TOP 10 Investment advisory in Scottsdale, AZ
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Scottsdale Wealth Advisory
● ClosedScottsdale Wealth Advisory is a finance and insurance agency located at 8501 North Scottsdale Road in Paradise Valley, Arizona, United States. Founded by Matthew, the institution's approach to financial planning is based on years of experience and the realization that a balanced approach is key. Unlike other firms that focus solely on investments or insurance, Scottsdale Wealth Advisory believes in finding a true balance between the two. By working with well-known brands such as Allianz, Blackrock, and Vanguard, clients can benefit from high-value, low-cost financial solutions. The institution offers personalized and trustworthy relationships, aiming to provide clients with retirement security through strategic planning. Visit Scottsdale Wealth Advisory to learn more about achieving financial balance and securing your future.
8501 N Scottsdale Rd #205, Paradise Valley, AZ 85253, United States -
AXIOM Financial Advisory Group, LLC
● OpenAXIOM Financial Advisory Group, LLC is a reputable finance institution located at 7373 East Doubletree Ranch Road in Scottsdale, Arizona. Our team of experienced financial advisors is dedicated to providing personalized and comprehensive financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our experts are here to guide you every step of the way. Trust AXIOM Financial Advisory Group, LLC to help you secure a stable financial future.
7373 E Doubletree Ranch Rd Unit 170, Scottsdale, AZ 85258, United States -
Eventus Advisory Group
● OpenEventus Advisory Group is a leading finance institution located in Scottsdale, Arizona. Our team of experienced financial advisors provides expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial decisions, we are here to help. Visit us at 14201 Hayden Road to learn more about how Eventus Advisory Group can support your financial success.
14201 Hayden Rd, Scottsdale, AZ 85260, United States -
Next Chapter Advisory Group LLC
● OpenNext Chapter Advisory Group LLC is a finance institution located at 17015 North Scottsdale Road in Scottsdale, Arizona. Our team of experienced professionals is dedicated to providing expert financial advice and guidance to help our clients navigate their next chapter with confidence. Whether you are planning for retirement, investing for the future, or managing your wealth, we are here to support you every step of the way. Trust Next Chapter Advisory Group LLC to help you achieve your financial goals and secure your financial future.
17015 N Scottsdale Rd Ste. 250, Scottsdale, AZ 85255, United States -
Wealth Strategies Advisory Group
● ClosedWealth Strategies Advisory Group is a leading institution in Scottsdale, Arizona, specializing in accounting, finance, and legal services. Located at 17207 North Perimeter Drive, this esteemed group of professionals offers tailored wealth management solutions to help individuals and businesses achieve their financial goals. With a strong focus on personalized service and strategic planning, Wealth Strategies Advisory Group is committed to providing expert guidance and expertise to clients seeking to maximize their financial potential. Whether you are looking for tax planning, investment advice, or legal representation, this institution is dedicated to helping you navigate the complexities of financial management with confidence and peace of mind.
17207 N Perimeter Dr #120, Scottsdale, AZ 85255, United States -
Sonora Investment Management
● ClosedSonora Investment Management is a boutique money management firm located at 16100 North 71st Street in Scottsdale, Arizona. Established in 1986, our experienced advisory team has been providing professional asset management services to over 1000 client households, with assets totaling over $1.5 billion as of January 2023. As a Focus partner firm since 2021, we specialize in customized portfolio management tailored to individual client goals and needs. Our investment research process includes thorough analysis of U.S. registered equity and bond investments, ensuring a comprehensive approach to financial planning. With offices in Phoenix and Tucson, Arizona, we offer state-of-the-industry tools for budgeting and retirement planning, and prioritize our fiduciary responsibility to always put our clients' financial interests first. Contact us at (480) 474-4188 in Phoenix or (520) 624-4554 in Tucson to learn more about how Sonora Investment Management can help you achieve your financial goals.
