Investing for education in Scottsdale, Arizona

Raymond James Financial Services is a reputable finance institution located at 17015 North Scottsdale Road in Scottsdale, Arizona, United States. With a strong presence in the financial industry, Raymond James offers a wide range of financial services to individuals, businesses, and institutions. Their experienced team of financial advisors provides personalized investment strategies and wealth management solutions to help clients achieve their financial goals. Whether you are looking for retirement planning, investment advice, or estate planning, Raymond James Financial Services is committed to providing top-notch financial services with integrity and expertise.

Merrill Lynch Financial Advisor Remo Antoniolli, located at 14636 North Scottsdale Road in Scottsdale, Arizona, offers personalized financial strategies tailored to help clients pursue their long-term goals. Through one-on-one conversations, the institution helps clients identify and prioritize their financial aspirations, whether it be transferring wealth, pursuing passions, or planning for future expenses like retirement or education. Drawing upon research in behavioral finance, Merrill Lynch utilizes the Investment Personality Assessment to better understand clients' investing preferences and customize financial approaches accordingly. The institution is dedicated to helping clients manage, grow, and preserve their wealth while considering their individual goals and priorities.

Jessica Bailey - UBS Financial Services Inc. is a reputable finance institution located at 4800 North Scottsdale Road in Scottsdale, Arizona, United States. With a focus on providing high-quality financial services to individuals and businesses, Jessica Bailey - UBS Financial Services Inc. offers a wide range of investment options, wealth management solutions, and financial planning services. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jessica Bailey - UBS Financial Services Inc. is committed to providing personalized and comprehensive financial solutions tailored to your unique needs.

Beacon Pointe Advisors is a leading finance institution located in Scottsdale, Arizona. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. The team of investment advisors and financial planners at Beacon Pointe focuses on providing full-service financial planning and research-driven investments to individuals, families, institutions, and defined contribution plans. With a fiduciary responsibility to clients, Beacon Pointe's allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, and more. The team at Beacon Pointe is committed to providing personalized wealth management experiences to help clients meet their financial goals.

Edward Jones - Financial Advisor: Jonathan W Millett is a leading finance institution located at 8989 East Vía Linda in Scottsdale, Arizona, United States. Jonathan W Millett, a highly experienced and knowledgeable financial advisor, provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Jonathan W Millett is dedicated to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.

Southwest Wealth Strategies is a leading finance institution located at 6720 North Scottsdale Road in Scottsdale, Arizona, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Kirk Girair Kaprelian is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 14274 North Northsight Boulevard in Scottsdale, Arizona, United States. Kirk holds various certifications and designations 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®. Kirk is dedicated to providing expert financial advice and planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethical practices and continuing education, Kirk is committed to helping clients achieve their financial goals and secure their financial future. Contact Kirk Girair Kaprelian today for personalized wealth management services tailored to your specific needs.

Janus Financial is a leading finance institution located at 3333 Hayden Road in Scottsdale, Arizona. With a strong reputation for excellence and expertise in financial services, Janus Financial offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our team of experienced professionals is dedicated to providing personalized and comprehensive financial solutions tailored to your specific needs. Trust Janus Financial to guide you towards a secure financial future.

Edward Jones - Financial Advisor: Eric D Deaton is a reputable finance institution located at 18801 North Thompson Peak Parkway in Scottsdale, Arizona, United States. With a focus on providing personalized financial advice and investment strategies, Eric D Deaton and his team strive to help clients achieve their financial goals and plan for a secure future. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Edward Jones - Financial Advisor: Eric D Deaton offers expert guidance and support every step of the way. Contact them today to schedule a consultation and take control of your financial future.

Edward Jones - Financial Advisor: Mark Woodburn is a reputable finance institution located at 9825 East Bell Road in Scottsdale, Arizona, United States. Mark Woodburn is a highly experienced and knowledgeable financial advisor who provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Mark Woodburn is a trusted partner for individuals and families seeking expert financial guidance.

Carlon Wealth Advisors is a leading finance institution located at 7373 East Doubletree Ranch Road in Scottsdale, Arizona, United States. With a team of experienced financial advisors, Carlon Wealth Advisors provides comprehensive wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Carlon Wealth Advisors offers personalized solutions tailored to each client's unique needs. Trust Carlon Wealth Advisors to guide you towards a secure financial future.

Trent Lickteig - Financial Advisor at Ameriprise Financial Services, LLC, located at 14274 North Northsight Boulevard in Scottsdale, Arizona, offers personalized financial advice, investment recommendations, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Trent Lickteig helps individuals save for major purchases and meet their current financial needs. Background and qualification information can be found on FINRA's BrokerCheck website. Whether discussing the positive backdrop for stock prices or the potential extension of the current bull market rally, clients can expect expert guidance tailored to their specific circumstances. Trent Lickteig is registered to conduct securities business in select states and welcomes referrals from satisfied clients. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing a secure and reliable platform for financial planning and investment management.

