How to manage money in Scottsdale, AZ
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Money Wise Retirement Planning
● ClosedMoney Wise Retirement Planning is a finance institution located at 14301 North 87th Street in Scottsdale, Arizona, United States. Our goal is to help individuals transition from work to retirement with confidence. Join Cristina and Nancy for their bi-weekly live events via Zoom, where you can learn about better protecting your retirement and discover strategies that work for others. Book a 30-minute strategy session over the phone to get personalized answers and ideas tailored to your financial goals. At Money Wise Retirement Planning, we are affiliated with AE Wealth Management, LLC and Nitrogen Wealth Inc. (formerly Riskalyze Inc.), offering a range of products and services to help you design a solid financial portfolio. We also offer insurance products to ensure your retirement is well-protected.
14301 N 87th St Suite 117, 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 -
T & H Financial Coaching
● ClosedT & H Financial Coaching, located at 10505 North 69th Street in Scottsdale, Arizona, is dedicated to helping individuals and couples organize their finances, strengthen relationships, and build wealth. Our Financial Coaches provide guidance and support to eliminate anxiety and fear surrounding money, making it easier to achieve a stress-free financial lifestyle. With our assistance, you can learn new practices, form beneficial habits, and gain the knowledge needed to manage your money effectively and create wealth for yourself and your family. We understand the emotional aspect of money and will help you communicate about finances with respect, honesty, and positivity, strengthening your relationships in the process. If you're hesitant about financial coaching, we encourage you to give it a try - the benefits will quickly become apparent and the investment will pay off in the long run. At T & H Financial Coaching, we are committed to helping you live a content, financially independent life with confidentiality, respect, and honesty. Your financial well-being is our priority.
10505 N 69th St #1300, Scottsdale, AZ 85253, United States -
SJS Investment Services
● ClosedSJS Investment Services, located at 6720 North Scottsdale Road in Scottsdale, Arizona, is a finance institution with a client-first philosophy. Our team of professionals is dedicated to understanding what is important to you and helping you achieve your specific financial goals. With a focus on innovative thinking and solution-oriented strategies, we offer our proprietary investment management process, MarketPlus® Investing, to help clients manage their assets effectively. Since 1995, SJS Investment Services has been advising individuals, families, organizations, and communities on their financial matters. With offices in Sylvania, Ohio; Scottsdale, Arizona; and Chicago, Illinois, we have over $2.2 billion in assets under management. Our team combines major money center investment experience with a personalized approach to ensure our clients' needs are met.
6720 N Scottsdale Rd Suite 375, Scottsdale, AZ 85253, United States -
Arizona Financial Credit Union
● ClosedArizona Financial Credit Union is a finance institution located at 14287 North 87th Street in Scottsdale, Arizona, United States. We are dedicated to supporting first responders, the Arizona Humane Society, and other local charities with every swipe of your card. With our free Bill Pay service, you can easily pay bills, transfer money between accounts, and send money to others via text or email with Zelle®. Our loan application process is simple and can be done right on your phone. You can also sign up for Skip A Payment if eligible. Track and redeem cash back offers on your debit card, choose your favorite retailers and enjoy cash back on purchases.
14287 N 87th St STE 123, Scottsdale, AZ 85260, United States -
Bank 34
● ClosedBank 34 is a trusted financial institution located at 8777 East Hartford Drive in Scottsdale, Arizona. As a full-service bank, we offer a wide range of financial services to meet the needs of our customers. Our experienced and knowledgeable staff is dedicated to providing top-notch customer service and helping our clients achieve their financial goals. Whether you need a checking account, savings account, mortgage, or investment services, Bank 34 has you covered. Visit us today to experience the difference that our personalized approach to banking can make in your financial future.
8777 E Hartford Dr # 100, Scottsdale, AZ 85255, United States -
Scott Byrdy - Thrivent
● ClosedScott Byrdy - Thrivent is a finance institution located at 17015 North Scottsdale Road, Scottsdale, Arizona, United States. Specializing in retirement income planning, investment management, tax-efficient financial strategies, wealth transfer strategies, and generosity, our team at Thrivent takes the time to understand our clients as individuals and incorporate their values into their financial goals. We prioritize unparalleled customer service and provide personalized financial advice to help you achieve clarity and confidence in your financial journey. Thrivent believes that money is a tool, not a goal, and is committed to providing financial advice, investments, insurance, banking, and generosity programs to help individuals make the most of their resources. By becoming a member of Thrivent, you join a community of people looking out for each other and have access to tools and resources to live a more meaningful life.
17015 N Scottsdale Rd Suite 335, Scottsdale, AZ 85255, United States
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