TOP 10 Investment advisors in Phoenix, Arizona

Christopher Dean Torres is a Financial Advisor at Ameriprise Financial Services, LLC located at 3200 East Camelback Road, Phoenix, Arizona, United States. Christopher holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Christopher's expertise in asset management, estate planning, investment strategies, retirement planning, and more. As a Financial Advisor, Christopher is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those with specific financial needs such as domestic partnerships and military members. If you are seeking a knowledgeable and experienced financial advisor in Phoenix, Christopher Dean Torres is a trusted professional who can help you achieve your financial goals.

Jeremy Kitamura, a financial advisor at Ameriprise Financial Services, LLC, located at 4040 East Camelback Road in Phoenix, Arizona, offers personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting to life's changes, Jeremy can help you plan for the future with confidence. Background and qualification information can be found on FINRA's BrokerCheck website. Take the next step towards a more secure financial future by scheduling a complimentary initial consultation. Please note that investment products involve risks and may result in loss of principal. Securities are offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Jeremy Kitamura is registered to conduct securities business in certain states - please refer to FINRA's BrokerCheck website for details. Contact Jeremy Kitamura today to discuss your financial priorities and start planning for a successful future.

Dynamic Wealth Advisors is a finance institution located at 2415 East Camelback Road in Phoenix, Arizona, United States. Our affiliated wealth advisors focus on holistic wealth advice and life planning, taking a sincere interest in understanding your goals and helping you achieve them. From investing and retirement planning to college savings and family legacy preservation, our fiduciary advisors are dedicated to your best interests. Our advisors are successful professionals who value their clients and are supported by an experienced team at Dynamic ready to help you reach your financial goals. By partnering with Dynamic, your advisor can focus solely on serving you, without the distractions of industry complexities.

Steve Nelson - Financial Advisor at Ameriprise Financial Services, LLC, located at 2398 East Camelback Road in Phoenix, Arizona, offers personalized financial planning services tailored to your individual goals and risk tolerance. Whether you are saving for retirement, education, or a major purchase, Steve provides investment recommendations and portfolio analysis to help you track your progress and adjust your approach as needed. With access to your accounts from any device, you can stay informed and in control of your financial future. Schedule a complimentary initial consultation to learn more about how Steve can assist you in achieving your financial goals. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for more information on Steve's qualifications and registered states. Start your journey towards a more confident financial future today.

William J. Hertzog - RBC Wealth Management Financial Advisor is a reputable finance institution located at 2398 East Camelback Road in Phoenix, Arizona, United States. As a trusted financial advisor, William J. Hertzog provides personalized wealth management services to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships and offering expert financial advice, William J. Hertzog - RBC Wealth Management is dedicated to helping clients navigate the complexities of the financial market and make informed investment decisions.

Wayne D Kandas - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2398 East Camelback Road, Phoenix, Arizona, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 equip advisors with the knowledge and skills needed to provide comprehensive financial planning services to individuals, families, and businesses. Wayne D Kandas is dedicated to helping clients achieve their financial goals and navigate the complexities of wealth management.

Michael Marinos is a financial advisor at Ameriprise Financial Services, LLC, located at 4040 East Camelback Road in Phoenix, Arizona. As a finance institution, Michael specializes in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can expect personalized financial planning, regular progress reviews, and updates to their approach as life changes. With secure online access to investments and accounts, clients can track their progress towards financial goals at any time. For those interested in learning more, a complimentary initial consultation can be scheduled to discuss retirement planning, education savings, major purchases, and more. Michael Marinos is registered with FINRA and can conduct securities business with residents of specific states. Ameriprise Financial Services, LLC offers investment products and services, but cannot guarantee future financial results. Client referrals are welcomed, and referrals can expect to hear from Michael soon to begin their financial journey.

