TOP 10 Financial solutions in Scottsdale, AZ
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Edward Jones - Financial Advisor: Alec I Blakeman
● OpenEdward Jones - Financial Advisor: Alec I Blakeman is a reputable finance institution located at 18700 Hayden Road in Scottsdale, Arizona, United States. Alec I Blakeman is a trusted financial advisor who helps individuals and businesses achieve their financial goals through personalized investment strategies and expert guidance. With a focus on building long-term relationships with clients, Alec I Blakeman provides tailored financial solutions to help clients secure their financial future. Whether you are planning for retirement, saving for college, or investing for growth, Alec I Blakeman and Edward Jones are dedicated to helping you make informed decisions and achieve financial success.
18700 Hayden Rd Suite 190, Scottsdale, AZ 85255, United States -
Edward Jones - Financial Advisor: Kristin T Evans, CEPA®
● ClosedEdward Jones - Financial Advisor: Kristin T Evans, CEPA® is a reputable finance institution located at 7320 East Deer Valley Road in Scottsdale, Arizona, United States. As a Certified Exit Planning Advisor, Kristin T Evans offers expert financial advice and strategic planning services to help clients achieve their financial goals. With a focus on personalized solutions and a commitment to excellence, clients can trust Edward Jones to provide top-notch financial guidance and support. Whether you are planning for retirement, investing for the future, or preparing to exit your business, Kristin T Evans and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
7320 E Deer Valley Rd Ste 115, Scottsdale, AZ 85255, United States -
Merrill Lynch Financial Advisor John P Bridgford
● ClosedMerrill Lynch Financial Advisor John P Bridgford is a premier financial institution located at 23655 North Scottsdale Road in Scottsdale, Arizona, United States. Specializing in finance, they offer expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, Merrill Lynch Financial Advisor John P Bridgford is dedicated to providing top-notch financial solutions for individuals and businesses alike.
23655 N Scottsdale Rd, Scottsdale, AZ 85255, United States -
Aaron Kurasch - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAaron Kurasch is a financial advisor at Ameriprise Financial Services, LLC located at 16220 North Scottsdale Road in Scottsdale, Arizona, United States. With a focus on personalized financial advice, investments, and solutions, Aaron can help you achieve your financial goals and navigate life's uncertainties. Whether you are saving for a major purchase or planning for the future, Aaron can provide guidance tailored to your needs. If you are interested in scheduling a complimentary initial consultation, please reach out to Aaron. Background and qualification information can be found on FINRA's BrokerCheck website.
16220 N Scottsdale Rd Ste 250, Scottsdale, AZ 85254, United States -
Brian Bratspis - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBrian Bratspis is a financial advisor at Ameriprise Financial Services, LLC located at 16220 North Scottsdale Road in Scottsdale, Arizona, United States. With a focus on personalized financial advice, investments, and solution recommendations, Brian can help you achieve your financial goals and navigate through life's uncertainties. Background and qualification information for Brian Bratspis can be found on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC Client Relationship Summary Disclosure is also available for reference.
16220 N Scottsdale Rd Ste 250, Scottsdale, AZ 85254, United States -
Edward Jones - Financial Advisor: Rebecca S Phelan
● ClosedEdward Jones - Financial Advisor: Rebecca S Phelan is a trusted financial institution located at 10465 East Pinnacle Peak Parkway in Scottsdale, Arizona, United States. As a dedicated finance professional, Rebecca S Phelan offers personalized financial planning services to help clients achieve their goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Rebecca S Phelan is committed to providing expert guidance and tailored solutions to meet your unique needs. With a focus on building long-lasting relationships based on trust and integrity, Edward Jones - Financial Advisor: Rebecca S Phelan is your partner in financial success.
