kawashima

CFP®,ChFC,EA,CEP,CWS

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

Charles Schwab & Co.

18724 N 62nd Dr
Glendale, AZ 85308

Jessica Peck Donnerstein

CFP®

Specialties: Comprehensive Financial Planning

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

3GenWealth

4300 N. Miller Rd., Ste. 130
Scottsdale, AZ 85251
(480) 621-7900
CONNECT WITH Jessica
  • facebook link
  • twitter link
  • 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

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

Nathaniel J. Dodd

CFP®, MBA

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

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

3333 N Hayden Rd
Scottsdale, AZ 85251-6626
(480) 776-5871

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

Joe Di Vito

CFP®

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

RBC

2398 E Camelback Rd Ste 700
Phoenix, AZ 85016-3467
(602) 381-5340

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

Karine R. Beard

CFP®

CERTIFIED FINANCIAL PLANNERĀ®

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

419 Jerry St
Castle Rock, CO 80104
CONNECT WITH Karine
  • linkedin link