Best financial practices in Scottsdale, Arizona

CorePath Wealth Partners Scottsdale is a finance institution located at 7114 East Stetson Drive in Scottsdale, Arizona, United States. Specializing in Wealth Planning, Investments, and Financial Peace of Mind, we offer a transparent, fiduciary-level engagement that puts you at the core of our ecosystem approach. Our experienced team provides strategic asset allocation, evidence-based investment philosophy, and private access to exclusive investment opportunities, treating you like family every step of the way. With a focus on risk management that goes beyond traditional insurance solutions, our Risk Solutions program offers a comprehensive audit and consulting process. Additionally, we offer top-tier tax and accounting services through our affiliate, James Lee of JLAC, Inc. Catering to practice and business owners, we understand the challenges of managing financial health and offer solutions to empower you to innovate, build, and succeed while we handle the complex operations. Serving clients in Arizona and Colorado, including areas like Scottsdale, Denver, Boulder, and Colorado Springs, we are dedicated to providing Financial Advisor, Wealth Management, and Financial Planning services to help you achieve your financial goals.

T & H Financial Coaching, located at 10505 North 69th Street in Scottsdale, Arizona, is dedicated to helping individuals and couples organize their finances, strengthen relationships, and build wealth. Our Financial Coaches provide guidance and support to eliminate anxiety and fear surrounding money, making it easier to achieve a stress-free financial lifestyle. With our assistance, you can learn new practices, form beneficial habits, and gain the knowledge needed to manage your money effectively and create wealth for yourself and your family. We understand the emotional aspect of money and will help you communicate about finances with respect, honesty, and positivity, strengthening your relationships in the process. If you're hesitant about financial coaching, we encourage you to give it a try - the benefits will quickly become apparent and the investment will pay off in the long run. At T & H Financial Coaching, we are committed to helping you live a content, financially independent life with confidentiality, respect, and honesty. Your financial well-being is our priority.

Kirk Girair Kaprelian is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 14274 North Northsight Boulevard in Scottsdale, Arizona, United States. Kirk holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kirk is dedicated to providing expert financial advice and planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethical practices and continuing education, Kirk is committed to helping clients achieve their financial goals and secure their financial future. Contact Kirk Girair Kaprelian today for personalized wealth management services tailored to your specific needs.

NextLevel Practice, located at 14301 North 87th Street in Scottsdale, Arizona, is a dental health institution dedicated to helping dentists supercharge their practices. With fully-customized coaching, the institution helps define goals, remove obstacles, and achieve financial success without sacrificing personal life. The institution guarantees a return on investment and has helped numerous practices achieve financial freedom and success. With a focus on creating unstoppable teams and implementing effective systems and processes, NextLevel Practice aims to help dentists take their careers to the next level. Whether you're looking to increase profits, simplify business operations, or plan for retirement, NextLevel Practice is committed to guiding you through the process and ensuring your success. With a strong focus on real results and a commitment to customer satisfaction, NextLevel Practice is the go-to institution for dentists looking to achieve their career goals and build successful practices.

Scottsdale Academy of Finance is a prestigious university located at 14300 North Northsight Boulevard in Scottsdale, Arizona, United States. As a leading institution in the field of finance, the academy offers comprehensive programs and courses designed to equip students with the knowledge and skills needed to succeed in the finance industry. With state-of-the-art facilities, experienced faculty members, and a focus on practical, hands-on learning, Scottsdale Academy of Finance is the ideal choice for students looking to pursue a career in finance.

Impact Financial Planners is a leading finance institution located at 3260 Hayden Road in Scottsdale, Arizona, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, our experts are here to provide personalized solutions tailored to your unique needs. With a focus on impact investing and sustainable financial practices, we strive to make a positive difference in the world while helping our clients grow their wealth. Contact us today to schedule a consultation and take the first step towards a brighter financial future.

Merrill Lynch Financial Advisor Eric Burns is a finance institution located at 23655 North Scottsdale Road, Scottsdale, Arizona, United States. Eric W. Burns, the Financial Advisor, has nearly 20 years of experience in financial services and specializes in simplifying the investment process for clients. He focuses on honesty, transparency, and simplicity in his practice, striving to help clients make smart decisions with their money. Eric offers a comprehensive approach to managing wealth, creating customized financial strategies based on each client's goals and aspirations. He is dedicated to understanding each client's priorities and helping them achieve their financial objectives. Eric is actively involved in volunteering in the community and believes in building personalized plans centered on clients' goals. By working with Eric, clients can expect a tailored approach to managing and growing their wealth while considering long-term financial impact. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can develop a financial approach designed to address their specific needs. Eric believes in regular communication and adjustments to financial approaches as clients' life and goals change. By getting to know each client personally, Eric can offer a customized investment approach that reflects their personality and priorities. Partnering with Eric at Merrill Lynch Wealth Management means receiving personalized investment strategies and comprehensive financial solutions to help achieve financial goals.

