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Kurt N. Gusinde

CFA, CFP®, MBA

Managing Director 18.79 Miles

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

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

Exeter Financial

7001 N Scottsdale Rd, Ste 1040
Paradise Valley, AZ 85253-3671
(480) 588-0835

James P. Dew

CFP® MBA ChFC® CPWA®

President & CEO 24.01 Miles

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

Financial Advisor serving Laveen, Arizona and the surrounding communities.

Dew Wealth Management

8888 E Raintree Dr, Suite 120
Scottsdale, AZ 85260
(480) 614-9119
CONNECT WITH James
  • linkedin link

John Campbell

CFP®

SVP - Senior Managing Director 22.53 Miles

Specialties: Comprehensive Financial Planning, Banking, Charitable & Planned Giving, Asset Allocation,...More

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

Northern Trust

14624 Scottsdale Road, Suite 250
Scottsdale, AZ 85254
(602) 468-2563

Kirk G. Kaprelian

CFP®, ChFC®, CEPA®

Private Wealth Advisor 23.41 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.

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®

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

Dennis J. Rogers

CFP®, CPA

President 14.21 Miles

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

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

Rogers & Kirby, Inc. / United Planners'

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

Mary Zimmerman

CFP®, RLP®

15.01 Miles

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

Financial Advisor serving Laveen, 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 17.15 Miles

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

Commission and Fee Financial Advisor serving Laveen, 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 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
  • linkedin link

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

Elizabeth M. Shabaker

CFP®

CEO 12.91 Miles

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

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

Versant Capital Management, Inc.

2394 E Camelback Rd, Ste 100
Phoenix, AZ 85016
(866) 303-2347
+1 More Number
(602) 635-3760

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
  • linkedin link

Dean Domask

CFP®

Certified Financial Planner 14.52 Miles

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

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

Domask Wealth Management

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

Lennard C. Van Der Feltz

CFP®

Founding Partner 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.

Pinnacle Financial Advisors

2141 E Broadway Rd, Ste 220
Tempe, AZ 85282
(480) 641-1315
CONNECT WITH Lennard
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Timothy M. Amen

CFP®

Sr. Manager 22.58 Miles

Specialties:

Financial Advisor serving Laveen, Arizona and the surrounding communities.

Brighton Jones

4237 North Craftsman Court, Ste 200
Scottsdale, AZ 85251
(480) 332-6514

Bud Heintz

CFP®

Financial Planner/Portfolio Manager 23.46 Miles

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

Fee Only Financial Advisor serving Laveen, 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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James R. Davis

CFP®

Wealth Advisor 18.15 Miles

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

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

Mariner Wealth Advisors

17767 N Scottsdale Rd, Suite 310
Scottsdale, AZ 85255
(480) 527-0505
CONNECT WITH James
  • facebook link
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Chris Kawashima

CFP®,ChFC,EA,CEP,CWS

20.29 Miles

Specialties:

Financial Advisor serving Laveen, Arizona and the surrounding communities.

Charles Schwab & Co.

18724 N 62nd Dr
Glendale, AZ 85308

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
+1 More Number
(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
  • linkedin link

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

Austin L. Peterson

CFP®, CLU®, MBA

Co-Founder / Financial Planner 17.12 Miles

Specialties:

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

Backbone Planning Partners

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

Jennifer Smiljanich

CFP®

Managing Director 18.3 Miles

Specialties: 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change,...More

Financial Advisor serving Laveen, Arizona and the surrounding communities.

SJS Investment Services

6720 North Scottsdale Road, Suite 375
Scottsdale, AZ 85253
(419) 885-2626
CONNECT WITH Jennifer
  • linkedin link

Kyle Ryan McCune

CFP®

Planner 20.91 Miles

Specialties: Comprehensive Financial Planning

Financial Advisor serving Laveen, Arizona and the surrounding communities.

Reify Wealth Advisors

3500 Depauw Blvd, Ste 1035
Indianapolis, IN 46268-6125
(317) 872-5090
CONNECT WITH Kyle
  • linkedin link

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
  • linkedin link

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

Michael Rossi

CFA, CFP®

Client Advisor, Portfolio Manager and Shareholder 23.59 Miles

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement

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

Intelligent Capitalworks

16427 N Scottsdale Rd, Ste 350
Scottsdale, AZ 85254-1599
(480) 951-2900

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 PLANNER® 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
+ 1 More Address

Clarus Wealth at Plum Creek

419 Jerry St
Castle Rock, CO 80104
CONNECT WITH Karine
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