TOP 30 Investing in Scottsdale, Arizona

Merrill Lynch Financial Advisor Annalise Morris King is a prestigious finance institution located at 14636 North Scottsdale Road, Scottsdale, Arizona, United States. The institution is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. The team at Merrill is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They offer personalized financial strategies that reflect the unique needs and priorities of each client, helping them pursue their goals and stay on track regardless of market fluctuations. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can develop a comprehensive approach to address their financial needs. The advisors at Merrill believe in understanding each client personally to help them create a financial plan that aligns with their life priorities. They offer the latest investment insights, tips, and strategies to help clients live their best financial life.

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.

Vista Point Wealth Advisors, located at 17015 North Scottsdale Road, Scottsdale, Arizona, specializes in retirement income planning, investment management, tax-efficient financial strategies, wealth transfer strategies, and generosity. Our team takes the time to understand our clients as individuals and incorporate their values into their financial goals. We provide personalized advice and unparalleled customer service to help clients achieve financial clarity and confidence. Additionally, we offer life insurance and disability income insurance tailored to individual needs. As part of Thrivent, we believe in using money as a tool for a higher purpose and are committed to helping people make the most of their financial resources. Join us to learn more about financial security, tax planning, and managing retirement savings. Visit us during our business hours, Monday to Thursday from 8:30 a.m. to 5 p.m. and Friday from 8:30 a.m. to 3 p.m. for expert financial advice and solutions.

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.

Carson Wealth is a finance institution located at 4800 North Scottsdale Road, Scottsdale, Arizona, United States. Our mission is to make the complex simple and help individuals define and find their financial freedom with highly customized wealth strategies. We provide top-notch service tailored to the unique needs of our clients in Scottsdale, Phoenix, Chandler, Paradise Valley, Gilbert, Mesa, Surprise, Goodyear, Peoria, Carefree, Cave Creek, Glendale, Queen Creek, Apache Junction, Sun Lakes, Sun City, and Sun City West. Our services include financial planning, investment planning, tax planning, insurance, Medicare, estate planning, retirement planning, and legacy planning. We work closely with a trusted network of experienced business partners to provide comprehensive financial solutions. Our location in Scottsdale offers a beautiful view of Camelback Mountain, making it convenient for clients to visit while enjoying the many activities Scottsdale has to offer. Our team of professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of wealth management. Securities are offered through Cetera Advisor Networks LLC, and investment advisory services are offered through CWM, LLC, an SEC Registered Investment Advisor. Please consult legal or tax professionals for specific advice regarding your individual situation. Our awards and recognitions, such as Forbes Best-in-State Wealth Advisor and InvestmentNews Icons & Innovators, reflect our commitment to excellence in the financial industry. Visit our website for more information about our services and advisors.

Hamid Reza Kazemi - UBS Financial Services Inc. is a leading financial institution located at 4800 North Scottsdale Road, Scottsdale, Arizona, United States. With a strong reputation for excellence in the finance industry, our team of experts provides a wide range of financial services to clients, including investment management, wealth planning, and retirement solutions. We are dedicated to helping our clients achieve their financial goals and secure their financial futures. Contact us today to learn more about how we can assist you with your financial needs.

Edward Jones - Financial Advisor: Jon A Corcoran, AAMS™ is a trusted finance institution located at 6617 North Scottsdale Road in Scottsdale, Arizona, United States. Jon A Corcoran, a certified Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides tailored investment strategies and comprehensive financial planning to individuals and families. Visit the office today to start planning for a secure financial future with the help of Jon A Corcoran and Edward Jones.

Bill Herf - RBC Wealth Management Financial Advisor is a reputable finance institution located at 6710 North Scottsdale Road in Scottsdale, Arizona, United States. As a trusted financial advisor, Bill Herf provides expert guidance and personalized financial planning services to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, Bill Herf is dedicated to helping individuals and families secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Bill Herf - RBC Wealth Management Financial Advisor is committed to providing top-notch financial advice and support.

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.

