Philanthropic planning in Phoenix, Arizona

Located at 1316 East Cheery Lynn Road in Phoenix, Arizona, the Phoenix Conservatory of Music is a community music school that offers a variety of programs for students of all ages. From private lessons to group classes, summer camps, and after-school programs, PCM aims to provide quality music education that is both affordable and accessible. As a not-for-profit organization, PCM has been recognized for its excellence in music education, winning several prestigious awards including the National Arts and Humanities Youth Program Award, the Mayor's Arts Award, and the Arizona Governor's Arts Award. With a focus on Creative Youth Development, PCM serves nearly 2,000 students annually and offers a range of programs designed to help students succeed in both music and academics.

The Law Offices of Alcock & Associates P.C. is a premier law group located at 2 North Central Avenue in Phoenix, Arizona. With over 150 years of combined experience, our team of highly experienced Phoenix lawyers has won over 1,400 cases in Personal Injury, DUI, Criminal Defense, Family Law, and Immigration. Our attorneys include former prosecutors who understand both sides of the case and work tirelessly for our clients. Your attorney will be available to you 24/7, providing personalized support and guidance. Our personal injury attorneys have over 20 years of experience fighting for the rights of injured victims in Arizona, handling cases such as Car Accidents, Wrongful Death, Dog Bites, and Motorcycle Accidents. We are dedicated to helping our clients seek compensation for injuries caused by the negligence of others. Additionally, a percentage of our profits fund philanthropic work done by our firm.

La Avenida LLC is a prestigious institution located at 901 South 17th Avenue in Phoenix, Arizona. We are dedicated to providing top-notch services and resources to our clients in the United States. Our experienced team is committed to helping individuals and businesses achieve their goals and succeed in their endeavors. Visit us today to discover how La Avenida LLC can support you on your journey to success.

The Arizona State University School of Community Resources and Development is a leading institution dedicated to preparing students for careers in the fields of community development, non-profit management, recreation management, and tourism. Located in the heart of downtown Phoenix at 411 North Central Avenue, the school offers a diverse range of degree programs and opportunities for hands-on learning through internships and fieldwork. With a strong focus on community engagement and social justice, students at the School of Community Resources and Development are equipped with the knowledge and skills to make a positive impact in their communities and beyond.

Community Associations Institute Arizona is a non-profit organization dedicated to providing education, resources, and support to community associations and their members in Arizona. Located at 706 East Bell Road in Phoenix, our institution offers a variety of services including training programs, networking events, and advocacy initiatives to help community associations thrive. Whether you are a board member, homeowner, or industry professional, CAI Arizona is here to help you navigate the complexities of community living and ensure a positive and harmonious environment for all. Join us and become a part of our vibrant community today!

Grant Schafer is a reputable doctor's office located at 9150 West Indian School Road in Phoenix, Arizona. Specializing in health and wellness, this institution offers top-notch medical services to its patients. With a team of experienced healthcare professionals, Grant Schafer is dedicated to providing personalized care and treatment plans to help individuals achieve optimal health. Whether you are in need of a routine check-up or have a specific health concern, Grant Schafer is committed to meeting your healthcare needs with compassion and expertise. Visit us today to experience the highest standard of medical care in Phoenix.

UBS Institutional Consulting Group - Southwest, part of UBS Financial Services Inc., is a premier finance institution located at 2575 East Camelback Road in Phoenix, Arizona, United States. With a focus on providing expert financial advice and services to institutional clients, UBS Institutional Consulting Group - Southwest is dedicated to helping clients achieve their financial goals and secure their financial futures. With a team of experienced professionals and a commitment to excellence, UBS Institutional Consulting Group - Southwest is a trusted partner for institutions seeking innovative financial solutions.

CAPTRUST is a finance institution located at 2375 East Camelback Road in Phoenix, Arizona, United States. Our Phoenix-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families. We also offer investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits. Our team is dedicated to working directly with clients in all areas of financial and investment strategy, with a focus on holistic tax, retirement, and estate planning. Our services include committee education, donor development, OCIO services, performance reporting, and investment management for nonprofit clients. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial needs, our advisors are ready to assist you.

