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State DirectoryFinancial Planners in Scottsdale, AZ
1. CoolTrade Inc.
18940 N Pima Rd Suite D-240, Scottsdale, AZ 85255
From Business: Taking profits out of the market is just as important as the stocks you invest in. Online trading has evolved. The ‘buy and hold’ paradigm no longer applies for today’s…
2. Johnson Bank
32621 N Scottsdale Rd, Scottsdale, AZ 85266
Wheelchair accessible3. Desert Financial Credit Union
8220 Via Paseo Del Norte, Scottsdale, AZ 85258
From Business: Located north of McCormick Parkway and East of Hayden Road. Your health and safety is a top priority, and to help minimize the spread of COVID-19 we’re temporarily adjusting…
4. New York Life - Jeff Barra
14850 N Scottsdale Rd, Scottsdale, AZ 85254
From Business: Established in 1845, New York Life Insurance Company is one of the leading mutual life insurance companies in the United States. It specializes in providing a range of…
5. LPL Financial - Donald Burton, CFP
8707 E Vista Bonita Dr Ste 135, Scottsdale, AZ 85255
From Business: Financial Planning, Financial Planner, Retirement Planning, Fee Based Accounts, Mutual Funds, Stocks, Bonds, 401k analysis, IRA Rollovers, College Savings Plans, Annuities,…
Wheelchair accessible6. United Planners' Financial Svc
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258
From Business: United Planners Financial Services provides full-brokerage insurance and investment advisory services to nearly 300 investment and estate planning professionals located…
7. GoldBook Financial
4900 N Scottsdale Rd Ste 4000, Scottsdale, AZ 85251
From Business: As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future. The…
8. Homeowners Financial Group
4800 N Scottsdale Rd Ste 6000, Scottsdale, AZ 85251
From Business: Homeowners Financial Group is an award-winning mortgage lender committed to serving your lifetime of home financing needs. Whether you’re looking to purchase a primary…
9. Kris Dahl - RBC Wealth Management Financial Advisor
6710 N Scottsdale Rd Ste 150, Scottsdale, AZ 85253
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…
10. Chip Pisoni - RBC Wealth Management Financial Advisor
6710 N Scottsdale Rd Ste 150, Scottsdale, AZ 85253
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…
11. Theodore J. Crowley II - RBC Wealth Management Financial Advisor
6710 N Scottsdale Rd Ste 150, Scottsdale, AZ 85253
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…
12. Bill Herf - RBC Wealth Management Financial Advisor
6710 N Scottsdale Rd Ste 150, Scottsdale, AZ 85253
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…
13. Daniel Fox - RBC Wealth Management Financial Advisor
6710 N Scottsdale Rd Ste 150, Scottsdale, AZ 85253
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…
14. Peter Roe - RBC Wealth Management Financial Advisor
6710 N Scottsdale Rd Ste 150, Scottsdale, AZ 85253
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…
15. Charles Schwab
7293 N Scottsdale Rd, Scottsdale, AZ 85253
From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…
16. Arizona Retirement Planning
8655 E Via De Ventura Ste F127, Scottsdale, AZ 85258
From Business: We specialize in helping individuals develop well-rounded, sound retirement strategies. If you are retired â?? or approaching retirement â?? please take the time to explore our…
17. Continuum Wealth Management
7337 E Doubletree Ranch Rd Ste 282, Scottsdale, AZ 85258
From Business: Continuum Wealth Management, founded by financial advisor Craig Ritter, CFP®, provides fee-only, fiduciary retirement planning, investment management and financial planning to…
18. Grand Canyon Planning Associates
9035 E Mountain View Rd, Scottsdale, AZ 85258
From Business: Grand Canyon Planning Associates, LLC (GCPA), founded by John and Tracey Dombroski, is a full service financial and estate planning company with professionals that have been…
19. Bridge Financial Strategies
11111 N Scottsdale Rd Ste 205, Scottsdale, AZ 85254
From Business: At Bridge Financial Strategies, we have one goal: Help women achieve financial security. We have developed and refined a process that aligns every aspect of our clients…
20. James Rettke - Financial Advisor, Ameriprise Financial Services
14274 N Northsight Blvd Ste 100, Scottsdale, AZ 85260
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
21. Jeffrey Ellish - Private Wealth Advisor, Ameriprise Financial Services
14274 N Northsight Blvd Ste 100, Scottsdale, AZ 85260
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
22. John Merendino - Private Wealth Advisor, Ameriprise Financial Services
14274 N Northsight Blvd Ste 100, Scottsdale, AZ 85260
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
23. Karekin Girair Kaprelian - Private Wealth Advisor, Ameriprise Financial Services
14274 N Northsight Blvd Ste 100, Scottsdale, AZ 85260
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
24. Eric Gill - Financial Advisor, Ameriprise Financial Services
14274 N Northsight Blvd Ste 100, Scottsdale, AZ 85260
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
25. Katrina Arrington - Financial Advisor, Ameriprise Financial Services
14274 N Northsight Blvd Ste 100, Scottsdale, AZ 85260
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
26. Katherine J Kenison - Financial Advisor, Ameriprise Financial Services
14274 N Northsight Blvd Ste 100, Scottsdale, AZ 85260
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
27. Rene Espinoza - Financial Advisor, Ameriprise Financial Services
14274 N Northsight Blvd Ste 100, Scottsdale, AZ 85260
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
28. Sandra Kramer - Financial Advisor, Ameriprise Financial Services
14274 N Northsight Blvd Ste 100, Scottsdale, AZ 85260
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
29. Ronald Ginter - Financial Advisor, Ameriprise Financial Services
14274 N Northsight Blvd Ste 100, Scottsdale, AZ 85260
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
30. Tiffany Evans - Financial Advisor, Ameriprise Financial Services
14274 N Northsight Blvd Ste 100, Scottsdale, AZ 85260
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…