Financial Advisors in Arizona

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Results from people who have used the "Match Me" form above

Profile

Susan is in her mid 60s, retired school teacher, married, has grandkids and loves gardening and is involved in her church community.

Portfolio Size:

$200K in 403(b) and $35K cash to invest.

Former Advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
... WiserAdvisor helped us connect with Brian who had clients similar to our situation.

WiserAdvisor >   Financial Advisors >   Arizona 

Premium Financial Advisors Listing

Andrew Tuell, Financial Advisor from Arizona,

Andrew Tuell

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

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

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...

Scott Galbraith, Financial Advisor from Arizona,

Scott Galbraith

Scott Galbraith is committed to assisting his clients with their entire financial needs. Scott and his team of experienced professionals are prepared to help you implement a plan that is right for you. Scott Galbraith is an independent full-service financial firm committed to helping people pursue their financial goals. Scott offers a wide range ...

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

Chad Fletcher, ChFC, LUTCF

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

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

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

****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

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

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

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

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

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

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 ...

Louis Horwin, Financial Advisor from Arizona,

Louis Horwin

My function is to generate income and gains for clients. To be vigilant in preserving principle. To be alert to economic and market trends. To provide clients with appropriate and immediate information. And to be readily available to answer questions, handle concerns, and inform them regarding investment opportunities....

Jeff Klever, Financial Advisor from Arizona,

Jeff Klever

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

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

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

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...

Selecting the Right Advisor

The Definitive Guide to selecting the right financial advisor for your needs.

Are You A Financial Advisor?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only