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TOP 30 Legal advisory services in Arizona
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Alta Legal
Alta Legal is a reputable law firm located at 7776 South Pointe Parkway East in Phoenix, Arizona. Our team of experienced lawyers specializes in various areas of law, including personal injury, criminal defense, family law, and more. We are committed to providing our clients with top-notch legal representation and personalized service. Whether you are facing a legal issue or need assistance with a legal matter, our dedicated team is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Wealth Strategies Advisory Group
Wealth 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.
Tetrant - Legal | Financial
Tetrant - Legal | Financial is a comprehensive estate planning and financial planning institution located at 3303 East Baseline Road in Gilbert, Arizona, United States. Our team of advisors specialize in coordinating all aspects of personal estates for our clients, including estate planning, estate administration, informal probate, and trust administration. At Tetrant, we offer affordable estate planning solutions to help our clients protect their loved ones from various insurable risks and utilize time-tested approaches to investing their assets. We also assist clients in planning their charitable legacy for future generations.
Silva & Fontes
Silva & Fontes is a reputable law firm located at 3130 North 3rd Avenue in Phoenix, Arizona. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. With a focus on professionalism and integrity, we strive to achieve the best possible outcomes for our clients. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, Silva & Fontes is here to help. Contact us today to schedule a consultation.
Global Practice
Global 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.
Brent A Marshall CPA/PFS
Brent A Marshall CPA/PFS is a reputable institution located at 1071 Hancock Road, Bullhead City, Arizona, United States. Specializing in accounting, finance, and insurance services, Brent A. Marshall offers Investment Advisory Services through Gradient Advisors, LLC, an SEC Registered Investment Advisor. Please note that Gradient Advisors, LLC does not provide tax, legal, or accounting advice. Brent A. Marshall and Gradient Advisors, LLC are not affiliated with the Social Security Administration or any government agency. Insurance products/services, tax preparation, and accounting services are offered independently through Brent A. Marshall, CPA/PFS. The information provided on this website is for informational purposes only, and opinions expressed are those of Brent A. Marshall and the editorial staff. This website should not be interpreted as a solicitation to sell investment advisory services to residents of states where Brent A. Marshall is not registered or legally permitted. While the material presented is believed to be from reliable sources, accuracy and completeness are not guaranteed. It is recommended to discuss all information and ideas with your individual advisor before implementation.
Modern Wealth Management
Modern Wealth Management is a finance and insurance agency located at 3567 East Sunrise Drive in Tucson, Arizona. Our team is dedicated to helping you achieve your financial goals and live the life you envision through personalized planning, education, and ongoing partnership. We offer monthly classes and insightful conversations to help you understand your options and financial details. Our team collaborates to bring a complete knowledge base to your wealth strategy, ensuring that every aspect of your financial planning is covered. We take a holistic perspective to build a clear plan that aligns with your needs, priorities, and goals. By working closely with you to understand your story and aspirations, we provide ongoing advice and hands-on management towards your dreams. We believe in educating our clients about money to help them make wise financial decisions and feel confident in the wealth plan we create together. Please note that the information provided is not intended as tax or legal advice, and we recommend consulting legal or tax professionals for specific information regarding your individual situation. Securities and Advisory Services are offered through Centaurus Financial, Inc., Member FINRA and SIPC, and a Registered Investment Advisor. Our services are available to individuals residing in various states, including Arizona, California, Florida, New York, and Texas. Modern Wealth Management AZ LLC is not affiliated with Centaurus Financial, Inc.
