TOP 30 Money management in Scottsdale, Arizona

23 results found

Bennett & Porter is Arizona's premier insurance brokerage and wealth management firm, located at 3200 Hayden Road in Scottsdale. With over 20 years of experience, our team of financial and insurance advisors are dedicated to serving the residents of the valley with personalized and tailored services. Co-founded by Jack Bennett and Scott Porter in 2002, we have built a reputation for excellence and unmatched service. At Bennett & Porter, we understand that every individual is unique, which is why we offer customized insurance options and financial planning to meet your specific needs. Whether you need coverage for your life, family, or business, our industry experts will create custom coverages just for you. Our comprehensive planning services include budgeting, investments, savings, taxes, and more to help you reach both your short and long-term goals.

Ria Money Transfer - Discos y Servicios is a financial institution located at 7607 East McDowell Road in Scottsdale, Arizona, United States. Specializing in money transfer services, Ria offers a convenient and reliable way for customers to send and receive funds both domestically and internationally. With a focus on efficiency and customer satisfaction, Ria Money Transfer - Discos y Servicios is a trusted choice for individuals looking to securely manage their finances.

Money Wise Retirement Planning is a finance institution located at 14301 North 87th Street in Scottsdale, Arizona, United States. Our goal is to help individuals transition from work to retirement with confidence. Join Cristina and Nancy for their bi-weekly live events via Zoom, where you can learn about better protecting your retirement and discover strategies that work for others. Book a 30-minute strategy session over the phone to get personalized answers and ideas tailored to your financial goals. At Money Wise Retirement Planning, we are affiliated with AE Wealth Management, LLC and Nitrogen Wealth Inc. (formerly Riskalyze Inc.), offering a range of products and services to help you design a solid financial portfolio. We also offer insurance products to ensure your retirement is well-protected.

Thompson 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.

Sonora 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.

Shell is a renowned institution located at 8233 North Vía Paseo del Norte in Scottsdale, Arizona, United States. It is a one-stop destination for all your financial and fuel needs, offering convenient ATM services, financial assistance, and a well-equipped gas station. Whether you need to withdraw cash, manage your finances, or refuel your vehicle, Shell provides a reliable and efficient solution to meet your requirements. With a commitment to quality service and customer satisfaction, Shell is a trusted institution that caters to your everyday banking and fueling needs.

Desert Mobile Medical | Concierge Physicians is a trusted mobile family doctor serving the Greater Phoenix Metro Valley Area. Located at 9300 East Raintree Drive in Scottsdale, Arizona, this house calls practice offers convenient and flexible medical care. With no need for insurance, patients receive personalized attention and direct access to top-quality medical services. The team of physicians, including Dr. Paresh Goel, Dr. Manish Patel, and Dr. Ronald Miller, build strong relationships with their patients, providing at-home blood draw services, mobile lab services, ultrasound, massage therapy, physical therapy, medication management, vaccination plans, hormone replacement therapy, and more. By cutting out the middleman of health insurance, Desert Mobile Medical ensures transparent pricing and high-quality care.

The Rebecca Navarre Agency Inc American Family Insurance is a reputable insurance agency located at 8502 East Vía de Ventura in Scottsdale, Arizona. Specializing in providing American Family Insurance products, this agency offers a range of insurance solutions to meet the needs of individuals and families. With a commitment to excellent customer service and personalized coverage options, the Rebecca Navarre Agency Inc is dedicated to helping clients protect what matters most to them. Contact them today to learn more about their insurance offerings and how they can help you secure your future.

Abe's Pools & Spas is a family-owned and operated store located at 15235 North Cave Creek Road in Phoenix, Arizona. Established in 1975, we specialize in providing a wide range of obsolete, hard to find, and modern used parts from various manufacturers. Our team offers full cleaning and repair services for all your backyard water needs in Phoenix, North Phoenix, Glendale, and Scottsdale. With over 8,000 square feet of new, rebuilt, used, and hard to find parts, our retail store is equipped to fulfill your pool and spa needs. Whether you are a DIY enthusiast or a pool professional, our knowledgeable team is here to assist you with keeping your chemicals balanced and handling any minor repairs.

