TOP 30 Holistic financial planning in Phoenix, Arizona

15 results found

Financial Design Group is a leading finance and insurance agency located at 7600 North 15th Street in Phoenix, Arizona, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized financial planning and insurance solutions. Whether you are looking to secure your future with retirement planning, protect your assets with insurance coverage, or grow your wealth through investment strategies, Financial Design Group is here to provide expert guidance and support. Contact us today to schedule a consultation and start building a secure financial future.

Christopher Dean Torres is a Financial Advisor at Ameriprise Financial Services, LLC located at 3200 East Camelback Road, Phoenix, Arizona, United States. Christopher 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 Christopher's expertise in asset management, estate planning, investment strategies, retirement planning, and more. As a Financial Advisor, Christopher is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those with specific financial needs such as domestic partnerships and military members. If you are seeking a knowledgeable and experienced financial advisor in Phoenix, Christopher Dean Torres is a trusted professional who can help you achieve your financial goals.

Stephen F. Couch - RBC Wealth Management Financial Advisor is a reputable finance institution located at 2398 East Camelback Road in Phoenix, Arizona, United States. As a trusted financial advisor, Stephen F. Couch provides personalized wealth management services to help clients achieve their financial goals. With a strong focus on customer satisfaction and financial expertise, clients can trust Stephen F. Couch to provide sound financial advice and guidance.

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.

Merrill Lynch Financial Advisor STEVE M LEONARD is a finance institution located at 2555 East Camelback Road, Suite 900, Phoenix, Arizona, United States. As a Senior Portfolio Advisor on the Longnecker-Nething-Leonard Wealth Management Team, Steve M Leonard helps clients navigate the complexities of financial planning. With over 28 years of experience in financial services, Steve specializes in working with Executives, C-Suite professionals, and high-income business owners to maximize their wealth management strategies. He focuses on lifelong relationships, educating clients on the importance of developing personalized financial plans to meet their goals. Steve's approach is honest, holistic, and comprehensive, considering 7 interconnected life priorities. He works with clients to create sensible strategies that address liquidity, longevity, and legacy planning. Steve believes in providing clarity and reducing anxiety for clients on a range of financial topics, keeping the process service-oriented and simple. He uses the resources and specialists of Merrill Lynch and Bank of America to help clients with almost any financial need. In his personal life, Steve enjoys spending time with his family, reading non-fiction, and hiking in the Arizona mountains. He is dedicated to helping individuals, families, and businesses prepare for their financial future and plan their legacy. Connect with Steve M Leonard for personalized financial advice tailored to your goals and priorities.

Raymond James Financial Services is a prominent finance institution located at 3610 North 44th Street in Phoenix, Arizona, United States. With a strong reputation for providing comprehensive financial services, Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Whether it's investment planning, retirement planning, or wealth management, Raymond James Financial Services offers personalized solutions tailored to each client's unique needs. With a team of experienced financial advisors and a commitment to excellence, Raymond James is a trusted partner in navigating the complex world of finance.

Silva & Fontes is a reputable law firm located at 3130 North 3rd Avenue in Phoenix, Arizona. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. With a focus on professionalism and integrity, we strive to achieve the best possible outcomes for our clients. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, Silva & Fontes is here to help. Contact us today to schedule a consultation.

Palladian Wealth Management is a leading finance institution located at 2415 East Camelback Road in Phoenix, Arizona, United States. Specializing in wealth management, our team of experienced professionals offers personalized financial planning and investment strategies to help clients achieve their financial goals. With a commitment to providing exceptional service and expertise, Palladian Wealth Management is dedicated to helping individuals and families build and protect their wealth for the long term. Contact us today to learn more about how we can help you secure your financial future.