10465 E Pinnacle Peak Pkwy Unit 100, Scottsdale, AZ 85255, United States -
Scottsdale Financial Advisors
● ClosedScottsdale Financial Advisors is a reputable finance institution located at 7585 East Redfield Road in Scottsdale, Arizona, United States. Our team of experienced advisors is dedicated to providing personalized financial solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or create a comprehensive financial strategy, our advisors are here to help. At Scottsdale Financial Advisors, we prioritize transparency, integrity, and client satisfaction. Contact us today to schedule a consultation and take the first step towards securing your financial future.
7585 E Redfield Rd, Scottsdale, AZ 85260, United States -
Geoffrey Lee - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedGeoffrey Lee - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 16220 North Scottsdale Road, Scottsdale, Arizona, United States, is a prestigious finance institution offering a wide range of services to meet the diverse needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the advisors at Geoffrey Lee are highly skilled and knowledgeable in areas such as asset management, estate planning, retirement planning, investment strategies, and risk management. Whether you are a retiree, small business owner, or high net worth individual, the team at Geoffrey Lee can provide you with expert advice and personalized financial solutions. With a focus on ethical practices and ongoing education, the advisors at Geoffrey Lee are committed to helping their clients achieve their financial goals and secure their future. Whether you are planning for retirement, navigating a divorce, or looking to maximize the value of your business, the team at Geoffrey Lee is here to help you every step of the way.
16220 N Scottsdale Rd Ste 250, Scottsdale, AZ 85254, United States -
John Santillo - Associate Advisor, Ameriprise Financial Services, LLC
● ClosedJohn Santillo - Associate Advisor at Ameriprise Financial Services, LLC, located at 16220 North Scottsdale Road in Scottsdale, Arizona, United States, is a finance institution dedicated to helping clients achieve their financial goals. Specializing in investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance, John Santillo offers personalized services to help clients track their progress and adjust their financial approach as needed. Clients can access their investments and accounts securely from any device and receive regular reviews and updates on their financial status. To schedule a complimentary initial consultation or learn more about how John Santillo can assist with retirement planning, education savings, major purchases, and more, interested individuals can visit the FINRA's BrokerCheck website for background and qualification information. With a focus on understanding each client's unique needs and providing personalized financial solutions, John Santillo aims to help clients build a more confident financial future.
16220 N Scottsdale Rd Ste 250, Scottsdale, AZ 85254, United States -
Edward Jones - Financial Advisor: Ryan D McKeon
● ClosedEdward Jones - Financial Advisor: Ryan D McKeon is a reputable finance institution located at 18700 Hayden Road, Scottsdale, Arizona, United States. With a strong focus on personalized financial planning and investment strategies, Ryan D McKeon provides expert guidance and support 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, Ryan D McKeon offers tailored solutions to meet your individual needs. Trust in Edward Jones - Financial Advisor: Ryan D McKeon for reliable and professional financial advice.
18700 Hayden Rd Suite 190, Scottsdale, AZ 85255, 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 -
Merrill Lynch Financial Advisor Francis Joseph DeBlasi
● ClosedMerrill Lynch Financial Advisor Francis Joseph DeBlasi is a finance institution located at 23655 North Scottsdale Road, Scottsdale, Arizona, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution offers personalized financial planning and investment strategies to help clients pursue their goals and manage their wealth. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution works with clients to develop a customized approach to address their financial needs. The advisors at Merrill Lynch Wealth Management focus on understanding clients' priorities, goals, and aspirations to create a personalized plan intended to help them achieve financial success. Through ongoing communication and review meetings, the institution aims to help clients stay on track towards their goals, adjusting their financial approach as needed. Merrill Lynch Financial Advisor Francis Joseph DeBlasi believes in putting clients first, offering dedicated one-on-one relationships and comprehensive financial solutions to help clients live their best financial life.
23655 N Scottsdale Rd, Scottsdale, AZ 85255, United States -
Moyer Wealth Management - UBS Financial Services Inc.
