Legacy planning services in Scottsdale, Arizona

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

Gentry Wealth Management is a premier financial institution located at 7154 East Stetson Drive in Scottsdale, Arizona. Our team of experienced financial advisors is dedicated to helping our 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, we provide personalized solutions tailored to your unique needs. Trust Gentry Wealth Management to provide expert financial guidance and help you navigate the complexities of the financial world.

Ryan Papez is a finance institution located at 16220 North Scottsdale Road in Scottsdale, Arizona, United States. With a focus on meeting the dynamic needs of each client, their team provides solutions to unique challenges while offering an elevated level of service. Empowering decision-making with expert guidance, they offer seamless financial management for families and futures. Through a comprehensive suite of solutions for holistic financial planning, they cater to various trusts and offer fiduciary oversight and account management. Additionally, they provide access to exclusive experiences and concierge services through their curated Rockefeller Lifestyle Advisory partners. Led by private advisors and managing directors, Ryan Papez helps clients confidently navigate the complexities associated with wealth planning to build financial security for generations to come. With a commitment to providing reliable financial resources, they offer bespoke investment strategies aligned with clients' financial objectives.

Rockefeller Capital Management, located at 16220 North Scottsdale Road in Scottsdale, Arizona, is a finance institution with a rich history spanning over seven generations of working alongside the Rockefeller family. They provide individualized service to families, individuals, institutional investors, and corporations, offering innovative financial solutions guided by their legacy. With a team of experienced senior investment bankers, they offer independent strategic business advice to private and public companies with a commitment to integrity. Rockefeller Capital Management is dedicated to delivering the future of financial services to their clients, drawing on their historic success and principles shaped over 140 years. Through a network of opportunities and a talented team, they continue to pioneer the future of financial services.

Richard Schmock is a finance institution located at 16220 North Scottsdale Road in Scottsdale, Arizona, United States. Our team is dedicated to meeting the unique and dynamic needs of each client, providing tailored solutions at every stage of wealth accumulation. With a focus on empowering decision making and ensuring stability for today and the future, we offer a comprehensive suite of financial services for individuals and institutions. Our services include bespoke investment strategies, fiduciary oversight, financial planning, and access to a sophisticated platform of traditional and alternative investments. As an extension of your team, we review your full financial picture and connect you to a network of resources to provide objective, holistic, and relevant advice.

Frances Miranda is a finance institution located at 16220 North Scottsdale Road in Scottsdale, Arizona, United States. Our team is dedicated to providing tailored financial solutions to meet the evolving needs of each client throughout every stage of wealth accumulation. From managing day-to-day finances to creating comprehensive financial plans, we are committed to empowering our clients with expert guidance and seamless financial management for their families and futures. As a part of the Rockefeller Capital Management family, we offer bespoke investment strategies aligned with our clients' financial objectives. Our open-architecture platform provides access to a wide range of traditional and alternative investments, as well as private investment opportunities. Our team reviews each client's full financial picture and connects them to the firm's resources to provide objective, holistic advice.

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

Lars Petersen - Raymond James is a leading financial institution located at 14850 North Scottsdale Road in Scottsdale, Arizona, United States. Specializing in finance, they offer a wide range of services including investment planning, wealth management, and retirement planning. With a team of experienced professionals, Lars Petersen - Raymond James is dedicated to helping clients achieve their financial goals and secure their future. Visit them today to learn more about their personalized financial solutions.

CapitalHub Financial Strategies Group is a leading finance institution located at 6991 East Camelback Road in Scottsdale, Arizona. Our team of financial experts is dedicated to providing personalized strategies and solutions to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our experienced professionals are here to guide you every step of the way. At CapitalHub Financial Strategies Group, we are committed to helping you secure a brighter financial future.

Family Wealth Advisors, LLC is a financial institution located at 6900 East Camelback Road in Scottsdale, Arizona. Our team of professionals specializes in providing comprehensive financial services to successful individuals and families. We focus on helping women, widows, and divorcees maximize their retirement savings. Our advisors have credentials such as Certified Estate Planner and Registered Financial Consultant, as well as Attorney and CFP®. In addition to fee-based wealth management, we also offer traditional brokerage services, mutual funds, life and long-term care insurance, and fixed income investments. Our offices are located in Scottsdale, Arizona, as well as Brookfield and Johnson Creek, Wisconsin.

