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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
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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

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

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

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 Services, LLC

14274 N Northsight Blvd, Ste 100
Scottsdale, AZ 85260
(480) 473-0376
CONNECT WITH Kirk
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Mary N. Wilcox

EA, 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.

Wilcox Tax and Financial Advisors LLC

4802 E RAY RD, STE 23-682
Phoenix, AZ 85044-6405
14808933339

Dennis J. Rogers

CFP®, CPA

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.

Rogers & Kirby, Inc. / United Planners'

7210 N 16th St
Phoenix, AZ 85020
(602) 509-3450

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

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

Mary Zimmerman

CFP®, RLP®

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

Financial Advisor serving Arizona and the surrounding communities.

Path Financial Strategies, LLC

1421 N Butte Ave
Chandler, AZ 85226-7202
(480) 664-6008

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

Dana Anspach

CFP®

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Mutual Funds,...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Sensible Money, LLC

4200 N Marshall Way, Suite 2
Scottsdale, AZ 85251
(480) 609-4336

Michael McCann

CFP®

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Perspective Financial Services LLC.

1440 E Missouri Ave, Ste 250
Phoenix, AZ 85014
(602) 281-4357

Erin B. Itkoe

CFP®, CPA/PFS, AEP®

Direction of Financial Planning

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Tarbox Family Office

7047 E. Greenway Parkway, Ste 250
Scottsdale, AZ 85254
(949) 721-2330
CONNECT WITH Erin
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Dean Domask

CFP®

Certified Financial Planner

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Domask Wealth Management

7320 N Dreamy Draw Dr Ste 130
Phoenix, AZ 85020
(602) 374-3744

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

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

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

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
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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 85118-5839
(480) 586-8632

Jeff 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

Jacob H. Gold

CFP®

President

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Mutual Funds, Real Estate, Stocks & Bonds, Startup,...More

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

Jacob Gold & Associates, Inc.

14850 N Scottsdale Rd #255
Scottsdale, AZ 85254
(480) 998-4653

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

Austin L. Peterson

CFP®, CLU®, MBA

Co-Founder / Financial Planner

Specialties:

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

Backbone Planning Partners

3707 E Southern Ave, Ste 2027
Mesa, AZ 85206-6214

Janice N. Guinn

CFP®

Associate Financial Planner

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

Sofia Financial

3670 W Carla Vista Dr
Chandler, AZ 85226-4053
(610) 640-7626

Ross Patterson

CFP®

Wealth Manager / Research Analyst

Specialties: Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset...More

Financial Advisor serving Arizona and the surrounding communities.

Sterling Investment Management

6262 N Swan Rd, Ste 210
Tucson, AZ 85718-3600
(520) 293-3311

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

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

Francisco J. Ayala

CFP® CFA, MBA

Specialties: Comprehensive Financial Planning

Financial Advisor serving Arizona and the surrounding communities.

The Coleridge Group, LLC

11811 N Tatum Blvd Ste 3031
Phoenix, AZ 85028
CONNECT WITH Francisco
  • linkedin link