Camelback Wealth Strategies, located at 2200 East Camelback Road in Phoenix, Arizona, is not your typical financial institution. They pride themselves on transforming traditional financial planning and management into a personalized experience just for you. Like building a replica of a 1965 Shelby Cobra, they understand that achieving your financial goals requires creativity, attention to detail, and the right tools. From investment management to financial planning, Camelback Wealth Strategies considers all the necessary tools to assist you in creating your own "award-winning" financial plan. With a focus on personalized service and experience, they are dedicated to caring for their clients one relationship at a time. Their family members have devoted their lives to providing exclusive care to their clientele, ensuring that you will always talk to someone who knows you, cares about you, and understands your unique situation.

Wahl Financial is a reputable finance institution located at 2633 East Indian School Road in Phoenix, Arizona, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Wahl Financial is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Intelligent 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.

GCS Search Co Inc is a leading finance institution located at 300 West Clarendon Avenue in Phoenix, Arizona, United States. With a strong reputation for providing top-notch financial services, GCS Search Co Inc is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management solutions, or assistance with financial planning, the experienced team at GCS Search Co Inc is here to assist you every step of the way. Trust GCS Search Co Inc to provide you with expert financial guidance and personalized service to help you navigate the complexities of the financial world.

TCP Asset Management is a leading finance institution located at 11130 North Tatum Boulevard in Phoenix, Arizona, United States. With a focus on wealth management and investment strategies, TCP Asset Management provides personalized financial solutions to help clients achieve their financial goals. Their team of experienced professionals offers a range of services including portfolio management, retirement planning, and risk assessment. Trust TCP Asset Management to guide you towards financial success.

Bledsoe Asset Management, LLC is a finance institution located at 1500 East Bethany Home Road in Phoenix, Arizona, United States. Our investment process begins with a simple question: what are your financial goals? Our holistic financial planning services are designed to help clients define and pursue their goals throughout their lifetime. Our team of professionals work together to create customized Investment Policy Statements for each client, ensuring that their unique needs are met. We are committed to providing the highest standard of care and are not tied to any specific investment products. Our portfolio management services are based on a percentage of assets under management, giving clients the peace of mind that their investments are in good hands. We tailor our investment strategies to each client's goals, time horizon, and risk tolerance.

Mariner Wealth Advisors is a leading financial institution located at 2425 East Camelback Road in Phoenix, Arizona, United States. As a trusted finance firm, Mariner Wealth Advisors provides comprehensive wealth management services to individuals, families, and businesses seeking to grow and protect their assets. With a team of experienced financial advisors, Mariner Wealth Advisors offers personalized investment strategies, retirement planning, estate planning, and more to help clients achieve their financial goals. Whether you are looking to build wealth, plan for retirement, or secure your financial future, Mariner Wealth Advisors is dedicated to providing expert guidance and tailored solutions to help you succeed.

Wealth 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.

Tandem Wealth Advisors LLC is a finance institution located at 1850 North Central Avenue in Phoenix, Arizona, United States. Our team of experienced advisors offers personalized wealth management services to help individuals and families achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, we strive to empower our clients to make informed decisions and secure their financial future. Contact us today to learn more about how we can help you navigate the complexities of investing and financial planning.

The Biltmore Financial Group - UBS Financial Services Inc. is a reputable finance institution located at 2575 East Camelback Road in Phoenix, Arizona, United States. With a focus on providing top-notch financial services, clients can expect personalized investment strategies, wealth management solutions, and expert financial advice. The institution is known for its commitment to excellence and integrity, making it a trusted partner for individuals and businesses looking to secure their financial future.

Clay Coffeen - RBC Wealth Management Financial Advisor is a leading finance institution located at 2398 East Camelback Road in Phoenix, Arizona, United States. Specializing in wealth management services, Clay Coffeen provides expert financial advice and solutions to help clients achieve their financial goals. With a personalized approach and a commitment to excellence, Clay Coffeen is dedicated to helping individuals and families navigate the complexities of the financial world and secure their financial future. Contact Clay Coffeen - RBC Wealth Management Financial Advisor today to schedule a consultation and start planning for a more secure financial future.

