Risk tolerance in Scottsdale, Arizona

Merrill Lynch Financial Advisor Lijun He is a finance institution located at 14636 North Scottsdale Road, Scottsdale, Arizona, United States. Lijun He is committed to serving clients with the highest professional and ethical standards, bringing joy, confidence, and clarity to their financial planning and asset management journey. With a background in academic research and a deep commitment to helping individuals achieve their financial goals, Lijun He offers a one-stop shop for financial services, including investments, banking, risk management, and trust and estate fiduciary services. As a mother, wife, and community volunteer, Lijun He understands the importance of saving, investing, and giving as individuals and families. She is actively involved in various philanthropic organizations and serves on the board of directors for social impact and education equity organizations.

Northsight Wealth Management - Pablo Oliva is a finance institution located at 6424 East Greenway Parkway in Scottsdale, Arizona, United States. Specializing in wealth management, the institution focuses on preserving, growing, and planning wealth to meet the goals most important to their clients. With a team of experienced advisors, Northsight Wealth offers tailored solutions for financial stability and business growth, particularly for business owners looking to optimize their businesses, reduce taxes, and invest wisely. Their comprehensive range of financial products and services includes risk management, estate planning, investment portfolio construction, and advanced asset protection strategies. The institution takes a personalized approach to investing, considering each client's unique circumstances, needs, objectives, and risk tolerance.

J Pearson Financial Group is a finance institution located at 6909 East Greenway Parkway in Scottsdale, Arizona, United States. We specialize in helping clients navigate today's economic challenges to identify long-term trends and opportunities for financial success. Our priority is understanding your personal situation, dreams, goals, and risk tolerance to create a customized financial plan. We offer educational resources such as videos, articles, presentations, and calculators to help you learn more about personal finance. Our total wealth management approach covers investments, taxes, insurance, and estate planning to address all your financial concerns. Our goal is to help you invest conservatively, minimize taxes, meet insurance needs, and plan for transferring wealth to future generations.

Riley Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 16220 North Scottsdale Road, Scottsdale, Arizona, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. The institution helps clients track their progress towards financial goals and adjust their approach as life changes. They provide a complimentary initial consultation to discuss financial planning concepts. Ameriprise financial advisors are registered to do business in certain U.S. states and cannot guarantee future financial results. Clients can access their investments and accounts securely from any device. The institution values privacy and security, with information available on their website. They are dedicated to helping friends and family members achieve their financial goals through personalized services.

Merrill Lynch Financial Advisor Garett Fig, located at 14636 North Scottsdale Road, Scottsdale, Arizona, United States, is a Vice President and Senior Financial Advisor with over 20 years of experience in the financial services industry. Garett provides personalized financial solutions based on clients' risk tolerance, time horizon, and investment goals. With a background in top tier investment banks and a global insurance and advisory firm, Garett offers a wealth of experience and resources to help clients achieve financial success. By building relationships based on trust and mutual respect, Garett works with clients to develop viable plans that serve as roadmaps for their financial future. Garett holds the Chartered Retirement Planning Counselor, CRPC® and CPFA designations, and is dedicated to helping clients reach their financial goals through personalized investment strategies. Contact Garett Fig to start your journey towards financial success.

U.S. Bancorp Investments - Financial Advisors: Christopher Herrera is a finance institution located at 9719 Hayden Road in Scottsdale, Arizona, United States. Christopher Herrera and his team of experienced financial advisors offer personalized investment strategies tailored to each client's unique financial goals and risk tolerance. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, U.S. Bancorp Investments provides comprehensive financial planning services to help you achieve your financial objectives. Contact Christopher Herrera today to schedule a consultation and start building a solid financial future.

At Mike Ciminello - Financial Advisor, Ameriprise Financial Services, LLC, located in Scottsdale, Arizona, United States, we prioritize what matters most to you, whether it's planning for retirement, education, or a major purchase. With a focus on individual goals and risk tolerance, we offer investment recommendations and portfolio management. We track your progress, update strategies as life changes, and provide secure access to your accounts at any time. Schedule a complimentary consultation to learn more about how we can help you achieve your financial goals. Mike Ciminello is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. We adhere to strict regulations to ensure the privacy and security of our clients' information. Contact us to discuss your financial priorities and start planning for a secure future.

