TOP 10 Insurance and investment strategies in Scottsdale, Arizona

Bennett & Porter is Arizona's premier insurance brokerage and wealth management firm, located at 3200 Hayden Road in Scottsdale. With over 20 years of experience, our team of financial and insurance advisors are dedicated to serving the residents of the valley with personalized and tailored services. Co-founded by Jack Bennett and Scott Porter in 2002, we have built a reputation for excellence and unmatched service. At Bennett & Porter, we understand that every individual is unique, which is why we offer customized insurance options and financial planning to meet your specific needs. Whether you need coverage for your life, family, or business, our industry experts will create custom coverages just for you. Our comprehensive planning services include budgeting, investments, savings, taxes, and more to help you reach both your short and long-term goals.

Freedom Financial and Life is a finance and insurance agency located at 6424 East Greenway Parkway in Scottsdale, Arizona, United States. Our institution is dedicated to helping retirees protect their hard-earned savings and secure a guaranteed lifetime income that cannot be outlived. With a simple and clear approach, our team offers educational seminars and events throughout the year to help clients understand their options and make informed decisions about their retirement future. At Freedom Financial and Life, we prioritize safety, simplicity, and a reasonable rate of return in retirement planning. We believe in providing a solid foundation for our clients to feel confident about their financial future. Our complimentary gourmet dinner seminars offer retirees the opportunity to learn about different retirement strategies and financial vehicles that can help them navigate the challenges of the financial markets.

Welcome to Lisa McCain - State Farm Insurance Agent located at 1521 East Elliot Road in Gilbert, Arizona. Our agency is situated on the SW Corner of Val Vista & Elliot Roads in the Safeway shopping center. With a history dating back to 1922, State Farm has been protecting individuals and families across the nation. As a second-generation State Farm agent, Lisa McCain and her team bring over 50 years of combined experience to help you with all your insurance needs. Whether you are looking for car insurance, homeowners insurance, renters insurance, life insurance, business insurance, or health insurance products, we are here to assist you in planning for the future and protecting what matters most. Our goal is to help you recover from the unexpected and manage the risks of everyday life.

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.

Max Cash Corporate, located at 4835 East Cactus Road in Scottsdale, Arizona, is your one-stop shop for all your financial needs. Whether you're looking for a small loan, car insurance, or assistance with buying a car, Max Cash has tailored solutions for every financial goal. With over a decade of experience and stellar reviews from over 13 million satisfied customers, Max Cash is committed to excellence in everything they do. Their team of seasoned professionals is available 24/7 to assist you with navigating any financial challenge you may face. From secured or unsecured loans to installment loans and emergency loan options, Max Cash offers a wide range of services to help you achieve your financial goals. Contact Max Cash today and start your seamless financial journey towards financial empowerment.

Asset Preservation Wealth & Tax is a financial institution located in Phoenix, Arizona, offering a wide range of services including accounting, finance, insurance, and legal advice. Our team of experienced financial advisors specializes in tax-saving tools and strategies to help you maximize your wealth and minimize your tax burden. We provide retirement planning and wealth management services tailored to your individual needs, guiding you towards a financially stable future. With our comprehensive financial services, including investing, tax planning, and estate planning, we can help you achieve your financial goals and secure a brighter future. Contact us at one of our convenient locations in Phoenix, Scottsdale, Tempe, or Las Vegas to start planning for your financial future today.

Farm Bureau Financial Services is an insurance agency located at 14861 North Scottsdale Road in Scottsdale, Arizona. We offer a wide range of insurance products and financial services to help protect and secure your future. Our knowledgeable agents are dedicated to providing personalized solutions to meet your individual needs. Whether you are looking for auto, home, life, or business insurance, we have you covered. Trust Farm Bureau Financial Services to provide you with peace of mind and financial security.

Asset Preservation Wealth & Tax is a trusted institution located in Scottsdale, Arizona, providing a range of financial services including retirement planning, wealth planning, tax planning, and estate planning. Our team of experienced financial advisors in Scottsdale is dedicated to helping you achieve your financial goals and secure your financial future. With personalized financial plans tailored to your unique needs and preferences, we ensure that your net worth exceeds your expectations when you retire. Our services also include investment strategies, annuities, and more, all aimed at maximizing your wealth and minimizing your tax liabilities. Contact us today to schedule a meeting at one of our offices in Phoenix, Scottsdale, Tempe, or Las Vegas, and let us help you make the most of your hard-earned wealth.

Northwestern Mutual is a trusted finance and insurance agency located at 9841 East Bell Road in Scottsdale, Arizona, United States. With a strong reputation for providing reliable financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their futures. Their team of experienced professionals offers personalized guidance and tailored solutions to meet each client's unique needs. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Northwestern Mutual is committed to helping you build a solid financial foundation.

