Arizona estate planners in Arizona

Merrill Lynch Financial Advisor Lijun He is a finance institution located at 14636 North Scottsdale Road, Scottsdale, Arizona, United States. Lijun He is committed to serving clients with the highest professional and ethical standards, bringing joy, confidence, and clarity to their financial planning and asset management journey. With a background in academic research and a deep commitment to helping individuals achieve their financial goals, Lijun He offers a one-stop shop for financial services, including investments, banking, risk management, and trust and estate fiduciary services. As a mother, wife, and community volunteer, Lijun He understands the importance of saving, investing, and giving as individuals and families. She is actively involved in various philanthropic organizations and serves on the board of directors for social impact and education equity organizations.

Phocus Companies is a finance institution located at 7600 North 16th Street in Phoenix, Arizona, United States. Founded in 2009 through the merging of two family practices specializing in accounting, tax, and insurance, Phocus Companies offers a unique holistic planning approach. With over 80 years of combined experience in the Phoenix market, our team of partners and professionals also specialize in business law and estate planning. We aim to simplify your life by handling all your financial needs under one roof, while also providing access to a network of trusted professionals in various industries. In these uncertain times, we are dedicated to keeping you informed and empowered with the latest updates and news that may impact you and your business. Trust Phocus Companies to navigate through these challenges and help secure your financial future.

Gilbert Gallahar, MBA, CFP - NFLPA Registered Player Financial Advisor is a reputable finance and insurance agency located at 16260 North 71st Street in Scottsdale, Arizona, United States. Specializing in providing financial advice and services to NFL players, Gilbert Gallahar is a highly qualified professional with a Master's in Business Administration and Certified Financial Planner designation. With a focus on helping athletes manage their wealth and plan for the future, Gilbert Gallahar is a trusted advisor within the sports industry.

Richard Oxford Financial is a trusted finance institution located at 7010 East Acoma Drive in Scottsdale, Arizona. With a focus on providing expert financial services to individuals and businesses, Richard Oxford Financial is dedicated to helping clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our team of professionals is here to help. Contact us today to learn more about how Richard Oxford Financial can help you secure your financial future.

Rochford R E CPA is a reputable accounting and finance institution located at 3644 West Windrose Drive in Phoenix, Arizona, United States. With a team of experienced and skilled Certified Public Accountants, they provide a wide range of financial services including tax preparation, audit assistance, bookkeeping, and financial planning. Clients can trust Rochford R E CPA for reliable and professional financial guidance to help them achieve their financial goals.

JBrooks Wealth Advisors - CPA, CFP, PC is a reputable accounting and finance institution located at 4647 North 32nd Street in Phoenix, Arizona. Our team of experienced professionals, including Certified Public Accountants (CPAs) and Certified Financial Planners (CFPs), are dedicated to providing top-notch financial services to our clients. Whether you need assistance with tax planning, investment management, retirement planning, or any other financial matter, we are here to help. Trust JBrooks Wealth Advisors to help you achieve your financial goals and secure your future.

Thomas E Price Law Offices PC is a reputable law firm located at 501 East Oak Street in Kingman, Arizona. Specializing in various areas of law, including personal injury, criminal defense, family law, and estate planning, our team of experienced attorneys is dedicated to providing top-notch legal representation to clients in need. With a commitment to excellence and a track record of success, Thomas E Price Law Offices PC is a trusted resource for individuals seeking professional and reliable legal services in the Kingman area.

Merrill Lynch Financial Advisor Heath Whetsel is a reputable finance institution located at 23655 North Scottsdale Road in Scottsdale, Arizona, United States. With a focus on providing expert financial advice and guidance, clients can trust Heath Whetsel to help them navigate their financial goals and investments. Whether you are looking to plan for retirement, manage your investments, or create a comprehensive financial strategy, Merrill Lynch Financial Advisor Heath Whetsel is dedicated to helping you achieve financial success.

