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Map of Scottsdale, AZMap of Scottsdale, AZ

Financial Planners in Scottsdale, AZ

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1. CoolTrade Inc.

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…

YP
19 Years
in Business

2. Johnson Bank

Johnson Bank

32621 N Scottsdale Rd, Scottsdale, AZ, 85266

CLOSED NOW
YP
54 Years
in Business
Amenities:
Wheelchair accessible

3. Desert Financial Credit Union

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…

YP
85 Years
in Business

4. New York Life - Jeff Barra

New York Life - Jeff Barra

14850 N Scottsdale Rd, Scottsdale, AZ, 85254

CLOSED NOW

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…

YP
180 Years
in Business

5. Desert Financial Credit Union

Desert Financial Credit Union

15505 N Scottsdale Rd Ste 190, Scottsdale, AZ, 85254

From Business: Located in Scottsdale Kierland's Zocallo Plaza, on the NE corner of N. Scottsdale Rd. and North Greenway Hayden Loop. We’ve grown from a small credit union serving the…

YP
85 Years
in Business

6. LPL Financial - Donald Burton, CFP

LPL Financial - Donald Burton, CFP

8707 E Vista Bonita Dr Ste 135, Scottsdale, AZ, 85255

OPEN NOW:8:00 am - 5:00 pm

From Business: Financial Planning, Financial Planner, Retirement Planning, Fee Based Accounts, Mutual Funds, Stocks, Bonds, 401k analysis, IRA Rollovers, College Savings Plans, Annuities,…

YP
35 Years
in Business
Amenities:
Wheelchair accessible

7. United Planners' Financial Svc

United Planners' Financial Svc

7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ, 85258

CLOSED NOW

From Business: United Planners Financial Services provides full-brokerage insurance and investment advisory services to nearly 300 investment and estate planning professionals located…

YP
37 Years
in Business

8. Homeowners Financial Group

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…

YP
20 Years
in Business

9. Jeffrey Adams - UBS Financial Services Inc.

Jeffrey Adams - UBS Financial Services Inc.

Home Worker Sc, Home Worker Sc, SC, 85251

CLOSED NOW

From Business: Equiant Financial Services is a subsidiary of Econometric Modeling & Computing Corporation, which is a supplier of software products for the solution of econometric and…

YP
25 Years
in Business

10. Kris Dahl - RBC Wealth Management Financial Advisor

Kris Dahl - RBC Wealth Management Financial Advisor

6710 N Scottsdale Rd Ste 150, Scottsdale, AZ, 85253

CLOSED NOW

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. Chip Pisoni - RBC Wealth Management Financial Advisor

Chip Pisoni - RBC Wealth Management Financial Advisor

6710 N Scottsdale Rd Ste 150, Scottsdale, AZ, 85253

CLOSED NOW

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. Theodore J. Crowley II - RBC Wealth Management Financial Advisor

Theodore J. Crowley II - RBC Wealth Management Financial Advisor

6710 N Scottsdale Rd Ste 150, Scottsdale, AZ, 85253

CLOSED NOW

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. Bill Herf - RBC Wealth Management Financial Advisor

Bill Herf - RBC Wealth Management Financial Advisor

6710 N Scottsdale Rd Ste 150, Scottsdale, AZ, 85253

CLOSED NOW

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. Daniel Fox - RBC Wealth Management Financial Advisor

Daniel Fox - RBC Wealth Management Financial Advisor

6710 N Scottsdale Rd Ste 150, Scottsdale, AZ, 85253

CLOSED NOW

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. Peter Roe - RBC Wealth Management Financial Advisor

Peter Roe - RBC Wealth Management Financial Advisor

6710 N Scottsdale Rd Ste 150, Scottsdale, AZ, 85253

CLOSED NOW

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…

16. Charles Schwab

Charles Schwab

7293 N Scottsdale Rd, Scottsdale, AZ, 85253

CLOSED NOW

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,…

17. Arizona Retirement Planning

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…

18. Continuum Wealth Management

Continuum Wealth Management

7337 E Doubletree Ranch Rd Ste 282, Scottsdale, AZ, 85258

CLOSED NOW

From Business: Continuum Wealth Management, founded by financial advisor Craig Ritter, CFP®, provides fee-only, fiduciary retirement planning, investment management and financial planning to…

YP
17 Years
in Business

19. Grand Canyon Planning Associates

Grand Canyon Planning Associates

9035 E Mountain View Rd, Scottsdale, AZ, 85258

CLOSED NOW

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…

YP
22 Years
in Business

20. Joseph Kabaki - Financial Advisor, Ameriprise Financial Services - Closed

Joseph Kabaki - Financial Advisor, Ameriprise Financial Services - Closed

9590 E Ironwood Square Dr Ste 110, Scottsdale, AZ, 85258

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. Jessica Smith - Registered Practice Associate, Ameriprise Financial Services - Closed

Jessica Smith - Registered Practice Associate, Ameriprise Financial Services - Closed

9590 E Ironwood Square Dr Ste 110, Scottsdale, AZ, 85258

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. Jared Roskelley - Private Wealth Advisor, Ameriprise Financial Services - Closed

Jared Roskelley - Private Wealth Advisor, Ameriprise Financial Services - Closed

9590 E Ironwood Square Dr Ste 110, Scottsdale, AZ, 85258

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. Kyle Robertson - Financial Advisor, Ameriprise Financial Services - Closed

Kyle Robertson - Financial Advisor, Ameriprise Financial Services - Closed

9590 E Ironwood Square Dr Ste 110, Scottsdale, AZ, 85258

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. James Rettke - Financial Advisor, Ameriprise Financial Services

James Rettke - Financial Advisor, Ameriprise Financial Services

14274 N Northsight Blvd Ste 100, Scottsdale, AZ, 85260

CLOSED NOW

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. Jeffrey Ellish - Private Wealth Advisor, Ameriprise Financial Services

Jeffrey Ellish - Private Wealth Advisor, Ameriprise Financial Services

14274 N Northsight Blvd Ste 100, Scottsdale, AZ, 85260

CLOSED NOW

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. John Merendino - Private Wealth Advisor, Ameriprise Financial Services

John Merendino - Private Wealth Advisor, Ameriprise Financial Services

14274 N Northsight Blvd Ste 100, Scottsdale, AZ, 85260

CLOSED NOW

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. Kirk Girair Kaprelian - Private Wealth Advisor, Ameriprise Financial Services

Kirk Girair Kaprelian - Private Wealth Advisor, Ameriprise Financial Services

14274 N Northsight Blvd Ste 100, Scottsdale, AZ, 85260

CLOSED NOW

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. Amanda Palacios - Financial Advisor, Ameriprise Financial Services

Amanda Palacios - Financial Advisor, Ameriprise Financial Services

14274 N Northsight Blvd Ste 100, Scottsdale, AZ, 85260

CLOSED NOW

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. Eric Gill - Financial Advisor, Ameriprise Financial Services

Eric Gill - Financial Advisor, Ameriprise Financial Services

14274 N Northsight Blvd Ste 100, Scottsdale, AZ, 85260

CLOSED NOW

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. Katrina Arrington - Financial Advisor, Ameriprise Financial Services

Katrina Arrington - Financial Advisor, Ameriprise Financial Services

14274 N Northsight Blvd Ste 100, Scottsdale, AZ, 85260

CLOSED NOW

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…