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Kathie Beck Barnes

CFP®, MC

Certified Financial Planner

Specialties: Attending College, Buying a Home, Charitable & Planned Giving, Career Change, Investment...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

2201 North Central Avenue # 11C
Phoenix, AZ 85004-1485
(602) 538-0186

Harry C. Calivas

CFP®, CIMA®

Ph.D. Business Management & Finance - Senior Vice President - Investment Officer

Specialties: Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Life...More

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

Calivas and Jovanovic Wealth Management Group of Wells Fargo Advisors

12515 West Bell Road, Ste 100
Surprise, AZ 85378
(800) 634-3996
(623) 876-4847
CONNECT WITH Harry
  • linkedin link

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

Karen Gill Meyer

CFP®

Financial/Retirement Plan Advisor

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

Financial Advisor serving Arizona and the surrounding communities.

Morgan Stanley

14850 N Scottsdale Rd, Ste 600
Scottsdale, AZ 85254
241-4589 x6567
(480) 368-6567

David Robinson

CFP®

President

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Robinson, Tigue, Sponcil & Associates

2425 E Camelback Rd, Suite 620
Phoenix, AZ 85016
(602) 224-7850

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

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

16515 S 40th Street, Suite 127
Phoenix, AZ 85048-0560
(480) 893-3339

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
  • twitter 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

6991 E Camelback Road, Suite D-300
Scottsdale, AZ 85251
(480) 503-8008

Brian D. Wruk

CFP®(US,CDA),TEP,CIM

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Cross-border Planning, Asset...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Transition Financial Advisors Group, Inc.

2487 S. Gilbert Road, Suite 106-618
Gilbert, AZ 85295
(480) 722-9414

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

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

Rebecca Chacko

CFP®

President

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Chacko-Hertz Financial Solutions

PO Box 86711
Tucson, AZ 85754
(520) 743-3873

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

John J. Chichester, Jr.

CFP®, CPA, PFS, AIF®

CEO/Founder

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.

Chichester Financial Group LLC

2375 E. Camelback Rd, Ste 155
Phoenix, AZ 85016
(602) 957-2006

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

Vincent Rossi

MSFS, CFP®

President, Chief Investment Officer

Specialties: Investment Management, Retirement

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Intelligent Capitalworks

16427 N Scottsdale Rd, Ste 350
Scottsdale, AZ 85254
(866) 617-2900
(480) 951-2900
CONNECT WITH Vincent
  • linkedin link

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

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

Darin R. Shebesta

CFP®, AIF®

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.

Jackson/Roskelley Wealth Advisors, Inc.

9590 E Ironwood Square Dr, Ste 110
Scottsdale, AZ 85258
(480) 213-3430
CONNECT WITH Darin
  • twitter link
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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
  • facebook link
  • twitter link
  • linkedin link

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
  • facebook link
  • linkedin link

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

Angela M. Caballero

MS CFP® AFC®

College Access Professional

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Ascension College Planning LLC

218 E 17th Street, Suite A
Tucson, AZ 85701
(520) 955-2727
CONNECT WITH Angela
  • facebook link
  • twitter link
  • linkedin link

Lance P. Eaton

CFP®

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Retirement,...More

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

Morgan Stanley

Morgan Stanley, 2398 E. Camelback Rd., Suite # 800
Phoenix, AZ 85016
(312) 802-7294

Matthew Kelly

CFP®, CIMA®

Portfolio Manager

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Ironwood Investment Counsel, LLC

14646 N Kierland Blvd, Suite 135
Scottsdale, AZ 85254
(480) 609-4700

Michael P. Black

CFP®, CDFA®, AIF®

Sole Proprietor

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

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

Michael Phillips Black Wealth Management

4300 N. Miller Road, Suite 153
Scottsdale, AZ 85251
(480) 425-0154

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

Adam J. Dekker

CFP®, EA

Lead 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.

Meredith Dekker Financial Services, LLC

2705 S Alma School Rd, Ste 2
Chandler, AZ 85286-4400
(480) 897-1067
CONNECT WITH Adam
  • linkedin link

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