Matrix Wealth Management is a leading finance institution located at 6991 East Camelback Road, Scottsdale, Arizona, United States. With over $243 million managed as of 9/5/2023, we are dedicated to serving our clients and their loved ones. Our mission is to earn our client's trust each day by fully understanding their goals, providing unbiased advice, utilizing suitable investments, and offering unparalleled service in a comprehensive and timely manner. Please note that our services are intended for residents of specific states (AK, AZ, CA, CO, FL, GA, MN, MT, NC, NV, OH, OR, PA, SC, TN, TX, UT, WA) and may not be available to individuals residing in other states. For parties outside of the U.S., this information is provided for informational purposes only and should not be construed as an offer to participate in any investment or to buy or sell securities.

Ted Churchill - RBC Wealth Management Financial Advisor is a trusted financial institution located at 6710 North Scottsdale Road in Scottsdale, Arizona. As a leading financial advisor, Ted Churchill offers personalized wealth management services to help clients achieve their financial goals. With a focus on providing expert advice and tailored solutions, Ted Churchill and his team strive to build long-lasting relationships with their clients. Whether you are planning for retirement, investing for the future, or managing your assets, Ted Churchill - RBC Wealth Management Financial Advisor is dedicated to helping you secure a prosperous financial future.

Edward Jones - Financial Advisor: Wyatt A Zier is a reputable financial institution located at 5725 North Scottsdale Road in Scottsdale, Arizona. As a trusted advisor, Wyatt A Zier offers personalized financial services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones provides expert guidance on investments, retirement planning, insurance, and more. Whether you are planning for the future or navigating a financial challenge, Wyatt A Zier and the team at Edward Jones are dedicated to helping you secure your financial future.

Theodore J. Crowley II - RBC Wealth Management Financial Advisor is a premier financial institution located at 6710 North Scottsdale Road in Scottsdale, Arizona. As a trusted advisor in the field of finance, Theodore J. Crowley II offers personalized wealth management services to help individuals and businesses achieve their financial goals. With a focus on providing expert guidance and strategic planning, clients can trust in the expertise and professionalism of Theodore J. Crowley II and his team. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Theodore J. Crowley II - RBC Wealth Management Financial Advisor is dedicated to helping you navigate the complexities of the financial world with confidence.

Edward Jones - Financial Advisor: Briana N Morris, CFP® is a trusted financial institution located at 9825 East Bell Road in Scottsdale, Arizona. Briana N Morris, a Certified Financial Planner®, provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, clients can trust Edward Jones to help them navigate their financial journey with confidence.

Merrill Lynch Financial Advisor Abtin Zarrabi is a finance institution located at 23655 North Scottsdale Road, Scottsdale, Arizona, United States. Managing your wealth starts with a comprehensive understanding of your financial situation, goals, and priorities. Abtin Zarrabi can help create a flexible strategy tailored to today's market conditions, providing access to Merrill's investment insights and Bank of America's banking services. With a team of experienced professionals, personalized wealth management strategies are developed to help you pursue your financial goals. Through Merrill Personal Wealth Analysis™, a personalized plan centered on your goals is built and documented. Your financial advisor focuses on your family, priorities, and evolving goals to create a customized investment approach. By utilizing the Investment Personality Assessment, your preferences and goals are understood better to tailor a financial strategy that aligns with what matters most to you. Regular check-ins and updates ensure your financial approach reflects changes in your life and goals. With a focus on understanding you and your priorities, the institution aims to help you achieve your financial goals through personalized solutions. Abtin Zarrabi is registered to do business in multiple states, offering investment insights, tips, and strategies to help you live your best financial life. Investing involves risk, and past performance does not guarantee future results. Merrill does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions.

Edward Jones - Financial Advisor: Ryan Smith is a reputable finance institution located at 7349 North Vía Paseo Del Sur in Scottsdale, Arizona, United States. As a dedicated financial advisor, Ryan Smith provides personalized investment advice and comprehensive financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Ryan Smith is committed to helping individuals and families navigate the complexities of the financial world and secure their financial future.

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.

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.

Galvin Gaustad & Stein LLC is a reputable finance institution located in Scottsdale, Arizona, United States. With a focus on providing top-notch financial services, the institution is dedicated to helping clients achieve their financial goals. Whether it's investment management, financial planning, or wealth management, the team at Galvin Gaustad & Stein LLC is committed to delivering personalized solutions tailored to each client's unique needs. Visit them at 7377 East Doubletree Ranch Road for expert financial advice and guidance.