Russell Doyle - Financial Advisor, Ameriprise Financial Services, LLC is a trusted wealth manager located at 2398 East Camelback Road, Phoenix, Arizona, United States. With a focus on individual goals and risk tolerance, they provide investment, asset allocation, and portfolio recommendations tailored to each client. Regular meetings and progress tracking ensure that strategies are updated as life changes. Clients can access their investments and accounts securely from any device. Russell Doyle helps clients plan for retirement, education, major purchases, and more. The Retirement InteractiveSM tool allows clients to explore potential challenges that could impact their retirement income. Schedule a complimentary initial consultation to start planning for a more confident financial future. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Russell Doyle is registered to conduct securities business in specific states. Privacy and security are a top priority, with online security guarantees and protections in place. Referrals are welcomed, and friends or family members can expect to hear from Russell Doyle soon to discuss their financial goals.

Merrill Lynch Financial Advisor Brunai Johnson, located at 2555 East Camelback Road, Suite 900, Phoenix, Arizona, United States, offers insights, observations, and ideas to help clients pursue their financial goals. The institution provides personalized wealth management strategies, access to investment insights from Merrill, and banking solutions from Bank of America. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. By understanding clients' goals and priorities, the institution helps create customized financial plans to help clients achieve what matters most to them. The advisors at Merrill Lynch focus on helping clients navigate through life changes and market fluctuations to stay on track towards their financial goals. With a focus on personalized service and tailored financial approaches, Merrill Lynch Financial Advisor Brunai Johnson aims to help clients achieve their financial aspirations.

Kevin Golden is a financial advisor at Ameriprise Financial Services, LLC located at 4040 East Camelback Road in Phoenix, Arizona, United States. If you have questions or would like to schedule a complimentary initial consultation, Kevin is available to help. He is a registered investment adviser offering investment advisory products and services through Ameriprise Financial Services, LLC. Kevin may only conduct securities business with residents of states in which he is properly registered, so please refer to FINRA's BrokerCheck website for a list of those states. At Ameriprise Financial, Kevin provides clients with an overview of financial planning concepts during the initial consultation. While written analysis and recommendations are not provided during this meeting, Kevin is dedicated to helping individuals achieve their financial goals and create a more confident financial future.

Michael Keahon - Financial Advisor at Ameriprise Financial Services, LLC, located at 4040 East Camelback Road in Phoenix, Arizona, offers personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Michael can assist with saving for major purchases or meeting current financial needs. Background and qualification information can be found on FINRA's BrokerCheck website, and clients can review the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure for additional information. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Residents of certain states may conduct securities business with Michael Keahon, so please refer to FINRA's BrokerCheck website for details. Take the next step toward a more confident financial future with a complimentary initial consultation in the United States. While Ameriprise Financial cannot guarantee future financial results, they are committed to helping clients navigate the complexities of financial planning.

Merrill Lynch Private Wealth Advisor Ruggero Borletti, located at 2555 East Camelback Road in Phoenix, Arizona, offers industry-leading research and expert analysis to help clients stay ahead in managing their substantial wealth. With a focus on personalized service and trust-based relationships, the private wealth advisors at Merrill Private Wealth Management work with individuals, families, business owners, and executives to develop customized strategies designed to achieve their financial goals. Clients of Merrill Private Wealth Management have access to services and resources typically reserved for large institutions, including investment insights from Merrill and the banking convenience of Bank of America. The institution is committed to providing highly personalized one-on-one service, helping clients develop multigenerational wealth strategies and navigate complex financial challenges.

Chris Kandas - Financial Advisor, Ameriprise Financial Services, LLC, located at 2398 East Camelback Road, Phoenix, Arizona, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals. Chris Kandas holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing expertise in asset management, estate planning, investment strategies, retirement planning, and more. The institution also offers specialized certifications such as Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, and Certified Estate Planners™. With a commitment to excellence and a focus on client needs, Chris Kandas provides comprehensive financial planning services to help individuals achieve their financial goals.

