Independent financial planning firms in Scottsdale, Arizona

Scottsdale Wealth Advisory is a finance and insurance agency located at 8501 North Scottsdale Road in Paradise Valley, Arizona, United States. Founded by Matthew, the institution's approach to financial planning is based on years of experience and the realization that a balanced approach is key. Unlike other firms that focus solely on investments or insurance, Scottsdale Wealth Advisory believes in finding a true balance between the two. By working with well-known brands such as Allianz, Blackrock, and Vanguard, clients can benefit from high-value, low-cost financial solutions. The institution offers personalized and trustworthy relationships, aiming to provide clients with retirement security through strategic planning. Visit Scottsdale Wealth Advisory to learn more about achieving financial balance and securing your future.

Raymond James Financial Services is a finance institution located at 24568 North 74th Place in Scottsdale, Arizona, United States. As a leading financial services firm, Raymond James offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced financial advisors and a commitment to personalized service, Raymond James is dedicated to providing tailored solutions to meet the unique needs of each individual client. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Raymond James Financial Services is here to help you navigate the complexities of the financial world with confidence and peace of mind.

True Fiduciary Financial Advisors is a reputable finance institution located at 4921 East Bell Road in Scottsdale, Arizona, United States. As a fiduciary financial advisor, we prioritize the best interests of our clients above all else. Our team of experienced professionals offers personalized financial planning and investment advice to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, True Fiduciary Financial Advisors is dedicated to providing unbiased and transparent guidance to help you make informed decisions. Visit us today to learn more about our services and how we can help you secure a more stable financial future.

Silver Lining Wealth Advisors - Ameriprise Financial Services, LLC is a trusted finance institution located at 16220 North Scottsdale Road, Scottsdale, Arizona, United States. Recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers, we are dedicated to empowering you and your family to pursue your financial goals. Our personalized approach aims to prepare you for the uncertainties of the future with a realistic, actionable, and measurable roadmap to improve your return on life. Our team, led by Nayan Ranchhod, offers personalized advice to help you reach your financial goals. We are registered to do business in certain U.S. states and adhere to strict regulations to ensure the security and privacy of our clients. Contact us for an initial consultation and let us help you navigate the complexities of financial planning.

Exeter Financial, LLC is a prestigious Wealth Management Firm located at 7001 North Scottsdale Road in Scottsdale, Arizona, United States. Our team of highly specialized professionals excels in the areas of investing, estate, and tax planning, working closely with High Net Worth clients to create personalized financial plans that provide peace of mind for the present and the future. We offer a tailored mix of planning and investing services to support and sustain your life and lifestyle. With a commitment to delivering personalized financial planning and wealth management through hands-on services, we cater to high-net-worth individuals, families, institutions, and family offices. Our services include comprehensive financial planning, investment management, and estate planning. At Exeter Financial, we stand out for our experience, ethics, genuine care, and compassion for our clients. From the initial introduction to the investment phase and beyond, you can expect to work with dedicated professionals who are passionate about helping you achieve your financial goals. Contact us at 480-588-0830 or info@exeterfinancial.com to learn more about how we can help you secure your financial future.

UBS Financial Services Inc. is a premier finance institution located at 14624 North Scottsdale Road in Scottsdale, Arizona, United States. With a reputation for excellence in wealth management, investment banking, and asset management services, UBS Financial Services Inc. provides top-notch financial solutions to clients around the world. Whether you are looking to grow your wealth, plan for retirement, or make strategic investments, our team of experienced professionals is dedicated to helping you achieve your financial goals. Visit us today to learn more about how UBS Financial Services Inc. can help secure your financial future.

AIO Fee Only Financial Advisors is a finance institution located at 3260 Hayden Road in Scottsdale, Arizona, United States. As a fee-only financial advisory firm, we pride ourselves on providing unbiased and transparent financial guidance to our clients. Our team of experienced advisors is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, AIO Fee Only Financial Advisors is here to help you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor David S Barnett, located at 14636 North Scottsdale Road in Scottsdale, Arizona, is a trusted institution in the finance industry. The team of experienced individuals at Merrill Lynch is dedicated to providing exceptional client service and building strong relationships based on trust and personalized service. The advisors at Merrill Lynch have received recognition from prestigious publications such as Forbes, including being ranked among the "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors." The institution is supported by the global resources of Merrill, ensuring that clients receive top-notch financial advice and guidance.

IQ Wealth Management, located in Scottsdale, Arizona, is a leading financial planning institution founded by Steve Jurich. Specializing in retirement planning, investment management, and annuity services, IQ Wealth Management offers a comprehensive array of services to help clients achieve their financial goals. By utilizing the Smarter Bucketing System™, the team at IQ Wealth Management evaluates and develops personalized strategies tailored to each client's needs and concerns. With a focus on reducing risk, lowering fees, and increasing income without annuitizing, IQ Wealth Management helps clients navigate the complexities of retirement planning with confidence. Whether you are looking to rollover your retirement plan, compare annuities, or diversify your portfolio, the experienced advisors at IQ Wealth Management are here to assist you every step of the way.