Stephen Bouton is a Financial Advisor at Ameriprise Financial Services, LLC, located at 16220 North Scottsdale Road, Scottsdale, Arizona, United States. Stephen holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Stephen's expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and continuing education, Stephen provides comprehensive financial advice to clients, including retirees, small business owners, and high net worth individuals.

Krista Marie Tarbox is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 14500 North Northsight Boulevard in Scottsdale, Arizona, United States. Krista Marie Tarbox holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, investment strategies, retirement planning, estate planning, and insurance products. As an Accredited Portfolio Management Advisor, Krista Marie Tarbox has a deep understanding of client assessment, risk/return, and modern portfolio theory. With a focus on ethical practices and comprehensive knowledge, Krista Marie Tarbox provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for retirement planning, investment opportunities, estate planning, or risk management, Krista Marie Tarbox can help you navigate the complex world of finance with confidence and expertise.

Alexander T Schneebacher - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 6909 East Greenway Parkway, Scottsdale, Arizona, United States, is a finance institution specializing in providing comprehensive wealth management services. Alexander T Schneebacher holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers a range of services tailored to meet the unique needs of individuals, small business owners, retirees, and high net worth clients. With a focus on ethical practices and continuous education, Alexander T Schneebacher is dedicated to helping clients achieve their financial goals and secure their financial future.

Geoffrey Lee - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 16220 North Scottsdale Road, Scottsdale, Arizona, United States, is a prestigious finance institution offering a wide range of services to meet the diverse needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the advisors at Geoffrey Lee are highly skilled and knowledgeable in areas such as asset management, estate planning, retirement planning, investment strategies, and risk management. Whether you are a retiree, small business owner, or high net worth individual, the team at Geoffrey Lee can provide you with expert advice and personalized financial solutions. With a focus on ethical practices and ongoing education, the advisors at Geoffrey Lee are committed to helping their clients achieve their financial goals and secure their future. Whether you are planning for retirement, navigating a divorce, or looking to maximize the value of your business, the team at Geoffrey Lee is here to help you every step of the way.

Steven Rabin - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 16220 North Scottsdale Road in Scottsdale, Arizona, is a finance institution offering a range of specialized certifications and designations to provide expert financial advice to clients. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Steven Rabin is equipped to address the unique needs of individuals, retirees, small business owners, high net worth clients, and those planning for retirement. The institution also offers specialized training in areas such as estate planning, investment management, retirement planning, and financial decision-making. With a commitment to ethical practices and ongoing education, Steven Rabin ensures that clients receive the highest level of expertise and service in managing their wealth and financial futures.

John Merendino - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 14274 North Northsight Boulevard in Scottsdale, Arizona, offers a wide range of financial services. John Merendino holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, John Merendino provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with portfolio management, tax planning, insurance products, or retirement income solutions, John Merendino is dedicated to helping you achieve your financial goals. Contact him today to discuss your financial needs and create a customized financial plan tailored to your specific circumstances.

Tim Hughes is a Financial Advisor at Ameriprise Financial Services, LLC located at 16220 North Scottsdale Road in Scottsdale, Arizona, United States. Tim holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Tim is dedicated to providing comprehensive financial planning services to clients, specializing in investment management, retirement planning, estate planning, and insurance products. With a focus on ethical practices and advanced knowledge in asset management, Tim is equipped to assist individuals, retirees, small business owners, and high net worth clients with their financial goals.

Renee Langlois - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 16220 North Scottsdale Road, Scottsdale, Arizona, United States. Renee Langlois holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers a range of services for individuals and small business owners, focusing on personalized financial planning and wealth management. With a commitment to ethical practices and ongoing education, Renee Langlois provides comprehensive financial solutions tailored to each client's unique needs.

