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Financial Advisors Licensed to practice in Tempe, 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 than just financial planning and wealth management. We're friends, colleagues, counselors, and professionals with decades of experience who take the time to get to know you and your unique needs. We value close, long-term relationships, and build them with trust and transparency - the cornerstones of our business. Understanding what matters most to you gives us the knowledge to support you through whatever life has in store.***Securities offered through United Planners Financial Services, Member... 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 risks and plan accordingly.3. InvestmentsYou need an investment strategy that takes into account your retirement goals, how you view risk, and your timeline for retirement. We take a dynamic money management approach in activley monitoring and adjusting your portfolio.4. IncomeIncome is the engine of your retirement. We help you develop a plan so you take the right amount of income in the most tax efficient way possible.5. TaxesWe help you develop a strategy that balances your tax burden now and... read more>>

Adam Harding CFP®, Financial Advisor from Tempe, Arizona
(194 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

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 workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

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.

David Rosenthal, CFP, Financial Advisor from Tempe, Arizona
(1007 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 your wealth. Wealth Management is a combination Investment Management + Financial Planning. I will help you maximize your wealth by managing your investments, income tax planning, estate and gift planning, maximizing your company benefits (401(k), restricted stock, stock options, deferred compensation plans), and when income is needed turning your investments into a reliable income stream. To provide you with a consistent, high-quality level of service, we maintain only a select number of client... read more>>

Joe Vazquez, Financial Advisor from Tempe, Arizona
(417 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 have. The 15 years of experience you see to the right of this paragraph --> ensures that you are working with a partner who has helped clients through some of the toughest markets and financial strains encountered in generations.We maintain only a select number of client and family relationships, and get to know your situation inside and out. I will help you maximize your wealth by making the most of your company benefits (401(k) plan, restricted stock, stock options, deferred compensation... 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.

Jeff Snell, Financial Advisor from Tempe, Arizona
(105 views)
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Jeff
JR Snell Capital Management, LLC
4012 E Lone Mountain Rd.,
Cave Creek, AZ   85331
Call : (480) 575-7688

We will help you develop and execute a "Professional Escape Plan". Retirement in the traditional sense is an outmoded concept. Today, retirement is about building a lifestyle and the necessary cash flows to allow you to work if you choose, doing what you choose, when you choose to do it.Visualizing your future life is more than simply picking a goal from a robot and getting a number to scrimp and save toward. It is about finding out through the process of discovery what you visualize your life and "retirement" to look like. Travel? Second career? Educating grandkids? Building a legacy? We specialize in helping you to make these discoveries.Planning your path to get there is a collaborative effort to lay down concrete action steps and projections including alternative courses of action. Financial plans should be dynamic and interactive and we use state of the art online tools and best in class planning software to make it possible for you to see your path to the future.Execution is... read more>>

List of Additional Financial Advisors in or around Tempe, Arizona
Lincoln Financial Group Scottsdale, AZ

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Are You A Financial Advisor in Arizona?

Must Have

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