Carrie Hall Clu Cfp
Carrie Hall Clu Cfp is a finance institution located at 6710 North Scottsdale Road, Scottsdale, Arizona, United States. They are a part of Carrie Hall and Associates Financial and Insurance Services, dedicated to serving professional advisors with a focus on clients' wealth management needs. Carrie Hall is one of just 30 agents in the nation who is a Nautilus Plus member of The Nautilus Group®, offering expertise in taxes, estate law, life insurance, accounting, and charitable giving. Their services include providing analysis and projections of personal and business financial situations, exploring strategies to achieve goals, collaborating with advisors, and implementing action plans. Carrie Hall and Chad Tucker are licensed to sell insurance and offer securities products and services in multiple states. They also provide advisory services through Eagle Strategies LLC. It is important to consult with a tax, legal, or accounting professional before making any decisions. Visit their website to learn more about their process and background.
Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. is a finance institution located at 10195 North Oracle Road in Oro Valley, Arizona. The Eitzen Private Client Group (EPCG) is a dedicated financial advisory and planning team within Oppenheimer & Co. Inc. that focuses on helping clients achieve financial independence by understanding their needs, wants, and goals. With over 50 years of combined experience, the team works with families, individuals, and business owners across the United States to make smarter financial decisions. The EPCG believes that trust is crucial in the client-advisor relationship and takes the time to understand each client's goals, worries, and investment experience. Founded with consistency, integrity, and trust in mind, Oppenheimer & Co. Inc. is committed to maintaining successful relationships with its clients. The institution recommends customized strategies and products that are suitable for each client's needs, working directly with them to keep their interests at the forefront. Oppenheimer Asset Management Inc. and the Oppenheimer Trust Company of Delaware are wholly owned subsidiaries of Oppenheimer Holdings Inc., which also owns Oppenheimer & Co. Inc. Securities are offered through Oppenheimer, and the institution does not provide legal or tax advice, but works with clients, their attorneys, and tax professionals to ensure their needs are met.
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth is a finance institution located at 3971 East Paradise Falls Drive in Tucson, Arizona, United States. Our team provides expert advisory services through Ashton Thomas Private Wealth, LLC, which is an SEC Registered Investment Adviser. We are committed to helping our clients achieve their financial goals and offer personalized wealth management solutions. For more information, please visit our website for legal disclosures, Form CRS, and designation disclosures.
G&A CPAs and Advisors
G&A CPAs and Advisors, located at 7497 East Tanque Verde Road in Tucson, Arizona, offers financial, accounting, and tax services to individuals and businesses across the state. Our team of experienced accountants, tax professionals, and financial advisors can assist with various aspects of your financial life, including tax services for businesses, individuals, trusts, and estates. We provide comprehensive accounting, tax, and financial planning to help clients pursue their financial goals. Timothy Giacoletti, a registered representative with various registrations, can transact business with clients in multiple states. Securities and Advisory services are offered through LPL Financial, a registered investment advisor. G&A CPAs and Financial Consultants PC are not affiliated with LPL Financial. Please consult with your tax or legal professional for personalized advice. Contact us to set up a complimentary consultation today.
PK Financial Strategies, LLC
PK Financial Strategies, LLC is a finance institution located at 5300 North Central Avenue in Phoenix, Arizona, United States. Our mission is to assist our clients in achieving their financial goals and maintaining financial independence, particularly through a comfortable retirement. We offer a range of services including asset allocation, investment performance monitoring, college education funding, retirement planning, insurance planning, estate planning, and business succession planning. Our team can help you develop an investment strategy that takes into account tax implications for an advantageous after-tax return. Please note that Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Securities are offered through Avantax Investment ServicesSM, and fee-based asset management accounts are offered through Avantax Advisory ServicesSM. All other financial planning services are provided through PK Financial Strategies, LLC. We are not affiliated with Avantax Investment ServicesSM. Insurance services are offered through an Avantax affiliated insurance agency.
Farnam Financial
Farnam Financial is a finance institution located at 2415 East Camelback Road in Phoenix, Arizona, United States. Unlike other financial advisors who try to outperform the stock market and often fail, we focus on helping you keep more of your profits and principal. Our retirement income strategy is designed to save you money on taxes, and we offer an educational program to ensure your peace of mind during market downturns. We specialize in serving retirees and offer comprehensive financial advisory services including investment management, retirement planning, tax planning, and income planning. Our Certified Financial Planners prioritize your results and always act in your best interest, avoiding conflicts of interest by not selling products or taking commissions.
