TOP 30 Best Discipline and focus in Arizona

Copperwood Financial, Inc. is a finance institution located at 5635 North Scottsdale Road, Scottsdale, Arizona, United States. Specializing in providing customized financial planning solutions for entrepreneurs, medical professionals, and federal employees, Copperwood Financial, Inc. offers a Tax Freedom Roadmap to help clients define and realize their business, financial, and estate planning goals. With a focus on after-tax returns and disciplined investment processes, the institution aims to create investment strategies to achieve clients' goals. Additionally, Copperwood Financial, Inc. provides advice on entity structuring, employee benefits, risk management, and tax planning for business owners. Specializing in optimizing Social Security benefits and helping clients choose the correct Medicare options, the institution also offers services such as evaluating tax liability, creating estate plans, and advising on Roth IRA conversions. As an independent financial planning and investment management firm, Copperwood Financial, Inc. operates on a fee-based model, ensuring transparency and a fiduciary duty to act in clients' best interests. Specializing in working with entrepreneurs, business executives, medical professionals, and federal employees, Copperwood Financial, Inc. aims to provide advice on minimizing taxes, retirement planning, and asset transitioning.

Merrill Lynch Financial Advisor Veronica Canchola is a finance institution located at 3500 East Sunrise Drive, Tucson, Arizona, United States. With over 30 years of experience in the financial services industry, Veronica Canchola and her team of specialists provide goals-based wealth management to affluent families, accomplished professionals, and successful business owners. Veronica is dedicated to cultivating long-lasting relationships by offering exceptional service, customized advice, and a disciplined approach to investing. Outside of the office, Veronica enjoys playing tennis, hiking, spending time with family, and volunteering in the community. She is actively involved in supporting local women business owners and is a National Association of Women Business Owners Ambassador. At Merrill Lynch Wealth Management, Veronica and her team focus on understanding each client's unique goals and priorities, providing personalized financial plans to help them pursue their aspirations. They offer a range of services, including the Merrill Personal Wealth Analysis™, to help clients manage, grow, and preserve their wealth. As a Merrill Lynch Wealth Management Advisor, Veronica believes in putting clients first and building strong, customized investment approaches to address their individual needs and goals. With access to the resources of Merrill and Bank of America, Veronica and her team are committed to helping clients achieve financial success and navigate life's changes. Let Merrill Lynch Financial Advisor Veronica Canchola help you create a personalized financial approach that reflects your unique personality and priorities.

Merrill Lynch Financial Advisor Matthew P Apostolik is a finance institution located at 3500 East Sunrise Drive, Tucson, Arizona, United States. Our team consists of talented and experienced financial advisors dedicated to building strong relationships with clients based on trust and collaboration. We believe in starting every relationship with a conversation to identify and prioritize your goals. Our Investment Personality Assessment helps us understand your preferences and customize a financial approach tailored to your needs. With access to the investment insights of Merrill and banking solutions from Bank of America, we work with you to develop strategies to address your financial goals. Our team, with over eight decades of collective experience, is committed to helping individuals, families, and institutions make informed decisions about wealth management. We offer personalized attention, proactive communication, and a disciplined process to help simplify our clients' finances so they can focus on what matters most to them. We have received recognition from financial industry publications for our exemplary client service and are proud to serve our clients with the personal attention they expect and deserve.

Scott Murray - UBS Financial Services Inc. is a reputable finance institution located at 2575 East Camelback Road in Phoenix, Arizona, United States. Specializing in providing comprehensive financial services, the institution offers expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, Scott Murray - UBS Financial Services Inc. is committed to delivering top-notch financial planning, investment management, and wealth management services to individuals and businesses alike. Trustworthy and reliable, this institution is dedicated to helping clients navigate the complexities of the financial world and secure their financial future.

Bank of America Private Client Advisor Timothy (Tim) Michael Polson is a Senior Vice President at the Private Bank in Scottsdale, Arizona. With 28 years of financial experience, Tim leads a team of professionals who offer integrated wealth management solutions for ultra-high-net-worth clients. He specializes in innovative financing for real estate, aircraft, yachts, and art collections. Tim is dedicated to simplifying his clients' financial lives so they can focus on their businesses, families, or enjoying life. He holds a bachelor's degree in business management from Arizona State University and an MBA from the W.P. Carey School of Business. Tim is actively involved in his community, serving as treasurer of the Scholarship and Benefit Board at St. Mary's High School. Bank of America Private Bank has a long history of helping clients achieve their financial goals, offering personalized strategies and innovative solutions. They prioritize their clients' best interests and provide disciplined financial strategies to bridge across generations. Please note that by visiting FINRA'S BrokerCheck, you are leaving Bank of America Private Bank's website. Investing involves risk, and it is important to consult legal and tax advisors before making financial decisions. Bank of America does not serve in a fiduciary capacity with all products or services offered.

