TOP 10 Customized investment portfolios in Scottsdale, AZ
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Total Investment Management
● ClosedTotal Investment Management is a renowned finance institution located in Scottsdale, Arizona. Our team of experienced professionals is dedicated to providing top-notch investment management services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, our experts are here to guide you every step of the way. Visit us at 9383 East Bahia Drive to learn more about how Total Investment Management can help you secure a prosperous financial future.
9383 E Bahia Dr STE 120, Scottsdale, AZ 85260, United States -
Pinnacle Bank Investment Services
● OpenPinnacle Bank Investment Services is a leading financial institution located at 15900 North 78th Street in Scottsdale, Arizona, United States. Specializing in investment services, Pinnacle Bank offers a wide range of financial products and services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to customer satisfaction, Pinnacle Bank Investment Services is the premier choice for individuals seeking expert financial advice and guidance.
15900 N 78th St Ste 200, Scottsdale, AZ 85260, United States -
Sonora Investment Management
● ClosedSonora Investment Management is a boutique money management firm located at 16100 North 71st Street in Scottsdale, Arizona. Established in 1986, our experienced advisory team has been providing professional asset management services to over 1000 client households, with assets totaling over $1.5 billion as of January 2023. As a Focus partner firm since 2021, we specialize in customized portfolio management tailored to individual client goals and needs. Our investment research process includes thorough analysis of U.S. registered equity and bond investments, ensuring a comprehensive approach to financial planning. With offices in Phoenix and Tucson, Arizona, we offer state-of-the-industry tools for budgeting and retirement planning, and prioritize our fiduciary responsibility to always put our clients' financial interests first. Contact us at (480) 474-4188 in Phoenix or (520) 624-4554 in Tucson to learn more about how Sonora Investment Management can help you achieve your financial goals.
16100 N 71st St, Scottsdale, AZ 85254, United States -
Sonora Investment Management, LLC
● ClosedSonora Investment Management, LLC is a boutique finance firm located at 2343 East Broadway Boulevard, Tucson, Arizona. Established in 1986, Sonora Investment Management has been a trusted partner in managing over $1.5 billion in assets for 1000 client households. With offices in both Phoenix and Tucson, our experienced advisory team specializes in personalized asset management tailored to individual client goals and needs. We utilize a proprietary investment research process that combines bottom-up and top-down analysis on U.S. registered equity and bond investments. Our comprehensive tools and analysis support budgeting and retirement planning, while our customized portfolio management ensures alignment with client objectives and suitability. As a fiduciary, Sonora prioritizes transparency and a conservative approach in client interactions, always putting our clients' financial interests first. Contact us at our Phoenix office at 16100 N. 71st St., Suite 190, Scottsdale, AZ 85254 or our Tucson office at 2343 E. Broadway Blvd., Suite 116, Tucson, AZ 85719 for professional financial guidance.
2343 E Broadway Blvd UNIT 116, Tucson, AZ 85719, United States -
Ashley Stillwell
● OpenAshley Stillwell is a medical institution located at 13737 North 92nd Street, Scottsdale, Arizona, United States. Ashley, who grew up in rural Nebraska, is a dual board certified doctor in Family Medicine and Psychiatry. She received her medical degree from Des Moines University and completed her residency at the University Of Iowa Hospitals and Clinics. Ashley has a special interest in Women's Health, Primary Care, and Psychiatry, and has completed a fellowship in Quality Improvement. She is currently practicing at Mayo Clinic Family Medicine and Psychiatry in Thunderbird location, providing comprehensive primary care for patients of all ages. Make a tax-deductible gift to support the cutting-edge research and care offered by Ashley Stillwell.
THUNDERBIRD PRIMARY, 13737 N 92nd St, Scottsdale, AZ 852607434, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 24568 North 74th Place in Scottsdale, Arizona, United States. As a leading financial services firm, Raymond James offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced financial advisors and a commitment to personalized service, Raymond James is dedicated to providing tailored solutions to meet the unique needs of each individual client. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Raymond James Financial Services is here to help you navigate the complexities of the financial world with confidence and peace of mind.
24568 N 74th Pl, Scottsdale, AZ 85255, United States -
Solid Rock Wealth Management, Inc.
● ClosedSolid Rock Wealth Management, Inc. is a finance institution located in Scottsdale, Arizona. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, our team is here to help. At Solid Rock Wealth Management, Inc., we believe in building solid financial foundations for our clients, so they can enjoy a secure and prosperous future. Visit us at 9664 East Sidewinder Trail to learn more about how we can help you achieve financial success.
