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Financial Advisors in Arizona

American Financial Investments, LLC
3112 Clearwater Dr., Suite B,
Prescott, AZ   86305
Call : (928) 771-8368

American Financial Investments, LLC is an independent Registered Investment Advisor in the state of Arizona that offers professional money management through various third-party money managers. One of our strategic alliances is with Gradient Investments, LLC (GI). GI is an SEC registered investment advisor firm offering clients over 20 proprietary portfolios. The portfolios are managed by their Chief Investment Officer, Wayne Schmidt CFA, MGA; Senior Portfolio Manager, Michael Binger, CFA;... read more>>

Cole Wealth Management, LLC
14301 N 87th St,
Scottsdale, AZ   85260
Call : (480) 275-6354

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, retirees and small businesses.

Crown Capital Securities L.P.
5285 W. Vengeance Tr.,
Prescott, AZ   86305
Call : (928) 499-0720

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 of financial products and services to individuals, families and business owners. By providing sound financial information Scott believes you will be... read more>>

G&G Wealth
6929 E Greenway Parkway #180,
Scottsdale, AZ   85254
Call : (480) 719-7469

G&G Wealth is a diversified and experienced team, founded by women, who strive to provide tailored, expert advice on all aspects of wealth management for a select group individuals, families, and businesses both locally and around the country. Our mission and passion is to become a trusted partner to our clients while guiding them through all stages of their financial lives.

Pinnacle Financial Advisors
105 Roadrunner Drive Suite 4,
Sedona, AZ   86336
Call : (480) 967-1155

Since 2005, Pinnacle Financial Advisors has helped individuals, families, and businesses understand their financial opportunities and plan for the future. As nimble, strategic partners, our team brings extensive and diverse experience, with each member possessing a unique skillset and background that provides holistic support. We have first-hand experience tackling all sorts of issues from straightforward circumstances to the most complex cases.At Pinnacle Financial Advisors, we provide more... read more>>

Pinnacle Financial Advisors
2141 East Broadway Road Suite 104,
Tempe, AZ   85282
Call : (480) 641-1315

Since 2005, Pinnacle Financial Advisors has helped individuals, families, and businesses understand their financial opportunities and plan for the future. As nimble, strategic partners, our team brings extensive and diverse experience, with each member possessing a unique skillset and background that provides holistic support. We have first-hand experience tackling all sorts of issues from straightforward circumstances to the most complex cases.At Pinnacle Financial Advisors, we provide more... read more>>

Rise Financial Group
3303 E Baseline Rd #107,
Gilbert, AZ   85234
Call : (480) 878-7444

Rise Financial Group is an independent Registered Investment Advisor Firm located in Gilbert, Arizona that offers professional money management through various third-party money managers. Current alliances are with AE Wealth Management, LLC and Sterling Capital Management. These firms offer various proprietary portfolios that uniquely fit our clients risk profiles. Additionally, Rise Financial Group is a company that is dedicated to providing education, tools and personalized service to help... read more>>

Seros Financial
2141 E. Broadway Rd.,
Tempe, AZ   85282
Call : (480) 967-1155

Most people only get one shot at retirement. That's why we help you take the guess work out of the process. Seros360™ is a seven part mentoring approach to retirement.1. GoalsWe build a bridge from your idea of retirement to the real thing. What really matters most to you in retirement and understand the steps needed to reach your goals.2. RisksLiving longer. Rising healthcare costs. Inflation. These are risks everyone faces during retirement. Working together, we can help you identify your... read more>>

Strategic Financial Group
633 E Ray Road,
Gilbert, AZ   85296
Call : (480) 276-0805

The mission of our firm is to become the last financial decision any client has to make. We strive to provide consistent repeatable results in all cycles of the financial markets & economy. Our disciplined approach to risk management allows the flexibility to manage all assets in a strategic manner.FIRST MEETING: Take a financial snapshot Create a financial plan Act on the financial plan Set next appointment FIRST MEETING, No cost, No obligation.