Bank of America Private Client Advisor Russell S Goldstein is a finance institution located at 14636 North Scottsdale Road, Scottsdale, Arizona, United States. Russell Goldstein is a dedicated Private and Institutional Client Advisor at Bank of America Private Bank, specializing in working with philanthropists, foundations, and nonprofit organizations. With over 20 years of experience at Bank of America, Russell leads a team of specialists to create tailored financial strategies for impact-focused individuals and organizations. He holds various certifications and is actively involved in the community, serving on boards and advisory groups. The institution focuses on building strong client relationships based on trust and personal experience, offering personalized wealth management plans to meet the unique needs and goals of each client. With a rich history of over 200 years, Bank of America Private Bank is committed to helping clients achieve their financial objectives through innovative strategies and a disciplined approach to wealth management. Please note that you are now leaving the Bank of America Private Bank's website and being directed to FINRA’S BrokerCheck. It is important to consult legal and tax advisors before making any financial decisions, as neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice.

Merrill Lynch Financial Advisor Tracy Martin, located at 14636 North Scottsdale Road, Scottsdale, Arizona, United States, is a finance institution dedicated to understanding your life priorities and creating personalized financial plans tailored to your goals and aspirations. The team at Merrill Lynch offers a disciplined approach to managing wealth, focusing on what matters most to you rather than market trends. With access to the investing capabilities of Merrill and the banking solutions of Bank of America, they can help you develop a personalized financial strategy aligned with your goals, whether it's funding education, planning for retirement, covering healthcare costs, or preserving wealth for future generations. The Greer Group at Merrill Lynch provides clients with a high-quality wealth planning experience, aiming to simplify the complexities of financial life and help clients achieve their financial goals through prudent choices and straightforward guidance. The team avoids risky investments and complex strategies, focusing instead on stewarding multigenerational wealth to preserve clients' financial futures.

Merrill Lynch Financial Advisor Matthew B Howell is a team of experienced financial professionals located at 14636 North Scottsdale Road, Scottsdale, Arizona, United States. With over 100 years of combined experience, they specialize in serving the needs of affluent investors. The team is dedicated to providing personalized service, attention to detail, and follow-up to ensure client satisfaction. They have managed over $762 million in assets as of February 2024. Their wealth management planning is tailored to address each client's unique concerns and goals, such as retirement income planning, education funding, and wealth transfer. By following a disciplined planning process, the team aims to understand each client's investment preferences and create a customized strategy to optimize short- and long-term goals.

Edward Jones - Financial Advisor: Cassie Dahline is a reputable finance institution located at 2941 North Power Road in Mesa, Arizona, United States. As a dedicated financial advisor, Cassie Dahline provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and transparency, Edward Jones - Financial Advisor: Cassie Dahline is committed to providing top-notch financial guidance and support to individuals and families in the Mesa area.

Merrill Lynch Financial Advisor Britton S. Larson is a finance institution located at 275 East Rivulon Boulevard, Gilbert, Arizona, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is dedicated to providing exemplary client service, setting the standard for wealth management services. The advisors have been recognized by Forbes and Barron's for their commitment to client relationships and long-term results. Supported by the global resources of Merrill and Bank of America, the team offers personalized financial planning and investment advice to help clients achieve their goals. The institution offers a disciplined wealth management process and a range of services to meet the individual needs of each client. The advisors focus on building strong relationships based on trust and personalized service, ensuring that clients' goals are the top priority. With a commitment to helping clients pursue their goals, the advisors provide transparent investment guidance aligned with what matters most to each client. The team believes that financial success can be achieved through informed decision-making and personalized planning, tailored to each client's unique situation. By regularly reviewing and adjusting the financial approach, the advisors aim to help clients stay on track to achieve their goals. The institution offers a one-on-one relationship with experienced financial advisors who can provide thoughtful analysis and solutions to address each client's needs. With a focus on personalized investment strategies and comprehensive financial solutions, the advisors at Merrill Lynch Wealth Management are dedicated to helping clients live their best financial lives.

Merrill Lynch Financial Advisor David V. Stahle is a finance institution located at 275 East Rivulon Boulevard in Gilbert, Arizona, United States. The institution takes pride in its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is dedicated to providing exemplary client service and has been ranked in publications such as Forbes and Barron's for their wealth management services. The team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. The advisors at Merrill Lynch Wealth Management focus on understanding your family, goals, and priorities to help you achieve your financial goals. The Stahle Bottolfson Larson Group offers wealth management services to institutional and private clients throughout the United States, guiding clients to make informed decisions about their financial futures. The team provides a disciplined wealth management process and personalized financial planning to help you pursue your goals. Working with Merrill Lynch means having advisors dedicated to helping you reach your goals through transparent investment guidance aligned with what matters most to you. The team offers services such as Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. They believe in staying in touch with clients to discuss changes in their lives and financial approaches to help them stay on track. As your life and goals change, the team can update your approach to reflect those changes. Merrill Lynch Wealth Management Advisors are dedicated to helping you build a customized investment approach to address your needs and pursue your goals. The team puts you first every day, providing a dedicated one-on-one relationship focused on helping you live your best financial life.