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Harry C. Calivas

CFP®, CIMA®

Ph.D. in Finance - Managing Director - Investments 19.03 Miles

Specialties:

Commission and Fee Financial Advisor serving Laveen, 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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Seth D. Goldberg

CFP®

Managing Director 23.58 Miles

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

Financial Advisor serving Laveen, Arizona and the surrounding communities.

United Capital

16427 North Scottsdale Rd, Suite 395
Scottsdale, AZ 85254
(480) 948-0800

Neal Van Zutphen

M.S., CFP®, FBS®

President/Owner 13.11 Miles

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

Fee Only Financial Advisor serving Laveen, Arizona and the surrounding communities.

Intrinsic Wealth Counsel, Inc.

1255 W. Rio Salado Parkway, Ste 115
Tempe, AZ 85281
(480) 924-5613

Mary N. Wilcox

EA, CFP®

10.93 Miles

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

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

Wilcox Tax and Financial Advisors LLC

3805 E Equestrian Trl
Phoenix, AZ 85044-3008
(480) 893-3339

Thomas J. Connelly

CFA, CFP®

President & Chief Investment Officer 12.91 Miles

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

Fee Only Financial Advisor serving Laveen, Arizona and the surrounding communities.

Versant Capital Management, Inc.

2394 E Cameback Rd, Ste 100
Phoenix, AZ 85016
(866) 303-2347
(602) 635-3760
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Dail Meikle

CFP®

23.05 Miles

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

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

Meikle Financial Group

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

Theresa E. Chacopulos

CFP®, CIMA

Senior Vice President/Private Wealth Advisor 22.67 Miles

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

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

Morgan Stanley Private Wealth Management

14850 N Scottsdale Rd, Flr 6
Scottsdale, AZ 85254
(480) 922-7936

John J. Chichester, Jr.

CFP®, CPA, PFS, AIF®

CEO/Founder 12.83 Miles

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

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

Chichester Financial Group LLC

10031 N. 28th St
Phoenix, AZ 85028
(602) 821-4877

Virginia E. Asher

CFP®

Senior Financial Planner 12.83 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Job Loss, Life...More

Financial Advisor serving Laveen, Arizona and the surrounding communities.

Whealthy Living LLC

2375 E. Camelback Rd., Ste. #155
Phoenix, AZ 85016
(602) 957-2006
CONNECT WITH Virginia
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David S. Rosenthal

CFP®

Principal & Wealth Manager 21.87 Miles

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

Fee Only Financial Advisor serving Laveen, Arizona and the surrounding communities.

Wealth Management Solutions

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

Dana Anspach

CFP®

16.67 Miles

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

Fee Only Financial Advisor serving Laveen, Arizona and the surrounding communities.

Sensible Money, LLC

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

Michelle L. Patel

CFP®

Wealth Manager 16.93 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

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

Patel Wealth Strategies Inc.

3100 W Ray Rd, Suite 201
Chandler, AZ 85226
(480) 275-5219
CONNECT WITH Michelle
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Erin B. Itkoe

CFP®, CPA/PFS, AEP®

President and Wealth Advisor 22.63 Miles

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

Fee Only Financial Advisor serving Laveen, 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
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Darin R. Shebesta

CFP®, AIF®, CAP®

Certified Financial Planner 22.56 Miles

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

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

Possibility Wealth Advisors LLC

7373 E Doubletree Ranch Rd, Ste 200
Scottsdale, AZ 85258-2037
(480) 213-3430
CONNECT WITH Darin
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Lennard C. Van Der Feltz

CFP®

Certified Financial Planner 16.24 Miles

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

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

Wilde Wealth Management

3200 W Ray Rd, Ste 101
Chandler, AZ 85226-2457
(480) 641-1315
CONNECT WITH Lennard
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Erick S. Newton

CFP®

Managing Director 23.37 Miles

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

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

Lido Advisors

14256 N Northsight Blvd, B-115
Scottsdale, AZ 85260
(877) 658-2100
(480) 348-2100

Matthew Kelly

CFA, CFP®, CIMA®

Portfolio Manager 22.41 Miles

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

Fee Only Financial Advisor serving Laveen, Arizona and the surrounding communities.

Ironwood Investment Counsel, LLC

6263 N. Scottsdale Road, Suite 200
Scottsdale, AZ 85250
(480) 609-4700

Thomas I. Rindahl

CFP®

Financial Advisor 12.08 Miles

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable...More

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

TruWest Wealth Management

PO Box 3489
Scottsdale, AZ 85271
(602) 629-2646
CONNECT WITH Thomas
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Steve Harnden

CFP®, CPA

Private Wealth Advisor 17.42 Miles

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

Financial Advisor serving Laveen, Arizona and the surrounding communities.

Ameriprise Financial Services, LLC

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

Philip O. Johnson

CFP®

President 13.21 Miles

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

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

Johnson Financial Advisors

1095 W Rio Salado Pkwy #201
Tempe, AZ 85281
(602) 242-4000

Charles B. Lefkowitz

CFP® AIF®

Financial Planner 23.19 Miles

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

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

United Planners Financial Services of America

PO Box 13415
Scottsdale, AZ 85267
(480) 812-0393

Justin Kauffman

CFP®, CEPA®

President, Lead Wealth Advisor 13.04 Miles

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

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

Dominion Private Wealth

1616 N Litchfield rd, ste A155
Goodyear, AZ 85395
(602) 975-0552
CONNECT WITH Justin
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Kenneth Chavis, IV

CFP®

Senior Wealth Counselor 12.86 Miles

Specialties:

Fee Only Financial Advisor serving Laveen, Arizona and the surrounding communities.

Versant Capital Management, Inc.

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

Jay R. Spector

CFP®

Co-CEO, Private Wealth Advisor 22.44 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

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

EverVest Financial

6909 E Greenway Pkwy, Ste 195
Scottsdale, AZ 85254-2149
(602) 313-1112

Dan VanDusen

CFP®, EA

Principal 13.56 Miles

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

Fee Only Financial Advisor serving Laveen, Arizona and the surrounding communities.

Objective Wealth

4232 E Whitton Ave
Phoenix, AZ 85018-5957
(480) 270-4442
CONNECT WITH Dan
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Adam J. Dekker

CFP®, EA, CDFA®

Lead Advisor 19.18 Miles

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

Commission and Fee Financial Advisor serving Laveen, 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
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Janice N. Guinn

CFP®

Associate Financial Planner 15.43 Miles

Specialties:

Financial Advisor serving Laveen, Arizona and the surrounding communities.

Sofia Financial

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

Nathaniel J. Dodd

CFP®, MBA

17.3 Miles

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

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

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

Craig Scrimpshire

CFP®

13.81 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

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

5690 W Chandler Blvd, Suite 4
Chandler, AZ 85226

Karine R. Beard

CFP®

CERTIFIED FINANCIAL PLANNERĀ® 17.71 Miles

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

Commission and Fee Financial Advisor serving Laveen, 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
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