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Harry C. Calivas

CFP®, CIMA®

Ph.D. in Finance - Managing Director - Investments

Specialties:

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Wells Fargo Advisors

16145 N. 83rd Ave, Ste 140
Peoria, AZ 85382
(800) 634-3996
+1 More Number
(623) 876-4847
CONNECT WITH Harry
  • linkedin link

Lisa Dickholtz

CFP®

Co-Founder, Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

DICKHOLTZ HEALTH & WEALTH

PO Box 1130, 7301 E. Sundance Trail, Suite B202
Carefree, AZ 85377
(847) 612-9684

Mark D. Johnson

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Fountain Financial Group, Inc.

16921 E Palisades Blvd, Ste 105
Fountain Hills, AZ 85268
(480) 837-5971

James P. Dew

CFP® MBA ChFC® CPWA®

President & CEO

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Financial Advisor serving Arizona and the surrounding communities.

Dew Wealth Management

8888 E Raintree Dr, Suite 120
Scottsdale, AZ 85260
(480) 614-9119
CONNECT WITH James
  • linkedin link

Mary N. Wilcox

EA, CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Wilcox Tax and Financial Advisors LLC

4802 E RAY RD, STE 23-682
Phoenix, AZ 85044-6405
14808933339

Thomas J. Connelly

CFA, CFP®

President & Chief Investment Officer

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Versant Capital Management, Inc.

2394 E Cameback Rd, Ste 100
Phoenix, AZ 85016
(866) 303-2347
+1 More Number
(602) 635-3760
CONNECT WITH Thomas
  • twitter link
  • linkedin link

Deborah B. Mason

CFP®

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

Dmason Financial, LLC

P.O. Box 1471
Carefree, AZ 85377
(703) 462-3849

Theresa E. Chacopulos

CFP®, CIMA

Senior Vice President/Private Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Morgan Stanley Private Wealth Management

14850 N Scottsdale Rd, Flr 6
Scottsdale, AZ 85254
(480) 922-7936

Mary Zimmerman

CFP®, RLP®

Specialties: Budget & Debt Management, Attending College, Investment Management, Estate Planning,...More

Financial Advisor serving Arizona and the surrounding communities.

Path Financial Strategies, LLC

1421 N Butte Ave
Chandler, AZ 85226-7202
(480) 664-6008

William N. Wheeler

CFP®

Investment Consultant

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

LPL Financial

18122 W Cedarwood Ln
Goodyear, AZ 85338-6359
(949) 635-0061

Virginia E. Asher

CFP®

Senior Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Job Loss, Life...More

Financial Advisor serving Arizona and the surrounding communities.

Whealthy Living LLC

2375 E. Camelback Rd., Ste. #155
Phoenix, AZ 85016
(602) 957-2006
CONNECT WITH Virginia
  • linkedin link

James M. Graham

CFP®

Investment Advisor Representative

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Orange Rock Wealth Management, LLC

9125 W Thunderbird Rd, Ste 100
Peoria, AZ 85381
(480) 535-9330

Michelle L. Patel

CFP®

Wealth Manager

Specialties: Attending College, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Patel Wealth Strategies Inc.

1490 S. Price Rd., Suite 111A
Chandler, AZ 85286
(480) 275-5219
CONNECT WITH Michelle
  • facebook link
  • linkedin link

Peter G. Kosanke, Jr.

CFP®

Investment Advisor Representative

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Holton & Kosanke Wealth Management, LLC

8427 N Mountain Stone Pine Way
Tucson, AZ 85743
(520) 638-7788

Lennard C. Van Der Feltz

CFP®

Founding Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Pinnacle Financial Advisors

2141 E Broadway Rd, Ste 104
Tempe, AZ 85282
(480) 641-1315
CONNECT WITH Lennard
  • facebook link
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Timothy M. Amen

CFP®

Sr. Manager

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

Brighton Jones

4237 North Craftsman Court, Ste 200
Scottsdale, AZ 85251
(480) 332-6514

Larry Lytle

CFP® CAP® CEPA®

CEO

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Wiser Advisor Group

4616 E Sunset Dr
Phoenix, AZ 85028-6115
(800) 926-6449
+1 More Number
(480) 500-9055
CONNECT WITH Larry
  • linkedin link

David Bowen

CFP®

Financial Planner/Advisor

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Life Planning,...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

David Bowen, CFP®

12090 N Thornydale Rd, Ste 100
Marana, AZ 85658-4779
(520) 572-0256
+1 More Number
(520) 572-0256

Diane A. Ouellette

CFP®

Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Gold Canyon Financial Planning LLC

8181 E Canyon Estates Cir
Gold Canyon, AZ 85118-5839
(480) 586-8632

Chris Kawashima

CFP®,ChFC®, EA, CEP

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

Charles Schwab & Co.

2424 E Lincoln Dr
Phoenix, AZ 85016
+ 1 More Address

Charles Schwab & Co.

18724 N 62nd Dr
Glendale, AZ 85308
(800) 579-6896

Matthew Kelly

CFA, CFP®, CIMA®

Portfolio Manager

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Ironwood Investment Counsel, LLC

14646 N Kierland Blvd, Suite 135
Scottsdale, AZ 85254
(480) 609-4700

Jessica Peck Donnerstein

CFP®

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

3GenWealth

4430 N. Civic Center Plaza, Ste. 101
Scottsdale, AZ 85251
(480) 621-7900
CONNECT WITH Jessica
  • facebook link
  • twitter link
  • linkedin link

David B. Hammond

CFP®

Owner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Estate...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Hammond & Associates

5993 E Grant Rd
Tucson, AZ 85712
(520) 751-3823

Philip O. Johnson

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Johnson Financial Advisors

1095 W Rio Salado Pkwy #201
Tempe, AZ 85281
(602) 242-4000

Charles B. Lefkowitz

CFP® AIF®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

United Planners Financial Services of America

PO Box 13415
Scottsdale, AZ 85267
(480) 812-0393

Austin L. Peterson

CFP®, CLU®, MBA

Co-Founder / Financial Planner

Specialties:

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Backbone Planning Partners

3707 E Southern Ave, Ste 2027
Mesa, AZ 85206-6214

Skip Jackson

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Bledsoe Asset Management

1500 E. Bethany Home Rd., Ste. 100
Phoenix, AZ 85014
(602) 595-2324

Samuel B. Mills

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Estate Planning, Investment...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Edward Jones

21188 East Ocotillo Road, Suite 103
Queen Creek, AZ 85142
(480) 882-3886

Dan VanDusen

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

4232 E Whitton Ave
Phoenix, AZ 85018-5957
(480) 270-4442
CONNECT WITH Dan
  • linkedin link

Michael Rossi

CFP®

Client Advisor, Portfolio Manager and Shareholder

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Intelligent Capitalworks

16427 N Scottsdale Rd, Ste 350
Scottsdale, AZ 85254-1599
(480) 951-2900