9664 E Sidewinder Trail, Scottsdale, AZ 85262, United States -
Merrill Lynch Financial Advisor Sarah Chiuppi Marson
● ClosedMerrill Lynch Financial Advisor Sarah Chiuppi Marson is a finance institution located at 23655 North Scottsdale Road, Scottsdale, Arizona, United States. In today's ever-changing world, they believe in providing sophisticated, highly customized strategies to all their clients through a consultative approach. Their process begins with gaining an understanding of each client's vision, preferences, and unique circumstances to formulate a wealth strategy that aligns with their specific needs. The institution is committed to becoming a lifetime resource for those who entrust them with their financial well-being. Sarah Chiuppi Marson, the Vice President Senior Financial Advisor and Portfolio Manager, has almost ten years of experience in the financial services industry. She relocated to North Scottsdale from Boston, Massachusetts, and has a Bachelor of Science degree in Economics. Sarah and her Wealth Management partners have a combined experience of over 85 years. The institution serves a diverse client base, ranging from affluent individuals and families to small business owners across the country.
23655 N Scottsdale Rd, Scottsdale, AZ 85255, United States -
Merrill Lynch Financial Advisor David W Dorward
● ClosedMerrill 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.
23655 N Scottsdale Rd, Scottsdale, AZ 85255, United States -
Capital Wealth Alliance
● OpenCapital Wealth Alliance is a premier financial institution located at 17015 North Scottsdale Road in Scottsdale, Arizona. As a leading player in the finance industry, our team of experts are dedicated to helping clients achieve their financial goals and secure their future. With a focus on wealth management, investment strategies, and financial planning, we provide personalized solutions tailored to each client's unique needs. Trust Capital Wealth Alliance to guide you towards a secure and prosperous financial future.
17015 N Scottsdale Rd Ste. 250, Scottsdale, AZ 85255, United States -
J Pearson Financial Group
● OpenJ Pearson Financial Group is a finance institution located at 6909 East Greenway Parkway in Scottsdale, Arizona, United States. We specialize in helping clients navigate today's economic challenges to identify long-term trends and opportunities for financial success. Our priority is understanding your personal situation, dreams, goals, and risk tolerance to create a customized financial plan. We offer educational resources such as videos, articles, presentations, and calculators to help you learn more about personal finance. Our total wealth management approach covers investments, taxes, insurance, and estate planning to address all your financial concerns. Our goal is to help you invest conservatively, minimize taxes, meet insurance needs, and plan for transferring wealth to future generations.
6909 E Greenway Pkwy #235, Scottsdale, AZ 85254, United States -
John Merendino - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJohn 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.
14274 N Northsight Blvd Ste 100, Scottsdale, AZ 85260, United States -
Ronald Ginter - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRonald 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.
14274 N Northsight Blvd Ste 100, Scottsdale, AZ 85260, United States -
Mark Shultz - UBS Financial Services Inc.
● OpenMark Shultz - UBS Financial Services Inc. is a premier financial institution located at 4800 North Scottsdale Road in Scottsdale, Arizona. Specializing in providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our experienced professionals are here to assist you every step of the way. Trust Mark Shultz - UBS Financial Services Inc. for all your financial needs.
4800 N Scottsdale Rd Suite 4500, Scottsdale, AZ 85251, United States -
Palacios & Associates - Ameriprise Financial Services, LLC
● ClosedPalacios & Associates - Ameriprise Financial Services, LLC, located at 14274 North Northsight Boulevard in Scottsdale, Arizona, is a finance institution dedicated to helping individuals reach their retirement goals and financial aspirations. With a focus on personalized financial strategies tailored to each client's unique goals and risk tolerance, we provide investment recommendations and portfolio analysis to help you track your progress towards achieving your financial objectives. Our team of Ameriprise financial advisors are committed to engaging each generation in meaningful conversations about their financial priorities, whether it be planning for education, retirement, or personal investments. We emphasize the importance of financial literacy across generations, empowering each family member to make informed decisions for their future. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and we adhere to strict privacy and security guidelines to ensure the safety of your information. Contact us today to begin your journey towards financial wellness.
14274 N Northsight Blvd Ste 100, Scottsdale, AZ 85260, United States -
Silver Williams
● OpenSilver Williams is a reputable finance institution located at 10613 Hayden Road in Scottsdale, Arizona, United States. With a focus on providing top-notch financial services, Silver Williams is committed to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the dedicated team at Silver Williams is here to support you every step of the way. Trust in Silver Williams for all your financial needs.
10613 Hayden Rd, Scottsdale, AZ 85260, United States
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