The Henne Financial Group, located at 6991 East Camelback Road in Scottsdale, Arizona, offers comprehensive wealth management tailored to your individual needs. With a focus on retirement planning, their Transitions Team provides financial, legal, and health/wellness services to support clients through every phase of their financial journey. Founder Marty R. Henne, a professional CFP® with 30 years of experience, leads the team in creating customized plans designed to grow and preserve investments for a secure retirement. By fostering long-term relationships and utilizing modern technologies, The Henne Financial Group helps clients retire with greater confidence. With a focus on education and communication, they aim to demystify the retirement process and provide clarity and confidence about finances for the future. As Investment Advisor Representatives of Osaic Wealth, Inc., The Henne Financial Group advisors are dedicated to serving clients' best interests through a combination of commission and fee-based services. Residents of select states can benefit from their expertise in retirement planning and wealth management.

Glenn Pahnke - RBC Wealth Management Financial Advisor is a leading financial institution located at 6710 North Scottsdale Road in Scottsdale, Arizona, United States. As a trusted advisor, Glenn Pahnke provides expert financial guidance and personalized wealth management solutions to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, Glenn Pahnke and his team are dedicated to helping clients navigate the complexities of the financial world. Whether you are planning for retirement, investing for the future, or seeking to grow your wealth, Glenn Pahnke - RBC Wealth Management Financial Advisor is committed to helping you succeed.

Winston & Associates - Ameriprise Financial Services, LLC is a finance institution located at 16220 North Scottsdale Road, Scottsdale, Arizona, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides complimentary initial consultations to discuss retirement, education, major purchases, and more. Ameriprise financial advisors are registered in certain U.S. states and cannot guarantee future financial results. Clients can refer to FINRA's BrokerCheck website for additional details. The institution values privacy and security, and users agree to abide by the terms of the Ameriprise Financial Website Rules and Regulations. They are committed to helping clients achieve their financial goals and appreciate referrals from satisfied clients.

Halbert Hargrove Global Advisors is a finance institution located at 14850 North Scottsdale Road in Scottsdale, Arizona, United States. Specializing in investing, tax planning, retirement planning, and life-based event planning, our team of advisors is dedicated to helping clients plan and invest for their everyday needs and big aspirations. Conveniently located in North Scottsdale near Kierland Commons and Scottsdale Quarter, our office is easily accessible from the 101 and 51 freeways with ample parking available. Whether you prefer an in-person consultation or a phone/zoom meeting, we are here to assist you in achieving your financial goals. Our office in Scottsdale has been serving clients since 2013, providing wealth management, advisory services, retirement planning, and tax planning to clients both locally and nationally. Ranked No. 8 on the 2023 CNBC Financial Advisor 100 list, we pride ourselves on our commitment to excellence and personalized service. Contact us today to see how we can help you attain well-lived todays and tomorrows.

Socratic Wealth Management, LLC, located at 6991 East Camelback Road in Scottsdale, Arizona, is a finance institution dedicated to helping clients pursue their investment goals with sound financial strategies. They believe in providing personalized, tailored plans for each client, fostering lasting and meaningful relationships as the foundation of their practice. At Socratic Wealth Management, LLC, clients can expect a flexible and customizable planning approach to meet their unique financial needs and goals. The institution offers support and guidance to help investors thrive and succeed in making confident investment choices for their financial future.

Seamans Wealth Management is a leading finance institution located at 6991 East Camelback Road in Scottsdale, Arizona. With a focus on helping individuals and families achieve their financial goals, Seamans Wealth Management offers a range of services including investment management, retirement planning, estate planning, and more. Our team of experienced financial advisors are dedicated to providing personalized solutions tailored to each client's unique needs and circumstances. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Seamans Wealth Management is committed to helping you secure a prosperous financial future.

Salt River Financial Services Institution is a leading finance institution located at 10005 East Osborn Road in Scottsdale, Arizona. Our institution offers a wide range of financial services to meet the needs of individuals and businesses in the area. With a team of experienced professionals, we provide expert advice and personalized solutions to help our clients achieve their financial goals. Whether you are looking for investment advice, loan options, or retirement planning, Salt River Financial Services Institution is here to help. Visit us today to learn more about how we can assist you with your financial needs.

Polaris Wealth Group - Ameriprise Financial Services, LLC is a financial institution located at 8817 East Bell Road in Scottsdale, Arizona, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping clients achieve their financial goals. We offer consultations to discuss what is most important to you, providing an overview of financial planning concepts. While we cannot guarantee future financial results, we strive to provide personalized recommendations to help you plan for your financial future. We adhere to strict privacy and security regulations to protect our clients' information. If you refer a friend or family member to us, we will reach out to them soon to help them achieve their financial goals. Thank you for considering Polaris Wealth Group - Ameriprise Financial Services, LLC for your financial needs.

