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TOP 30 Estate advice in Scottsdale, AZ
126 results found
A convenient service for searching for businesses, places and services
Kota North Scottsdale
Kota North Scottsdale is a premier real estate agency located in the heart of Scottsdale, Arizona. Our dedicated team of experienced agents is committed to helping clients buy, sell, and rent properties in the area. With a prime location at 16356 North Thompson Peak Parkway, we offer personalized service and expert advice to ensure a smooth and successful real estate transaction. Whether you are looking for a new home, investment property, or rental, Kota North Scottsdale is here to meet all of your real estate needs. Contact us today to learn more about how we can assist you in achieving your real estate goals.
SCOTTSDALE WEALTH SERVICES INC.
Scottsdale Wealth Services Inc. is a reputable finance institution located at 6991 East Camelback Road in Scottsdale, Arizona, United States. With a team of experienced financial experts, they provide a wide range of wealth management services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, Scottsdale Wealth Services Inc. is dedicated to providing personalized solutions to meet your needs. Trust in their expertise and commitment to helping you secure a stable financial future.
Householder Group Estate & Retirement Specialists
Householder Group Estate & Retirement Specialists is a leading finance institution located at 8985 East Bell Road in Scottsdale, Arizona, United States. We are dedicated to building long-lasting relationships with our clients and providing personalized financial planning services that span generations. Our team of experienced professionals at Householder Group understands the importance of making sound financial decisions today for a secure future. We believe in offering independent and objective advice tailored to each client's unique needs, rather than pushing a one-size-fits-all solution.
The Ultimate
"The Ultimate" is a luxurious 9-bedroom, 6-bathroom estate located at 4095 East Nisbet Road in Phoenix, Arizona, United States. This stunning property can accommodate up to 38 guests and is perfect for large groups, corporate retreats, family reunions, or special events. Designed to be the best vacation rental in the Scottsdale/Phoenix area, "The Ultimate" offers a range of amenities including a spa, outdoor fireplace, bocce ball, ping pong, grassed area, big Connect 4, pickleball and basketball courts, shared sand volleyball, and 11 TVs (including a 65" outdoor TV). Guests can also enjoy a large pool (heated for an additional fee), hot tub, BBQ grill, corn hole court, and more. The property is owned by Scottsdale Stays, one of the largest and most established vacation rental owners in the area with thousands of 5-star reviews. Guests can expect top-notch service and a comfortable stay with all essentials provided, including kitchen appliances, bed linens, toiletries, and more. Please note that guests must be over 30 years old to book, and parties with outside groups or individuals are strictly prohibited. "The Ultimate" is a fantastic choice for those looking for a luxurious and unforgettable stay in Phoenix.
Canada to Arizona
Canada to Arizona is a travel agency located at 7135 East Camelback Road in Scottsdale, Arizona, dedicated to providing expert advice and professional services exclusively for Canadians in Arizona. Owned and operated by Canadian citizens living in Arizona, we offer a range of services including real estate, insurance, financial, and discount travel services tailored specifically for Canadians. Our real estate team specializes in helping Canadians buy and sell properties in Arizona, while also offering assistance with securing the best rates for travel health insurance, currency exchange, home and auto insurance, and U.S. mortgages. We also provide exclusive discounted rates for flights, hotels, car rentals, and entertainment tickets.
Doyle Kathryn W
Doyle Kathryn W is a health institution located at 4300 North Miller Road in Scottsdale, Arizona, United States. This facility offers a range of medical services and treatments to help patients improve their overall well-being. The staff at Doyle Kathryn W are dedicated professionals who are committed to providing high-quality care and personalized treatment plans for each individual. Whether you are in need of routine check-ups, specialized medical treatments, or rehabilitation services, Doyle Kathryn W is here to support you on your journey to better health.
Arizona Vacation Rentals Unlimited
Arizona Vacation Rentals Unlimited, located at 5589 East Galvin Street in Cave Creek, Arizona, is a top-notch real estate and travel agency specializing in luxury vacation rentals. If you're searching for the ultimate vacation rental in Arizona that can accommodate large groups, look no further than Kobey’s Cozy Desert Oasis. With a perfect blend of elegance, convenience, and fun, our Scottsdale Vacation Rentals offer a range of options to suit your needs. Whether you're planning a quaint family getaway or the ultimate group destination package with plenty of room, your own chef, and resort-style pools & spas, we have you covered. Our 6000-square-foot luxury Scottsdale vacation rental comfortably sleeps more guests than any other vacation rental in the area, with beds for up to 24 people. With three living rooms and a two-acre yard, you'll have plenty of space to relax and enjoy your vacation together. Our Private Spa Retreat features a large resort-style heated pool, a baby pool, two jetted hot tubs, an interior jetted spa tub, an amazing back patio, courtyard, sunken outside fireplace, and breathtaking views.