16100 N 71st St, Scottsdale, AZ 85254, United States -
Sonora Investment Management, LLC
● ClosedSonora Investment Management, LLC is a boutique finance firm located at 2343 East Broadway Boulevard, Tucson, Arizona. Established in 1986, Sonora Investment Management has been a trusted partner in managing over $1.5 billion in assets for 1000 client households. With offices in both Phoenix and Tucson, our experienced advisory team specializes in personalized asset management tailored to individual client goals and needs. We utilize a proprietary investment research process that combines bottom-up and top-down analysis on U.S. registered equity and bond investments. Our comprehensive tools and analysis support budgeting and retirement planning, while our customized portfolio management ensures alignment with client objectives and suitability. As a fiduciary, Sonora prioritizes transparency and a conservative approach in client interactions, always putting our clients' financial interests first. Contact us at our Phoenix office at 16100 N. 71st St., Suite 190, Scottsdale, AZ 85254 or our Tucson office at 2343 E. Broadway Blvd., Suite 116, Tucson, AZ 85719 for professional financial guidance.
2343 E Broadway Blvd UNIT 116, Tucson, AZ 85719, United States -
Paul Marascalco Registered Investment Advisor
● ClosedPaul Marascalco Registered Investment Advisor, located at 7047 East Greenway Parkway in Scottsdale, Arizona, is an Independent Registered Investment Advisory firm specializing in Portfolio Management and Financial Planning. With over 25 years of experience in managing portfolios, Paul Marascalco is dedicated to helping clients reach their personal investment and financial goals. The institution offers interesting videos and calculators on their website for clients to utilize. The material presented is believed to be reliable, but clients are encouraged to discuss all information and ideas with their individual adviser before implementation. Advisory services are offered by Paul Marascalco Registered Investment Advisor, a Registered Investment Advisor in the State of Arizona. Visit their website to learn more and start working towards your financial success.
7047 E Greenway Pkwy #250, Scottsdale, AZ 85254, United States -
Eastbridge Investment Group
● OpenEastbridge Investment Group is a leading finance institution located at 8040 East Morgan Trail in Scottsdale, Arizona, United States. With a strong presence in the financial industry, Eastbridge Investment Group offers a wide range of services including wealth management, investment advisory, and financial planning. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Eastbridge Investment Group can help you make sound investment decisions and grow your wealth.
8040 E Morgan Trail # 18, Scottsdale, AZ 85258, United States -
Global Practice
● ClosedGlobal Practice is a legal institution located in Scottsdale, Arizona, specializing in immigration law. The institution assists foreign citizens in obtaining lawful permanent residency (Green Card) through employment or investment in the USA. The institution provides legal assistance and representation services for companies and individuals, offering guidance on employment-based immigration categories, investment immigrant and non-immigrant categories, and starting a business in the U.S. The founder and principal, Natalia Polukhtin, is a recognized immigration attorney with expertise in immigration law and a track record of professional excellence. With a multilingual team, Global Practice offers services in English, Russian, and Greek languages. The institution believes in providing customized solutions for each client's unique circumstances, emphasizing the importance of hiring a qualified attorney for successful immigration processes. Interested individuals can request a free evaluation of their case to receive information on their immigration options.
10697 N Frank Lloyd Wright Blvd #107, Scottsdale, AZ 85259, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 24568 North 74th Place in Scottsdale, Arizona, United States. As a leading financial services firm, Raymond James offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced financial advisors and a commitment to personalized service, Raymond James is dedicated to providing tailored solutions to meet the unique needs of each individual client. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Raymond James Financial Services is here to help you navigate the complexities of the financial world with confidence and peace of mind.
24568 N 74th Pl, Scottsdale, AZ 85255, United States -
Chris Millar - Financial Advisor: Millar Financial
● ClosedChris Millar - Financial Advisor: Millar Financial is a finance institution located at 7025 North Scottsdale Road, Paradise Valley, Arizona, United States. Specializing in wealth management for individual investors and entrepreneurs, we offer tailored financial plans that align with your unique goals and circumstances. Our client-centered approach focuses on building trust and open communication to help you achieve financial success. Our dedicated team continuously monitors and adjusts financial plans and investment portfolios to fit evolving goals and market conditions. From setting financial goals to retirement planning and estate planning, we provide financial guidance for every chapter of your life story. Our services are designed to help you maximize your assets, minimize taxes, and secure your financial future for generations to come. Contact us today for a free consultation and start your road to financial success. Securities and advisory services offered through Registered Representatives of Cetera Advisors LLC.