Tiffany Evans, a financial advisor at Ameriprise Financial Services, LLC, located at 14274 North Northsight Boulevard in Scottsdale, Arizona, offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular goal-setting meetings and progress reviews, Tiffany helps clients adapt their financial strategies as life changes. Clients can conveniently access their investments and accounts from any device, securely track their progress, and receive expert guidance on achieving financial goals. Tiffany is registered to conduct securities business in select states and provides a complimentary initial consultation to discuss financial planning concepts. While Ameriprise Financial cannot guarantee future results, Tiffany is committed to helping clients navigate the market and make informed investment decisions. For more information on services, scheduling consultations, or referrals, visit the Ameriprise Financial Services, LLC website.

John Lentini, a financial advisor at Ameriprise Financial Services, LLC, located at 15333 North Pima Road in Scottsdale, Arizona, offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement planning, education savings, and major purchases, John documents clients' goals and provides regular progress updates and adjustments as life changes. Clients can securely access their investments and track progress online from any device. Interested individuals can schedule a complimentary initial consultation to learn more about how John can help achieve financial goals. John Lentini is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC, member FINRA and SIPC, provides a range of financial services and resources to help clients navigate the market and plan for the future.

Hayden Hunsaker, an Associate Financial Advisor at Ameriprise Financial Services, LLC in Scottsdale, Arizona, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Hayden provides personalized investment and portfolio recommendations to support clients in reaching milestones such as retirement or major purchases. Regular meetings are scheduled to review progress, adjust strategies as needed, and track success along the way. Clients can access their accounts and investments securely from any device, making it easy to stay informed and engaged in the financial planning process. To learn more about Hayden's services, clients can schedule a complimentary initial consultation to discuss their financial priorities. Hayden is registered in states where securities business is conducted, as listed on FINRA's BrokerCheck website. The initial consultation provides an overview of financial planning concepts, although written analysis and recommendations are not provided at this stage. Ameriprise Financial does not guarantee future financial results, but strives to support clients in making informed decisions about their financial future.

Vertex Wealth Advisors - Ameriprise Financial Services, LLC is a leading finance institution located at 14274 North Northsight Boulevard in Scottsdale, Arizona, United States. Recognized as one of the Forbes Best-in-State Wealth Management Teams in 2024, we offer personalized financial services to help our clients reach their goals. Our team of Ameriprise Financial Advisors provides tailored advice and recommendations based on individual goals and risk tolerance. With over 125 years of history, we prioritize building a strong 1-to-1 relationship with our clients to set them up for financial success. At Vertex Wealth Advisors, we start by understanding what is most important to you, whether it's planning for retirement, education, or a major purchase. We document your goals, regularly review your progress, and update your approach as life changes. Our clients have access to their investments and accounts anytime, from any device, allowing them to track their progress towards their goals securely.

Jules Freeman - Financial Advisor, Ameriprise Financial Services, LLC, located at 16220 North Scottsdale Road, Scottsdale, Arizona, United States, is a finance institution that provides personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. They offer regular goal tracking and progress reviews, as well as secure online access to investments and accounts. Clients can schedule a complimentary initial consultation to discuss retirement, education, major purchases, and more. Jules Freeman is a registered investment adviser with Ameriprise Financial Services, LLC, offering securities and investment advisory products. They prioritize client relationships and strive to help individuals achieve their financial goals.

David Kutz - Financial Advisor at Ameriprise Financial Services, LLC, located at 16220 North Scottsdale Road in Scottsdale, Arizona, offers personalized financial planning services tailored to each client's individual goals and risk tolerance. With a focus on retirement, education, and major purchases, David provides investment recommendations, asset allocation strategies, and portfolio reviews to help clients track their progress and make adjustments as needed. Clients can access their accounts and progress towards their goals securely from any device, and schedule complimentary initial consultations to learn more about how David can help them achieve financial success. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC offers investment products and advisory services to help clients navigate the complexities of the financial markets. With a commitment to privacy and security, David Kutz is dedicated to helping clients and their loved ones build a more confident financial future.

