Financial Advisors in Arizona

Martin T. Cole CFP, ChFC, CLU, AAMS (CRD#:2245650) is an experienced financial advisor with Cole Wealth Management, LLC, located at 14301 N 87th St, Suite 307, Scottsdale, AZ 85260. Martin T. Cole has over 20 years of experience as a financial services professional/consultant.

About the Firm: Financial Peace of Mind! Let the Client Focused Advisors of Cole Wealth Management develop a personalized financial plan and investment strategy to guide you to your goals. At Cole Wealth Management, we specialize in providing financial simplicity and peace of mind for executives, entrepreneurs, professional athletes, retirees and business entities.

Martin T. Cole's comprehensive investment strategies include Stocks, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI), Annuities, Insurance. Martin T. Cole is licensed for the following insurance and annuities products: Annuity, Disability, Life, Long Term Care.

Martin T. Cole's portfolio size requirement is $50,000. Martin T. Cole's compensation methods: Hourly, Flat Fee, Based on Assets.

Martin T. Cole can be reached at (480)535-6342 and is generally available for a meeting at firm's office, at your home, at your office, via phone, via email.

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WiserAdvisor >   Financial Advisors >   Arizona 

Premium Financial Advisors Listing

Andrew Tuell, Financial Advisor from Arizona, Andrew Tuell


(480) 444-3781
14851 N Scottsdale Rd #103,
Scottsdale, AZ   85254

As a Financial Consultant with AXA Advisors in Scottsdale Arizona, I work with clients to build strong and secure financial futures. Working in financial services in Scottsdale for the past 8 years I have the commitment and resources to help build strong relationships and customized investment strategies for my valued clients.The areas I focus in .......

David A. Gray CFP, CRPC, Financial Advisor from Arizona, David A. Gray CFP, CRPC


(480) 535-7446
17550 North Perimeter Drive,
Suite 140,
Scottsdale, AZ   85255

With increasingly complex and unpredictable financial markets and longer life expectancies, working with an investment professional is more important than ever........

Martin T. Cole CFP, ChFC, CLU, AAMS, Financial Advisor from Arizona, Martin T. Cole CFP, ChFC, CLU, AAMS


(480) 535-6342
14301 N 87th St,
Suite 307,
Scottsdale, AZ   85260

Financial Peace of Mind! Let the Client Focused Advisors of Cole Wealth Management develop a personalized financial plan and investment strategy to guide you to your goals. At Cole Wealth Management, we specialize in providing financial simplicity and peace of mind for executives, entrepreneurs, professional athletes, retirees and business entities.......

Chad Fletcher, ChFC, LUTCF, Financial Advisor from Arizona, Chad Fletcher, ChFC, LUTCF


(480) 308-8400
2473 S Higley Rd, Ste. 104-224,
Gilbert, AZ   85295

We are here to help you find focus, clarity and confidence in your financial program. We are dedicated to informing and educating the public regarding the follies of traditional financial thinking. Unfortunately, there are many pervasive and persistent messages about how money works that aren't entirely true. We're here to help you remove the vei.......

Jeff Snell, Financial Advisor from Arizona, Jeff Snell


(480) 447-3432
4012 E Lone Mountain Rd.,
Cave Creek, AZ   85331

JR Snell Capital Management, LLC utilizes a unique cash flow planning model to plot your progress toward your goals, whatever they may be... retirement, education- funding or a special project. We then manage your money directly for you tactically, using a methodology designed to smooth out the market bumps so that you don't have to ride the s.......

Mark Silverman, CFP, Financial Advisor from Arizona, Mark Silverman, CFP


(520) 468-6682
333 N. Wilmot Rd.,
Suite 340,
Tucson, AZ   85711

Mark Silverman is the President and Founder of Silverman + Associates; a Tucson-based firm focusing on helping senior adults grow and protect their assets. As a fully independent financial services firm, we are not restricted to any investment product or company, and work exclusively for the benefit of our clients. In fact, we serve in a fiduciar.......

Rick Willoughby, AAMS, AWMA, Financial Advisor from Arizona, Rick Willoughby, AAMS, AWMA


(480) 567-9977
Phoenix,
Phoenix, AZ   85044

****RATED 5 STARS BY THE PALADIN REGISTRY**** I strive to improve my clients' quality of life. Whether you have $1 or Millions you can expect advice that only comes from an independent advisor with experience. Independent financial advisers are the only type of financial advisers who are able to select from all the products available in the marketp.......

