Independent financial advice in Scottsdale, Arizona

Seamount Financial Group, Inc. is a leading finance institution located at 14851 North Scottsdale Road in Scottsdale, Arizona, United States. With a strong reputation for excellence in financial services, Seamount Financial Group, Inc. offers a wide range of financial solutions to meet the diverse needs of its clients. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced team at Seamount Financial Group, Inc. is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can assist you in navigating the complexities of the financial world.

Next Up Financial Planning is a leading finance institution located at 9375 East Shea Boulevard in Scottsdale, Arizona, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and plan for a secure future. We offer a wide range of services including retirement planning, investment management, estate planning, and more. At Next Up Financial Planning, we prioritize personalized service and tailor our recommendations to each client's unique needs and objectives. Contact us today to schedule a consultation and take the next step towards financial success.

Dennis S Gregor is a financial advisor at Ameriprise Financial Services, LLC located at 16427 North Scottsdale Road in Scottsdale, Arizona, United States. If you have questions about your financial future or would like to schedule a complimentary initial consultation, feel free to get in touch. Dennis S Gregor is a registered investment adviser and offers investment products and services through Ameriprise Financial Services, LLC. Take advantage of the Retirement InteractiveSM tool to explore important retirement income issues. Securities are offered by Ameriprise Financial Services, LLC, member FINRA and SIPC. Dennis S Gregor can only conduct securities business with residents of states in which he is properly registered. Contact Dennis S Gregor to discuss your financial goals and secure a more confident financial future.

Kristi Morrow is a Financial Advisor at Ameriprise Financial Services, LLC located at 14500 North Northsight Boulevard in Scottsdale, Arizona. Kristi holds various certifications such as 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®, CFP®, 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 Kristi's expertise in asset management, estate planning, retirement planning, investment management, and more. Kristi is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, and high net worth clients. Contact Kristi Morrow for all your financial planning needs.

Edward 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.

Ken Johnston is a financial advisor at Ameriprise Financial Services, LLC located at 8817 East Bell Road in Scottsdale, Arizona, United States. Ken holds various certifications such as 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 reflect Ken's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. As a financial advisor, Ken is dedicated to providing comprehensive and ethical financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on professionalism and continuing education, Ken Johnston is committed to helping clients achieve their financial goals.

Katrina Arrington - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 14274 North Northsight Boulevard in Scottsdale, Arizona, United States. The institution offers a variety of certifications and designations to ensure that their financial advisors are well-equipped to meet the needs of their clients. These certifications include 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 cover a wide range of topics including asset management, retirement planning, estate planning, investment strategies, risk management, and more. The advisors at Katrina Arrington - Financial Advisor, Ameriprise Financial Services, LLC are dedicated to providing expert financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Edward 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.

Edward Jones - Financial Advisor: Angelica F Prescod, AAMS™ is a reputable finance institution located at 4250 North Drinkwater Boulevard in Scottsdale, Arizona, United States. With a focus on providing personalized financial services, Angelica F Prescod, AAMS™ is dedicated to helping clients achieve their financial goals through strategic planning and expert advice. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Angelica F Prescod, AAMS™ is committed to guiding you every step of the way. Trust in their expertise and experience to secure your financial future.

Brian 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.

Sean E Riley - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 16220 North Scottsdale Road, Scottsdale, Arizona, United States. The institution offers a variety of certifications and designations to its advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, and Chartered Life Underwriter Designation®. These certifications cover a range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, and more. Advisors at Sean E Riley - Private Wealth Advisor are dedicated to providing expert financial advice and assistance to individuals and businesses, ensuring that their clients' financial needs are met with professionalism and integrity.

Josh Winston is a Financial Advisor at Ameriprise Financial Services, LLC located at 16220 North Scottsdale Road, Scottsdale, Arizona, United States. Josh Winston holds multiple 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 Josh Winston's expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and more. Josh Winston is dedicated to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.

Edward Jones - Financial Advisor: William L Carlson is a reputable finance institution located at 18700 Hayden Road in Scottsdale, Arizona, United States. William L Carlson is a dedicated and experienced financial advisor who provides personalized financial planning and investment services to help clients achieve their financial goals. With a strong focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: William L Carlson is committed to providing top-notch financial advice and guidance to individuals and families in the Scottsdale area.

Vertex Wealth Advisors - Ameriprise Financial Services, LLC is a leading finance institution located at 14274 North Northsight Boulevard in Scottsdale, Arizona, United States. Recognized as one of the Forbes Best-in-State Wealth Management Teams in 2024, we offer personalized financial services to help our clients reach their goals. Our team of Ameriprise Financial Advisors provides tailored advice and recommendations based on individual goals and risk tolerance. With over 125 years of history, we prioritize building a strong 1-to-1 relationship with our clients to set them up for financial success. At Vertex Wealth Advisors, we start by understanding what is most important to you, whether it's planning for retirement, education, or a major purchase. We document your goals, regularly review your progress, and update your approach as life changes. Our clients have access to their investments and accounts anytime, from any device, allowing them to track their progress towards their goals securely.

