Best investment strategies in Phoenix, Arizona

Merrill Lynch Financial Advisor W Craig Fielder is a finance institution located at 2555 East Camelback Road, Suite 900, Phoenix, Arizona, United States. Their mission is to understand each client individually, focusing on their financial goals and aspirations. They help design and implement personalized plans to manage investment risk and pursue financial goals. By utilizing the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop strategies to address their financial needs. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They offer various services, including personalized financial plans, goal tracking, and regular reviews to ensure clients stay on track to achieve their goals. Their advisors have received recognition from financial industry publications for their exemplary client service. By getting to know each client personally, they can create a financial approach that reflects their unique needs and priorities, helping them achieve their financial goals. With access to the latest investment insights and strategies, Merrill Lynch Financial Advisor W Craig Fielder is dedicated to helping clients live their best financial life.

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.

Wealth Engineering LLC is a finance institution located at 6619 North Scottsdale Road in Scottsdale, Arizona, United States. This independent, fee-only Registered Investment Advisor was founded by financial advisor David J. Fernandez, CFP® and is sought after by major news publications for analysis on financial markets, trends, and forecasts. Specializing in serving high net worth individuals in the greater Phoenix area, Wealth Engineering offers comprehensive Wealth Management services tailored to clients' specific financial needs and life goals. Services include retirement planning, estate planning, Social Security and Medicare planning, college planning, tax planning, and risk management.

Litwak Law Group, located at 1 North 1st Street in Phoenix, Arizona, is a criminal defense trial firm dedicated to fighting for the constitutional rights and freedoms of its clients. Led by experienced attorney Jack Litwak, the firm invests in its clients and their cases by thoroughly examining evidence, interviewing relevant parties, and exploring all possible constitutional issues. With a focus on developing strong and aggressive defense strategies, Litwak Law Group strives to achieve the best possible outcomes for its clients. Whether you are facing criminal charges or accusations, Litwak Law Group can help protect your rights and provide you with expert legal representation. Trust in Litwak Law Group to defend you with professionalism and dedication.

Edward Jones - Financial Advisor: Lynette Kontkanen is a trusted finance institution located at 2525 West Carefree Highway in Phoenix, Arizona, United States. With a focus on personalized financial planning and investment strategies, Lynette Kontkanen and her team provide expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Edward Jones is committed to providing tailored solutions to meet your individual needs. Contact them today to schedule a consultation and take the first step towards a secure financial future.

Edward Jones - Financial Advisor: James Van Pelt, CFP® is a reputable finance institution located at 34406 North 27th Drive in Phoenix, Arizona, United States. James Van Pelt, a Certified Financial Planner, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones is dedicated to providing top-notch financial services to individuals and families in the Phoenix area.

Edward Jones - Financial Advisor: Jamie Fort, CFP® is a reputable financial institution located at 2525 West Carefree Highway in Phoenix, Arizona, United States. Specializing in providing comprehensive financial planning services, Jamie Fort, a Certified Financial Planner, helps clients achieve their financial goals through personalized investment strategies and wealth management solutions. With a commitment to building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jamie Fort, CFP® is dedicated to helping individuals and families secure their financial future.

Highroads Private Wealth Management is a premier finance institution located at 33411 North 24th Drive in Phoenix, Arizona, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help clients navigate the complexities of financial planning and investment strategies. With a focus on integrity and transparency, we strive to build long-lasting relationships with our clients and help them achieve their financial goals. Trust Highroads Private Wealth Management to guide you on the path to financial success.

Edward Jones - Financial Advisor: Carolyn M Berenger, AAMS™|CRPS™ is a reputable finance institution located at 2005 West Happy Valley Road in Phoenix, Arizona, United States. With a focus on providing personalized financial planning and investment services, Carolyn M Berenger, AAMS™|CRPS™ offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Carolyn M Berenger, AAMS™|CRPS™ can help create a customized strategy tailored to your individual needs. Trust in their expertise and dedication to help secure your financial future.

Edward Jones - Financial Advisor: Stacia Weinstein, CFP®|CEPA®|AAMS™ is a reputable finance institution located at 2030 West Baseline Road in Phoenix, Arizona, United States. Stacia Weinstein, a Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), and Accredited Asset Management Specialist (AAMS™), offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized investment strategies and comprehensive financial planning, Stacia Weinstein and the team at Edward Jones provide top-notch financial guidance to individuals and families in the Phoenix area.