Edward Jones - Financial Advisor: Sean Babin, CFP® is a reputable finance institution located at 9383 East Bahia Drive in Scottsdale, Arizona, United States. As a Certified Financial Planner, Sean Babin offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a commitment to providing top-notch service and guidance, Edward Jones is a trusted partner for individuals looking to secure their financial future.

Palacios & Associates - Ameriprise Financial Services, LLC, located at 14274 North Northsight Boulevard in Scottsdale, Arizona, is a finance institution dedicated to helping individuals reach their retirement goals and financial aspirations. With a focus on personalized financial strategies tailored to each client's unique goals and risk tolerance, we provide investment recommendations and portfolio analysis to help you track your progress towards achieving your financial objectives. Our team of Ameriprise financial advisors are committed to engaging each generation in meaningful conversations about their financial priorities, whether it be planning for education, retirement, or personal investments. We emphasize the importance of financial literacy across generations, empowering each family member to make informed decisions for their future. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and we adhere to strict privacy and security guidelines to ensure the safety of your information. Contact us today to begin your journey towards financial wellness.

Todd R Pfutzenreuter - Financial Advisor, Ameriprise Financial Services, LLC, located at 14274 North Northsight Boulevard in Scottsdale, Arizona, offers personalized financial planning services to help clients reach their goals. With a focus on retirement, education, and major purchases, Todd provides investment recommendations tailored to individual risk tolerance. Regular meetings and progress reviews ensure that clients stay on track, with access to accounts and investment information available at any time. The institution also offers tools like the Retirement InteractiveSM tool to address common retirement concerns. Todd Pfutzenreuter is a registered investment adviser with FINRA and SIPC, offering securities and investment advisory products through Ameriprise Financial Services, LLC. Schedule a complimentary initial consultation to start planning for a more secure financial future.

Kateryna Kariniemi is a financial advisor at Ameriprise Financial Services, LLC located at 14274 North Northsight Boulevard, Scottsdale, Arizona, United States. She offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. Kateryna specializes in retirement planning and offers a complimentary initial consultation to discuss financial planning concepts. She is a registered investment adviser and securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Residents of select states can conduct securities business with Kateryna. Schedule a consultation today to discuss your financial goals and secure a confident financial future.

Arizona Financial Plan is a reputable financial institution located at 8800 East Raintree Drive in Scottsdale, Arizona. As a trusted provider of financial services, we specialize in creating personalized financial plans to help individuals and businesses achieve their monetary goals. Our team of experienced financial advisors is dedicated to providing expert guidance and support to our clients, ensuring they make informed decisions about their finances. Whether you are looking to save for retirement, invest in the stock market, or plan for your child's education, Arizona Financial Plan is here to help you every step of the way. Trust us to help you secure your financial future.

Dew Wealth Management is a leading financial institution located at 8888 East Raintree Drive 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, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust Dew Wealth Management to help you secure a prosperous financial future.

Burton Wealth Management, led by Certified Financial Planner Donald Burton, is a reputable institution located at 14358 North Frank Lloyd Wright Boulevard in Scottsdale, Arizona. As a finance-focused establishment, Burton Wealth Management specializes in providing expert financial planning services to help individuals and families achieve their financial goals. With a strong emphasis on personalized and comprehensive financial strategies, Donald Burton and his team are dedicated to helping clients navigate the complexities of wealth management and make informed decisions for their financial future.

Northsight Financial Partners is a leading finance institution located at 15333 North Pima Road in Scottsdale, Arizona, United States. We specialize in providing comprehensive financial services to individuals and businesses, helping them achieve their financial goals and secure their future. Our team of experienced professionals is dedicated to delivering personalized solutions and expert advice tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Northsight Financial Partners is here to guide you every step of the way. Visit us today to learn more about how we can help you build a strong financial foundation for tomorrow.

Edward Jones - Financial Advisor: James M Donahue II is a reputable finance institution located at 10575 North 114th Street in Scottsdale, Arizona, United States. With a focus on providing personalized financial advice and investment strategies, James M Donahue II offers expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or building wealth, this institution is dedicated to helping you make informed decisions and secure your financial future. Contact Edward Jones - Financial Advisor: James M Donahue II today to start planning for a brighter tomorrow.

Planning Grounds is a premier finance institution located at 3333 Hayden Road in Scottsdale, Arizona, United States. Our team of expert financial advisors are dedicated to helping individuals and businesses create solid financial plans to achieve their goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Planning Grounds is here to provide personalized guidance and support every step of the way. With a focus on long-term success and financial stability, we strive to be your trusted partner in building a secure financial future. Contact us today to schedule a consultation and start planning for tomorrow.