Avion on Legacy Apartments
Avion on Legacy Apartments is a modern real estate agency located at 7340 Legacy Boulevard in Scottsdale, Arizona. These stylish one-, two- and three-bedroom apartments in North Scottsdale offer open layouts perfect for working from home, with built-in desks and large windows that provide plenty of natural light. Enjoy community amenities such as an outdoor lounge with fire features, a business center, a private screening room, and a catering kitchen. Choose from a variety of floor plans to find the perfect apartment home for your lifestyle. Watch a movie or game in the private screening room, and rest assured that your pets are welcome in this cat and dog friendly community.
San Carlos
San Carlos is a real estate agency located at 9494 East Redfield Road in Scottsdale, Arizona, United States. Offering one-, two- and three-bedroom homes with stunning views of McDowell Mountain, San Carlos Apartments provides both classic and upgraded interiors. Upgrades include built-in shelving, premium finishes, and upgraded lighting and fixtures. The community amenities include a business center, two outdoor swimming pools, outdoor fire features, a fitness center, and garage or covered parking. With 18 years of award-winning customer service, San Carlos Apartments offers a variety of floor plans to suit every lifestyle. Enjoy the luxury of two outdoor swimming pools, a spa, grilling areas, and other upgraded features such as granite countertops, stainless steel appliances, and luxury vinyl plank flooring. Located near hiking and biking trails at McDowell Mountain Regional Park, San Carlos Apartments combines natural beauty with luxury living. Conveniently situated near Costco, PayPal, and the Mayo Clinic, and zoned to the Scottsdale Unified School District, San Carlos Apartments is the perfect place to call home. Explore our nearby communities and stay up to date with our latest industry news and community living advice.
40 Winks
40 Winks is a dynamic real estate and travel agency located in the vibrant city of Scottsdale, Arizona. Our team of dedicated professionals are committed to helping clients find their dream homes or plan the perfect getaway. Whether you're looking to buy or sell a property, or seeking expert advice on travel destinations, 40 Winks is here to make your dreams a reality. Visit us at 7120 East Indian School Road and let us help you turn your visions into unforgettable experiences.
Asset Preservation Wealth & Tax, Financial Advisors
Asset Preservation Wealth & Tax is a financial institution located at 11323 West Bell Road in Surprise, Arizona, United States. Specializing in accounting, finance, insurance, and legal services, our team of dedicated financial advisors is committed to providing personalized service to meet your unique financial needs. Our financial planners in Surprise, AZ take a human approach to financial, retirement, and estate planning, ensuring that your goals are met with care and expertise. As fiduciaries, we prioritize your interests, guaranteeing that there is no conflict of interest in how we conduct our business.
Asset Preservation Wealth & Tax, Financial Advisors
Asset Preservation Wealth & Tax is a financial institution located in Phoenix, Arizona, offering a wide range of services including accounting, finance, insurance, and legal advice. Our team of experienced financial advisors specializes in tax-saving tools and strategies to help you maximize your wealth and minimize your tax burden. We provide retirement planning and wealth management services tailored to your individual needs, guiding you towards a financially stable future. With our comprehensive financial services, including investing, tax planning, and estate planning, we can help you achieve your financial goals and secure a brighter future. Contact us at one of our convenient locations in Phoenix, Scottsdale, Tempe, or Las Vegas to start planning for your financial future today.
Farm Bureau Financial Services
Farm Bureau Financial Services is an insurance agency located at 14861 North Scottsdale Road in Scottsdale, Arizona. We offer a wide range of insurance products and financial services to help protect and secure your future. Our knowledgeable agents are dedicated to providing personalized solutions to meet your individual needs. Whether you are looking for auto, home, life, or business insurance, we have you covered. Trust Farm Bureau Financial Services to provide you with peace of mind and financial security.