Edward Jones - Financial Advisor: Josh Bring, AAMS™ is a trusted financial institution located at 3011 South Lindsay Road in Gilbert, Arizona, United States. Specializing in finance, Josh Bring is a knowledgeable and experienced advisor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or seeking guidance on wealth management, Josh Bring and the team at Edward Jones are committed to providing personalized and professional service to help you secure your financial future.

Strategic Financial Group is a multifaceted institution located at 633 East Ray Road in Gilbert, Arizona, United States. As a finance, health, insurance agency, and real estate agency, we offer comprehensive services to meet all of our clients' needs. Our team of experienced professionals is dedicated to providing personalized and strategic financial solutions to help individuals and businesses achieve their goals. Whether you are looking to invest, protect your assets, or find the perfect property, Strategic Financial Group is here to help you every step of the way. Visit us today to learn more about how we can assist you in reaching your financial objectives.

Steve Ciolino, CPA, JD is a reputable accounting and finance institution located at 1107 East Bell Road in Phoenix, Arizona, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Their expertise in both accounting and law allows them to offer comprehensive solutions to their clients' financial needs. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Steve Ciolino, CPA, JD is dedicated to helping you achieve your financial goals.

Springsteel Investment Advisors is a leading financial institution located at 2198 East Camelback Road in Phoenix, Arizona. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing comprehensive investment advice and strategic financial planning to help clients achieve their long-term financial goals. With a commitment to excellence and personalized service, Springsteel Investment Advisors is a trusted partner for individuals and businesses seeking expert financial guidance.

Jeremy Kisner, CFP is a reputable financial institution located at 2425 East Camelback Road in Phoenix, Arizona, United States. Specializing in comprehensive financial planning services, Jeremy Kisner, CFP offers expert advice and guidance to help individuals and families achieve their financial goals. With a focus on personalized strategies and a commitment to excellence, clients can trust Jeremy Kisner, CFP to provide reliable and professional financial services.

EP Wealth Advisors, located at 3131 East Camelback Road in Phoenix, Arizona, is a finance institution dedicated to helping clients achieve their financial goals. As independent financial advisors, they offer a planning-based approach tailored to each client's unique needs. With a fee-only structure, they provide objective investment recommendations. Their team of Certified Financial Planners, tax and estate professionals, and portfolio managers work together to create personalized financial plans and manage investment portfolios. Regular reviews and updates ensure that clients stay informed and on track to meet their goals. EP Wealth Advisors offers a wide range of wealth management services and has been recognized as one of the fastest-growing private companies in America and a top workplace by the Los Angeles Business Journal. With a focus on personalized service and deep expertise, EP Wealth Advisors is committed to helping clients focus on what's important in their financial lives.

Merrill Lynch Financial Advisor Aaron F Berger is a finance institution located at 14636 North Scottsdale Road, Scottsdale, Arizona, United States. This institution offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. Aaron Berger has been helping clients simplify their financial life since 1994, implementing customized financial strategies to help clients reach their long term goals and dreams. He holds the CERTIFIED FINANCIAL PLANNER™ and CRPC designations. Aaron is dedicated to giving back to the community and is actively involved in charitable organizations. He believes in understanding each client's unique needs and goals to create personalized financial plans. With access to investment insights from Merrill and banking solutions from Bank of America, Aaron works with clients to develop an approach that addresses their financial needs. The institution offers tools to help clients track changes in their financial goals and progress. By connecting life and finances, Merrill advisors provide informed decisions to help clients pursue their goals. The institution goes beyond the traditional role of an advisor, providing research and resources to help clients make informed decisions. It is important to consult legal and tax advisors before making financial decisions. Merrill Lynch offers a broad range of brokerage, investment advisory, and other services.