Unique Investment Advisors
Unique Investment Advisors, located at 9633 South 48th Street in Phoenix, Arizona, is a finance institution founded and led by Angela Ashley. Our team provides a wide range of financial strategies to help individuals, families, and businesses achieve their long-term goals. We offer comprehensive investment strategies based on Nobel Prize-winning investing science and prioritize the importance of insurance for safety and security. With a focus on retirement planning, tax strategies, and asset preservation, we aim to empower our clients to live their best lives and achieve their dreams. Our core values of integrity, coachability, selflessness, freedom, and education guide our approach to financial planning. As a boutique firm, we provide personalized attention and peace of mind to each client. Please note that the information provided is for informational purposes only and does not constitute financial, tax, or legal advice. Unique Investment Advisors, LLC is a Registered Investment Advisor offering fee-based financial planning and investment advisory services in Arizona and California. Insurance products and services are offered through Unique Business Planning, LLC, an affiliated company.
Mosaic Financial Associates
Mosaic Financial Associates is a finance institution located at 950 West Elliot Road, Tempe, Arizona, United States. Our team understands that time is precious and limited, especially when balancing work, family, and personal pursuits. We provide tailored financial services to help you manage your money effectively, so you can focus on enjoying a fulfilling professional and family life. With over two decades of experience, we offer expertise in handling various financial situations at every stage of your career and during all significant life moments. Our services are designed to keep you on track towards your goals while providing up-to-the-minute account access and streamlined service through the use of advanced tools and technological systems.
Levi William Johnson
Levi William Johnson is a finance institution located at 37555 North Hum Road, Carefree, Arizona, United States. The institution, known as Carefree Financial Group, specializes in risk-management services such as annuities, life insurance, disability coverage, financial planning, and long-term care planning. Affiliated with LifeMark Securities Corp., they also offer investment planning services in partnership with National Financial Services LLC, a Fidelity Investments Company. Levi William Johnson, with over 37 years of experience in the industry, leads the firm alongside his daughter, Camille Johnson Toschi, who recently became a licensed financial advisor. Together, they aim to provide personalized financial planning solutions for individuals, families, and small businesses. The institution's mission is to understand each client's unique situation and work together to help them achieve their financial goals and dreams. In addition to their financial services, Levi and Camille are also actively involved in community outreach and ministry work. Contact Levi William Johnson for tax planning and to legally reduce your tax burden. Levi and Camille are registered representatives and investment advisor representatives of LifeMark Securities Corp., offering securities and investment advisory services. Carefree Financial Group is dedicated to providing comprehensive financial planning solutions to help clients achieve their financial goals.
Merrill Lynch Financial Advisor Kent A Hughes
Merrill Lynch Financial Advisor Kent A Hughes is a finance institution located at 2555 East Camelback Road, Suite 900, Phoenix, Arizona, United States. Our team of advisors is dedicated to helping you achieve your personal wealth management goals, as well as the goals of your organization. We take pride in our advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. Our approach to managing your wealth begins with a deep understanding of your financial picture and what matters most to you. We create flexible strategies tailored to today's changing market conditions, providing you with access to investment insights from Merrill and banking solutions from Bank of America. Our personalized wealth management strategies are designed to help you pursue your goals.