Eric Mattingly, CFP®, MBA, Financial Advisor from Arizona,
(615 views)
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Eric
Treiberg Wealth Management
3573 E Sunrise Dr,
Tucson, AZ   85718
Call : (520) 232-0505

With over 20 years of total work experience, I am in the business of helping my clients work towards their financial goals. 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, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.My... read more>>

Treiberg Wealth Management, Inc.
3573 E Sunrise Drive, Suite 115,
Tucson, AZ   85718
Call : (520) 232-0505

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 LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Joe Vazquez, Financial Advisor from Arizona,
(429 views)
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Joe
Wealth Management Solutions, LLC
8550 E Shea Blvd,
Scottsdale, AZ   85260
Call : (480) 609-4334

401k Rollover? You and I may have already met. After a decade of engaging with Fortune 500 companies and their employees to provide education and advice on their retirement plans, I have had the opportunity to speak with hundreds of clients across the country and assist them with their financial goals. Because I have been invited to review and advise on investments for many employers and their employees, there is a breadth of knowledge that many younger advisors and investment salesmen do not... read more>>

David Rosenthal, CFP, Financial Advisor from Arizona,
(1021 views)
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David
Wealth Management Solutions, LLC
8550 E Shea Blvd #130,
Scottsdale, AZ   85260
Call : (480) 609-4334

If you are an entrepreneur with a business or are thinking about selling your business, a corporate executive with complex company benefits, a divorcee figuring out your finances, or just 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 thread is a piece of mind you will get from having a professional manage your assets, provide financial planning expertise and ultimately maximize... read more>>

Adam Harding CFP®, Financial Advisor from Arizona,
(214 views)
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Adam
Adam C. Harding, CFP
7135 E Camelback Rd,
Scottsdale, AZ   85257
Call : (480) 205-1743

We are an independent fiduciary investment advisor. We carefully blend financial science, modern technology, and complex planning techniques to help clients pursue a better investment experience.Services we provide include: Comprehensive Financial PlanningInvestment ManagementRetirement Plan Consulting (commonly 401(k))Estate and Gift PlanningInsurance Strategies and Risk ManagementTax Optimization and PlanningEducation Planning

Approach Capital Partners
Mesa & Scottsdale,
Mesa, AZ   85205
Call : (480) 993-9733

We manage our client's wealth through a continuous cycle of planning, implementation, evaluation and transitioning as market conditions and personal priorities dictate.We work with our clients to prioritize investment needs and build a plan to meet your needs and wants.Implementation is critical to success. Low cost, tax efficient strategies are part of our recommendations for success.On a regular basis, we meet with our clients to confirm their investments are actually performing as outlined.... read more>>

Vora Financial Group, PLLC
14 E Birch Ave,
Flagstaff, AZ   86326
Call : (928) 526-8672

Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish long and trusted relationships with our clients.

Mark Silverman, CFP®, Financial Advisor from Arizona,
(775 views)
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Mark
Silverman Associates
333 N. Wilmot Rd.,
Tucson, AZ   85711
Call : (520) 512-8832

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 fiduciary capacity to act in each of our client's best interests. We care deeply about helping our clients achieve their goals and objectives, and strive to... read more>>

Ian Krekelberg, Financial Advisor from Arizona,
(100 views)
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Ian
Financial Engines Advisors, LLC
3100 West Ray Road,
Chandler, AZ   85226
Call : (480) 946-3626

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>

Voya Financial Advisor
3146 N Swan Rd,
Tucson, AZ   85712
Call : (520) 314-3295

Carmichael Financial was founded on the principles of Trust, Honesty, and Full Disclosure in the form of Information, which means your interests always come first. As a Financial Advisor working with Voya Financial Advisors we adhere to higher standards of education, experience and integrity, you can feel confident that you will receive information about fees and get the peace of mind that many people have been waiting for about their financial situation. I am a member of The IARFC which... read more>>

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