Chartered financial consultant in Scottsdale, Arizona

Anthony Silva CERTIFIED FINANCIAL PLANNER, ChFC® is a prestigious finance institution located at 14851 North Scottsdale Road in Scottsdale, Arizona, United States. Specializing in financial planning and wealth management, Anthony Silva is a Certified Financial Planner with the Chartered Financial Consultant designation. With a dedication to providing personalized and comprehensive financial advice, clients can trust in Anthony Silva's expertise to help them achieve their financial goals.

Charter Capital, located at 8149 North 87th Place in Scottsdale, Arizona, United States, is a finance institution with a family-owned business that has been providing capital equipment finance and leasing solutions since 1977. With four decades of experience, Charter Capital can serve as your navigator, consultant, and bridge in the commercial finance market. They help identify the most appropriate equipment financing leads for your specific situation, advise on potential pitfalls and benefits of interim rent, equipment leasing, and financing, and provide the best leasing/financing structures and competitive rates. Charter Capital offers competitive equipment financing and leasing rates for loans ranging from $25,000 to $1,000,000, with eligibility requirements depending on the type and size of the loan. Whether you are looking to grow your business or have inquiries about equipment leasing and financing, Charter Capital is ready to assist you. Contact them now to learn more about their capital equipment lease and loan products. Charter Capital is licensed as a California Finance Lender & Broker with license #603A499.

Joseph Kabaki is a Financial Advisor at Ameriprise Financial Services, LLC, located at 9590 East Ironwood Square Drive, Scottsdale, Arizona, United States. He 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®. Joseph is dedicated to providing comprehensive financial planning services to individuals and businesses, with a focus on asset management, retirement planning, estate planning, and investment strategies. He has expertise in working with retirees, small business owners, high net worth clients, and individuals with special needs. Joseph is committed to upholding the highest ethical standards and continuously expanding his knowledge to better serve his clients.

Kandas Financial Group, located at 16220 North Scottsdale Road #250 in Scottsdale, Arizona, is a finance institution that offers a wide range of certifications and designations for financial professionals. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®), APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® for fixed-rate and variable annuities, CASL® for issues impacting seniors, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These designations cover a wide range of topics such as asset management, retirement planning, estate planning, and more. The institution aims to provide comprehensive education and support for financial professionals to better serve their clients.

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.

Nayan Ranchhod - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 16220 North Scottsdale Road, Scottsdale, Arizona, United States. The institution offers a range of certifications and designations 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®, 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 cover various aspects of financial planning, asset management, estate planning, retirement planning, and investment strategies. The institution is dedicated to providing expert financial advice and support to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Josh Winston is a Financial Advisor at Ameriprise Financial Services, LLC located at 16220 North Scottsdale Road, Scottsdale, Arizona, United States. Josh Winston holds multiple 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 Josh Winston's expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and more. Josh Winston is dedicated to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.

Merrill Lynch Financial Advisor David W Dorward is a finance institution located at 23655 North Scottsdale Road in Scottsdale, Arizona, United States. David Dorward, a Managing Director with the firm, serves as the Senior Resident Director of the North Scottsdale Wealth Management Office. With over 25 years of experience in the financial services industry, David specializes in working with ultra-high net worth individuals such as corporate executives, retirees, professional athletes, physicians, and business owners. David is a Portfolio Manager who can help clients pursue their financial objectives through personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He prioritizes operating in the client's best interest and utilizes Merrill's financial planning tool, Private Wealth Analysis, to help clients achieve their goals.

Lucia Capital Group in Scottsdale, Arizona is a finance institution that offers personalized financial guidance and advice from a team of seasoned professionals. They provide a personal financial dashboard tailored to your specific goals and work as fiduciaries to ensure recommendations fit your unique situation. With offices nationwide, they make it easy to discuss retirement planning goals and design a personalized strategy to help you work towards your financial objectives. As a client, you'll have access to CERTIFIED FINANCIAL PLANNER™ professionals, Chartered Financial Consultants, and an in-house investment team to actively manage your portfolio. Lucia Capital Group is committed to helping clients pursue their financial goals through comprehensive, integrated financial planning and wealth services. Their Bucket Strategy® involves investments subject to risks, fees, and expenses, and they are affiliated with LPL Financial, a registered investment advisor and member FINRA/SIPC. Take control of your financial future today with Lucia Capital Group in Scottsdale.