Edward Jones - Financial Advisor: Aaron J Martin, AAMS™ is a reputable finance institution located at 2302 North Central Avenue in Phoenix, Arizona, United States. As a highly skilled and knowledgeable financial advisor, Aaron J Martin is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert guidance. With the prestigious Accredited Asset Management Specialist™ (AAMS) certification, clients can trust in Aaron's expertise and commitment to providing top-tier financial services. Whether you are planning for retirement, saving for education, or building wealth for the future, Edward Jones - Financial Advisor: Aaron J Martin, AAMS™ is here to support you every step of the way.

First Financial Asset Management is a leading finance institution located at 2700 North 3rd Street in Phoenix, Arizona, United States. With a strong reputation for excellence in the financial industry, our team of experts specialize in asset management, investment strategies, and financial planning services. We are committed to helping our clients achieve their financial goals and secure their futures. Contact us today to learn more about how we can help you with your financial needs.

Edward Jones - Financial Advisor: Julie Lalwani, CFP®|CRPC™|CRPS™ is a reputable financial institution located at 706 East Bell Road in Phoenix, Arizona. Julie Lalwani, a Certified Financial Planner, Chartered Retirement Planning Counselor, and Chartered Retirement Plans Specialist, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on long-term financial planning and wealth management, Julie Lalwani provides comprehensive financial services to individuals and families in the Phoenix area. Visit Edward Jones - Financial Advisor: Julie Lalwani, CFP®|CRPC™|CRPS™ today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Erica Delgado is a leading finance institution located at 4910 East Ray Road in Phoenix, Arizona, United States. Erica Delgado, a seasoned financial advisor, provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing tailored investment strategies, Erica Delgado and the team at Edward Jones are dedicated to helping clients secure their financial future.

Edward Jones - Financial Advisor: Josh Symons is a reputable finance institution located at 15425 South 40th Place in Phoenix, Arizona, United States. With a focus on providing personalized financial services, Josh Symons and his team offer expert advice and guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or build a comprehensive financial strategy, Edward Jones - Financial Advisor: Josh Symons is dedicated to providing top-notch service and support. Contact them today to schedule a consultation and take the first step towards financial success.

Edward Jones - Financial Advisor: Jeff Schenk, CFP®|AAMS™ is a reputable financial institution located at 3930 East Ray Road in Phoenix, Arizona, United States. Specializing in financial planning and investment strategies, Jeff Schenk, a Certified Financial Planner and Accredited Asset Management Specialist, provides expert advice and personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to helping individuals and families secure their financial futures.

Edward Jones - Financial Advisor: Tyler Leuning, AAMS™ is a reputable finance institution located at 10631 South 51st Street in Phoenix, Arizona, United States. Specializing in financial planning and investment strategies, Tyler Leuning, AAMS™ offers personalized services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert advice, this institution is committed to helping individuals and businesses secure their financial future.

Brian Williams - Morgan Stanley Financial Advisor is a reputable finance institution located at 2398 East Camelback Road in Phoenix, Arizona, United States. As a trusted financial advisor, Brian Williams provides expert guidance and personalized strategies to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, clients can trust in Brian Williams' expertise and experience in the finance industry. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Brian Williams - Morgan Stanley Financial Advisor is dedicated to providing top-notch service and support.

Christopher Dean Torres is a Financial Advisor at Ameriprise Financial Services, LLC located at 3200 East Camelback Road, Phoenix, Arizona, United States. Christopher 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®. These certifications demonstrate Christopher's expertise in asset management, estate planning, investment strategies, retirement planning, and more. As a Financial Advisor, Christopher is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those with specific financial needs such as domestic partnerships and military members. If you are seeking a knowledgeable and experienced financial advisor in Phoenix, Christopher Dean Torres is a trusted professional who can help you achieve your financial goals.

The Biltmore Financial Group - UBS Financial Services Inc. is a reputable finance institution located at 2575 East Camelback Road in Phoenix, Arizona, United States. With a focus on providing top-notch financial services, clients can expect personalized investment strategies, wealth management solutions, and expert financial advice. The institution is known for its commitment to excellence and integrity, making it a trusted partner for individuals and businesses looking to secure their financial future.

Russell Doyle - Financial Advisor, Ameriprise Financial Services, LLC is a trusted wealth manager located at 2398 East Camelback Road, Phoenix, Arizona, United States. With a focus on individual goals and risk tolerance, they provide investment, asset allocation, and portfolio recommendations tailored to each client. Regular meetings and progress tracking ensure that strategies are updated as life changes. Clients can access their investments and accounts securely from any device. Russell Doyle helps clients plan for retirement, education, major purchases, and more. The Retirement InteractiveSM tool allows clients to explore potential challenges that could impact their retirement income. Schedule a complimentary initial consultation to start planning for a more confident financial future. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Russell Doyle is registered to conduct securities business in specific states. Privacy and security are a top priority, with online security guarantees and protections in place. Referrals are welcomed, and friends or family members can expect to hear from Russell Doyle soon to discuss their financial goals.