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

Dew Wealth Management is a leading financial institution located at 8888 East Raintree Drive in Scottsdale, Arizona, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust Dew Wealth Management to help you secure a prosperous financial future.

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

Edward Jones - Financial Advisor: Morgan Ruby is a trusted financial institution located at 14354 North Frank Lloyd Wright Boulevard in Scottsdale, Arizona. As a seasoned financial advisor, Morgan Ruby provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Morgan Ruby is dedicated to helping individuals and families secure their financial future. Contact us today to schedule a consultation and take the first step towards financial success.

Primrose Financial is a leading finance institution located at 9375 East Shea Boulevard in Scottsdale, Arizona, United States. With a strong reputation for providing top-notch financial services, Primrose Financial is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our team of experienced professionals is here to assist you every step of the way. Trust Primrose Financial to provide you with personalized solutions tailored to your unique needs and objectives. Visit us today to learn more about how we can help you secure a brighter financial future.

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

Tracy Eckman is a reputable financial institution located at 6710 North Scottsdale Road in Scottsdale, Arizona, United States. Specializing in finance, Tracy Eckman offers a wide range of services to help individuals and businesses manage their finances effectively. With a team of experienced professionals, Tracy Eckman is dedicated to providing personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with budgeting, Tracy Eckman is committed to helping you achieve your financial goals.

Confluent Asset Management LLC is a prestigious finance institution located at 6991 East Camelback Road in Scottsdale, Arizona, United States. With a team of experienced professionals, Confluent Asset Management LLC offers a wide range of financial services to help clients achieve their investment goals. Whether you are looking to grow your wealth or protect your assets, Confluent Asset Management LLC provides personalized solutions tailored to your individual needs. Trust in their expertise and dedication to help you navigate the complexities of the financial world and secure a prosperous future.

Barnard Wealth Management is a premier finance institution located in Scottsdale, Arizona. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their futures. We offer personalized wealth management services to individuals, families, and businesses, utilizing our expertise in investment strategies, retirement planning, and asset protection. Visit us at 8090 North 85th Way to learn more about how Barnard Wealth Management can help you navigate the complexities of the financial world and build a solid foundation for long-term financial success.

Mazzella Estate & Asset Management is a reputable finance institution located at 8283 Hayden Road in Scottsdale, Arizona, United States. With a focus on providing expert guidance and strategic planning for estate and asset management, our team of professionals is dedicated to helping clients achieve their financial goals and secure their wealth for future generations. From investment strategies to retirement planning, Mazzella Estate & Asset Management offers personalized services tailored to meet the unique needs of each individual or family. Trust us to protect and grow your assets with integrity and expertise.

Scott Byrdy - Thrivent is a finance institution located at 17015 North Scottsdale Road, Scottsdale, Arizona, United States. Specializing in retirement income planning, investment management, tax-efficient financial strategies, wealth transfer strategies, and generosity, our team at Thrivent takes the time to understand our clients as individuals and incorporate their values into their financial goals. We prioritize unparalleled customer service and provide personalized financial advice to help you achieve clarity and confidence in your financial journey. Thrivent believes that money is a tool, not a goal, and is committed to providing financial advice, investments, insurance, banking, and generosity programs to help individuals make the most of their resources. By becoming a member of Thrivent, you join a community of people looking out for each other and have access to tools and resources to live a more meaningful life.

Bank of America Private Client Advisor Gabriele K Bliss, located at 14636 North Scottsdale Road in Scottsdale, Arizona, is a finance institution led by Senior Vice President Gabriele Bliss. With over 30 years of financial services experience, Gabriele works with ultra-high-net-worth families, business owners, and entrepreneurs nationwide to identify wealth management goals and create tailored strategies to achieve them. She leads a team of specialists in investment management, asset preservation, philanthropy, and estate planning, providing clients with a comprehensive approach to wealth management. Gabriele is actively involved in philanthropic organizations and values building strong client relationships based on trust and personal experience. Bank of America Private Bank has a rich history of helping clients manage significant wealth, offering personalized solutions to meet financial objectives and navigate evolving markets. Please note that by visiting the Bank of America Private Bank website, you may be directed to FINRA’S BrokerCheck and subject to separate terms and privacy policies. Investing involves risk, and it is recommended to consult legal and tax advisors before making financial decisions. Bank of America does not serve in a fiduciary capacity with all products or services offered.