Marcus Brandt - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 2398 East Camelback Road, Phoenix, Arizona, United States, is a finance institution that prioritizes your individual goals and personal risk tolerance. With a focus on retirement, education, major purchases, and more, we provide investment, asset allocation, and portfolio recommendations tailored to your needs. Our team documents your goals, meets regularly to review progress, and adjusts your approach as life changes. You can easily access your investments and track your progress towards your goals securely from any device. Schedule a complimentary initial consultation to learn more about how we can help you achieve a more confident financial future. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Marcus Brandt is registered in certain states, please refer to FINRA's BrokerCheck website for details. Let's meet to discuss what's most important to you and help you reach your financial goals.

Greg Kraemer - RBC Wealth Management Financial Advisor is a leading financial institution located at 2398 East Camelback Road in Phoenix, Arizona. As a trusted financial advisor, Greg Kraemer provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored investment strategies, Greg Kraemer is committed to providing top-notch financial guidance and support. Visit us today to learn how we can help you secure your financial future.

Kevin Ragon is a Financial Advisor at Ameriprise Financial Services, LLC located at 2398 East Camelback Road in Phoenix, Arizona, United States. Kevin Ragon holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Kevin Ragon provides comprehensive financial services to individuals, retirees, small business owners, and high net worth clients. Additionally, Kevin Ragon is trained to assist military personnel and veterans as a Certified Military Financial Advisor® (CFMA®). Kevin Ragon's commitment to ethical practices and continuing education ensures that clients receive top-notch financial advice and support.

Brockson Capital Advisors is a leading financial institution located at 3200 North Central Avenue in Phoenix, Arizona, United States. Specializing in finance, Brockson Capital Advisors offers expert financial planning and investment services to clients seeking to grow and protect their wealth. With a team of experienced advisors and a commitment to personalized service, Brockson Capital Advisors is dedicated to helping clients achieve their financial goals and secure their financial future.

Edward Jones - Financial Advisor: Richard M Ross is a reputable finance institution located at 4040 East Camelback Road in Phoenix, Arizona, United States. As a trusted financial advisor, Richard M Ross provides personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can rely on Edward Jones to provide expert guidance and support in navigating the complexities of the financial market. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Edward Jones - Financial Advisor: Richard M Ross is dedicated to helping you make informed decisions and secure your financial future.

Norm Lemus - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2398 East Camelback Road, Phoenix, Arizona, United States. Norm Lemus holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Norm Lemus specializes in providing comprehensive financial planning services tailored to the individual needs of clients, including asset management, retirement planning, estate planning, investment strategies, and risk management. With a commitment to ethical standards and ongoing education, Norm Lemus is dedicated to helping clients achieve their financial goals and secure their financial future.

Mark Dewane - RBC Wealth Management Financial Advisor is a reputable finance institution located at 2398 East Camelback Road in Phoenix, Arizona. As a trusted financial advisor, Mark Dewane offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Mark provides expert advice and guidance on investment strategies, retirement planning, estate planning, and more. Clients can trust in Mark's expertise and dedication to helping them secure their financial future.

Stephen F. Couch - RBC Wealth Management Financial Advisor is a reputable finance institution located at 2398 East Camelback Road in Phoenix, Arizona, United States. As a trusted financial advisor, Stephen F. Couch provides personalized wealth management services to help clients achieve their financial goals. With a strong focus on customer satisfaction and financial expertise, clients can trust Stephen F. Couch to provide sound financial advice and guidance.

Foundations Investment Advisors is a finance institution located at 4050 East Cotton Center Boulevard in Phoenix, Arizona, United States. We specialize in providing expert financial advice and investment solutions to help our clients achieve their financial goals. Our team of experienced advisors works closely with each client to develop personalized investment strategies tailored to their individual needs and risk tolerance. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Foundations Investment Advisors is here to help you navigate the complexities of the financial market and make informed decisions. Trust us to be your partner in building a strong financial foundation for the future.