360 Wealth Management, Inc. is a premier finance and insurance agency located at 10037 East Dynamite Boulevard in Scottsdale, Arizona, United States. With a dedication to providing comprehensive wealth management services, our team of experienced professionals offers personalized financial planning, investment strategies, and insurance solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, 360 Wealth Management, Inc. is here to guide you every step of the way. Visit us today to learn more about how we can help secure your financial future.

Westbrook Financial Services, Inc. is a reputable finance institution located at 7425 East Stetson Drive in Scottsdale, Arizona, United States. With a strong focus on providing top-notch financial services, Westbrook Financial Services, Inc. offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Trust Westbrook Financial Services, Inc. for all your financial needs.

eflects your unique goals and priorities. With a team of experienced wealth management professionals, we offer personalized financial strategies to high net worth individuals and businesses. Our holistic approach includes investing, estate planning, retirement planning, wealth transfer, education planning, wealth preservation, and life insurance. We prioritize building deep and valued relationships with our clients, ensuring that we understand their specific situations and goals. Our goal is to help clients achieve their long-term financial goals by providing tailored advice and strategies. With over 20 years of experience in the industry, our Senior Vice President, Wealth Management Advisor, Bryan Jason Wollheim, is dedicated to working with high net worth families, individual investors, and business owners. He is supported by a team of experts who can help clients pursue their objectives through personalized strategies. Located at 23655 North Scottsdale Road in Scottsdale, Arizona, Merrill Lynch Financial Advisor Bryan Jason Wollheim is committed to helping clients navigate the complex world of finance and achieve financial success. Contact us today to learn more about how we can help you reach your financial goals.

Merrill Lynch Financial Advisor James E Rogers is a finance institution located at 23655 North Scottsdale Road, Scottsdale, Arizona, United States. James has over 11 years of experience in the financial services industry and holds designations such as Accredited Asset Management Specialist, Retirement Accredited Financial Advisor, and CPFA. He offers services in estate and wealth transfer strategies, education planning, retirement plan consulting, wealth preservation, and insurance planning strategies. Additionally, clients can benefit from the expertise of a Wealth Management Lending Officer from Bank of America, N.A. who provides personalized home financing guidance. James is a proud US Army veteran and is actively involved in the community. He is dedicated to understanding his clients' goals and helping them achieve financial success through personalized investment strategies. Contact James Rogers for a customized approach to managing and growing your wealth.

Money 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.

Mercer Advisors Wealth Management, located at 7033 East Greenway Parkway in Scottsdale, Arizona, offers a unique approach to wealth management for individuals looking to transition from wealth-building to wealth-enjoying. The firm believes in connecting all aspects of your financial life, not just focusing on investment returns. With expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, Mercer Advisors ensures that all your financial needs are met and coordinated effectively. The talented wealth advisors at Mercer Advisors in Scottsdale are dedicated to helping you achieve your financial goals and peace of mind. With years of experience in the financial services industry, these advisors offer a holistic approach to wealth management, taking into account all aspects of your financial well-being. From investment management to estate planning, they are here to guide you every step of the way.

Merrill Lynch Financial Advisor Michael Troxell is a finance institution located at 23655 North Scottsdale Road, Scottsdale, Arizona, United States. Michael Troxell is a CERTIFIED FINANCIAL PLANNER™ practitioner with extensive experience in the financial services industry since 1999. He holds various registrations and licenses in finance and insurance, and specializes in helping clients meet their financial goals through investments, risk management, and retirement planning. Michael is dedicated to helping clients create and grow wealth, preserve wealth, and plan for efficient distributions during their lives and after death. He is passionate about supporting veterans, military families, disadvantaged children, and animals through his time, energy, and donations.

J Pearson Financial Group is a finance institution located at 6909 East Greenway Parkway in Scottsdale, Arizona, United States. We specialize in helping clients navigate today's economic challenges to identify long-term trends and opportunities for financial success. Our priority is understanding your personal situation, dreams, goals, and risk tolerance to create a customized financial plan. We offer educational resources such as videos, articles, presentations, and calculators to help you learn more about personal finance. Our total wealth management approach covers investments, taxes, insurance, and estate planning to address all your financial concerns. Our goal is to help you invest conservatively, minimize taxes, meet insurance needs, and plan for transferring wealth to future generations.

Merrill Lynch Financial Advisor Garett Fig, located at 14636 North Scottsdale Road, Scottsdale, Arizona, United States, is a Vice President and Senior Financial Advisor with over 20 years of experience in the financial services industry. Garett provides personalized financial solutions based on clients' risk tolerance, time horizon, and investment goals. With a background in top tier investment banks and a global insurance and advisory firm, Garett offers a wealth of experience and resources to help clients achieve financial success. By building relationships based on trust and mutual respect, Garett works with clients to develop viable plans that serve as roadmaps for their financial future. Garett holds the Chartered Retirement Planning Counselor, CRPC® and CPFA designations, and is dedicated to helping clients reach their financial goals through personalized investment strategies. Contact Garett Fig to start your journey towards financial success.