● OpenMoyer Wealth Management - UBS Financial Services Inc. is a finance institution located at 4800 North Scottsdale Road in Scottsdale, Arizona, United States. With a focus on providing comprehensive wealth management services, the institution offers a range of financial solutions tailored to meet the unique needs of each client. From investment planning to retirement strategies, Moyer Wealth Management - UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, clients can trust in the expertise and guidance provided by this reputable institution.
4800 N Scottsdale Rd Suite 4500, Scottsdale, AZ 85251, United States -
Merrill Lynch Financial Advisor Drew W Keilen
● ClosedMerrill Lynch Financial Advisor Drew W Keilen is a finance institution located at 23655 North Scottsdale Road, Scottsdale, Arizona, United States. Drew Keilen specializes in managing wealth by creating personalized strategies tailored to each client's unique financial situation and goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Drew Keilen helps clients navigate the ever-changing market conditions to pursue their financial objectives. Through the Merrill Personal Wealth Analysis™, clients can build a personalized plan focused on their individual goals and aspirations. Drew Keilen believes in building long-term relationships with clients, understanding their evolving priorities, and providing thoughtful advice to help them achieve financial success. By utilizing the Investment Personality Assessment, Drew Keilen gains a deeper understanding of his clients' investing preferences to customize a financial approach aligned with their values and objectives.
23655 N Scottsdale Rd, Scottsdale, AZ 85255, United States -
Merrill Lynch Financial Advisor William V Bidwill
● ClosedMerrill Lynch Financial Advisor William V Bidwill is a finance institution located at 14636 North Scottsdale Road, Scottsdale, Arizona, United States. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, this institution provides timely insights on market trends to help clients stay on track. By answering a few questions, clients can be matched with advisors best suited to their needs. The institution emphasizes the importance of understanding each client's full financial picture to create a personalized wealth management strategy. Whether the focus is on growing, preserving, or transferring wealth, the team is dedicated to helping clients achieve their financial goals at every stage of life.
14636 N Scottsdale Rd, Scottsdale, AZ 85254, United States -
Renee Langlois - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedRenee Langlois - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 16220 North Scottsdale Road, Scottsdale, Arizona, United States. Renee Langlois holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers a range of services for individuals and small business owners, focusing on personalized financial planning and wealth management. With a commitment to ethical practices and ongoing education, Renee Langlois provides comprehensive financial solutions tailored to each client's unique needs.
16220 N Scottsdale Rd Ste 250, Scottsdale, AZ 85254, United States -
Lpl Financial
● OpenLPL Financial is a leading financial institution located in Scottsdale, Arizona, United States. With a focus on providing comprehensive financial services and solutions, LPL Financial serves a wide range of clients including individuals, families, and businesses. Their team of experienced financial advisors offers personalized guidance and expertise to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, LPL Financial is dedicated to providing top-notch service and support.
Scottsdale, AZ 85254, United States -
Edward Jones - Financial Advisor: David P Masters, CEPA®
● ClosedEdward Jones - Financial Advisor: David P Masters, CEPA® is a trusted finance institution located at 15210 North Scottsdale Road in Scottsdale, Arizona. With a focus on providing personalized financial solutions, David P Masters, a Certified Exit Planning Advisor, helps clients navigate their financial goals and plan for the future. Whether you are looking to invest, save for retirement, or create a comprehensive financial plan, Edward Jones is dedicated to helping you achieve your financial objectives. Contact David P Masters today to schedule a consultation and take the first step towards securing your financial future.