Northwestern Mutual
Northwestern Mutual is a trusted finance and insurance agency located at 9841 East Bell Road in Scottsdale, Arizona, United States. With a strong reputation for providing reliable financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their futures. Their team of experienced professionals offers personalized guidance and tailored solutions to meet each client's unique needs. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Northwestern Mutual is committed to helping you build a solid financial foundation.
Canada to USA
Canada to USA is an insurance and travel agency located at 7629 East Pinnacle Peak Road in Scottsdale, Arizona. Our institution offers expert advice and professional services exclusively for Canadians living in the United States. Owned and operated by Canadian citizens, we specialize in providing a range of services including real estate, insurance, financial planning, and discounted travel services. We help Canadians save money on travel with discounts of up to 70% on hotels, 50% on flights, 25% on rental cars, and 60% on entertainment tickets. Our team assists Canadians with buying and selling U.S. real estate, securing travel health insurance, obtaining home and auto insurance, currency exchange, mortgage rates, financial planning, and cross border tax strategies. We are the go-to resource for Canadians in all 50 U.S. states, with top services requested in cities such as Orlando, Phoenix, Los Angeles, Dallas, Honolulu, Seattle, and Charleston. Join our membership to access exclusive discounts and start saving money on all your U.S. needs!
WealthTrust Advisors
WealthTrust Advisors is a boutique wealth advisory practice located at 1490 South Price Road in Chandler, Arizona. Since 1996, we have been helping our clients pursue their dreams and fulfill their legacy wishes. Our dedicated team of advisors has over 24 years of experience in the investment management industry and takes a holistic approach to financial planning, portfolio management, estate planning, risk management, retirement planning, long-term care, and taxation. As a firm committed to upholding the Fiduciary Standard, we always put our clients' interests first and provide objective advice and solutions. Our advisors work together as a team, leveraging the collective wisdom of the Hightower community to deliver tailored wealth management solutions. We prioritize teamwork, integrity, knowledge, experience, service, and loyalty in all that we do.
Solid Rock Wealth Management, Inc.
Solid 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.
Westbrook Financial Services, Inc.
Westbrook Financial Services, Inc. is a reputable finance institution located at 7425 East Stetson Drive in Scottsdale, Arizona, United States. With a strong focus on providing top-notch financial services, Westbrook Financial Services, Inc. offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Trust Westbrook Financial Services, Inc. for all your financial needs.
Merrill Lynch Financial Advisor Bryan Jason Wollheim
eflects your unique goals and priorities. With a team of experienced wealth management professionals, we offer personalized financial strategies to high net worth individuals and businesses. Our holistic approach includes investing, estate planning, retirement planning, wealth transfer, education planning, wealth preservation, and life insurance. We prioritize building deep and valued relationships with our clients, ensuring that we understand their specific situations and goals. Our goal is to help clients achieve their long-term financial goals by providing tailored advice and strategies. With over 20 years of experience in the industry, our Senior Vice President, Wealth Management Advisor, Bryan Jason Wollheim, is dedicated to working with high net worth families, individual investors, and business owners. He is supported by a team of experts who can help clients pursue their objectives through personalized strategies. Located at 23655 North Scottsdale Road in Scottsdale, Arizona, Merrill Lynch Financial Advisor Bryan Jason Wollheim is committed to helping clients navigate the complex world of finance and achieve financial success. Contact us today to learn more about how we can help you reach your financial goals.
Pinnacle Bank Investment Services
Pinnacle 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.
Intelligent Capitalworks
Intelligent Capitalworks is a finance institution located at 16427 North Scottsdale Road in Scottsdale, Arizona, United States. Specializing in fiduciary wealth management, our team of Scottsdale financial advisors is dedicated to helping individual investors solve their retirement planning, investment, and wealth management challenges. As one of only two CEFEX-certified financial advisory firms in Arizona, we offer fiduciary fee-only wealth advisory services for high-net worth individuals, families, and trusts. Our client advisors are all Certified Financial Planners™ and members of NAPFA, adhering to strict fee-only compensation and ethical obligations. We are also the only member in metropolitan Phoenix offering fiduciary fee-only wealth advisory services. With a focus on retirement planning, investment management, trust and estate planning, and philanthropic planning, Intelligent Capitalworks is committed to serving our clients' best interests and maintaining the highest level of competency. Recognized by organizations such as the Investment Adviser Association, Bloomberg Business Profile, and Forbes Finance Council, we are dedicated to providing top-quality financial advice and guidance to our clients. Trust Intelligent Capitalworks for experienced wealth management fiduciary services among Scottsdale financial advisors.