Merrill Lynch Financial Advisor Brunai Johnson, located at 2555 East Camelback Road, Suite 900, Phoenix, Arizona, United States, offers insights, observations, and ideas to help clients pursue their financial goals. The institution provides personalized wealth management strategies, access to investment insights from Merrill, and banking solutions from Bank of America. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. By understanding clients' goals and priorities, the institution helps create customized financial plans to help clients achieve what matters most to them. The advisors at Merrill Lynch focus on helping clients navigate through life changes and market fluctuations to stay on track towards their financial goals. With a focus on personalized service and tailored financial approaches, Merrill Lynch Financial Advisor Brunai Johnson aims to help clients achieve their financial aspirations.

Donn Fitch - TIAA Financial Consultant is a leading financial institution located at 3131 East Camelback Road in Phoenix, Arizona, United States. As a trusted advisor, Donn Fitch offers expert financial consulting services to help clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, Donn Fitch - TIAA Financial Consultant is committed to providing top-notch financial advice and support to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Donn Fitch is dedicated to helping you make informed choices and build a strong financial foundation.

Michael Keahon - Financial Advisor at Ameriprise Financial Services, LLC, located at 4040 East Camelback Road in Phoenix, Arizona, offers personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Michael can assist with saving for major purchases or meeting current financial needs. Background and qualification information can be found on FINRA's BrokerCheck website, and clients can review the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure for additional information. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Residents of certain states may conduct securities business with Michael Keahon, so please refer to FINRA's BrokerCheck website for details. Take the next step toward a more confident financial future with a complimentary initial consultation in the United States. While Ameriprise Financial cannot guarantee future financial results, they are committed to helping clients navigate the complexities of financial planning.

Merrill Lynch Private Wealth Advisor Ruggero Borletti, located at 2555 East Camelback Road in Phoenix, Arizona, offers industry-leading research and expert analysis to help clients stay ahead in managing their substantial wealth. With a focus on personalized service and trust-based relationships, the private wealth advisors at Merrill Private Wealth Management work with individuals, families, business owners, and executives to develop customized strategies designed to achieve their financial goals. Clients of Merrill Private Wealth Management have access to services and resources typically reserved for large institutions, including investment insights from Merrill and the banking convenience of Bank of America. The institution is committed to providing highly personalized one-on-one service, helping clients develop multigenerational wealth strategies and navigate complex financial challenges.

Chris Kandas - Financial Advisor, Ameriprise Financial Services, LLC, located at 2398 East Camelback Road, Phoenix, Arizona, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals. Chris Kandas holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing expertise in asset management, estate planning, investment strategies, retirement planning, and more. The institution also offers specialized certifications such as Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, and Certified Estate Planners™. With a commitment to excellence and a focus on client needs, Chris Kandas provides comprehensive financial planning services to help individuals achieve their financial goals.

Greg Kraemer - RBC Wealth Management Financial Advisor is a leading financial institution located at 2398 East Camelback Road in Phoenix, Arizona. As a trusted financial advisor, Greg Kraemer provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored investment strategies, Greg Kraemer is committed to providing top-notch financial guidance and support. Visit us today to learn how we can help you secure your financial future.

Kevin Ragon is a Financial Advisor at Ameriprise Financial Services, LLC located at 2398 East Camelback Road in Phoenix, Arizona, United States. Kevin Ragon holds several prestigious 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®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Kevin Ragon provides comprehensive financial services to individuals, retirees, small business owners, and high net worth clients. Additionally, Kevin Ragon is trained to assist military personnel and veterans as a Certified Military Financial Advisor® (CFMA®). Kevin Ragon's commitment to ethical practices and continuing education ensures that clients receive top-notch financial advice and support.

Monson Capital Advisory is a finance institution located at 4435 East Chandler Boulevard, Phoenix, Arizona, United States. We specialize in helping clients grow their nest egg while also protecting their estate from potential risks. Our unbiased advice is tailored to your individual resources and priorities, with a focus on creating a solid financial foundation for lifelong income. We offer comprehensive wealth and estate solutions for both businesses and families, using time-tested strategies to address taxes and generate superior results. Our guarantees are backed by the claims-paying ability of the issuing carrier, providing peace of mind for our clients.

Norm Lemus - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2398 East Camelback Road, Phoenix, Arizona, United States. Norm Lemus 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®. Norm Lemus specializes in providing comprehensive financial planning services tailored to the individual needs of clients, including asset management, retirement planning, estate planning, investment strategies, and risk management. With a commitment to ethical standards and ongoing education, Norm Lemus is dedicated to helping clients achieve their financial goals and secure their financial future.