15210 N Scottsdale Rd Ste 270 C1a, Scottsdale, AZ 85254, United States -
Merrill Lynch Financial Advisor Ryan C Ellis
● ClosedMerrill Lynch Financial Advisor Ryan C Ellis is a finance institution located at 14636 North Scottsdale Road, Scottsdale, Arizona, United States. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. As a Senior Resident Director - Wealth Management Advisor, Ryan C Ellis focuses on asset allocation, diversification, and rebalancing to help clients achieve their financial goals. The institution believes in starting every relationship with a conversation to understand the client's priorities and aspirations. By utilizing the Investment Personality Assessment, Merrill Lynch can customize a financial approach tailored to the individual investor. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution works with clients to develop a comprehensive financial plan. The goal is to help clients manage, grow, and preserve their wealth while addressing their financial needs. Merrill Lynch also offers the Merrill Personal Wealth Analysis™ to build and document a personalized plan centered on the client's goals. As life and financial markets change, the institution checks in with clients to ensure their financial approach reflects these changes. Merrill Lynch Wealth Management Advisors are committed to helping clients navigate the complexities of their financial lives and achieve their goals. The institution puts clients first, offering personalized investment strategies and comprehensive financial solutions. By working with a dedicated Merrill advisor, clients can receive guidance tailored to their unique needs and financial situation. The institution also provides the latest investment insights, tips, and strategies to help clients live their best financial life.
14636 N Scottsdale Rd, Scottsdale, AZ 85254, United States -
Edward Jones - Financial Advisor: Kelly M Akil, CFP®|CEPA®
● OpenEdward Jones - Financial Advisor: Kelly M Akil, CFP®|CEPA® is a reputable financial institution located at 6710 North Scottsdale Road in Scottsdale, Arizona, United States. As a Certified Financial Planner and Certified Exit Planning Advisor, Kelly M Akil provides expert financial advice and personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones is a trusted partner for individuals and businesses seeking financial guidance and planning services.
6710 N Scottsdale Rd Suite 245, Scottsdale, AZ 85253, United States -
Smarter Divorce Solutions
● ClosedSmarter Divorce Solutions is a finance institution located at 5110 North 40th Street in Phoenix, Arizona, United States. Worried about your divorce being confusing, costly, or full of regrets? Look no further than Smarter Divorce Solutions! Our team of financial experts is dedicated to providing clarity, confidence, and guidance to ensure the best outcomes for individuals and couples facing divorce. With decades of combined experience, our certified divorce experts offer a range of services including full case mediation, collaborative divorce, financial guidance, financial advocacy, and financial forensics. We offer a 100% Out of Court option that can save our clients an average of $20,000 in attorney's fees and $40,000 in future taxes.
5110 N 40th St Ste 109, Phoenix, AZ 85018, United States -
Victory Wealth Management - UBS Financial Services Inc.
● OpenVictory Wealth Management - UBS Financial Services Inc. is a premier financial institution located at 4800 North Scottsdale Road in Scottsdale, Arizona, United States. Specializing in wealth management, our team of experts is dedicated to providing personalized financial solutions to help our clients achieve their financial goals. With a strong reputation for excellence and a commitment to client satisfaction, Victory Wealth Management - UBS Financial Services Inc. is the go-to destination for individuals seeking top-notch financial services in the Scottsdale area.
4800 N Scottsdale Rd Suite 4500, Scottsdale, AZ 85251, United States -
Edward Jones - Financial Advisor: Alicia Shepherd, CFP®|ChFC®|CEPA®|AAMS™
● ClosedEdward Jones - Financial Advisor: Alicia Shepherd, CFP®|ChFC®|CEPA®|AAMS™ is a renowned finance institution located at 7373 East Doubletree Ranch Road in Scottsdale, Arizona, United States. Alicia Shepherd, a certified financial planner and holder of various prestigious designations, leads the team in providing expert financial advice and services to clients. With a focus on comprehensive financial planning and wealth management, the institution offers personalized solutions to help individuals and families achieve their financial goals. Whether it's retirement planning, investment management, or estate planning, clients can trust Edward Jones to provide trusted guidance and support every step of the way.