Emerge is a cutting-edge institution located at 9055 East Del Camino Drive in Scottsdale, Arizona, United States. Our platform offers a wide range of services including RFP events, mini bids, spot management, and access to the Emerge Marketplace to empower your team in the world of freight management. With advanced tools for awarding, tendering, and tracking, Emerge provides intelligence at your fingertips to optimize and automate your freight procurement process. Our integrations with top industry platforms such as MercuryGate, OTM, IntelliTrans, TNX, and p44 seamlessly plug into your existing freight stack, giving you instant access to over 10,000 high-quality loads per day. By utilizing benchmarking, rate pulse, RFP optimization, and carrier scorecards, Emerge helps you save money, enhance productivity, and manage all sourcing spend in one easy-to-use platform.

InXpress is a leading shipping and logistics company located at 7411 East 6th Avenue in Scottsdale, Arizona. With a focus on providing efficient and cost-effective shipping solutions for businesses of all sizes, InXpress offers a wide range of services including domestic and international shipping, freight forwarding, and supply chain management. Their experienced team of professionals is dedicated to helping customers streamline their shipping processes and save time and money on their shipments. Whether you are shipping a small package or managing a complex supply chain, InXpress has the expertise and resources to meet your needs.

Currency is a leading financial institution located at 8930 East Raintree Drive in Scottsdale, Arizona, United States. As a trusted provider of financial services, Currency offers a wide range of products and solutions to help individuals and businesses manage their money effectively. Whether you need assistance with currency exchange, international transfers, or investment services, Currency's team of experts is dedicated to providing personalized and reliable assistance. With a focus on customer satisfaction and financial security, Currency is the go-to destination for all your financial needs in the Scottsdale area.

Merrill Lynch Financial Advisor Eric Burns is a finance institution located at 23655 North Scottsdale Road, Scottsdale, Arizona, United States. Eric W. Burns, the Financial Advisor, has nearly 20 years of experience in financial services and specializes in simplifying the investment process for clients. He focuses on honesty, transparency, and simplicity in his practice, striving to help clients make smart decisions with their money. Eric offers a comprehensive approach to managing wealth, creating customized financial strategies based on each client's goals and aspirations. He is dedicated to understanding each client's priorities and helping them achieve their financial objectives. Eric is actively involved in volunteering in the community and believes in building personalized plans centered on clients' goals. By working with Eric, clients can expect a tailored approach to managing and growing their wealth while considering long-term financial impact. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can develop a financial approach designed to address their specific needs. Eric believes in regular communication and adjustments to financial approaches as clients' life and goals change. By getting to know each client personally, Eric can offer a customized investment approach that reflects their personality and priorities. Partnering with Eric at Merrill Lynch Wealth Management means receiving personalized investment strategies and comprehensive financial solutions to help achieve financial goals.

T & H Financial Coaching, located at 10505 North 69th Street in Scottsdale, Arizona, is dedicated to helping individuals and couples organize their finances, strengthen relationships, and build wealth. Our Financial Coaches provide guidance and support to eliminate anxiety and fear surrounding money, making it easier to achieve a stress-free financial lifestyle. With our assistance, you can learn new practices, form beneficial habits, and gain the knowledge needed to manage your money effectively and create wealth for yourself and your family. We understand the emotional aspect of money and will help you communicate about finances with respect, honesty, and positivity, strengthening your relationships in the process. If you're hesitant about financial coaching, we encourage you to give it a try - the benefits will quickly become apparent and the investment will pay off in the long run. At T & H Financial Coaching, we are committed to helping you live a content, financially independent life with confidentiality, respect, and honesty. Your financial well-being is our priority.

SJS Investment Services, located at 6720 North Scottsdale Road in Scottsdale, Arizona, is a finance institution with a client-first philosophy. Our team of professionals is dedicated to understanding what is important to you and helping you achieve your specific financial goals. With a focus on innovative thinking and solution-oriented strategies, we offer our proprietary investment management process, MarketPlus® Investing, to help clients manage their assets effectively. Since 1995, SJS Investment Services has been advising individuals, families, organizations, and communities on their financial matters. With offices in Sylvania, Ohio; Scottsdale, Arizona; and Chicago, Illinois, we have over $2.2 billion in assets under management. Our team combines major money center investment experience with a personalized approach to ensure our clients' needs are met.