Joseph DeMichele - UBS Financial Services Inc. is a reputable finance institution located at 4800 North Scottsdale Road in Scottsdale, Arizona, United States. With a strong focus on providing personalized financial solutions to their clients, they offer a wide range of services including wealth management, investment advice, retirement planning, and more. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth or plan for the future, Joseph DeMichele - UBS Financial Services Inc. is committed to providing you with expert guidance and support every step of the way.

Matt Jackson - RBC Wealth Management Financial Advisor is a leading finance institution located at 6710 North Scottsdale Road in Scottsdale, Arizona, United States. As a trusted financial advisor, Matt Jackson provides personalized and comprehensive wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Matt Jackson offers expert guidance on investment strategies, retirement planning, and estate planning. Clients can rely on his expertise and dedication to help navigate the complexities of the financial world and secure their financial future.

The Pinnacle Group - UBS Financial Services Inc. is a finance institution located at 4800 North Scottsdale Road in Scottsdale, Arizona, United States. As a part of the renowned UBS Financial Services Inc., The Pinnacle Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors and experts, they provide personalized financial planning, investment management, and wealth management services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Pinnacle Group - UBS Financial Services Inc. is dedicated to helping you reach the pinnacle of financial success.

Waddell & Reed is a renowned finance institution located in Scottsdale, Arizona, United States. With a strong focus on providing comprehensive financial services and investment solutions, Waddell & Reed has been a trusted partner for individuals and businesses seeking to achieve their financial goals. The institution's team of experienced professionals is dedicated to providing personalized guidance and tailored strategies to help clients secure their financial future. Whether you are looking to plan for retirement, grow your wealth, or protect your assets, Waddell & Reed offers a wide range of financial services to meet your needs. Trust Waddell & Reed to be your partner in financial success.

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.

The Pisoni Jackson Group is a leading finance institution located at 6710 North Scottsdale Road in Scottsdale, Arizona, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or wealth management, the Pisoni Jackson Group is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart in the finance industry. Visit their office today to learn more about how they can help you secure your financial future.

Unified Financial Services Co is a leading finance institution located at 7025 North Scottsdale Road in Scottsdale, Arizona, United States. We offer a wide range of financial services to meet the needs of individuals and businesses alike. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to help our clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or assistance with managing your assets, Unified Financial Services Co is here to help. Contact us today to learn more about how we can assist you in 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.

D. F. Rick Speidel - Financial Advisor at Ameriprise Financial Services, LLC, located in Scottsdale, Arizona, is a trusted wealth manager recognized by Investor’s Business Daily. Specializing in personalized financial planning, D. F. Rick Speidel offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular progress reviews and updates ensure that clients stay on track towards their financial objectives. Accessible online tools allow clients to monitor investments securely from any device. With a focus on preserving wealth and minimizing risk, D. F. Rick Speidel helps clients navigate the complexities of the financial market. Schedule a complimentary consultation to take the first step towards a more secure financial future with Ameriprise Financial Services, LLC. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC.

Michael Otradovec is a financial advisor at Ameriprise Financial Services, LLC located at 16220 North Scottsdale Road in Scottsdale, Arizona. He offers complimentary initial consultations to help individuals plan for a more confident financial future. With qualifications and background information available on FINRA's BrokerCheck website, clients can trust in his expertise. Michael Otradovec helps clients navigate the current market conditions and offers insights on potential investment opportunities. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC provides investment products and services to help clients reach their financial goals. Residents of certain states can benefit from Michael Otradovec's securities business expertise. Clients can expect personalized financial planning concepts and guidance to help them achieve their financial objectives. With a focus on privacy and security, Ameriprise Financial Services, LLC ensures the protection of clients' information. Whether it's for friends or family members, referrals are welcomed and will receive the same level of dedicated service. Reach out to Michael Otradovec today to start planning for a brighter financial future.

Trefethen Advisors, LLC is a finance institution located at 6380 East Thomas Road in Scottsdale, Arizona, United States. Our team of experienced financial advisors provides personalized investment strategies and financial planning services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Trefethen Advisors, LLC is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards securing your financial future.