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.

Copperwynd Financial is a finance institution located at 14256 North Northsight Boulevard in Scottsdale, Arizona, United States. Our team of experienced professionals is dedicated to providing exceptional service to help you achieve your financial goals and overall well-being. With a focus on in-depth planning, personalized investing, coordination, and consistent communication, we offer the financial tools to simplify your life. Our philosophy aims to build a portfolio that maximizes wealth, mitigates risk, and helps you reach your financial objectives. Founded in 2005 by David and Lynda, Copperwynd Financial is based in Scottsdale, Arizona, with a staff in Salt Lake City, Utah, serving clients in over 18 states. Our firm's mission is to make a positive difference in your life through sound financial guidance and investment management. Please note that Copperwynd Financial, LLC is a Registered Investment Adviser, and advisory services are offered to clients where properly licensed. This website is for informational purposes only, and investing involves risk. No advice will be given without a client service agreement in place.

Sorrell Law Firm, PLC is a leading tax and estate planning attorney located in Scottsdale, Arizona. Our experienced team specializes in providing expert legal services in the areas of accounting, finance, and law. Located at 7575 East Redfield Road, our firm is dedicated to helping clients navigate complex tax and estate planning matters with precision and efficiency. Trust Sorrell Law Firm, PLC to provide you with the personalized attention and expert guidance you need to secure your financial future.

Edward Jones - Financial Advisor: Aaron J Donnelly, AAMS™ is a trusted financial institution located at 8787 East Pinnacle Peak Road in Scottsdale, Arizona. As a reputable finance firm, they offer personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships, Aaron J Donnelly, AAMS™ provides expert guidance and support to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for education, or investing for growth, Edward Jones is dedicated to helping you make informed decisions and navigate the complexities of the financial market. Visit their office in Scottsdale or contact them to schedule a consultation and start planning for a more secure financial future.

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.

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.

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.

Edward 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.

Austin Pahnke - RBC Wealth Management Financial Advisor is a reputable financial institution located at 6710 North Scottsdale Road in Scottsdale, Arizona. As a trusted financial advisor, Austin Pahnke offers expert advice and personalized financial planning services to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, Austin Pahnke is dedicated to providing top-notch financial solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Austin Pahnke - RBC Wealth Management Financial Advisor is committed to helping you make informed financial decisions.

Carrie Hall and Associates Financial & Insurance Services, led by Principal Carrie Hall, is a finance institution located at 6710 North Scottsdale Road in Scottsdale, Arizona. Specializing in wealth management, the firm is dedicated to serving professional advisors and clients with personalized financial solutions tailored to their individual needs. Carrie Hall is one of only 30 agents in the nation who is a Nautilus Plus member of The Nautilus Group®, a service of New York Life Insurance Company, providing access to specialists in taxes, estate law, life insurance, accounting, and charitable giving. With a focus on understanding clients' concerns and objectives, the firm offers analysis, projections, and strategies to help achieve financial goals. Carrie Hall and Chad Tucker are licensed to sell insurance and offer securities products and services in multiple states, as well as provide advisory services through Eagle Strategies LLC. For comprehensive financial planning and expert guidance, Carrie Hall and Associates Financial & Insurance Services is a trusted partner in securing your family's future.

Lentini Wealth Management - Ameriprise Financial Services, LLC, located at 15333 North Pima Road in Scottsdale, Arizona, is a finance institution dedicated to helping clients achieve their financial goals. With a focus on individualized investment strategies and portfolio recommendations, they work closely with clients to track progress and adjust approaches as needed. Clients can access their accounts and track progress online securely from any device. The institution offers complimentary initial consultations to discuss goals such as retirement, education, or major purchases. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations to ensure client security and privacy. With a commitment to helping clients navigate the financial landscape, Lentini Wealth Management provides valuable insights and recommendations to help clients reach their financial goals.

Edward Jones - Financial Advisor: Case R Wilson, CFP® is a reputable finance institution located at 16700 North Thompson Peak Parkway in Scottsdale, Arizona. As a Certified Financial Planner, Case R Wilson offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a commitment to providing exceptional service and guidance, clients can trust Edward Jones to help them navigate the complexities of the financial world with confidence.

Independent Contractor Tax Advisors LLC is a finance institution located at 9393 North 90th Street, Scottsdale, Arizona, United States. As a licensed CPA firm, we specialize in providing accounting services and tax advice for contractors, consultants, and other self-employed individuals nationwide. Our goal is to help our clients legally minimize their taxes through sophisticated strategies, while also improving bookkeeping, streamlining payroll, and reducing IRS audit risk. For a low, fixed monthly cost, our team of experts simplifies the lives of independent contractors and freelancers, putting more money in their pockets. We are dedicated to developing personalized strategies for each client to ensure they are maximizing their financial potential. If you have any questions, please don't hesitate to contact us. We are excited to help you achieve your financial goals!