Phocus Accounting and Tax Specialists, PLLC
Phocus Accounting and Tax Specialists, PLLC, located at 7600 North 16th Street in Phoenix, Arizona, is a comprehensive institution offering services in accounting, finance, insurance, and legal matters. Founded in 2009 through the merging of two family practices with a focus on accounting, tax, and insurance, Phocus Companies has over 80 years of combined experience in the Phoenix market. The institution has since expanded its team to include partners and team members with expertise in business law and estate planning. With a holistic approach to financial planning, Phocus Accounting and Tax Specialists can address the needs of individuals and business owners alike, simplifying their lives and minimizing the number of professional relationships needed for advisory services. In cases where specialized assistance is required, Phocus Companies has a network of trusted professionals across various industries to provide support. As the world undergoes unprecedented changes, Phocus Companies remains committed to keeping clients informed and empowered during times of uncertainty. The institution stays up-to-date with the latest developments that may impact clients, their businesses, and their financial well-being. Clients can access updates and information through the current events section on the institution's website.
Merrill Lynch Financial Advisor Aaron F Berger
Merrill 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.
Merrill Lynch Financial Advisor Kyle Hiatt
Merrill Lynch Financial Advisor Kyle Hiatt is a finance institution located at 275 East Rivulon Boulevard in Gilbert, Arizona, United States. Kyle Hiatt can help you manage your wealth by creating a personalized strategy tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Kyle Hiatt can assist you in pursuing your financial objectives. Kyle Hiatt believes in participating in the communities he serves and volunteers with local organizations. By using the Merrill Personal Wealth Analysis™, Kyle Hiatt can build a personalized plan centered around your goals. As a Merrill Lynch Wealth Management advisor, Kyle Hiatt focuses on what matters most to you - your family, goals, and priorities.
Benjamin Thomas - Thrivent
Benjamin Thomas - Thrivent is a finance institution located at 430 West Warner Road in Tempe, Arizona, United States. Their team is dedicated to helping individuals at all stages of life with their financial planning needs. Whether you are just starting out in your career or preparing for retirement, they are here to listen, understand, educate, and guide you towards your financial goals. Licensed in multiple states, including AZ, CA, CO, CT, FL, IA, IN, ME, MI, MN, MO, NC, NM, NV, SD, TX, UT, VA, WA, WI, Benjamin Thomas - Thrivent offers a range of services to help you prepare for a secure financial future. They specialize in helping clients gain confidence in their financial decisions and offer a Financial Planning Framework to review and analyze your financial situation.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a finance institution located at 23655 North Scottsdale Road, Scottsdale, Arizona, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We offer financial strategies backed by years of combined knowledge and experience in wealth management. Our services go beyond wealth planning advice, as we can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. Our financial advisors are dedicated to client service and satisfaction, helping clients identify personal and professional goals related to lifestyle and multi-generational issues. With access to industry analysts and specialists, our advisors can fully understand each client's financial situation and collaborate on creating long-term financial strategies. We are also committed to giving back to the communities we serve through volunteerism and charitable outreach.
Golden West, A Financial Corporation
Golden West, A Financial Corporation, located at 4215 East McDowell Road in Mesa, Arizona, is dedicated to helping clients achieve their financial goals throughout life's journey. Our team offers guidance on a wide range of financial needs, building lasting relationships based on shared values and a thorough understanding of each client's objectives. As a full-service brokerage firm, we have the expertise to meet all your financial needs. Our mission is to serve as your vanguard, working tirelessly to ensure your success. Whether you're just starting out or looking to enhance your investment plans, we are here to help. Contact us to get started on a personalized plan to help you reach your goals. Please note that advisory services are offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers, and securities are offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. Golden West, A Financial Corporation, and the aforementioned firms are independent and non-affiliated entities. For tax or legal advice, please consult with your own legal or tax advisor. This site is intended for informational purposes only and is not a solicitation offer or sale of securities products or investment advisory services to individuals residing outside the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission, and Lincoln Investment is a registered broker/dealer in all 50 states. When you access links provided on this site, you are leaving our website and assume full responsibility for your use of the external sites.