7373 E Doubletree Ranch Rd UNIT 100, Scottsdale, AZ 85258, United States -
Tracy Jenkins - RBC Wealth Management Financial Advisor
● ClosedTracy Jenkins - RBC Wealth Management Financial Advisor is a leading financial institution located at 6710 North Scottsdale Road in Scottsdale, Arizona, United States. As a trusted advisor, Tracy Jenkins offers expert financial planning and wealth management services to help clients achieve their financial goals. With a focus on personalized solutions and a commitment to excellence, Tracy Jenkins is dedicated to providing top-notch financial advice and guidance to individuals and families. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Tracy Jenkins - RBC Wealth Management Financial Advisor is here to help you navigate the complexities of the financial world with confidence and peace of mind.
6710 N Scottsdale Rd Suite 150, Scottsdale, AZ 85253, United States -
Dewey M Darwin - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedDewey 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.
16220 N Scottsdale Rd Ste 250, Scottsdale, AZ 85254, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a reputable finance institution located at 17015 North Scottsdale Road in Scottsdale, Arizona, United States. With a strong presence in the financial industry, Raymond James offers a wide range of financial services to individuals, businesses, and institutions. Their experienced team of financial advisors provides personalized investment strategies and wealth management solutions to help clients achieve their financial goals. Whether you are looking for retirement planning, investment advice, or estate planning, Raymond James Financial Services is committed to providing top-notch financial services with integrity and expertise.
17015 N Scottsdale Rd Ste. 250, Scottsdale, AZ 85255, United States -
Susan Marie Bailey - UBS Financial Services Inc.
● OpenSusan Marie Bailey - UBS Financial Services Inc. is a renowned finance institution located at 14624 North Scottsdale Road in Scottsdale, Arizona, United States. With a commitment to providing top-notch financial services, Susan Marie Bailey - UBS Financial Services Inc. offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals delivers personalized advice and tailored strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Susan Marie Bailey - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
14624 N Scottsdale Rd Suite 150, Scottsdale, AZ 85254, United States -
Merrill Lynch Financial Advisor Annalise Morris King
● ClosedMerrill Lynch Financial Advisor Annalise Morris King is a prestigious finance institution located at 14636 North Scottsdale Road, Scottsdale, Arizona, United States. The institution is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. The team at Merrill is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They offer personalized financial strategies that reflect the unique needs and priorities of each client, helping them pursue their goals and stay on track regardless of market fluctuations. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can develop a comprehensive approach to address their financial needs. The advisors at Merrill believe in understanding each client personally to help them create a financial plan that aligns with their life priorities. They offer the latest investment insights, tips, and strategies to help clients live their best financial life.
14636 N Scottsdale Rd #325, Scottsdale, AZ 85254, United States -
Merrill Lynch Financial Advisor Remo Antoniolli
● ClosedMerrill Lynch Financial Advisor Remo Antoniolli, located at 14636 North Scottsdale Road in Scottsdale, Arizona, offers personalized financial strategies tailored to help clients pursue their long-term goals. Through one-on-one conversations, the institution helps clients identify and prioritize their financial aspirations, whether it be transferring wealth, pursuing passions, or planning for future expenses like retirement or education. Drawing upon research in behavioral finance, Merrill Lynch utilizes the Investment Personality Assessment to better understand clients' investing preferences and customize financial approaches accordingly. The institution is dedicated to helping clients manage, grow, and preserve their wealth while considering their individual goals and priorities.
14636 N Scottsdale Rd, Scottsdale, AZ 85254, United States -
Jessica Bailey - UBS Financial Services Inc.
● OpenJessica Bailey - UBS Financial Services Inc. is a reputable finance institution located at 4800 North Scottsdale Road in Scottsdale, Arizona, United States. With a focus on providing high-quality financial services to individuals and businesses, Jessica Bailey - UBS Financial Services Inc. offers a wide range of investment options, wealth management solutions, and financial planning services. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jessica Bailey - UBS Financial Services Inc. is committed to providing personalized and comprehensive financial solutions tailored to your unique needs.
4800 N Scottsdale Rd Suite 4500, Scottsdale, AZ 85251, United States
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