Bank of America Private Client Advisor Mikola A Efimenko
Bank of America Private Client Advisor Mikola A Efimenko is a Vice President and Private Client Advisor located at 14636 North Scottsdale Road, Scottsdale, Arizona. Mikola provides tailored wealth strategy and advice to high-net-worth individuals and families, helping them pursue the lives and legacies they envision. With a background in wealth management since 2008, Mikola combines the intimacy of a boutique with access to a wide range of resources and capabilities. He works with a team of specialists to streamline various aspects of a client's financial situation, including investments, trust and estate planning, customized credit, and banking. Mikola, an Arizona native, is actively involved in the community and enjoys spending time with his family. Tune in for insights on Mondays and Fridays at 2:00 PM EST. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They take the time to listen and learn about each client's needs, goals, and best interests, creating strategies for the present and future. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth, offering personalized approaches and resources to achieve financial objectives. They focus on providing disciplined financial strategies and bridging generations, adapting to evolving markets and financial landscapes. Please note that you are leaving Bank of America Private Bank's website when directed to FINRA's BrokerCheck. Remember that investing involves risk, and it's important to consult legal and tax advisors before making financial decisions. Bank of America, N.A. and U.S. Trust Company of Delaware do not always serve in a fiduciary capacity with all products or services.
Capital Wealth Alliance
Capital 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.
Fiduciary Solutions LLC
Fiduciary Solutions LLC is a trusted finance institution located at 7047 East Greenway Parkway in Scottsdale, Arizona, United States. Specializing in providing expert financial services, Fiduciary Solutions LLC offers tailored solutions to meet the individual needs of their clients. With a team of experienced professionals, they are committed to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or estate planning, Fiduciary Solutions LLC is dedicated to providing top-notch fiduciary services with integrity and transparency.
Merrill Lynch Financial Advisor Justin Gillham
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.
WealthTrust Advisors
WealthTrust Advisors is a boutique wealth advisory practice located at 17200 North Perimeter Drive in Scottsdale, Arizona. Since 1996, we have been helping our clients pursue their dreams and fulfill their legacy wishes. Our team of experienced advisors offers a holistic approach to financial planning, portfolio management, estate planning, risk management, retirement planning, long-term care, and taxation. As a firm committed to upholding the Fiduciary Standard, we always put our clients' interests first and provide objective advice and solutions. With an average of over 24 years of experience in the investment management industry, our advisors collaborate and leverage the collective wisdom of the Hightower community to deliver tailored wealth management solutions.
Copperwood Financial, Inc.
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 Wealth Management
Merrill Lynch Wealth Management is a finance institution located at 23655 North Scottsdale Road, Scottsdale, Arizona, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We offer financial strategies backed by years of combined knowledge and experience in wealth management. Our services go beyond wealth planning advice, as we can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. Our financial advisors are dedicated to client service and satisfaction, helping clients identify personal and professional goals related to lifestyle and multi-generational issues. With access to industry analysts and specialists, our advisors can fully understand each client's financial situation and collaborate on creating long-term financial strategies. We are also committed to giving back to the communities we serve through volunteerism and charitable outreach.
Rizzo Financial Group
Rizzo Financial Group is a leading finance institution located in Scottsdale, Arizona. Our team of experienced professionals is dedicated to providing personalized financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, we are here to help. Visit us at 10575 North 114th Street to learn more about how Rizzo Financial Group can support your financial needs.
Arizona Loan Officer - Chad Okun
Arizona Loan Officer - Chad Okun is a reputable finance institution located at 8130 East Cactus Road in Scottsdale, Arizona, United States. As a dedicated loan officer, Chad Okun specializes in providing personalized financial solutions to meet the individual needs of his clients. With years of experience in the finance industry, Chad Okun offers expert advice and guidance on a wide range of loan options, including mortgages, refinancing, and home equity loans. Whether you are a first-time homebuyer or looking to invest in real estate, Arizona Loan Officer - Chad Okun is committed to helping you achieve your financial goals. Contact Chad Okun today to learn more about the personalized loan options available to you.
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