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72 Professor, Powered by Spivak Financial Group

(28)

IRA
401k
Team

“Just had an intro conversation with Stuart at Spivak Financial Group and am very impressed by his expertise on IRA/401k/72(t) issues and his ability to quickly help me understand the implications for my own plan.”

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Trajan Wealth | Scottsdale Headquarters

(28)

Elder Law Services, Private Wealth Management, Estate Planning

“We believe the consolidation of our Estate Planning, along with our Investment Planning under Trajan will be a great benefit not only for us, but also for our beneficiaries down the road.”

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Brickhouse Capital

(27)

Lease
Funding
Email

“We are a start up medical practice and Jack with Brickhouse Capital did an excellent job setting up several credit lines for our business, and helping us secure capital for equipment.”

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RJP Estate Planning

(25)

Seminar
Trust
Patient

“My husband and I attended one of RJ Ps webinars knowing very little about what a trust is, but knowing that it's important and we've put it off for too long.”

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ARQ Wealth Advisors

(21)

Questions
Management
Strategy

“My parents have entrusted their financial roadmap to ARQ for many years and have always been extremely happy with their level of detail, creativity, and communication.”

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Householder Group Estate & Retirement Specialists

“Householder Group advisors give independent, objective advice. Our advisors are Investment Advisor Representatives, and our financial plans are crafted with no incentive to use any proprietary products or investments. Our advisors take a client's ent...”

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P. Curtis Black, CPA

(2)

Compilations, Individual Tax Preparation, Business Accounting Services

“I had curtis black do my taxes and I was shocked how easy he made it and how knowledgable he was.”

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Secure Estate Solutions

Retirement Planning, Home and Auto Insurance, Taxes and Tax Planning

“Appropriate insurance coverage is an overlooked part of wealth management. It is critical to have the exact right coverage, at the best possible price so we acquire quotes for you from a variety or insurance providers. Overpaying for insurance is an ...”

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Sun Valley Financial

(11)

Pricing, Families, Individiuals

“SVF took the time to understand my needs, and via a very collaborative process, onboarded me as a client, they have developed a customized plan and conduct regular follow-ups to evaluate or make adjustments based on the market and my future strategy”

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Money Wise Retirement Planning

(3)

“Problem was, since I was nearing the end of my moneymaking career, at least as how I wanted it, I couldn't afford any mistakes, at least big ones.”

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IQ Wealth Management

(1)

“We appreciate the opportunity to serve the Phoenix area and to stay in front of our audience on a daily basis, delivering education and content to help people retire and stay retired.”

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Netvest Financial

(1)

“I have been using them for a few years now and they have not only helped me set up for retirement but helped with Everyday investments”

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McGrath Nothman

(7)

Tax Planning & Preparation, Startup Organizations, Advanced Operations

“I have a new business and he has answered so many questions for me along the way, and is always offering tips and advice to help me be more successful.”

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Safeguard Estate and Financial

(29)

Seminar
Happy
Documents

“The total cost was very reasonable for the professional level of service we received, and payment was split into 3 chunks, which made it easy to handle.”

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Bruce Usher - Usher & Associates

(14)

Business Solutions, Services, Products

“He stays abreast of the latest developments in the financial planning field and listens to what his clients' objectives are in making recommendations.”

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Solutions First Financial Group

(17)

Seminar
Understand
Market

“From the very first Zoom conference with Joe and to the most recent conference we knew right off the bat that Solutions First was without a question the best choice for our investments.”

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Northsight Wealth Management

(12)

Investments

“What it tells me is that because he is THAT thorough for his clients on things that he's not directly involved in, like their mortgage, (their largest and longest debt), he is probably also 10 times more focused on the things he can control for his c...”

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Schooner Financial Associates

(1)

Retirement Planning, Estate Planning , Educational Funding

“My money has been here for years I've never been disappointed”

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Grand Canyon Planning Associates

(4)

Family

“I met with Chris and he took the time to explain everything to me and my family and helped us understand exactly what we were doing, and I was not even charged for the appointment.”

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Copperstate Cpas, PLC

“Take a look at our Home page. Copperstate CPAs, PLC is a full Accounting firm located in Scottsdale, AZ.”

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Alpha Fiduciary

(3)

Optimal Asset Allocation & Asset Location, Cash Flow Planning - Current & Pro Forma, Tax Planning and Mitigation

“Arthur Doglione is an excellent leader with the highest level of integrity, ethics & honesty while running a high performance organization.”

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Scottsdale Wealth Services Inc.

(12)

Information

“Angie was informative about the current unique market while offering many options that I can investigate further based upon my situation and risk tolerance.”

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Echelon Private Wealth

(8)

Income Protection & Asset Preservation, Debt Management, Special Situations Financial Planning

“I would highly recommend Echelon Private Wealth Management to anyone looking for exemplary service while offering the highest standard of professionalism and education towards assisting the consumer to meet and exceed their individual financial goals...”

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Stine Wealth Management

(11)

Goals

“I have had the opportunity to work with Alison for over five years now, she has been able to help my husband and I through our investments as we combined accounts after getting married and continuing to grow our investments through the change that ha...”

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Average Cost	$3681
Minimum cost	$1227
Maximum cost	$10428
Avg Per Hour Rates	$369

Best Financial Advisors in Scottsdale, AZ

The highest-rated Financial Planning & Wealth Management companies out of 168 vetted & reviewed in the Scottsdale area.

72 Professor, Powered by Spivak Financial Group

Trajan Wealth | Scottsdale Headquarters

Brickhouse Capital

RJP Estate Planning

ARQ Wealth Advisors

Householder Group Estate & Retirement Specialists

P. Curtis Black, CPA

Secure Estate Solutions

Sun Valley Financial

Money Wise Retirement Planning

IQ Wealth Management

Netvest Financial

McGrath Nothman

Safeguard Estate and Financial

Bruce Usher - Usher & Associates

Solutions First Financial Group

Northsight Wealth Management

Schooner Financial Associates

Grand Canyon Planning Associates

Copperstate Cpas, PLC

Alpha Fiduciary

Scottsdale Wealth Services Inc.

Echelon Private Wealth

Stine Wealth Management

Retirement Planning and Investment Management Services in Scottsdale, AZ Cost Estimates

Why these companies made our list

Wealth Management Advisors near Scottsdale

Popular in Scottsdale