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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
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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

Ellen A. Dean

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.

Raymond James Financial Services

1118 E Missouri Ave, Ste B3
Phoenix, AZ 85014
(800) 521-2620
(602) 266-9200

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

John J. Chichester, Jr.

CFP®, CPA, PFS, AIF®

CEO/Founder

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

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

Chichester Financial Group LLC

10031 N. 28th St
Phoenix, AZ 85028
(602) 821-4877

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
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Michael McCann

CFP®

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Perspective Financial Services LLC.

1440 E Missouri Ave, Ste 250
Phoenix, AZ 85014
(602) 281-4357

John J. Stephens

CFP®, CFA, MD, MBA

Partner

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Corporate...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

TCI Wealth Advisors, Inc.

4011 E Sunrise
Tucson, AZ 85718
(877) 733-1859
(520) 733-1477

Michelle L. Patel

CFP®

Wealth Manager

Specialties: Comprehensive Financial Planning, Attending College, 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
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Erin B. Itkoe

CFP®, CPA/PFS, AEP®

Direction of Financial Planning

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Tarbox Family Office

7047 E. Greenway Parkway, Ste 250
Scottsdale, AZ 85254
(949) 721-2330
CONNECT WITH Erin
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Dean Domask

CFP®

Certified Financial Planner

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Domask Wealth Management

7320 N Dreamy Draw Dr Ste 130
Phoenix, AZ 85020
(602) 374-3744

David B. Daughtrey

CFP®, CFA

Advisor/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.

Copperwynd Financial

14256 N Northsight Blvd #115, Ste 115
Scottsdale, AZ 85260
(480) 348-2100

Janet L. Baker

CFP®, CDFA™

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

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

3573 E Sunrise Drive, Suite 133
Tucson, AZ 85718
(520) 895-3682

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 220
Tempe, AZ 85282
(480) 641-1315
CONNECT WITH Lennard
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Jaron D. Carmichael

CPA, PFS, CFP®, AIF®

Wealth Advisor

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Mercer Advisors

7033 E Greenway Parkway, Ste 290
Scottsdale, AZ 85254
(800) 333-0069
(480) 421-2660
CONNECT WITH Jaron
  • facebook link
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Christopher G. Lyding

CFP®, CPA, PFS

Principal

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

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

V.I.P. Mortgage Inc.

15412 N 7th Dr
Phoenix, AZ 85023
(602) 882-5510

Jared Daniel

CFP® CRPC® EA

Financial Planner

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

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

Wealth Guardian Group

1757 E Baseline Road, Suite 118
Gilbert, AZ 85233
(480) 987-9951

James R. Davis

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Mariner Wealth Advisors

17767 N Scottsdale Rd, Suite 310
Scottsdale, AZ 85255
(480) 527-0505
CONNECT WITH James
  • facebook link
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Angela M. Caballero

MS CFP® AFC®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Buying a...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Tucson Old Pueblo Wealth Management

2500 E 22nd St
Tucson, AZ 85713
(520) 389-6549
CONNECT WITH Angela
  • facebook link
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Lance P. Eaton

CFP®

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Retirement,...More

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

Morgan Stanley

Morgan Stanley, 2398 E. Camelback Rd., Suite # 800
Phoenix, AZ 85016
(312) 802-7294

Michael P. Black

CFP®, CDFA®, AIF®

Sole Proprietor

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

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

Michael Phillips Black Wealth Management

4300 N. Miller Road, Suite 153
Scottsdale, AZ 85251
(480) 425-0154

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

Suzanne Seay

CFP®

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

Financial Advisor serving Arizona and the surrounding communities.

Royal Alliance

2571 N. Avenida San Valle
Tucson, AZ 85715
(520) 886-5621

Justin Kauffman

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

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

American Wealth Advisers

1616 N Litchfield rd, ste A260
Goodyear, AZ 85395
(602) 975-0552
CONNECT WITH Justin
  • linkedin link

Jay R. Spector

CFP®

Co-CEO, Private Wealth Advisor

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

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

EverVest Financial

6909 E Greenway Pkwy, Ste 195
Scottsdale, AZ 85254-2149
(602) 313-1112

Dan VanDusen

CFP®

Principal

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

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Objective Wealth

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

Michael Rossi

CFA, 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

Dieter Bollmann

CFP®

Managing Partner

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

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

Dundas Wealth Management, LLC

1920 Maxwell House Dr
Sedona, AZ 86336-3356
(480) 608-1499
CONNECT WITH Dieter
  • linkedin link

Karine R. Beard

CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

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

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

Clarus Wealth at Plum Creek

9125 W Thunderbird Road, Suite 100
Peoria, AZ 85381

Clarus Wealth at Plum Creek

202 6th Street
Castle Rock, CO 80104
CONNECT WITH Karine
  • linkedin link