David Kutz - Financial Advisor at Ameriprise Financial Services, LLC, located at 16220 North Scottsdale Road in Scottsdale, Arizona, offers personalized financial planning services tailored to each client's individual goals and risk tolerance. With a focus on retirement, education, and major purchases, David provides investment recommendations, asset allocation strategies, and portfolio reviews to help clients track their progress and make adjustments as needed. Clients can access their accounts and progress towards their goals securely from any device, and schedule complimentary initial consultations to learn more about how David can help them achieve financial success. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC offers investment products and advisory services to help clients navigate the complexities of the financial markets. With a commitment to privacy and security, David Kutz is dedicated to helping clients and their loved ones build a more confident financial future.

Merrill Lynch Financial Advisor Matthew S Benefiel, located at 14636 North Scottsdale Road in Scottsdale, Arizona, offers personalized wealth management services through The Benefiel Group. Specializing in serving Wealth Creators with complex financial lives, the team provides comprehensive financial planning and access to Family Office Services, banking, and lending. With a focus on multi-generational advice and guidance, the team at The Benefiel Group works closely with clients to create customized investment strategies that align with their individual goals and priorities. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. Whether you are planning for retirement, saving for education, or investing for the future, Merrill Lynch Financial Advisor Matthew S Benefiel and The Benefiel Group are dedicated to helping you achieve your financial goals.

Edward Jones - Financial Advisor: Raymond F Tenpenny III is a reputable finance institution located at 16435 North Scottsdale Road in Scottsdale, Arizona, United States. As a trusted financial advisor, Raymond F Tenpenny III provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, clients can feel confident in their financial decisions. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Edward Jones - Financial Advisor: Raymond F Tenpenny III is dedicated to helping you navigate the complexities of the financial world with expertise and care.

Edward 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.

Scottsdale 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.

Alexander T Schneebacher - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 6909 East Greenway Parkway, Scottsdale, Arizona, United States, is a finance institution specializing in providing comprehensive wealth management services. Alexander T Schneebacher holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers a range of services tailored to meet the unique needs of individuals, small business owners, retirees, and high net worth clients. With a focus on ethical practices and continuous education, Alexander T Schneebacher is dedicated to helping clients achieve their financial goals and secure their financial future.

Thomas M. Batson - Morgan Stanley Financial Advisor is a reputable financial institution located at 14850 North Scottsdale Road in Scottsdale, Arizona, United States. As a trusted advisor, Thomas M. Batson offers a wide range of financial services to help clients achieve their financial goals. With a strong background in finance and a commitment to personalized service, clients can trust Thomas M. Batson to provide expert guidance and support in managing their investments and planning for the future. Visit the institution today to learn more about their services and how they can help you secure your financial future.

Geoffrey 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.

Merrill Lynch Financial Advisor Kristy L. Visconti is a trusted financial institution located at 23655 North Scottsdale Road in Scottsdale, Arizona, United States. Specializing in finance, their team of experts provide personalized financial advice and services to help clients achieve their financial goals. With a commitment to exceptional customer service and a wealth of industry knowledge, Merrill Lynch Financial Advisor Kristy L. Visconti is dedicated to helping clients navigate the complexities of the financial world with confidence.

Edward 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.

John 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.

Academy Advisors Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 16220 North Scottsdale Road in Scottsdale, Arizona, United States. They offer financial planning services and are available for appointments on Saturdays by request. Their financial advisors are registered to do business in certain U.S. states and can provide an overview of financial planning concepts during the initial consultation. While they cannot guarantee future financial results, they are committed to helping individuals achieve their financial goals. Users of their website are bound by their rules and regulations, and they prioritize privacy and security for their clients. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Feel free to refer friends or family members to them for financial assistance, as they will reach out to them promptly.

WestPac® Wealth Partners in Scottsdale is a leading finance and insurance agency located at 7047 East Greenway Parkway in Scottsdale, Arizona, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or protecting your assets, we are here to provide expert guidance and support every step of the way. Contact us today to learn more about how WestPac® Wealth Partners can help you secure your financial future.

Edward 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.

Peter C Smith is a financial advisor at Ameriprise Financial Services, LLC located at 16220 North Scottsdale Road in Scottsdale, Arizona, United States. Peter holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, investment strategies, estate planning, retirement planning, and other financial services. Peter is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking to plan for your future, manage your investments, or navigate complex financial situations, Peter C Smith is here to help you achieve your financial goals.

Edward 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.