7025 N Scottsdale Rd #110, Paradise Valley, AZ 85253, United States -
WealthTrust Advisors
● OpenWealthTrust Advisors is a boutique wealth advisory practice located at 1490 South Price Road in Chandler, Arizona. Since 1996, we have been helping our clients pursue their dreams and fulfill their legacy wishes. Our dedicated team of advisors has over 24 years of experience in the investment management industry and takes a holistic approach to financial planning, portfolio management, estate planning, risk management, retirement planning, long-term care, and taxation. As a firm committed to upholding the Fiduciary Standard, we always put our clients' interests first and provide objective advice and solutions. Our advisors work together as a team, leveraging the collective wisdom of the Hightower community to deliver tailored wealth management solutions. We prioritize teamwork, integrity, knowledge, experience, service, and loyalty in all that we do.
1490 S Price Rd #208, Chandler, AZ 85286, United States -
Westbrook Financial Services, Inc.
● ClosedWestbrook 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.
7425 E Stetson Dr, Scottsdale, AZ 85251, United States -
Merrill Lynch Financial Advisor Daniel R. Bott Sr.
● ClosedMerrill Lynch Financial Advisor Daniel R. Bott Sr. is a finance institution located at 23655 North Scottsdale Road in Scottsdale, Arizona, United States. Our team specializes in addressing the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. We work closely with clients to understand their needs and goals in order to create customized financial strategies to help them achieve their objectives. The Bott Group is supported by experienced specialists who are dedicated to guiding investment programs and strategic decision making. We believe in prioritizing how we pursue investment results, with a disciplined consulting process that begins and ends with our clients. As a Bank of America Global Institutional Consultant, we provide in-depth knowledge and personalized service to help institutional investors navigate the financial landscape. Our team is committed to building strong client relationships based on trust and personalized service. Please note that our institution offers products and services for institutional and ultra-high net worth clients as part of Global Wealth and Investment Management, a division of Bank of America Corporation. Securities, investment advisory, and other services are provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and investment adviser. Our goal is to educate and empower our clients with the insights and resources they need to pursue their financial goals.
23655 N Scottsdale Rd, Scottsdale, AZ 85255, United States -
Intelligent Capitalworks
● ClosedIntelligent Capitalworks is a finance institution located at 16427 North Scottsdale Road in Scottsdale, Arizona, United States. Specializing in fiduciary wealth management, our team of Scottsdale financial advisors is dedicated to helping individual investors solve their retirement planning, investment, and wealth management challenges. As one of only two CEFEX-certified financial advisory firms in Arizona, we offer fiduciary fee-only wealth advisory services for high-net worth individuals, families, and trusts. Our client advisors are all Certified Financial Planners™ and members of NAPFA, adhering to strict fee-only compensation and ethical obligations. We are also the only member in metropolitan Phoenix offering fiduciary fee-only wealth advisory services. With a focus on retirement planning, investment management, trust and estate planning, and philanthropic planning, Intelligent Capitalworks is committed to serving our clients' best interests and maintaining the highest level of competency. Recognized by organizations such as the Investment Adviser Association, Bloomberg Business Profile, and Forbes Finance Council, we are dedicated to providing top-quality financial advice and guidance to our clients. Trust Intelligent Capitalworks for experienced wealth management fiduciary services among Scottsdale financial advisors.
16427 N Scottsdale Rd #350, Scottsdale, AZ 85254, United States -
TCI Wealth Advisors
● ClosedTCI Wealth Advisors is a finance institution located at 6929 East Greenway Parkway in Scottsdale, Arizona, United States. Our team specializes in creating personalized financial plans to help you achieve your goals, whether they involve investing, tax planning, retirement, or overall life strategy. We believe that success is defined differently by each individual and goes beyond just wealth, encompassing wellbeing, security, and emotional contentment. Our dedicated wealth advisors offer comprehensive and objective advice tailored to your unique needs. At TCI, we prioritize transparency, warmth, and clarity in our advisory services. We understand that every client is different, which is why we take the time to get to know you and your goals before crafting a custom financial plan. Our experienced team has over 30 years of expertise and a passion for superior client service, making us the largest registered investment advisory firm in Scottsdale.