John Santillo - Associate Advisor at Ameriprise Financial Services, LLC, located at 16220 North Scottsdale Road in Scottsdale, Arizona, United States, is a finance institution dedicated to helping clients achieve their financial goals. Specializing in investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance, John Santillo offers personalized services to help clients track their progress and adjust their financial approach as needed. Clients can access their investments and accounts securely from any device and receive regular reviews and updates on their financial status. To schedule a complimentary initial consultation or learn more about how John Santillo can assist with retirement planning, education savings, major purchases, and more, interested individuals can visit the FINRA's BrokerCheck website for background and qualification information. With a focus on understanding each client's unique needs and providing personalized financial solutions, John Santillo aims to help clients build a more confident financial future.

Amanda Palacios - Financial Advisor at Ameriprise Financial Services, LLC, located at 14274 North Northsight Boulevard in Scottsdale, Arizona, offers personalized financial planning services tailored to your individual goals and risk tolerance. Whether you are planning for retirement, education, or a major purchase, Amanda will provide investment recommendations and portfolio analysis to help you track your progress and adjust your approach as needed. With access to your investments and accounts from any device, you can stay informed and connected with Amanda securely. Schedule a complimentary initial consultation to learn more about how Amanda can help you achieve your financial goals. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Don't hesitate to refer your friends and family to Amanda for expert financial guidance.

Rob Lenz is a financial advisor at Ameriprise Financial Services, LLC, located at 16220 North Scottsdale Road in Scottsdale, Arizona, United States. Ameriprise Financial has been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. Rob Lenz offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. Rob Lenz is committed to diversity and creating a better financial future for all. Those interested can schedule a complimentary initial consultation to learn more about how he can help achieve financial goals. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Visit the website for more information on corporate equality and disability inclusion initiatives. Rob Lenz looks forward to helping friends and family members achieve their financial goals through referrals.

D. F. Rick Speidel - Financial Advisor at Ameriprise Financial Services, LLC, located in Scottsdale, Arizona, is a trusted wealth manager recognized by Investor’s Business Daily. Specializing in personalized financial planning, D. F. Rick Speidel offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular progress reviews and updates ensure that clients stay on track towards their financial objectives. Accessible online tools allow clients to monitor investments securely from any device. With a focus on preserving wealth and minimizing risk, D. F. Rick Speidel helps clients navigate the complexities of the financial market. Schedule a complimentary consultation to take the first step towards a more secure financial future with Ameriprise Financial Services, LLC. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC.

Katherine J Kenison is a financial advisor at Ameriprise Financial Services, LLC located at 14274 North Northsight Boulevard in Scottsdale, Arizona, United States. With a focus on your individual goals and risk tolerance, Katherine provides investment recommendations and portfolio management to help you achieve financial success. Regular progress reviews and updates ensure that your financial plan adapts to life changes. Access your investments and track your progress securely from any device. Schedule a complimentary initial consultation to learn more about how Katherine can help you reach your financial goals. Explore retirement planning tools and resources to address common concerns such as income longevity, market fluctuations, and inflation impact on retirement income. Ameriprise Financial Services, LLC offers investment products and advisory services, with securities offered through FINRA and SIPC. Contact Katherine J Kenison for personalized financial guidance tailored to your needs.

Robert Adams, a financial advisor at Ameriprise Financial Services, LLC, located at 14274 North Northsight Boulevard in Scottsdale, Arizona, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Robert provides investment recommendations and portfolio analysis to help clients track their progress towards retirement, education, or other major life milestones. Regular meetings and updates ensure that strategies are adjusted as life changes. Clients can access their accounts and track their progress securely from any device. Robert's qualifications and background information can be found on FINRA's BrokerCheck website. Schedule a complimentary initial consultation to learn more about how Robert can help you reach your financial goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.