Eric Mattingly, CFP, MBA, Financial Advisor from Arizona, Eric Mattingly, CFP, MBA


(520) 232-0505
3573 E Sunrise Dr,
Suite 115,
Tucson, AZ   85718

With over 19 years of total work experience, I am in the business of helping my clients meet all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success. Investments, taxe.......

Michael Treiberg CFP, Financial Advisor from Arizona, Michael Treiberg CFP


(520) 329-0054
3573 E Sunrise Drive, Suite 115,
Tucson, AZ   85718

We strive to help clients create, grow, protect and distribute wealth in the most efficient manner possible, based on our clients specific needs and goals. We offer customized solutions with the greatest attention to detail. We are committed to putting quality service and objective advice first. Securities and advisory services offered through L.......

David Rosenthal, CFP, Financial Advisor from Arizona, David Rosenthal, CFP


(480) 447-3613
8550 E Shea Blvd #130,
Scottsdale, AZ   85260

If you are an entrepreneur with your own business or thinking about selling your business, a corporate executive with complex company benefits, a divorcee figuring out your finances, or looking to retire soon then my experience will be of benefit to you. Each type of client I work with has a unique set of circumstances and needs, but the common t.......

Keith Dorson, Financial Advisor from Arizona, Keith Dorson


(480) 447-3249
575 W. Chandler Blvd.,,
Suite 220,
Chandler, AZ   85225

Value based financial road maps. Financial plans that work the first time. Complete Estate, Tax, Investment and Risk Management Planning. Fee based. We help you reach your dreams and goals........

James Dekoschak, Financial Advisor from Arizona, James Dekoschak


(520) 329-1853
1 South Church Ave., 22nd Flr,
Tucson, AZ   85701

Elevating the Art of Wealth Management Eagle Strategies specializes in customized financial solutions. Your individual strategy is crafted to ensure flexibility and resiliency to changes in the economy and tax laws, as well as your own changing needs throughout your life. From investments and asset allocation to protecting your earnings and other .......

Jeff Klever, Financial Advisor from Arizona, Jeff Klever


(480) 946-3626
8752 E. Shea Blvd. Suite 130,
Scottsdale, AZ   85260

The Mutual Fund Store is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the companys system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as .......

Jeff Klever, Financial Advisor from Arizona, Jeff Klever


(480) 855-3322
3355 W. Chandler Blvd. Suite 2,
Chandler, AZ   85226

The Mutual Fund Store is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the companys system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as .......

Other Financial Advisors Listing

Roger Adler, Financial Advisor from Arizona, Roger Adler
Buttonwood Financial Partners

17550 N Perimeter Drive,
Scottsdale, AZ   85255

Buttonwood sets itself apart from other firms by its structure as a 100% independent wealth management company. We offer conflict free, independent guidance. Simply stated, our interests are complet.......

John J. Chichester, Jr. , Financial Advisor from Arizona, John J. Chichester, Jr.
Chichester Financial Group LLC

3420 E. Shea Boulevard,
Suite 164,
Phoenix, AZ   85028

Gain from an independent perspective. Chichester Wold Financial, LLC is an independently owned financial consulting firm with more than 17 years of dedicated personalized service to our clients. Our .......

Thomas M. Fischer, Financial Advisor from Arizona, Thomas M. Fischer
Nova Financial Services

8888 E. Raintree Dr. #252,
Scottsdale, AZ   85260

We are a full service Independent, fee based financial planning firm. Specializing in written financial plans, wealth management, wealth accumulation, and estate planning. Through our proven process w.......

Richard Greene, CLU, ChFC, Financial Advisor from Arizona, Richard Greene, CLU, ChFC
R.W.Greene & Associates, Inc.

2850 N Swan Road,
Suite #140,
Tucson, AZ   85712

R.W. Greene & Associates, Inc. has provided financial, retirement and estate planning services to our clients since 1976. Our ability to coordinate all financial aspects for an individual or business .......

James Bishopp, Financial Advisor from Arizona, James Bishopp
SJI Financial Services Inc.

7481 east broadway blvd,
suite 100,
Tucson, AZ   85710

At SJI Financial Services, we want you to make the educated choice when it comes to your financial planning. Whether it is saving for retirement, sending your children through school, or advice with w.......

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