6929 E Greenway Pkwy Suite 150, Scottsdale, AZ 85254, United States -
AIO Fee Only Financial Advisors
● ClosedAIO Fee Only Financial Advisors is a finance institution located at 3260 Hayden Road in Scottsdale, Arizona, United States. As a fee-only financial advisory firm, we pride ourselves on providing unbiased and transparent financial guidance to our clients. Our team of experienced advisors is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, AIO Fee Only Financial Advisors is here to help you navigate the complexities of the financial world with confidence and peace of mind.
3260 Hayden Rd Suite 210, Scottsdale, AZ 85251, United States -
Merrill Lynch Financial Advisor David W Dorward
● ClosedMerrill Lynch Financial Advisor David W Dorward is a finance institution located at 23655 North Scottsdale Road in Scottsdale, Arizona, United States. David Dorward, a Managing Director with the firm, serves as the Senior Resident Director of the North Scottsdale Wealth Management Office. With over 25 years of experience in the financial services industry, David specializes in working with ultra-high net worth individuals such as corporate executives, retirees, professional athletes, physicians, and business owners. David is a Portfolio Manager who can help clients pursue their financial objectives through personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He prioritizes operating in the client's best interest and utilizes Merrill's financial planning tool, Private Wealth Analysis, to help clients achieve their goals.
23655 N Scottsdale Rd, Scottsdale, AZ 85255, United States -
Ashton Thomas Private Wealth
● ClosedAshton Thomas Private Wealth is a financial institution located at 15279 North Scottsdale Road, Scottsdale, Arizona, United States. Specializing in accounting and finance, our mission is to provide clarity about your finances and help you improve all aspects of your financial life. Our wealth advisors offer personalized insights and tools to protect and enhance your wealth, creating a Wealth Blueprint™ to help you live a richer financial life. We believe in challenging the status quo of wealth management, earning success every day through teamwork and dedication. With locations in various cities including Scottsdale, Billings, Bozeman, and Las Vegas, we strive to create enduring relationships and personal connections with our clients. Our core values of independence, integrity, and respect guide everything we do, putting your wealth and life in harmony. Advisory services are offered through Ashton Thomas Private Wealth, LLC, an SEC Registered Investment Adviser. Visit us at one of our locations or contact us for more information on how we can help you achieve your financial goals.
15279 N Scottsdale Rd suite b2-215, Scottsdale, AZ 85254, United States -
Capital Wealth Alliance
● OpenCapital Wealth Alliance is a premier financial institution located at 17015 North Scottsdale Road in Scottsdale, Arizona. As a leading player in the finance industry, our team of experts are dedicated to helping clients achieve their financial goals and secure their future. With a focus on wealth management, investment strategies, and financial planning, we provide personalized solutions tailored to each client's unique needs. Trust Capital Wealth Alliance to guide you towards a secure and prosperous financial future.
17015 N Scottsdale Rd Ste. 250, Scottsdale, AZ 85255, United States -
Merrill Lynch Financial Advisor Aaron F Berger
● ClosedMerrill Lynch Financial Advisor Aaron F Berger is a finance institution located at 14636 North Scottsdale Road, Scottsdale, Arizona, United States. This institution offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. Aaron Berger has been helping clients simplify their financial life since 1994, implementing customized financial strategies to help clients reach their long term goals and dreams. He holds the CERTIFIED FINANCIAL PLANNER™ and CRPC designations. Aaron is dedicated to giving back to the community and is actively involved in charitable organizations. He believes in understanding each client's unique needs and goals to create personalized financial plans. With access to investment insights from Merrill and banking solutions from Bank of America, Aaron works with clients to develop an approach that addresses their financial needs. The institution offers tools to help clients track changes in their financial goals and progress. By connecting life and finances, Merrill advisors provide informed decisions to help clients pursue their goals. The institution goes beyond the traditional role of an advisor, providing research and resources to help clients make informed decisions. It is important to consult legal and tax advisors before making financial decisions. Merrill Lynch offers a broad range of brokerage, investment advisory, and other services.
