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Financial Advisors Licensed to practice in Phoenix, Arizona

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>>

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>>

Adam Harding CFP®, Financial Advisor from Phoenix, Arizona
(244 views)
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Adam
Harding Investments & Planning
7135 E Camelback Rd,
Scottsdale, AZ   85257
Call : (480) 205-1743

In the most simple terms, helping people navigate life's financial complexities is what we do. This often means providing investment advice, but this investment advice has to reflect the unique challenges, opportunities and resources each investor is faced with. This is why we always make sure a thorough financial plan is completed before we give investment advice. Services we provide include: Comprehensive Financial PlanningInvestment ManagementRetirement Plan Consulting (commonly... read more>>

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>>

Legend Capital Group, Inc.
6710 N. Scottsdale Road Suite 240,
Scottsdale, AZ   85253
Call : (480) 685-2932

Our mission is to help our clients and their families achieve and maintain financial peace of mind - preserving the nest egg and wealth they have created and build a legacy for future generations. Our reputation for excellence is earned through the hard work of our highly experienced team who are focused exclusively on the planning of your financial future. As a highly-valued client, you can be certain that Legend Capital's is committed to providing the exceptional client service you expect and... 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.

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.

Joe Vazquez, Financial Advisor from Phoenix, Arizona
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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 Phoenix, Arizona
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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>>

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>>

Alpha Fiduciary
7010 E. Chauncey Lane #130,
Phoenix, AZ   85054
Call : (888) 562-4033

Thank you for considering Alpha Fiduciary your trusted fiduciary advisor. We live in a dynamic, often scary world, so you'll take comfort that our core beliefs and adaptable investment philosophy were designed for the world we live in.Our experienced and credentialed professionals have personally managed money during the most volatile of times, including the Japanese asset price bubble (ca 1992), the "dot-com" bubble (ca 2000), the U.S. housing/derivatives bubble (ca 2008), and the three bear... read more>>

List of Additional Financial Advisors in or around Phoenix, Arizona
Lincoln Financial Group Scottsdale, AZ
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  • Minimum 5 years of Experience
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