AXA Advisors is a leading financial institution located at 14851 North Scottsdale Road in Scottsdale, Arizona, United States. Specializing in finance, AXA Advisors offers a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, AXA Advisors provides personalized financial planning and investment solutions to meet the unique needs of each client. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, AXA Advisors is dedicated to helping you secure a brighter financial future.

Merrill Lynch Financial Advisor Stephanie Greer, located at 14636 North Scottsdale Road, Scottsdale, Arizona, United States, is a finance institution that focuses on providing personalized wealth management strategies tailored to each client's unique financial goals and priorities. Stephanie Greer follows the deep-seated Merrill tradition of community involvement, volunteering with local organizations. The institution offers Merrill Personal Wealth Analysis™ to help clients build personalized financial plans centered on their goals. With a focus on understanding each client's investment personality, Merrill provides customized financial approaches to help clients pursue what matters most to them. The institution offers a breadth of potential solutions, premier customer service, and financial tools based on each client's circumstances. Merrill Lynch Wealth Management Advisors work to address clients' needs and pursue their goals through a customized investment approach. By staying informed about changes in clients' lives and revisiting financial approaches as needed, Merrill aims to help clients achieve what's most important to them. Stephanie Greer is registered to do business in multiple states and holds certifications including CPWA® and Chartered Retirement Planning Counselor™. Clients can expect personalized investment strategies, comprehensive financial solutions, and guidance from a dedicated Merrill advisor to help them achieve their financial goals.

Kayne Anderson Rudnick is a finance institution located at 15333 North Pima Road in Scottsdale, Arizona, United States. Specializing in investment management, Kayne Anderson Rudnick offers a range of financial services to clients seeking personalized wealth management solutions. With a strong track record of success and a team of experienced professionals, Kayne Anderson Rudnick is dedicated to helping clients achieve their financial goals and secure their financial future.

Allworth Financial is a leading financial institution located in Scottsdale, Arizona. With a commitment to providing personalized financial advice and services, Allworth Financial helps clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, the team of experienced advisors at Allworth Financial is dedicated to helping you make informed decisions and navigate the complexities of the financial world. Visit us at 9845 East Bell Road to learn more about how we can help you reach your financial goals.

Carson Wealth is a trusted financial institution located at 1410 West Guadalupe Road, Gilbert, Arizona, United States. Our mission is to provide the most reliable financial advice by building trust through honesty, transparency, and personalized service. We specialize in wealth management for business owners, retirees, parents of college students, and individuals, offering services such as retirement income planning, trust services, and legacy planning. Our team serves clients in the Scottsdale area and beyond, covering all areas of financial planning and specializing in planning for 401(k)s, group retirement plans, and private wealth. We are dedicated to helping our clients achieve their unique financial goals and objectives with professional knowledge, insight, integrity, and personalized investment management services.

American Wealth Management LLC is a leading finance institution located in Scottsdale, Arizona. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, we are here to help guide you every step of the way. Visit us at 11291 East Vía Linda to learn more about how American Wealth Management LLC can help you secure your financial future.

Dwornik Law, LLC is a trusted law firm located at 1650 North 1st Avenue in Phoenix, Arizona. Specializing in Estate Planning, Living Trusts, and Probate, attorney Richard Dwornik brings over 26 years of experience to his practice. With offices in Phoenix, Chandler, Peoria, and Scottsdale, Dwornik Law is dedicated to providing personalized and affordable legal services to clients. Estate Planning is crucial in ensuring that your assets are distributed according to your wishes in the event of incapacitation or death. Dwornik Law offers services such as Wills, Living Trusts, Powers of Attorney, Healthcare Powers of Attorney, Living Wills, and Probate assistance to help you plan for the future.

The Law Firm of Brown & Jensen is a trusted institution located in Scottsdale, Arizona, United States. Specializing in accounting, finance, and legal services, our team of experienced attorneys are dedicated to helping Arizona families with estate planning, probate, tax law, and business law. Whether you need assistance with drafting a Last Will & Testament or navigating the Arizona probate process, our skilled attorneys can create a strategic plan to meet your needs and achieve your long-term goals. Located in the beautiful Sonoran Desert at the base of the McDowell Mountains, Scottsdale offers a picturesque setting to live and raise a family. Our estate and probate lawyers, Scott T. Jensen and Shad M. Brown, are committed to helping you secure your future and protect your assets. From tax planning to resolving tax issues with the IRS or ADOR, our team has the experience and knowledge to guide you through any legal challenges.