14636 N Scottsdale Rd, Scottsdale, AZ 85254, United States -
GoldBook Financial
● ClosedGoldBook Financial is a finance and insurance agency located at 4900 North Scottsdale Road in Scottsdale, Arizona, United States. As a community partner and holistic advisory firm, we are dedicated to helping you protect your financial future. Our team of leaders and staff work together to provide personalized service to our clients, drawing on their unique strengths, perspectives, backgrounds, and experiences. We understand the importance of managing risks and acquiring the right insurance to safeguard what matters most in your life. By working with our professionals, you can make informed decisions and create a comprehensive financial plan that aligns with your priorities and goals. Whether you are planning for retirement or looking to achieve long-term business success, we are here to help you address the risks and challenges along the way.
4900 N Scottsdale Rd #4000, Scottsdale, AZ 85251, United States -
J Pearson Financial Group
● OpenJ 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.
6909 E Greenway Pkwy #235, Scottsdale, AZ 85254, United States -
Helium Advisors
● ClosedHelium Advisors is a leading finance institution located at 7047 East Greenway Parkway in Scottsdale, Arizona, United States. Specializing in financial advisory services, Helium Advisors offers expert guidance and strategic solutions to help clients achieve their financial goals. With a team of experienced professionals, Helium Advisors is committed to providing personalized and comprehensive financial planning services tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Helium Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and clarity.
7047 E Greenway Pkwy #250, Scottsdale, AZ 85254, United States -
Merrill Lynch Financial Advisor Garett Fig
● ClosedMerrill 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.
14636 N Scottsdale Rd, Scottsdale, AZ 85254, United States -
Thompson Wealth Management
● ClosedThompson Wealth Management is a top-rated finance institution located at 16430 North Scottsdale Road in Scottsdale, Arizona. We have been ranked in Arizona's Top 10 Independent Investment Advisors for the past 7 consecutive years, including #1 for 2020. Our team is dedicated to simplifying the complex world of finance and helping you reach your financial goals. At Thompson Wealth Management, we believe in providing you with the confidence to make sound financial decisions. Whether you are looking to secure the best opportunities for your family, establish a solid financial foundation, or retire comfortably, we are here to help. Our financial planning services are designed to provide you with a blueprint for success and peace of mind.
16430 N Scottsdale Rd STE 110, Scottsdale, AZ 85254, United States -
The Miller Group
● OpenThe Miller Group is a finance institution located at 7025 North Scottsdale Road, Scottsdale, Arizona, United States. Specializing in advising clients to enhance their business operations, tailoring business and financial strategies to meet goals, and investing in companies to help achieve objectives, The Miller Group has been recognized as the "Best Investment Firm" by Arizona Foothills Magazine. Led by CEO Rudy R. Miller, the firm offers Venture Capital, Private Equity, Financial Advisory, and Management Consulting services to middle-market companies in North America, Europe, and Asia. With a focus on strategic business and financial planning, The Miller Group works closely with management teams to enhance long-term value. The firm also provides business valuations, global investment expertise, and scholarship programs to support education in the business field. Testimonials from clients highlight the firm's expertise, professionalism, and successful track record in complex transactions.
7025 N Scottsdale Rd STE 235, Scottsdale, AZ 85253, United States -
WealthTrust Advisors
● ClosedWealthTrust Advisors is a boutique wealth advisory practice located at 17200 North Perimeter Drive in Scottsdale, Arizona. Since 1996, we have been helping our clients pursue their dreams and fulfill their legacy wishes. Our team of experienced advisors offers a holistic approach to financial planning, portfolio management, estate planning, risk management, retirement planning, long-term care, and taxation. As a firm committed to upholding the Fiduciary Standard, we always put our clients' interests first and provide objective advice and solutions. With an average of over 24 years of experience in the investment management industry, our advisors collaborate and leverage the collective wisdom of the Hightower community to deliver tailored wealth management solutions.
17200 N Perimeter Dr Suite 203, Scottsdale, AZ 85255, United States -
Andrew Tuell, Lincoln Financial Advisors
● ClosedAndrew 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.
4900 N Scottsdale Rd #3700, Scottsdale, AZ 85251, United States
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