Merrill Lynch Financial Advisor Garett Fig, located at 14636 North Scottsdale Road, Scottsdale, Arizona, United States, is a Vice President and Senior Financial Advisor with over 20 years of experience in the financial services industry. Garett provides personalized financial solutions based on clients' risk tolerance, time horizon, and investment goals. With a background in top tier investment banks and a global insurance and advisory firm, Garett offers a wealth of experience and resources to help clients achieve financial success. By building relationships based on trust and mutual respect, Garett works with clients to develop viable plans that serve as roadmaps for their financial future. Garett holds the Chartered Retirement Planning Counselor, CRPC® and CPFA designations, and is dedicated to helping clients reach their financial goals through personalized investment strategies. Contact Garett Fig to start your journey towards financial success.

Merrill Lynch Financial Advisor William Fusco is located at 14636 North Scottsdale Road in Scottsdale, Arizona, United States. With over 30 years of experience in finance, Bill Fusco is dedicated to building lasting client relationships by providing exceptional guidance and service. He specializes in wealth accumulation, preservation, growth, and transfer through individually tailored wealth management strategies. His services include portfolio development, tax minimization, retirement planning, and asset preservation. Bill also advises business owners and executives on cash management, stock options, benefits, and succession planning. He holds a degree in economics from the University of Arizona and has earned the Chartered Retirement Planning CounselorSM designation. Bill's team at Merrill Lynch Wealth Management is committed to providing personalized service based on trust and understanding of each client's goals and priorities. By utilizing the Merrill Personal Wealth Analysis™, Bill helps clients create personalized financial plans centered on achieving their aspirations. With access to the global resources of Merrill, Bill and his team offer comprehensive financial solutions tailored to each client's unique needs. As a Merrill Lynch Wealth Management Advisor, Bill Fusco is registered to do business in multiple states and is dedicated to helping clients navigate the complexities of their financial lives to pursue their goals.

Merrill Lynch Financial Advisor Jonathan Savage is a finance institution located at 14636 North Scottsdale Road, Scottsdale, Arizona, United States. Jonathan Savage specializes in managing wealth by creating personalized strategies tailored to individual financial goals. By offering access to investment insights from Merrill and banking solutions from Bank of America, Jonathan aims to help clients pursue their financial aspirations. With a focus on understanding clients' priorities and goals, Jonathan works to develop customized wealth management strategies. Through the Merrill Personal Wealth Analysis™, clients can build a personalized plan centered around their objectives. Jonathan believes in the importance of staying informed and offers guidance on a range of financial decisions, from retirement planning to funding education and passing wealth to future generations. By utilizing the Investment Personality Assessment, Jonathan gains a deeper understanding of clients' investing preferences to create a financial approach that aligns with their goals. With a commitment to ongoing communication and adjustments to financial approaches as life changes, Jonathan helps clients stay on track towards achieving their financial aspirations. As a Chartered Retirement Planning Counselor™, Jonathan is registered to do business in multiple states and offers personalized investment strategies to address clients' needs and goals. With a focus on building a one-on-one relationship with clients, Jonathan aims to provide comprehensive financial solutions and investment insights to help clients live their best financial life.

Merrill Lynch Financial Advisor Justin Gillham, located at 23655 North Scottsdale Road in Scottsdale, Arizona, is a finance institution offering personalized wealth management services to high net worth individuals and businesses. Justin Gillham, a Senior Vice President and Wealth Management Advisor, has over 15 years of experience in the financial services industry. His team provides a holistic approach to wealth management, including investing, estate planning, retirement planning, wealth transfer, education planning, wealth preservation, and life insurance. Justin holds the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning Counselor designation, demonstrating his commitment to providing excellent service. Additionally, Bryan Wollheim and Edward Sarraf, both Senior Vice Presidents and Wealth Management Advisors, bring a wealth of experience and expertise to the team. The institution prides itself on building deep and valued relationships with clients, understanding their goals and specific situations to provide tailored advice and strategies. Whether you are planning for retirement, saving for a home, or funding your child's education, the team at Merrill Lynch Financial Advisor Justin Gillham is dedicated to helping you achieve your 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.

Carl Anderson is a Financial Advisor at Ameriprise Financial Services, LLC located at 16220 North Scottsdale Road, Scottsdale, Arizona, United States. He 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®, 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 his expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Carl Anderson is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.

Nicole McKelvey is a Financial Advisor at Ameriprise Financial Services, LLC, located at 16220 North Scottsdale Road in Scottsdale, Arizona, United States. Nicole 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 Nicole's expertise in asset management, estate planning, retirement planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Nicole can provide personalized financial advice to help you achieve your financial goals. Contact Nicole McKelvey today for comprehensive financial planning services tailored to your unique needs.