Foster Financial CPA is a leading accounting and finance institution located at 15300 North 90th Street, Scottsdale, Arizona, United States. Small business owners often struggle with understanding accounting principles and tax laws, which is where we come in to help. Our team of experienced CPAs is dedicated to helping businesses reduce expenses, increase cash flow, and make better financial decisions for long-term success. We offer a wide range of financial services, including bookkeeping, tax preparation, CFO consulting, and cash flow management. Our team of highly professional and ethical CPAs in Scottsdale, Chandler, and Tempe are equipped with the latest tools and expertise to handle all your financial needs.

Arizona Financial Credit Union is a finance institution located at 14287 North 87th Street in Scottsdale, Arizona, United States. We are dedicated to supporting first responders, the Arizona Humane Society, and other local charities with every swipe of your card. With our free Bill Pay service, you can easily pay bills, transfer money between accounts, and send money to others via text or email with Zelle®. Our loan application process is simple and can be done right on your phone. You can also sign up for Skip A Payment if eligible. Track and redeem cash back offers on your debit card, choose your favorite retailers and enjoy cash back on purchases.

Bank 34 is a trusted financial institution located at 8777 East Hartford Drive in Scottsdale, Arizona. As a full-service bank, we offer a wide range of financial services to meet the needs of our customers. Our experienced and knowledgeable staff is dedicated to providing top-notch customer service and helping our clients achieve their financial goals. Whether you need a checking account, savings account, mortgage, or investment services, Bank 34 has you covered. Visit us today to experience the difference that our personalized approach to banking can make in your financial future.

Caliber Companies, located in Scottsdale, Arizona, is a leading financial services company specializing in alternative asset management, commercial real estate, and investment solutions. With a singular goal of making money in all market conditions, Caliber focuses on middle-market assets and geographies to deliver outsized returns. Their in-house shared services group provides boots on the ground in core markets to capitalize on future investment opportunities. With over $2.5 billion in assets under management and development, Caliber offers a range of investment offerings across Core, Core Plus, Value-Add, and Opportunistic philosophies. Their full-cycle asset track record provides transparency in the performance and profitability of their commercial real estate assets and funds. Investors can diversify their portfolios and protect against inflation and volatility by investing in Caliber's funds and assets, which offer tax benefits, capital growth, income accrual, or a hybrid of both. Caliber's expert team carefully assesses opportunities to ensure alignment with their principles, providing investors with the highest value returns. With a focus on building wealth for their clients, Caliber offers private placements and direct investments in middle-market assets, providing alternative access to real estate investments. Visit their office or book an investor strategy call to explore opportunities to enhance your investment portfolio with Caliber Companies.

Vista Point Wealth Advisors, located at 17015 North Scottsdale Road, Scottsdale, Arizona, specializes in retirement income planning, investment management, tax-efficient financial strategies, wealth transfer strategies, and generosity. Our team takes the time to understand our clients as individuals and incorporate their values into their financial goals. We provide personalized advice and unparalleled customer service to help clients achieve financial clarity and confidence. Additionally, we offer life insurance and disability income insurance tailored to individual needs. As part of Thrivent, we believe in using money as a tool for a higher purpose and are committed to helping people make the most of their financial resources. Join us to learn more about financial security, tax planning, and managing retirement savings. Visit us during our business hours, Monday to Thursday from 8:30 a.m. to 5 p.m. and Friday from 8:30 a.m. to 3 p.m. for expert financial advice and solutions.

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.

Provident Accounting and Tax Services, LLC, located at 7135 East Camelback Road in Scottsdale, Arizona, is a trusted institution specializing in accounting and finance services. From handling simple W-2 employee tax returns to complex S-Corp business filings, our experienced accountants ensure maximum deductions and timely submissions. Small business owners can rely on us to streamline their financial processes, allowing them to focus on business growth rather than bookkeeping. We provide strategic reports on a monthly basis to analyze business performance and profitability.

Star Bookkeeping Services is an accounting and finance institution located at 8900 East Pinnacle Peak Road in Scottsdale, Arizona, United States. We specialize in replacing your back office with accounting, payroll, and bookkeeping support. Our dedicated team will take care of your monthly sales tax filling, quarterly payroll reports, year end 1099's and W2's, allowing you to focus on your business without the stress. With 25 years of experience in the field, we have developed strategies for both business and individual clients to manage their finances effectively. Our services include bank and credit card reconciliation, expense tracking, asset purchases, and more. We also offer Quick Books training for those who need it. Let us tackle your most pressing bookkeeping issues and help you save time and money so you can focus on growing your business. Trust us to handle your financials with accuracy and efficiency.