Investment risk management in Phoenix, AZ
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Wealth Engineering, LLC
● OpenWealth Engineering, LLC is a finance institution located at 7373 East Doubletree Ranch Road in Scottsdale, Arizona. Led by founder and financial advisor David J. Fernandez, CFP®, Wealth Engineering is an independent, fee-only Registered Investment Advisor serving the greater Phoenix area. The firm is highly regarded by major news publications for its analysis on financial markets, trends, and forecasts. As a Certified Financial Planner™ and fiduciary for clients, Wealth Engineering offers comprehensive Wealth Management services tailored to individual financial needs and life goals. Specializing in retirement planning, estate planning, Social Security and Medicare planning, college planning, tax planning, and risk management, the firm works with high net worth individuals seeking a financially successful retirement.
7373 E Doubletree Ranch Rd Unit 200, Scottsdale, AZ 85258, United States -
Wealth Engineering LLC
● ClosedWealth Engineering LLC is a finance institution located at 6619 North Scottsdale Road in Scottsdale, Arizona, United States. This independent, fee-only Registered Investment Advisor was founded by financial advisor David J. Fernandez, CFP® and is sought after by major news publications for analysis on financial markets, trends, and forecasts. Specializing in serving high net worth individuals in the greater Phoenix area, Wealth Engineering offers comprehensive Wealth Management services tailored to clients' specific financial needs and life goals. Services include retirement planning, estate planning, Social Security and Medicare planning, college planning, tax planning, and risk management.
6619 N Scottsdale Rd, Scottsdale, AZ 85250, United States -
Davillier Law Group, LLC
● OpenDavillier Law Group, LLC is a dynamic and growth-oriented law firm located at 4105 North 20th Street, Phoenix, Arizona, United States. With decades of experience and a modern approach, we are dedicated to providing exceptional results for our clients and communities. Our customizable services include structuring companies, securing investments, contract review, risk management, and efficient advocacy focused on results. Our branches maintain roots in the community, serving local businesses and governments with excellence. We always prioritize our clients' goals and needs when navigating complex situations, and have the expertise to handle challenges big and small. Please note that the information on this website is for informational purposes only and should not be considered legal advice. Contact us today to see how we can assist you.
4105 N 20th St STE 110, Phoenix, AZ 85016, United States -
Christopher Dean Torres - Financial Advisor, Ameriprise Financial Services, LLC
● OpenChristopher 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.
3200 E Camelback Rd Ste 150, Phoenix, AZ 85018, United States -
Russell Doyle - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRussell 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.
2398 E Camelback Rd Ste 550, Phoenix, AZ 85016, United States -
Monson Capital Advisory
● ClosedMonson Capital Advisory is a finance institution located at 4435 East Chandler Boulevard, Phoenix, Arizona, United States. We specialize in helping clients grow their nest egg while also protecting their estate from potential risks. Our unbiased advice is tailored to your individual resources and priorities, with a focus on creating a solid financial foundation for lifelong income. We offer comprehensive wealth and estate solutions for both businesses and families, using time-tested strategies to address taxes and generate superior results. Our guarantees are backed by the claims-paying ability of the issuing carrier, providing peace of mind for our clients.
4435 E Chandler Blvd Suite 200, Phoenix, AZ 85048, United States -
Norm Lemus - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedNorm 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.
2398 E Camelback Rd Ste 550, Phoenix, AZ 85016, United States -
Aaron M Thomas - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedAaron M Thomas is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 11811 North Tatum Boulevard, Phoenix, Arizona, United States. With a focus on personalized financial advice, Aaron takes the time to understand your goals and provide guidance to help you reach them. Whether you are looking to invest in the stock market, purchase a new home, or manage your cash flow, Ameriprise offers flexible lending solutions to help you achieve your financial goals. By setting up a complimentary initial consultation, you can take the next step towards a more confident financial future. Please note that investment products involve risks and may result in loss of principal. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Aaron M Thomas is registered to conduct securities business in certain states, please refer to FINRA's BrokerCheck website for more information. Let's meet to discuss what's most important to you and work towards a brighter financial future together.
11811 N Tatum Blvd UNIT 3031, Phoenix, AZ 85028, United States -
Matt Hanna - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMatt Hanna is a financial advisor at Ameriprise Financial Services, LLC located at 7010 East Chauncey Lane in Phoenix, Arizona, United States. Matt holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, 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 Matt's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Matt is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, Matt Hanna is committed to helping clients achieve their financial goals and secure their financial future.
7010 E Chauncey Ln Ste 200, Phoenix, AZ 85054, United States -
KANDAS FINANCIAL GROUP - Ameriprise Financial Services, LLC
● OpenKandas Financial Group - Ameriprise Financial Services, LLC is a prestigious finance institution located at 2398 East Camelback Road, Phoenix, Arizona, United States. Recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024, we offer personalized financial planning services tailored to your individual goals and risk tolerance. Our team of experienced advisors will work with you to create investment and asset allocation strategies to help you achieve your financial objectives, whether it's saving for retirement, education, or a major purchase. We provide regular reviews and updates to ensure your plan remains on track as your life evolves. You can easily access your accounts and track your progress online, from any device. Schedule a complimentary initial consultation to learn more about how we can help you secure your financial future. With a focus on building long-lasting relationships with our clients, we are dedicated to helping you feel confident and in control of your financial life. Contact us today to get started.
2398 E Camelback Rd Ste 550, Phoenix, AZ 85016, United States -
Scott Murray - UBS Financial Services Inc.