Merrill Lynch Financial Advisor Justin Gillham, located at 23655 North Scottsdale Road in Scottsdale, Arizona, is a finance institution offering personalized wealth management services to high net worth individuals and businesses. Justin Gillham, a Senior Vice President and Wealth Management Advisor, has over 15 years of experience in the financial services industry. His team provides a holistic approach to wealth management, including investing, estate planning, retirement planning, wealth transfer, education planning, wealth preservation, and life insurance. Justin holds the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning Counselor designation, demonstrating his commitment to providing excellent service. Additionally, Bryan Wollheim and Edward Sarraf, both Senior Vice Presidents and Wealth Management Advisors, bring a wealth of experience and expertise to the team. The institution prides itself on building deep and valued relationships with clients, understanding their goals and specific situations to provide tailored advice and strategies. Whether you are planning for retirement, saving for a home, or funding your child's education, the team at Merrill Lynch Financial Advisor Justin Gillham is dedicated to helping you achieve your financial goals.

R. B. Gold & Associates is a reputable finance institution located at 9590 East Ironwood Square Drive in Scottsdale, Arizona, United States. Specializing in financial services, R. B. Gold & Associates offers expert advice and guidance in various areas such as investments, retirement planning, insurance, and wealth management. With a team of experienced professionals, clients can expect personalized solutions tailored to their specific financial goals and needs. Trust R. B. Gold & Associates to provide sound financial strategies to help secure a stable and prosperous future.

Andrew Tuell, Lincoln Financial Advisors, located at 4900 North Scottsdale Road in Scottsdale, Arizona, is a finance and insurance agency run by Andrew Tuell RICP®. As a Private Wealth Advisor and Investment Advisor Representative with Validus Financial, Andrew helps clients build secure financial futures by providing 5-star services tailored to individual goals. With over 13 years of experience in financial services, Andrew holds series 7 and 65 registrations to offer personalized guidance and recommendations. Andrew is a Registered Retirement Income Certified Professional (RICP®), specializing in retirement income planning, maximizing Social Security benefits, managing risks, and portfolio distribution. The designation requires extensive education and ongoing professional development, ensuring high ethical standards and expertise in retirement income strategies.

Merrill Lynch Wealth Management is a finance institution located at 23655 North Scottsdale Road, Scottsdale, Arizona, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We offer financial strategies backed by years of combined knowledge and experience in wealth management. Our services go beyond wealth planning advice, as we can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. Our financial advisors are dedicated to client service and satisfaction, helping clients identify personal and professional goals related to lifestyle and multi-generational issues. With access to industry analysts and specialists, our advisors can fully understand each client's financial situation and collaborate on creating long-term financial strategies. We are also committed to giving back to the communities we serve through volunteerism and charitable outreach.

Blakely Walters Wealth Management is a premier finance and insurance agency located at 3333 Hayden Road 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 looking to grow your investments, protect your assets, or plan for retirement, we are here to provide expert guidance and support every step of the way. Trust Blakely Walters Wealth Management to help secure your financial future.

Solutions First Financial Group is a finance institution located at 9375 East Shea Boulevard in Scottsdale, Arizona, United States. Led by financial junkie Joe Donti, the institution is dedicated to building others up and helping them achieve financial freedom. They take a unique approach by starting with the tax code and working backward to create tax-efficient strategies tailored to each individual's specific situation. Their Retire Better process focuses on five key areas of financial planning: income, investments, taxes, health care, and legacy. Whether you're just starting your financial journey or looking to improve your current situation, Solutions First Financial Group is ready to help. They offer insurance products through their insurance business and investment products and services through AE Wealth Management, LLC. Take control of your financial future today by scheduling a meeting or registering for an upcoming event. Don't hesitate to reach out with any questions or concerns.

Futurity First is a finance institution located at 8501 East Princess Drive in Scottsdale, Arizona, United States. Our team of financial professionals is dedicated to helping clients achieve their financial goals through personalized strategies and solutions. We offer a wide range of financial services including retirement planning, investment management, insurance, and more. With a focus on long-term success and client satisfaction, Futurity First is committed to providing top-notch financial guidance and support. Visit us today to see how we can help you secure your financial future.

Carl Anderson is a Financial Advisor at Ameriprise Financial Services, LLC located at 16220 North Scottsdale Road, Scottsdale, Arizona, United States. He 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 demonstrate his expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Carl Anderson is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.

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.

Krista Marie Tarbox is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 14500 North Northsight Boulevard in Scottsdale, Arizona, United States. Krista Marie Tarbox holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, investment strategies, retirement planning, estate planning, and insurance products. As an Accredited Portfolio Management Advisor, Krista Marie Tarbox has a deep understanding of client assessment, risk/return, and modern portfolio theory. With a focus on ethical practices and comprehensive knowledge, Krista Marie Tarbox provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for retirement planning, investment opportunities, estate planning, or risk management, Krista Marie Tarbox can help you navigate the complex world of finance with confidence and expertise.

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.

Dewey 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.