Accrue Wealth Designs
Accrue Wealth Designs is a finance institution located at 325 North Ash Street in Gilbert, Arizona, United States. Specializing in retirement income strategies, the team at Accrue Wealth Designs works with individuals and businesses to create comprehensive wealth designs tailored to each unique situation. Led by Joshua, who has over two decades of experience in financial planning, the institution offers services such as investment advisory, portfolio management, and business retirement plans. Accrue Wealth Designs prioritizes understanding your financial goals and dreams, helping you feel confident in your financial strategies. They evaluate your financial situation and make appropriate recommendations to help you reach your financial goals. Services offered include retirement income strategies, wealth accumulation strategies, annuities, and life insurance.
Pat Buchanan - Thrivent
Pat Buchanan - Thrivent is a finance institution located at 2941 North Power Road in Mesa, Arizona, United States. Licensed in multiple states including AZ, CA, and WA, Pat Buchanan - Thrivent offers insurance products and investment advisory services through its dedicated team of financial professionals. While they do not provide legal, accounting, or tax advice, clients can benefit from their Financial Planning Framework and Dedicated Planning Services for personalized financial guidance. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Clients can rest assured that their financial needs are in good hands with the licensed and credentialed financial advisors at Pat Buchanan - Thrivent. For more information, visit their website or FINRA's Broker Check.
Guidant Law Firm
Guidant Law Firm, located at 402 East Southern Avenue, Tempe, Arizona, is a multi-disciplinary law firm that offers personalized and practical solutions to complex legal issues at local, national, and international levels. Specializing in transactional, advisory, and litigation services, Guidant focuses on enhancing value while always prioritizing the client's goals. With a team of diverse backgrounds and expertise, Guidant collaborates to ensure the best possible outcomes for their clients. Partner Scott Jensen and Attorney Lamar Hawkins have shared their insights on estate conflicts and corporate restructuring strategies in various publications, showcasing Guidant's commitment to providing innovative and effective legal solutions. Guidant believes in watching out for their clients rather than watching the clock, making them a unique and client-focused law firm in the industry.
D. Lamar Hawkins
D. Lamar Hawkins is a multi-disciplinary law firm located at 402 East Southern Avenue, Tempe, Arizona, United States. Specializing in providing transactional, advisory, and litigation services, the firm takes a personalized and practical approach to resolving complex legal issues at the local, national, and international levels. With a focus on enhancing value and always keeping the client's goals in mind, the diverse team at D. Lamar Hawkins collaborates to ensure the best possible outcomes for their clients. Partner Scott Jensen and Attorney Lamar Hawkins have shared their expertise in navigating estate conflicts and corporate restructuring strategies in publications such as Az Business and Phoenix Business Journal Leadership Trust. At D. Lamar Hawkins, clients can expect dedicated and proactive legal representation that prioritizes their success and long-term goals.
Matthew Gigstad - Thrivent
Matthew Gigstad - Thrivent is a finance institution located at 5930 East Pima Street in Tucson, Arizona, United States. This institution is licensed in multiple states, including AZ, DC, IL, KS, MA, NY, OR, SD, TN, TX, WA, and WI. Licensing information can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so clients are encouraged to consult with their own attorney or tax professional. Thrivent provides financial advice and guidance through its Financial Planning Framework, which involves reviewing and analyzing a client's financial situation. Clients can also opt for Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
David Petz - Thrivent
David Petz - Thrivent is a finance institution located at 5930 East Pima Street in Tucson, Arizona, United States. The institution is licensed in multiple states including AZ, DC, IL, KS, MA, NY, OR, SD, TN, TX, WA, and WI. Licensing information can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients are encouraged to consult with their own attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Brienne Dylewski - Ashton Thomas
Brienne Dylewski - Ashton Thomas is a finance institution located at 3971 East Paradise Falls Drive in Tucson, Arizona, United States. They offer Advisory Services through Ashton Thomas Private Wealth, LLC, which is an SEC Registered Investment Adviser. The institution provides expert financial advice and services to help clients achieve their financial goals. Legal disclosures, Form CRS, and Designation Disclosures are available for transparency and compliance with regulations.
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