The Arizona Group Insurance Brokers is a trusted insurance agency located at 190 West Magee Road in Tucson, Arizona, United States. Specializing in providing insurance solutions in Phoenix and throughout Arizona, our team is dedicated to simplifying insurance for our clients. Founded in 1993, we are guided by core values of excellence, leadership, partnership, enthusiasm, and integrity. As an independent insurance brokerage, we offer various types of insurance options locally in Arizona and across the United States, with offices in Mesa, Tucson, and Scottsdale. Our mission is to empower our clients to understand and manage their risks, becoming the most trusted insurance advisors in the communities we serve. Whether you need personal insurance, business insurance, or employee benefits, we are here to help you make informed decisions to protect what matters most to you. Fill out the form on our website to get your personalized insurance quote today. Our clients have praised our professionalism, efficiency, and knowledge, making us their go-to insurance advisors for all their needs. Contact us today to learn more about how we can help you protect your future.

Brett Gaboury - State Farm Insurance Agent is an insurance agency located at 7373 North Scottsdale Road in Scottsdale, Arizona. Our team is dedicated to providing exceptional assistance to State Farm customers in meeting their insurance and financial services needs. We have a team of knowledgeable professionals with over 100 years of combined experience ready to help you with your auto, home, life, and health insurance needs. Our agency owner, Brett Gaboury, has a background in golf and transitioned to the insurance industry in 2013. Since opening the agency in 2018, we have been committed to providing personalized and timely service to our customers. Whether you visit us in person, call, or use our virtual tools, we are here to assist you every step of the way.

National Health & Wealth Advisors is a leading health and insurance agency located at 8901 East Mountain View Road in Scottsdale, Arizona. Our team of experienced advisors are dedicated to helping individuals and families make informed decisions about their health and financial well-being. We offer a wide range of services including health insurance, retirement planning, and wealth management. At National Health & Wealth Advisors, we prioritize the health and wealth of our clients, providing personalized solutions to help them achieve their goals. Contact us today to schedule a consultation and start planning for a secure future.

Risk Resource is a well-known life insurance firm located at 9332 East Raintree Drive in Scottsdale, Arizona. Specializing in business and estate planning, we are dedicated to safeguarding the financial well-being of our clients by designing and implementing solutions to prepare individuals, families, and businesses for the future. Our goal is to provide peace of mind through comprehensive life insurance and succession planning strategies. With a focus on client-centricity, trust, transparency, and empathy, we work independently with the most reputable insurance companies to find the right solutions for each of our clients. Our team, led by Ian Sachs, has a deep understanding of complex business and estate planning, ensuring optimal coverage and underwriting outcomes.

Wealth Engineering, LLC is a finance institution located at 20325 North 51st Avenue in Glendale, Arizona, United States. Recognized by major news publications for their expertise in financial markets, trends, and forecasts, Wealth Engineering is an independent, fee-only Registered Investment Advisor serving the greater Phoenix area. Founded by Certified Financial Planner™ David J. Fernandez, the firm offers comprehensive Wealth Management services tailored to individual financial needs and life goals. Specializing in retirement planning, estate planning, Social Security and Medicare planning, college planning, tax planning, and risk management, Wealth Engineering works with high net worth individuals seeking a financially successful retirement. Their services focus on providing financial peace of mind through a global investment strategy that creates diversified portfolios for less volatile, risk-adjusted returns in a tax-efficient manner. With additional offices in Scottsdale, Wealth Engineering is dedicated to helping clients achieve their financial goals and prioritize their financial resources for a secure future.

Viewpoint Wealth Management Group - Morgan Stanley is a renowned finance institution located at 14850 North Scottsdale Road in Scottsdale, Arizona, United States. With a team of experienced professionals, they provide comprehensive wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Viewpoint Wealth Management Group offers personalized solutions tailored to each client's unique needs. Trust in their expertise and dedication to secure your financial future.

TCI Wealth Advisors is a finance institution located at 6929 East Greenway Parkway in Scottsdale, Arizona, United States. Our team specializes in creating personalized financial plans to help you achieve your goals, whether they involve investing, tax planning, retirement, or overall life strategy. We believe that success is defined differently by each individual and goes beyond just wealth, encompassing wellbeing, security, and emotional contentment. Our dedicated wealth advisors offer comprehensive and objective advice tailored to your unique needs. At TCI, we prioritize transparency, warmth, and clarity in our advisory services. We understand that every client is different, which is why we take the time to get to know you and your goals before crafting a custom financial plan. Our experienced team has over 30 years of expertise and a passion for superior client service, making us the largest registered investment advisory firm in Scottsdale.