Dewey M. Darwin - Private Wealth Advisor at Ameriprise Financial Services, LLC is a prestigious finance institution located at 16220 North Scottsdale Road, Scottsdale, Arizona, United States. Dewey M. Darwin holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products. With a focus on ethical practices and continuous education, Dewey M. Darwin provides comprehensive financial services to individuals, retirees, small business owners, and high net worth clients. From behavioral financial advising to specialized certifications in philanthropy, divorce financial analysis, and exit planning, Dewey M. Darwin offers tailored solutions to meet the diverse needs of their clients. As a Chartered Financial Consultant and Certified Financial Planner™, Dewey M. Darwin is committed to delivering excellence in personal financial planning and investment management. With a strong emphasis on client education and support, Dewey M. Darwin is dedicated to helping clients achieve their financial goals and secure their financial future.

Jason Ayala is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 14500 North Northsight Boulevard in Scottsdale, Arizona, United States. With a variety of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jason Ayala specializes in providing comprehensive financial planning services to individuals and small business owners. From asset management to retirement planning, estate planning to investment opportunities, Jason Ayala is dedicated to helping clients achieve their financial goals. With a focus on ethical practices and continuing education, Jason Ayala is committed to providing expert advice and guidance in the complex world of finance.

Jessica Smith is a Registered Practice Associate at Ameriprise Financial Services, LLC, located at 9590 East Ironwood Square Drive in Scottsdale, Arizona, United States. If you have any financial questions, Jessica is available to help with a complimentary initial consultation. She offers investment products and services through Ameriprise Financial Services, LLC, a registered investment adviser. Jessica can only conduct securities business with residents of certain states, so be sure to check FINRA's BrokerCheck website for more information. With a focus on helping clients achieve their financial goals, Jessica looks forward to meeting with you to discuss what's most important to you. Please note that investment products involve risks, and Ameriprise Financial cannot guarantee future financial results. Feel free to refer friends or family members to Jessica for assistance with their financial planning needs.

Healthcare Community Financial Group - UBS Financial Services Inc. is a finance institution located at 14624 North Scottsdale Road in Scottsdale, Arizona, United States. Specializing in financial services, they cater to the healthcare community, providing expert advice and guidance on managing finances and investments. With a focus on personalized solutions and tailored strategies, they help individuals and businesses in the healthcare industry achieve their financial goals and secure their financial future.

Charles Palacios is a Financial Advisor at Ameriprise Financial Services, LLC, located at 14274 North Northsight Boulevard in Scottsdale, Arizona, United States. Charles holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and more. Charles is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. His commitment to ethical practices and continued education ensures that he can help clients make informed financial decisions and achieve their financial goals. Contact Charles Palacios today for expert financial advice and personalized wealth management solutions.

Jordan Bowden - State Farm Insurance Agent is an insurance agency located at 10245 East Vía Linda in Scottsdale, Arizona. Situated in the Executive Suites at The Mercado, this agency offers free quotes for auto, home/renters, life, and business insurance in the Scottsdale area. They also provide insurance and asset reviews, assist with out-of-state transfers to Arizona, and service all of Scottsdale and surrounding communities. The agency emphasizes the importance of safe driving practices and financial resolutions for the new year. They offer life insurance and annuities through State Farm Life Insurance Company and State Farm Life and Accident Assurance Company. Additionally, they provide information on pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company. State Farm reminds customers to avoid sharing sensitive personal information online and encourages those with accessibility issues to call for assistance. Please note that State Farm entities do not provide tax or legal advice, and customers should consult a professional for personalized guidance.

Murphy Orthodontics, led by Dr. Chris Murphy, DDS, is a top-rated orthodontic practice located in Goodyear, Arizona. Our mission is to provide the highest quality orthodontic care to patients in Phoenix, Scottsdale, and the surrounding areas. Dr. Murphy and his experienced team offer personalized treatment options for both children and adults in a friendly and compassionate environment. Dr. Murphy is a board-certified orthodontist and has been recognized as one of Phoenix Magazine’s Top Orthodontists. Our practice offers a wide range of orthodontic treatments, including traditional braces and Invisalign® clear aligners. Invisalign® is a discreet and convenient option for patients looking to straighten their teeth without traditional braces. Dr. Murphy and his team are dedicated to providing safe and effective treatment that meets each patient's unique needs and goals. Patients love the warm and welcoming atmosphere at Murphy Orthodontics, where they can feel comfortable and at home during their treatment. Our team is committed to making the orthodontic experience as pleasant as possible for every patient. We also work with insurance providers to ensure that patients receive the best financial plan for their treatment.