Kristi Morrow is a Financial Advisor at Ameriprise Financial Services, LLC located at 14500 North Northsight Boulevard in Scottsdale, Arizona. Kristi 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®, 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 Kristi's expertise in asset management, estate planning, retirement planning, investment management, and more. Kristi is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, and high net worth clients. Contact Kristi Morrow for all your financial planning needs.

Ken Johnston is a financial advisor at Ameriprise Financial Services, LLC located at 8817 East Bell Road in Scottsdale, Arizona, United States. Ken 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®, 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 reflect Ken's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. As a financial advisor, Ken is dedicated to providing comprehensive and ethical financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on professionalism and continuing education, Ken Johnston is committed to helping clients achieve their financial goals.

Kevin Lentini is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 15333 North Pima Road in Scottsdale, Arizona. He 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®, as well as the Certified Military Financial Advisor® designation. Kevin Lentini is dedicated to providing expert financial advice and services to individuals and businesses, with a focus on asset management, retirement planning, estate planning, investment strategies, and risk management. With a commitment to ethical standards and ongoing education, Kevin Lentini is well-equipped to help clients navigate the complexities of financial planning.

James Rettke is a Financial Advisor at Ameriprise Financial Services, LLC located at 14274 North Northsight Boulevard, Scottsdale, Arizona, United States. James Rettke 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 Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). These certifications demonstrate James Rettke's expertise in various financial areas including asset management, retirement planning, estate planning, investment management, and more. James Rettke is committed to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients.

Katrina Arrington - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 14274 North Northsight Boulevard in Scottsdale, Arizona, United States. The institution offers a variety of certifications and designations to ensure that their financial advisors are well-equipped to meet the needs of their clients. These certifications include 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 cover a wide range of topics including asset management, retirement planning, estate planning, investment strategies, risk management, and more. The advisors at Katrina Arrington - Financial Advisor, Ameriprise Financial Services, LLC are dedicated to providing expert financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Sean E Riley - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 16220 North Scottsdale Road, Scottsdale, Arizona, United States. The institution offers a variety of certifications and designations to its advisors, including 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 Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, and Chartered Life Underwriter Designation®. These certifications cover a range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, and more. Advisors at Sean E Riley - Private Wealth Advisor are dedicated to providing expert financial advice and assistance to individuals and businesses, ensuring that their clients' financial needs are met with professionalism and integrity.

Mark E Parfet - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6909 East Greenway Parkway, Scottsdale, Arizona, United States. The institution offers a range of 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover various aspects of financial planning and asset management, ensuring that advisors are well-equipped to provide expert advice to individuals, retirees, small business owners, and high net worth clients. The institution upholds a code of ethics and provides comprehensive training to its advisors to ensure they meet the highest standards of professionalism and expertise in the field of finance.

Jonathan Rea is a Financial Advisor at Ameriprise Financial Services, LLC, located at 16220 North Scottsdale Road, Scottsdale, Arizona, United States. He 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 his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Jonathan Rea is dedicated to providing comprehensive and personalized financial advice to his clients, including veterans and military personnel.

Robert Lester, a Financial Advisor at Ameriprise Financial Services, LLC, located at 16220 North Scottsdale Road in Scottsdale, Arizona, offers a wide range of financial services to individuals. Robert Lester holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, and investment strategies. Additionally, Robert Lester is trained as a Behavioral Financial Advisor, Chartered Advisor in Philanthropy®, and Certified Divorce Financial Analyst, among others. With his knowledge and experience, Robert Lester is dedicated to providing personalized financial advice to help clients achieve their financial goals.

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.

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.

Edward Jones - Financial Advisor: Leah K Dominguez, AAMS™|CRPC™|CRPS™ is a reputable finance institution located at 7373 North Scottsdale Road in Scottsdale, Arizona, United States. Leah K Dominguez is a highly qualified and experienced financial advisor with certifications in Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Chartered Retirement Plans Specialist (CRPS). She provides personalized financial advice and planning services to help clients achieve their financial goals and secure their financial future. With a commitment to excellence and a focus on building long-term relationships, Leah K Dominguez and Edward Jones are dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Sandra Kramer - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 14274 North Northsight Boulevard, Scottsdale, Arizona, United States. Sandra Kramer 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®, 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, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Sandra's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, and more. Sandra is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients.

Ronald Ginter is a Financial Advisor at Ameriprise Financial Services, LLC located at 14274 North Northsight Boulevard, Scottsdale, Arizona, United States. Ronald holds multiple 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 cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. Ronald is dedicated to providing expert financial advice and guidance to individuals, retirees, small business owners, and high net worth clients. Contact Ronald Ginter today for all your financial planning needs.