● OpenScott Murray - UBS Financial Services Inc. is a reputable finance institution located at 2575 East Camelback Road in Phoenix, Arizona, United States. Specializing in providing comprehensive financial services, the institution offers expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, Scott Murray - UBS Financial Services Inc. is committed to delivering top-notch financial planning, investment management, and wealth management services to individuals and businesses alike. Trustworthy and reliable, this institution is dedicated to helping clients navigate the complexities of the financial world and secure their financial future.
2575 E Camelback Rd # 900, Phoenix, AZ 85016, United States -
Renee Hanson - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedRenee Hanson - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 7010 East Chauncey Lane, Phoenix, Arizona, United States. Renee Hanson specializes in providing comprehensive wealth management services to individuals, with a focus on asset management and investment strategies. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Renee Hanson is equipped to address a wide range of financial needs, including retirement planning, estate planning, risk management, and investment opportunities for retirees and small business owners. Whether you are looking for assistance in portfolio management, tax planning, or insurance products, Renee Hanson can provide expert guidance tailored to your specific financial goals and objectives. With a commitment to upholding the highest ethical standards and continuing education in the field of finance, Renee Hanson is dedicated to helping clients achieve financial success and security.
7010 E Chauncey Ln Ste 200, Phoenix, AZ 85054, United States -
Chad Stauffacher - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenChad Stauffacher - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 4040 East Camelback Road in Phoenix, Arizona, is a trusted finance institution recognized as one of Investor’s Business Daily’s 2022 Most Trusted Wealth Managers. Chad Stauffacher offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, adjust strategies as needed, and track financial goals. Clients have secure access to their investments and accounts from any device. Schedule a complimentary initial consultation to learn more about how Chad Stauffacher can help you achieve your financial goals. Ameriprise Financial is committed to putting clients first, ensuring a more confident financial future. Please note that investment products involve risks and are not guaranteed by any financial institution. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Chad Stauffacher may only conduct securities business with residents of states in which he is properly registered. Reach out to schedule a meeting and discuss your financial priorities today.
4040 E Camelback Rd UNIT 212, Phoenix, AZ 85018, United States -
Chelsea Faiva - Registered Practice Associate, Ameriprise Financial Services, LLC
● ClosedChelsea Faiva is a Registered Practice Associate at Ameriprise Financial Services, LLC located at 2398 East Camelback Road in Phoenix, Arizona, United States. As a part of the Kandas Financial Group, she has been recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024. Chelsea offers personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. She helps clients document their goals, regularly reviews progress, and adjusts strategies as life changes. Clients can access their investments and accounts securely from any device. Chelsea invites you to schedule a complimentary initial consultation to learn more about how she can help you achieve your financial goals. Securities are offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Chelsea Faiva may conduct securities business only with residents of states in which she is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states. Let's meet to discuss what's most important to you and work towards a more confident financial future.
2398 E Camelback Rd Ste 550, Phoenix, AZ 85016, United States -
Merrill Lynch Financial Advisor Christopher Joe Kitaeff
● ClosedMerrill Lynch Financial Advisor Christopher Joe Kitaeff, located at 2555 East Camelback Road in Phoenix, Arizona, is a finance institution supported by the global resources of Merrill. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities, adapting as they change over time. By starting with a conversation, your financial advisor helps you identify and prioritize your goals, whether it's transferring wealth, pursuing passions, or planning for the future. Through the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, they gain a deeper understanding of your investing preferences and financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, they develop a personalized plan to help address your financial needs and manage investment risk.
2555 E Camelback Rd Suite 900, Phoenix, AZ 85016, United States -
Arizona Private Wealth - Ameriprise Financial Services, LLC
● ClosedArizona Private Wealth - Ameriprise Financial Services, LLC is a finance institution located at 4040 East Camelback Road in Phoenix, Arizona, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. The institution offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. They document goals, regularly review progress, and update approaches as life changes. Clients can access their investments and accounts from any device securely. Ameriprise Financial was named one of the 2022 Most Trusted Wealth Management Companies by Investor’s Business Daily. Financial advisors are registered to do business in certain U.S. states. The institution cannot guarantee future financial results. Users of the site agree to be bound by Ameriprise Financial Website Rules and Regulations. The institution appreciates the opportunity to help friends or family members achieve financial goals. Feel free to refer someone for a consultation. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Visit the Privacy and Security Center for more information.
4040 E Camelback Rd UNIT 212, Phoenix, AZ 85018, United States -
Mark A. Bonnett
● ClosedMark A. Bonnett is a finance institution located at 7114 East Stetson Drive, Scottsdale, Arizona, United States. Specializing in wealth planning, investments, and providing financial peace of mind, we offer a unique ecosystem approach that puts our clients first. Our fiduciary-level engagement ensures transparency and a coordinated, internally-managed plan that is tailored to each individual's objectives. With a focus on strategic asset allocation, evidence-based investment philosophy, and access to exclusive investment opportunities, we treat our clients like family. Our fiduciary approach removes conflicts of interest and puts the client at the center of the investment portfolio.
7114 E Stetson Dr, Scottsdale, AZ 85251, United States -
Farm Bureau Financial Services: Anissa Quinonez
● ClosedFarm Bureau Financial Services: Anissa Quinonez is an insurance agency located at 22601 North 19th Avenue in Phoenix, Arizona, United States. Join the thousands of people who stay up to date with their latest tips on insurance and financial services. Whether you are looking for auto, home, life, or business insurance, Anissa Quinonez can help you find the right coverage for your needs. If you have visited Anissa Quinonez's page previously, you will continue to receive information from this agent. However, you have the option to remove this agent's information or choose to see a different agent instead. Trust Farm Bureau Financial Services and Anissa Quinonez to provide you with personalized insurance solutions.
22601 N 19th Ave Ste 106, Phoenix, AZ 85027, United States
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