Merrill Lynch Private Wealth Advisor Ruggero Borletti, located at 2555 East Camelback Road in Phoenix, Arizona, offers industry-leading research and expert analysis to help clients stay ahead in managing their substantial wealth. With a focus on personalized service and trust-based relationships, the private wealth advisors at Merrill Private Wealth Management work with individuals, families, business owners, and executives to develop customized strategies designed to achieve their financial goals. Clients of Merrill Private Wealth Management have access to services and resources typically reserved for large institutions, including investment insights from Merrill and the banking convenience of Bank of America. The institution is committed to providing highly personalized one-on-one service, helping clients develop multigenerational wealth strategies and navigate complex financial challenges.

Chris Kandas - Financial Advisor, Ameriprise Financial Services, LLC, located at 2398 East Camelback Road, Phoenix, Arizona, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals. Chris Kandas holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing expertise in asset management, estate planning, investment strategies, retirement planning, and more. The institution also offers specialized certifications such as Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, and Certified Estate Planners™. With a commitment to excellence and a focus on client needs, Chris Kandas provides comprehensive financial planning services to help individuals achieve their financial goals.

Foundations Investment Advisors is a finance institution located at 4050 East Cotton Center Boulevard in Phoenix, Arizona, United States. We specialize in providing expert financial advice and investment solutions to help our clients achieve their financial goals. Our team of experienced advisors works closely with each client to develop personalized investment strategies tailored to their individual needs and risk tolerance. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Foundations Investment Advisors is here to help you navigate the complexities of the financial market and make informed decisions. Trust us to be your partner in building a strong financial foundation for the future.

Fann Wealth Management - UBS Financial Services Inc. is a leading financial institution located at 2575 East Camelback Road in Phoenix, Arizona, United States. As a part of UBS Financial Services Inc., Fann Wealth Management offers a wide range of financial services including wealth management, investment advice, retirement planning, and estate planning. With a team of experienced professionals, they are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Fann Wealth Management - UBS Financial Services Inc. is here to provide expert guidance and personalized solutions.

Tarbox Family Office is a premier finance institution located at 645 East Missouri Avenue in Phoenix, Arizona, United States. Specializing in providing comprehensive financial services to high-net-worth individuals and families, Tarbox Family Office offers personalized wealth management solutions tailored to meet the unique needs and goals of each client. With a team of experienced financial advisors and investment professionals, the institution is dedicated to helping clients achieve their financial objectives and secure their financial future. Whether it's investment management, estate planning, tax optimization, or philanthropic giving, Tarbox Family Office is committed to delivering top-notch financial services with the highest level of integrity and expertise.

David Ambrose Pozniak - UBS Financial Services Inc. is a reputable financial institution located at 2575 East Camelback Road in Phoenix, Arizona. As a branch of UBS Financial Services Inc., they offer a wide range of financial services including investment management, wealth planning, and retirement planning. With a team of experienced financial advisors, they strive to provide personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, David Ambrose Pozniak - UBS Financial Services Inc. can provide the expertise and guidance you need.

The Choy Group - UBS Financial Services Inc. is a finance institution located at 2575 East Camelback Road in Phoenix, Arizona, United States. As part of the global UBS network, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized investment advice, wealth management, and financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Choy Group - UBS Financial Services Inc. is dedicated to helping you navigate the complex world of finance.

Xtraman Fundraising LLC is a finance institution located at 3240 East Union Hills Drive in Phoenix, Arizona, United States. We specialize in helping organizations raise funds through strategic financial planning and innovative fundraising solutions. Our team of experienced professionals is dedicated to helping our clients achieve their fundraising goals and make a positive impact in their communities. Contact us today to learn more about how Xtraman Fundraising LLC can help your organization succeed.

Merrill 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.

BDO is a leading accounting and finance institution located at 2555 East Camelback Road in Phoenix, Arizona, United States. Our downtown Phoenix office offers a local presence with global resources, providing businesses with a comprehensive array of assurance, tax, and business advisory services. At BDO, we are committed to helping businesses thrive by providing valuable data, strategic guidance, and innovative thinking to navigate risks and opportunities in today's rapidly changing business landscape. Our team of talented professionals collaborates with clients in industries such as manufacturing, life sciences, retail, and hospitality to drive growth and success. We are dedicated to giving back to the community through our corporate social responsibility program, BDO Counts, supporting local initiatives such as Project Cure and St. Mary's food bank.