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Trajan Wealth | Scottsdale Headquarters

(45)

Elder Law, 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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72 Professor, Powered by Spivak Financial Group

(45)

Expertise
Research
Rule

“Would strongly recommend Stuart to anyone looking for a financial advisor, he really took his time (at no cost) on a couple of occasions to share his expertise with me and get me going in the right direction!”

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ARQ Wealth Advisors

(36)

Questions
Decisions
Management

“I've been a client at ARQ Wealth for over 5 years now and can't say enough good things about Greg Yocum and the rest of the team; they are an outstanding group of professionals.”

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Safeguard Estate and Financial

(49)

Attorney
Estate Planning
Mind

“My kids now know exactly what I wishesare if something bad were to happen and I was incapacitated, there is no guessing, and they dont have ot make a hard decision, because I already did it for them.”

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RJP Estate Planning

(43)

Documents
Peace
Seminar

“My mother passed away almost 2 years ago now and my father has been newly diagnosed with cancer, so we knew it was time to update and make the appropriate changes to my fathers living trust.”

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Khan, Slayter, & Kistler CPA

(4)

Innocent Spouse Relief, Payroll Tax Problems, IRS Audit Representation

“Positive Responsiveness, Quality, Professionalism, Value”

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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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Total Investment Management

(27)

Investment Management, Back, Retirement Planning

“Beginning with the Dot Comm bubble, September 11 attacks, 2008 Real Estate collapse and the Lehman Bros fallout and several major Geopolitical events, TIMGT has been there for me.”

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Blakely Walters Wealth Management

(1)

Blakely Walters Tax Services, Home and Auto Insurance, Blakely Walters Insurance

“Always helpful and professional!”

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Spirit West Certified Planning

(39)

Financial Planning
Living Will
Idea

“We needed our Living Will and Trust amended and after a careful review of our existing Trust by Jonathan, we ended up having our entire Trust redone as our existing Trust was not setup to benefit my spouse, myself, or those who we charged with our af...”

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Bradley Wealth

(25)

Wealth Management
Risk
Expectations

“I have recommended BW to a handful of friends who have been utilizing them for years and speak very highly, and would continue to recommend to anyone looking for a great wealth manager.”

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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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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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American Retirement Advisors

(31)

Healthcare
Call
Expertise

“The whole process was very quick and easy and I would recommend American Retirement Advisors to anyone looking for help with adding/changing their Medicare coverage.”

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Schooner Financial Associates

(1)

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

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Stronghold Financial

(16)

Mom
A Stroke
Attention

“When you're dealing with a loved one's mental and physical decline as well as the financial burden, having someone who truly cares fighting for you makes tough times a little less stressful.”

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Northsight Wealth Management

(16)

Team
Portfolio
Needs

“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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Foley & Giolitto CPA

(16)

Additional Services, TAX Planning, Financial Planning

“Being a finance professional myself, I appreciate the knowledge of the staff at the firm and trust the advice I've been given regarding various tax situations I have discussed with them.”

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Stine Wealth Management

(20)

Expertise
Information
Understand

“She is a one stop shop for all your financial needs and will make a long-term plan that can be adjusted on a moments notice with any changes in my goals.”

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Solutions First Financial Group

(19)

Pressure
Ability
Educational

“Joe is the most knowledgeable advisor I've ever spoken to, he has a great variety of products that are will meet needs of people of various income and financial goals.”

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Grand Canyon Planning Associates

(6)

“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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Bridge Divorce Strategies

(5)

Financial Advice
Team

“I have had the pleasure of working with the Bridge Divorce Strategies team over the past year and would strongly recommend their services to anyone looking for any financial advice when going through a divorce.”

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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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Innovative Retirement Solutions

(8)

Lawyer
Feel
Financial Advisor

“In 2016 he and his associates which included a lawyer, a commercial Realtor and an accountant helped us to sell our business and commercial building, in preparation for our retirement.”

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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.

Trajan Wealth | Scottsdale Headquarters

72 Professor, Powered by Spivak Financial Group

ARQ Wealth Advisors

Safeguard Estate and Financial

RJP Estate Planning

Khan, Slayter, & Kistler CPA

P. Curtis Black, CPA

Total Investment Management

Blakely Walters Wealth Management

Spirit West Certified Planning

Bradley Wealth

Copperstate Cpas, PLC

Netvest Financial

American Retirement Advisors

Schooner Financial Associates

Stronghold Financial

Northsight Wealth Management

Foley & Giolitto CPA

Stine Wealth Management

Solutions First Financial Group

Grand Canyon Planning Associates

Bridge Divorce Strategies

Alpha Fiduciary

Innovative Retirement Solutions

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