Parfet & Associates - Ameriprise Financial Services, LLC, located at 6909 East Greenway Parkway in Scottsdale, Arizona, is a finance institution that focuses on helping clients achieve their financial goals. With a personalized approach, they offer investment recommendations, asset allocation strategies, and portfolio management tailored to individual goals and risk tolerance. Clients can track their progress and access their accounts securely from any device. The team at Ameriprise Financial Services, LLC meets regularly with clients to review and adjust their financial plans as needed. They also offer complimentary initial consultations to discuss financial planning concepts. Ameriprise financial advisors are registered to do business in specific U.S. states, and clients can find additional information on the advisor's personal website or through FINRA's BrokerCheck website. The institution emphasizes privacy and security, and clients can rest assured that their information is protected. With a focus on long-term financial success, Ameriprise Financial Services, LLC is dedicated to helping clients navigate the complexities of the financial world.

Winston & Associates - Ameriprise Financial Services, LLC is a finance institution located at 16220 North Scottsdale Road, Scottsdale, Arizona, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides complimentary initial consultations to discuss retirement, education, major purchases, and more. Ameriprise financial advisors are registered in certain U.S. states and cannot guarantee future financial results. Clients can refer to FINRA's BrokerCheck website for additional details. The institution values privacy and security, and users agree to abide by the terms of the Ameriprise Financial Website Rules and Regulations. They are committed to helping clients achieve their financial goals and appreciate referrals from satisfied clients.

Palacios & Associates - Ameriprise Financial Services, LLC, located at 14274 North Northsight Boulevard in Scottsdale, Arizona, is a finance institution dedicated to helping individuals reach their retirement goals and financial aspirations. With a focus on personalized financial strategies tailored to each client's unique goals and risk tolerance, we provide investment recommendations and portfolio analysis to help you track your progress towards achieving your financial objectives. Our team of Ameriprise financial advisors are committed to engaging each generation in meaningful conversations about their financial priorities, whether it be planning for education, retirement, or personal investments. We emphasize the importance of financial literacy across generations, empowering each family member to make informed decisions for their future. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and we adhere to strict privacy and security guidelines to ensure the safety of your information. Contact us today to begin your journey towards financial wellness.

Todd R Pfutzenreuter - Financial Advisor, Ameriprise Financial Services, LLC, located at 14274 North Northsight Boulevard in Scottsdale, Arizona, offers personalized financial planning services to help clients reach their goals. With a focus on retirement, education, and major purchases, Todd provides investment recommendations tailored to individual risk tolerance. Regular meetings and progress reviews ensure that clients stay on track, with access to accounts and investment information available at any time. The institution also offers tools like the Retirement InteractiveSM tool to address common retirement concerns. Todd Pfutzenreuter is a registered investment adviser with FINRA and SIPC, offering securities and investment advisory products through Ameriprise Financial Services, LLC. Schedule a complimentary initial consultation to start planning for a more secure financial future.

Kateryna Kariniemi is a financial advisor at Ameriprise Financial Services, LLC located at 14274 North Northsight Boulevard, Scottsdale, Arizona, United States. She offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. Kateryna specializes in retirement planning and offers a complimentary initial consultation to discuss financial planning concepts. She is a registered investment adviser and securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Residents of select states can conduct securities business with Kateryna. Schedule a consultation today to discuss your financial goals and secure a confident financial future.

InReach Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 14500 North Northsight Boulevard, Scottsdale, Arizona, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our team documents your goals, regularly reviews your progress, and updates your approach as life changes. With secure online access, you can track your investments and accounts anytime, anywhere. If you're interested in scheduling a complimentary initial consultation or learning more about how we can help you reach your financial goals, get in touch with us. Our financial advisors are dedicated to providing personalized advice and helping you feel confident and in control of your financial future.

Merrill Lynch Financial Advisor Matthew B Howell is a team of experienced financial professionals located at 14636 North Scottsdale Road, Scottsdale, Arizona, United States. With over 100 years of combined experience, they specialize in serving the needs of affluent investors. The team is dedicated to providing personalized service, attention to detail, and follow-up to ensure client satisfaction. They have managed over $762 million in assets as of February 2024. Their wealth management planning is tailored to address each client's unique concerns and goals, such as retirement income planning, education funding, and wealth transfer. By following a disciplined planning process, the team aims to understand each client's investment preferences and create a customized strategy to optimize short- and long-term goals.