Brad Dunlap - State Farm Insurance Agent is an insurance agency located at 7949 East Acoma Drive in Scottsdale, Arizona. We are conveniently situated at the corner of Hayden & Acoma, across from the Go Daddy headquarters. With over 30 years of State Farm experience, we are dedicated to serving the insurance needs of Scottsdale and the Phoenix Metro Area. As a graduate of Illinois State University with a degree in Finance, Brad Dunlap is committed to providing personalized care and professional service to all our customers. Our highly experienced team has over 40 years of combined insurance and financial services experience, ensuring that you receive the best guidance and support for your insurance needs.

Welcome to Modern Law, located at 8707 East Vista Bonita Drive, Scottsdale, Arizona, United States. As a leading family law institution, we offer a wide range of resources and services to assist you in your legal journey. Our team of experienced attorneys is dedicated to providing you with the best representation and guidance, tailored to your specific needs. At Modern Law, we understand that family law matters are not just legal transactions, but life-changing events with high stakes. Whether you are seeking information, legal coaching, or full representation, we are here to support you every step of the way. Our team is committed to practicing law with creativity, optimism, bravery, and empathy, ensuring that your best interests are always at the forefront.

Buildingstars is a premier commercial cleaning institution located at 11209 North Tatum Boulevard in Phoenix, Arizona. Our personalized and consistent services cater to a variety of office spaces, including financial, industrial, educational, and medical offices, as well as corporate headquarters and multi-tenant buildings. With a focus on clear and simple processes, we strive to meet all of your commercial cleaning needs with the industry's most talented professional cleaning teams in Phoenix. Our green cleaning program not only promotes employee health and protects the environment, but also helps create efficiencies that reduce costs throughout your facility. With our healthy building services, such as touch-free soap and paper dispenser solutions, we help you create a healthy environment for employees, tenants, and customers.

David DeBlaey is a leading health institution located at 9832 Hayden Road in Scottsdale, Arizona, United States. Specializing in providing top-quality healthcare services, David DeBlaey offers a wide range of medical treatments and therapies to help patients improve their overall well-being. With a team of highly skilled and experienced healthcare professionals, this institution is dedicated to providing personalized care and support to each individual. Whether you are seeking treatment for a specific health condition or simply looking to maintain your overall health, David DeBlaey is committed to helping you achieve your health goals.

Wipfli, located at 11333 North Scottsdale Road in Scottsdale, Arizona, is a top 20 national firm specializing in accounting and finance services. With a wide range of resources and expertise, we offer assurance, accounting, tax, and consulting services tailored to meet the unique needs of our clients. Our team of professionals focuses on specific industries such as construction, real estate, financial services, manufacturing, distribution, and nonprofit organizations. Additionally, our Scottsdale office is a center for tech consulting and business technology solutions, including CRM integration, business intelligence reporting tools, web and mobile app development, and legacy app modernization projects. Let Wipfli help you overcome challenges, achieve your goals, and plan for future success.

Arnold & Company, LLC is a reputable accounting and finance institution located at 7330 East Earll Drive in Scottsdale, Arizona, United States. With a focus on IRS audit strategies and financial issues, clients can trust that they will be represented by experienced partners who are admitted to practice before the Internal Revenue Service. Bill Jr., with 25 years of experience and a management degree from Arizona State University, specializes in taxpayer representation, business tax preparation, and individual tax preparation. When not working, he enjoys watching his sons pursue their passions in music and baseball. Gail, who has been with the company for nearly 25 years, ensures the office runs smoothly and efficiently. A graduate of Northern Arizona University, she plays a vital role in the success of Arnold & Company, LLC.

Producers Prospect IMO is a finance institution located at 6900 East Camelback Road, Scottsdale, Arizona, United States. We offer comprehensive support for Financial Advisors, ensuring that you have the tools and resources needed to succeed in the industry. Our team is dedicated to helping you achieve unprecedented success and reach your ambitious goals. We provide white glove concierge support, software tools for lead conversion, and coaching from industry leaders to help you increase your revenue stream. Our boutique service offers personalized support and guidance to establish you as a thought leader in your market.

Thunderbird Law is a prestigious institution located at 9375 East Shea Boulevard in Scottsdale, Arizona, United States. As a leading law school, Thunderbird Law offers a comprehensive legal education to aspiring lawyers. With a focus on practical skills and real-world experience, students at Thunderbird Law are equipped with the knowledge and expertise needed to succeed in the legal profession. The institution is committed to fostering a diverse and inclusive environment, preparing students to tackle the complex legal challenges of today's world.