Paul Hert - RBC Wealth Management Financial Advisor is a leading financial institution located at 2398 East Camelback Road in Phoenix, Arizona. As a trusted advisor, they provide personalized wealth management services to help clients achieve their financial goals. With a strong focus on investment strategies and financial planning, Paul Hert and his team offer expertise and guidance to clients seeking to grow and protect their wealth. Whether you are planning for retirement, saving for education, or investing for the future, Paul Hert - RBC Wealth Management Financial Advisor is dedicated to helping you secure your financial future.

Chris Young - RBC Wealth Management Financial Advisor is a trusted financial institution located at 2398 East Camelback Road in Phoenix, Arizona. As a knowledgeable and experienced financial advisor, Chris Young provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, Chris Young is dedicated to providing expert guidance and support. With a focus on building long-term relationships based on trust and integrity, Chris Young - RBC Wealth Management Financial Advisor is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Joe DiVito - RBC Wealth Management Financial Advisor is a leading finance institution located at 2398 East Camelback Road in Phoenix, Arizona, United States. As a trusted financial advisor, Joe DiVito provides expert guidance and personalized financial planning services to help clients achieve their financial goals. With a focus on wealth management and investment strategies, Joe DiVito is dedicated to helping individuals and families build and preserve their wealth for the future. Contact Joe DiVito - RBC Wealth Management Financial Advisor today to schedule a consultation and take the first step towards securing your financial future.

Stanton Dwight is a financial advisor at Ameriprise Financial Services, LLC located at 4040 East Camelback Road in Phoenix, Arizona, United States. With a focus on personalized financial advice, Stanton takes the time to understand what is truly important to each client, whether it be saving for college, planning for retirement, or making smart investments. By helping clients prepare for both expected and unexpected life events, Stanton aims to instill confidence, connection, and control in their financial lives. Stanton offers complimentary initial consultations for those interested in discussing their financial goals and needs. Through these consultations, clients can gain an overview of financial planning concepts and begin to develop a customized investment strategy. While risk and reward are inherent in investing, Stanton works with clients to determine their risk tolerance and create a diversified portfolio that aligns with their individual goals.

Edward Jones - Financial Advisor: Thomas J Doody, AAMS™|CRPC™|CRPS™ is a trusted financial institution located at 5415 East High Street in Phoenix, Arizona, United States. Specializing in personalized financial planning and investment strategies, Thomas J Doody, AAMS™|CRPC™|CRPS™ provides expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, this institution is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for a child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Thomas J Doody, AAMS™|CRPC™|CRPS™ is committed to providing comprehensive financial solutions tailored to your unique needs.

Edward Jones - Financial Advisor: Joe Levy, CEPA®|CRPS™ is a reputable financial institution located at 4731 East Union Hills Drive in Phoenix, Arizona, United States. Specializing in finance, Joe Levy offers expert advice and personalized solutions to help clients achieve their financial goals. With his Certified Exit Planning Advisor (CEPA®) and Chartered Retirement Plans Specialist (CRPS™) designations, Joe Levy is well-equipped to provide comprehensive financial planning services. Whether you are looking to plan for retirement, manage investments, or create a solid financial strategy, Joe Levy at Edward Jones is dedicated to helping you secure a prosperous future.

John C Boulware - RBC Wealth Management Financial Advisor is a leading finance institution located at 2398 East Camelback Road in Phoenix, Arizona, United States. As a trusted financial advisor, John C Boulware provides personalized investment solutions and expert advice to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, clients can rely on John C Boulware for professional guidance and support. Whether you are looking to grow your wealth, plan for retirement, or optimize your investment portfolio, John C Boulware - RBC Wealth Management Financial Advisor is dedicated to helping you secure a prosperous financial future.

David DiVito - RBC Wealth Management Financial Advisor is a trusted financial institution located at 2398 East Camelback Road in Phoenix, Arizona. As a dedicated financial advisor, David DiVito provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, David offers expert advice and tailored investment strategies to individuals and families. Whether you are planning for retirement, saving for education, or managing your investments, David DiVito - RBC Wealth Management Financial Advisor is committed to guiding you towards financial success. Contact us today to schedule a consultation and start planning for your future.