Merrill Lynch Financial Advisor Michael Plesh, located at 275 East Rivulon Boulevard in Gilbert, Arizona, is a dedicated finance institution focused on providing personalized wealth management services to affluent families. Michael and his team are committed to building strong client relationships based on trust and personalized service. With a Bachelor of Science in Finance and as a CERTIFIED FINANCIAL PLANNER™ professional, Michael creates tailored financial plans to help clients navigate complex decisions and prepare for retirement. Recognized as one of the Forbes "Best-in-State Wealth Management Teams," Michael and his team offer proactive management of concentrated stock holdings, personalized wealth analysis, and insights to help clients achieve their financial goals. They believe in leaving memories, not just money, and strive to help clients find joy while maintaining long-term financial stability.

Focus Point Planning is a finance institution located at 575 West Chandler Boulevard in Chandler, Arizona. Led by the caring and experienced Certified Financial Planner (CFP®) professional, Marie Burns, we treat our clients like family and assist them with their money decisions. Our focus is on reducing stress and saving time by providing a simplified yet comprehensive roadmap of your financial life. As your objective, personal guide, we are your advocate and pro-active accountability partner, focusing on the key aspects of your financial health: money, motion, and mind. Without financial advice, you risk losing out on investment returns, tax savings, and proper estate planning. Can you afford not to have a plan for your main resource, money? With almost 20 years of experience, Marie takes a holistic approach to financial health, helping you assess and address concerns that matter to you. We start with a Financial Wellness Review to ensure you are on the right track.

Merrill Lynch Financial Advisor Rizwan H Shah, located at 2555 East Camelback Road, Suite 900, Phoenix, Arizona, United States, is a finance institution dedicated to helping clients manage their wealth through personalized strategies. With access to the investment insights of Merrill and banking solutions from Bank of America, Rizwan Shah works closely with clients to understand their goals, priorities, and financial situation. By developing a personalized plan tailored to each client's needs, the institution aims to help individuals and families pursue their financial goals while managing investment risk. Rizwan Shah is a Certified Financial Planner with expertise in areas such as retirement planning, education funding, and wealth transfer. By taking a comprehensive approach to financial management, the institution helps clients navigate the complexities of their financial lives and make informed decisions to achieve their goals. Through ongoing communication, regular reviews, and updates to the financial approach as needed, Rizwan Shah and his team strive to help clients stay on track and adapt to changes in the market and in their personal lives.

The Brutton Group - Northwestern Mutual is a reputable finance and insurance agency located at 9841 East Bell Road in Scottsdale, Arizona, United States. With a strong focus on providing comprehensive financial planning and insurance solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, The Brutton Group - Northwestern Mutual is committed to providing personalized service and expert guidance to meet your individual needs. Contact us today to learn more about how we can help you build a secure financial future.

Marcus Fabiano, CFP - Raymond James is a finance institution located at 14850 North Scottsdale Road in Scottsdale, Arizona, United States. Specializing in wealth management and financial planning, Marcus Fabiano, a Certified Financial Planner, and his team at Raymond James are dedicated to helping clients achieve their financial goals through personalized strategies and top-notch service. With a focus on building long-term relationships based on trust and integrity, Marcus Fabiano, CFP - Raymond James is committed to providing expert financial guidance to individuals and families in the Scottsdale area.

Intouch Wealth Advisors is a finance institution located at 4900 North Scottsdale Road in Scottsdale, Arizona, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. We offer personalized financial planning, investment management, and wealth management services to individuals and families. At Intouch Wealth Advisors, we prioritize building long-term relationships with our clients based on trust, transparency, and integrity. Contact us today to schedule a consultation and start planning for a secure financial future.

Northsight Wealth Management - Pablo Oliva is a finance institution located at 6424 East Greenway Parkway in Scottsdale, Arizona, United States. Specializing in wealth management, the institution focuses on preserving, growing, and planning wealth to meet the goals most important to their clients. With a team of experienced advisors, Northsight Wealth offers tailored solutions for financial stability and business growth, particularly for business owners looking to optimize their businesses, reduce taxes, and invest wisely. Their comprehensive range of financial products and services includes risk management, estate planning, investment portfolio construction, and advanced asset protection strategies. The institution takes a personalized approach to investing, considering each client's unique circumstances, needs, objectives, and risk tolerance.

