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Financial Advisors in Arizona

In 1990 Jeff Carter, RICP® started his firm, Smart Financial Strategies, Inc., intent upon utilizing a variety of strategies to help pre-retirees and retirees protect their nest eggs through stock market ups and downs and from devastating nursing... See More

Highlights: Financial Planning, Portfolio Management, High Net Worth Planning, Team Approach, Fee Based Investing, Retirement Planning, Financial Life Planning, Investment Planning, Retirement Scenario Planning, Independent Investment Advisor, Comprehensive Financial Planning, Strategic Tax Planning, Financial Planner, Investment Consulting, Medicaid Planning, Socially Responsible Investments, Life Insurance, Financial Planners, Women's Issues, Family Financial Planning

Carrier, Maurice and Webb Wealth Advisors is among the few fee-only*, fiduciary firms led by Certified Financial Planner™ professionals with decades of hands-on money management experience in the nation. And - it's the only one in the Verde Val... See More

Highlights: Special Needs Planning, Genrational Wealth Management, Young Investors, Advisory And Investment Management, Financial Life Planning, Retirement Planning, Women's Issues, Investment Policy Statements, Retirement Income Planning, Registered Investment Advisor, Investment Management, Comprehensive Financial Planning, Certified Financial Planner™ Professional, Over 25 Years Hands-on Retirment Income Distribution Experience, College Planning, Passive Investment Strategies, Certified Financial Planner, Estate Planning, Wealth Management, Financial Planning
Burton Wealth Management
Scottsdale, AZ

Burton Wealth Management is a comprehensive financial services firm committed to helping you improve your long term financial success. Our customized programs are designed to help grow, help protect and help conserve your wealth by delivering an unpr... See More

Highlights: Retirement Solutions & Planning, 401k Rollover, Asset Allocation, Annuities & Life Insurance, Retirement Planning & Investing, Annuities, Corporate Bonds, Index Funds, Professional Wealth Management, Estate Planning, Investment Planning, Specialize In Retirement Planning And Retirement Distribution, Financial Planning Advice And Services, Investment Advisory, 403B Plans, Investment Management, Retirement Scenario Planning, Retirement Distribution Plan, Disability Income & Long Term Care Insurance, 401K Consulting
CMW Wealth Advisors
Sedona, AZ

Fee Only Certified Financial Planner professionals

Highlights: Socially Responsible Investments, Investment Policy Statements, Advisory And Investment Management, Registered Investment Advisor, Charitable Planning, Fee-Only, Independent Investment Advisor, Comprehensive Financial Planning, Divorce Planning, Retirement Income Planning, CFP ®, Women's Issues, Full Time Fee Only Certifief Financial Planner Professionals, 401K Consulting, Young Investors, IRA, Rollover Of 401k Or IRA, Certified Financial Planner, Fiduciary

Southwest Investment Advisors, Inc. was founded in 2001 by long time advisors Bart Schannep and Rob Wright to provide independent investment advisory services in Tucson, Arizona.

We are very distinct in that we work as a team. What this means, is ... See More

Highlights: Fiduciary, Retirement Planning, Registered Investment Advisor, Wealth Management, Debt Management, 401k Rollover, Financial Planning, IRA, Comprehensive Financial Planning

We provide fiduciary Fee-Only Wealth Management on an ongoing basis for affluent pre-retirees and retirees. Our wealth management service is a combination of customized investment management based on your goals, values, desires and objectives AND per... See More

Highlights: Income Tax Planning, IRA, Independent Investment Advisor, Fee Only, Retirement Distribution Plan, Comprehensive Financial Planning, Professional Wealth Management, Investment Services, Investment Management, 401k Rollover, Financial Planning, Investment Policy Statements, Retirement Planning, Wealth Management, Fiduciary, Retirement Income Planning, Certified Financial Planner, Charitable Planning, NAPFA Member, Estate Planning
Andrea Clark
Fountain Hills, AZ

I believe financial planning should be simpler and more accessible to everyone, more like sitting down at the table with a friend for coffee, not wading through a bewildering array of financial services and products that you may or may not need. If ... See More

Highlights: Income Tax Planning, Financial Planning Advice And Services, Registered Investment Advisor, Pension Plan Design & Management, Fiduciary, Investment Management, Family Financial Planning, IRA, Young Investors, ETFs, Rollover Of 401k Or IRA, Advisory And Investment Management, Debt Management, College Planning, NAPFA Member, 401k Rollover, Middle Income, 401K Consulting, Comprehensive Financial Planning, Independent Investment Advisor

Foothills Financial Planning is a Phoenix-based licensed Investment Advisory firm that provides individuals, families, and business owners with fee-only financial planning and wealth management services. We have offices in Ahwatukee and Scottsdale, ... See More

Highlights: Retirement Income Planning, Retirement Planning & Investing, Financial Planning, MBA, Financial Planning For Parent Of Twins And Triplets, Retirement Planning Advice And Services, Retirement Distribution Plan, Comprehensive Financial Planning, Retirement Planning., Fiduciary, Fee Only, Middle Income, Independent Investment Advisor, Young Investors, IRA, Retirement Planning, Investment Policy Statements, NAPFA Member, Fee-Only, Family Financial Planning

An Overview
Asset Preservation Tax & Retirement Services, is an independent income tax,Financial Planning , Estate Planning, Wealth Management and Insurance services firm devoted to working with seniors, serving the Sun City, Sun City West, Surprise... See More

Highlights: CFP ®, Financial Life Planning, Rollover Of 401k Or IRA, 401k Rollover, Education Planning- Fee-Only, Retirement Scenario Planning, Inter-generational Wealth Planning, High Net Worth Planning, Annuities, Fee Based Investing, Self-Directed IRA Consulting, Retirement Distribution Plan, Money Coaching, Our Business Services Include: Buy Sell Agreements And Successio
James D. Schwartz, CFP
Scottsdale, AZ

Fee-only Certified Financial Planner® Practitioner focused on assisting near-retirees, retirees and widows and widowers in achieving and maintaining financial security. This requires a holistic approach, meaning all facets of a person's financial... See More

Highlights: Comprehensive Financial Planning, Fee Only, Retirement Planning, Fiduciary, Investment Consulting, Independent Investment Advisor, CFP ®, NAPFA Member, Retirement Distribution Plan, Certified Financial Planner

Kenneth Brenden, CFP

Victor Hess, AEP, AIFA, CCPS, CFP, CIMA, CPA/PFS
Welcome! ButtonWood Advisors, LLC is a Tucson, Arizona fee only Registered Investment Advisory firm, offering financial planning and investment advice on an as needed hourly basis. This means we have ... See More

James Sweeney, CFA, CFP, MS
Switchpoint Financial Planning is a fee-only financial planning and investment management firm based in Lehi, Utah and serving clients in the greater Salt Lake City and Provo areas, as well as Mesa, Arizona and virtually t... See More

Jon Ford, BA, CFP, MA
As a company that specializes in offering fee-only comprehensive financial planning and investment services, we provide an opportunity for you to become a part of a new and unique financial/investment planning service. We sell n... See More

Cheryl Krueger, BS, CFP
Growing Fortunes Financial Partners LLC specializes in providing financial planning services and investment advice to an often-overlooked and underserved market: Middle-income individuals and families. At Growing Fortunes, we ... See More

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