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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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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

Joseph M. Feichtel

CFP®, PFS, CPA

14.32 Miles

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

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

JMF Financial Services, LLC

1270 E Broadway Road, Ste 202
Tempe, AZ 85282
(800) 431-0682
(602) 248-8001

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) 268-2303
CONNECT WITH Kirk
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Brian D. Wruk

CFP®(US,CDA),TEP,CIM

President 22.34 Miles

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

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

Transition Financial Advisors Group, Inc.

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

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

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

Melissa A. Kemp

CFP®, AEP

President 17.95 Miles

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

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

Premium Administration, LLC

PO Box 4130
Scottsdale, AZ 85261
(602) 840-2900

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

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

Michael McCann

CFP®

12.6 Miles

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

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

Perspective Financial Services LLC.

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

James M. Graham

CFP®

Investment Advisor Representative 17.71 Miles

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

Commission and Fee Financial Advisor serving Laveen, 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 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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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
(602) 635-3760

Vincent Rossi

MSFS,CFP®,CIMA®,AEP®

President, Chief Investment Officer 23.62 Miles

Specialties: Comprehensive Financial Planning, Investment Management

Fee Only Financial Advisor serving Laveen, 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

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

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
  • twitter link
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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
  • facebook link
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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

Jessica Peck Donnerstein

CFP®

17.17 Miles

Specialties: Comprehensive Financial Planning

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

3GenWealth

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

Skip Jackson

CFP®

13.05 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.

Bledsoe Asset Management

1500 E. Bethany Home Rd., Ste. 100
Phoenix, AZ 85014
(602) 595-2324

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

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

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

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

Joe Di Vito

CFP®

12.9 Miles

Specialties:

Financial Advisor serving Laveen, Arizona and the surrounding communities.

RBC

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