The Cain Neifert Group at Morgan Stanley is a premier financial institution located at 14850 North Scottsdale Road in Scottsdale, Arizona. As a part of the prestigious Morgan Stanley brand, our team of experienced financial advisors offers a wide range of services including wealth management, investment planning, retirement planning, and more. With a commitment to providing personalized solutions and exceptional customer service, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.

Merrill Lynch Financial Advisor Austin Fleet, located at 14636 North Scottsdale Road in Scottsdale, Arizona, offers insights, observations, and ideas to help you achieve your financial goals for your business and family. Austin Fleet holds the CERTIFIED FINANCIAL PLANNER™ designation and is passionate about delivering excellent service. The institution focuses on building a personalized plan centered on your goals and priorities, while also considering changes in your life and the financial markets. Austin and the team at Merrill Lynch Wealth Management work with you to develop a customized investment approach to address your needs and pursue your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Austin Fleet is dedicated to helping you achieve your financial goals. The institution is registered to do business in multiple states and offers the expertise of a Sports & Entertainment Accredited Wealth Management Advisor™. Contact Merrill Lynch Financial Advisor Austin Fleet to start working towards your financial success.

Echelon Private Wealth LLC is a prestigious finance institution located in Scottsdale, Arizona, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management services tailored to the unique needs of our clients. Located at 7047 East Greenway Parkway, Echelon Private Wealth LLC is committed to helping individuals and families achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you navigate the complexities of the financial world and build a solid foundation for long-term success.

Thompson Wealth Management is a top-rated finance institution located at 16430 North Scottsdale Road in Scottsdale, Arizona. We have been ranked in Arizona's Top 10 Independent Investment Advisors for the past 7 consecutive years, including #1 for 2020. Our team is dedicated to simplifying the complex world of finance and helping you reach your financial goals. At Thompson Wealth Management, we believe in providing you with the confidence to make sound financial decisions. Whether you are looking to secure the best opportunities for your family, establish a solid financial foundation, or retire comfortably, we are here to help. Our financial planning services are designed to provide you with a blueprint for success and peace of mind.

Wealth Engineering, LLC is a finance institution located at 7373 East Doubletree Ranch Road in Scottsdale, Arizona. Led by founder and financial advisor David J. Fernandez, CFP®, Wealth Engineering is an independent, fee-only Registered Investment Advisor serving the greater Phoenix area. The firm is highly regarded by major news publications for its analysis on financial markets, trends, and forecasts. As a Certified Financial Planner™ and fiduciary for clients, Wealth Engineering offers comprehensive Wealth Management services tailored to individual financial needs and life goals. Specializing in retirement planning, estate planning, Social Security and Medicare planning, college planning, tax planning, and risk management, the firm works with high net worth individuals seeking a financially successful retirement.

Quinn Financial Planning LLC is a fiduciary fee-only asset manager and financial planner located at 7702 East Doubletree Ranch Road in Scottsdale, Arizona. Our founder, Timothy, is a registered investment advisor with over 32 years of experience in the Chicago area. We offer personalized financial planning services that focus on your individual goals and values, rather than generic strategies. Our goal is to put your future on the best road possible, without the influence of commissions or hidden fees. Contact us at our Orland Park, IL office for more information on how we can help you secure your financial future.

Ameriflex Financial Services is a finance institution located at 7333 East Doubletree Ranch Road in Scottsdale, Arizona. With additional corporate offices in Las Vegas, Nevada, they offer a range of financial services to help clients manage their wealth and plan for the future. Receive their complimentary book, Your Transitional Wealth Planner, to learn more about their services. Contact them via phone at (702) 987-9730 or email at [email protected], or visit their website at AmeriFlex for more information.

Watermark Wealth Strategies in Chandler is a premier financial institution located at 2151 East Pecos Road in Chandler, Arizona. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, our team is here to provide expert guidance and support. At Watermark Wealth Strategies, we believe in building long-term relationships with our clients based on trust, integrity, and a commitment to excellence. Contact us today to schedule a consultation and start planning for a brighter financial future.