Strategic Wealth Designers is a finance institution located at 9220 West Union Hills Drive in Peoria, Arizona. Our team is dedicated to providing personalized financial planning services to help you achieve your retirement goals and dreams. We offer holistic planning, tax planning, Medicare planning, and property & casualty insurance services to ensure that your financial future is secure. Additionally, we provide resources such as the RPU Podcast, finance blog, secure file uploads, client logins, and the Taste of Retirement® program. Contact us today to schedule a meeting and start planning for a retirement that's truly different.

Savant Wealth Management is a leading financial institution located at 3225 North Central Avenue in Phoenix, Arizona, United States. Our team of experienced professionals specializes in providing comprehensive wealth management services to help individuals, families, and businesses achieve their financial goals. With a focus on personalized solutions and strategic planning, we strive to empower our clients to make informed decisions and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Savant Wealth Management is here to help you navigate the complexities of the financial world with confidence and peace of mind.

CAPTRUST is a finance institution located at 2375 East Camelback Road in Phoenix, Arizona, United States. Our Phoenix-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families. We also offer investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits. Our team is dedicated to working directly with clients in all areas of financial and investment strategy, with a focus on holistic tax, retirement, and estate planning. Our services include committee education, donor development, OCIO services, performance reporting, and investment management for nonprofit clients. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial needs, our advisors are ready to assist you.

Phocus Companies is a finance institution located at 7600 North 16th Street in Phoenix, Arizona, United States. Founded in 2009 through the merging of two family practices specializing in accounting, tax, and insurance, Phocus Companies offers a unique holistic planning approach. With over 80 years of combined experience in the Phoenix market, our team of partners and professionals also specialize in business law and estate planning. We aim to simplify your life by handling all your financial needs under one roof, while also providing access to a network of trusted professionals in various industries. In these uncertain times, we are dedicated to keeping you informed and empowered with the latest updates and news that may impact you and your business. Trust Phocus Companies to navigate through these challenges and help secure your financial future.

Phocus Accounting and Tax Specialists, PLLC, located at 7600 North 16th Street in Phoenix, Arizona, is a comprehensive institution offering services in accounting, finance, insurance, and legal matters. Founded in 2009 through the merging of two family practices with a focus on accounting, tax, and insurance, Phocus Companies has over 80 years of combined experience in the Phoenix market. The institution has since expanded its team to include partners and team members with expertise in business law and estate planning. With a holistic approach to financial planning, Phocus Accounting and Tax Specialists can address the needs of individuals and business owners alike, simplifying their lives and minimizing the number of professional relationships needed for advisory services. In cases where specialized assistance is required, Phocus Companies has a network of trusted professionals across various industries to provide support. As the world undergoes unprecedented changes, Phocus Companies remains committed to keeping clients informed and empowered during times of uncertainty. The institution stays up-to-date with the latest developments that may impact clients, their businesses, and their financial well-being. Clients can access updates and information through the current events section on the institution's website.

Bledsoe Asset Management, LLC is a finance institution located at 1500 East Bethany Home Road in Phoenix, Arizona, United States. Our investment process begins with a simple question: what are your financial goals? Our holistic financial planning services are designed to help clients define and pursue their goals throughout their lifetime. Our team of professionals work together to create customized Investment Policy Statements for each client, ensuring that their unique needs are met. We are committed to providing the highest standard of care and are not tied to any specific investment products. Our portfolio management services are based on a percentage of assets under management, giving clients the peace of mind that their investments are in good hands. We tailor our investment strategies to each client's goals, time horizon, and risk tolerance.

Dynamic Wealth Advisors is a finance institution located at 2415 East Camelback Road in Phoenix, Arizona, United States. Our affiliated wealth advisors focus on holistic wealth advice and life planning, taking a sincere interest in understanding your goals and helping you achieve them. From investing and retirement planning to college savings and family legacy preservation, our fiduciary advisors are dedicated to your best interests. Our advisors are successful professionals who value their clients and are supported by an experienced team at Dynamic ready to help you reach your financial goals. By partnering with Dynamic, your advisor can focus solely on serving you, without the distractions of industry complexities.