Scottsdale, AZ

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Scottsdale, AZ
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Best Financial Advisors in Scottsdale, AZ

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

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Secured Financial Solutions

Secured Financial Solutions

(46)
On the Money Now Podcast, Financial Planning, On the Money Webinar
“We also focus on The Principle Protected Low Cost New Generation Annuity that provides income you can never outlive, legacy for your heirs, spousal continuance & long term care type benefits.”
In Business Since 2012
Free Initial Consultation
Transparent Fees & Pricing
14301 N 87th St Suite #213, Scottsdale, AZ
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Trajan Wealth | Scottsdale Headquarters

Trajan Wealth | Scottsdale Headquarters

(46)
Estate Planning, Private Wealth Management, Taxes
“Kent and his team did a terrific job in understanding my wife and my situation and then compiled a very complete estate plan that met and exceeded our expectations.”
In Business Since 2011
Free Initial Consultation
7702 E Doubletree Ranch Rd UNIT 100, Scottsdale, AZ
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Safeguard Estate and Financial

Safeguard Estate and Financial

(49)
  • Attorney
  • Presentation
  • Estate Planning
“I urge anyone who lives in a State (such as Arizona) to make sure they have a Living Will in place - You can not put a price on peace of mind; Safeguard ensures you are covered.”
In Business Since 2020
9000 E Pima Center Pkwy Suite 150, Scottsdale, AZ
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72 Professor, Powered by Spivak Financial Group

72 Professor, Powered by Spivak Financial Group

(38)
  • Expertise
  • Financial Advisor
  • IRA
“I have been in the 72T program for over 7 years and after just a few minutes talking with Stewart I could tell he was spot on within the subject and he did help me with an issue I have.”
In Business Since 2015
Licensed, BBB Accredited
8753 E Bell Rd Suite #101, Scottsdale, AZ
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ARQ Wealth Advisors

ARQ Wealth Advisors

(36)
  • Questions
  • Decisions
  • Goals
“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.”
15+ Years Experience
Free Initial Consultation
14500 N Northsight Blvd STE 200, Scottsdale, AZ
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Khan, Slayter, & Kistler CPA

Khan, Slayter, & Kistler CPA

(4)
Innocent Spouse Relief, Payroll Tax Problems, IRS Audit Representation
“They have my best interest in mind at all times.”
Offers Financing Options
In Business Since 2013
Transparent Fees & Pricing
Licensed, BBB Rating: A+
13880 N Northsight Blvd C105, Scottsdale, AZ
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Brickhouse Capital

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.”
In Business Since 2003
Coupons & Offers
Offers Financing Options
8161 E Indian Bend Rd, Scottsdale, AZ
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P. Curtis Black, CPA

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.”
Offers Financing Options
In Business Since 2018
Transparent Fees & Pricing
Licensed, BBB Rating: A+
7702 E Doubletree Ranch Rd #300, Scottsdale, AZ
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RJP Estate Planning

RJP Estate Planning

(43)
  • Questions
  • Will
  • Parents
“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.”
In Business Since 2014
4110 N Scottsdale Rd Suite 170, Scottsdale, AZ
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Blakely Walters Wealth Management

Blakely Walters Wealth Management

(1)
Blakely Walters Tax Services, Home and Auto Insurance, Blakely Walters Insurance
“Always helpful and professional!”
In Business Since 2012
Transparent Fees & Pricing
Licensed, BBB Rating: A+
3333 Hayden Rd, Scottsdale, AZ
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Householder Group Estate & Retirement Specialists

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...”
Remote Consultations Available
In Business Since 2002
Accepts All Major Credit Cards
CFP Certified
8985 E Bell Rd, Scottsdale, AZ
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Spirit West Certified Planning

Spirit West Certified Planning

(34)
  • Financial Planning
  • Trust
  • Team
“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...”
In Business Since 2013
5011 N Granite Reef Rd, Scottsdale, AZ
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Copperstate Cpas, PLC

Copperstate Cpas, PLC

“Take a look at our Home page. Copperstate CPAs, PLC is a full Accounting firm located in Scottsdale, AZ.”
Transparent Fees & Pricing
In Business Since 1989
Accepts Cash
Licensed, BBB Rating: A+
4300 N Miller Rd UNIT 146, Scottsdale, AZ
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Sun Valley Financial

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”
In Business Since 2020
Se Habla Español
Transparent Fees & Pricing
6424 E Greenway Pkwy Suite 100-369, Scottsdale, AZ
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Money Wise Retirement Planning

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.”
In Business Since 1991
Licensed, BBB Rating: A+
14301 N 87th St Suite 117, Scottsdale, AZ
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Northsight Wealth Management

Northsight Wealth Management

(17)
  • Needs
  • Team
“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...”
In Business Since 2016
Transparent Fees & Pricing
20715 N Pima Rd Suite 108, Scottsdale, AZ
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Total Investment Management

Total Investment Management

(17)
Investment Management, Back, Retirement Planning
“Thank you for the effort TIM invested to make this event possible and hope that as future events are planned, more of TIM's staff will be able to participate.”
In Business Since 2007
9383 E Bahia Dr STE 120, Scottsdale, AZ
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American Retirement Advisors

American Retirement Advisors

(31)
  • Healthcare
  • Medicare
  • Choices
“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.”
In Business Since 2008
Licensed
8501 E Princess Dr #210, Scottsdale, AZ
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McGrath Nothman

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.”
In Business Since 1995
Licensed, BBB Rating: A+
11000 N Scottsdale Rd #220, Scottsdale, AZ
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Schooner Financial Associates

Schooner Financial Associates

(1)
“My money has been here for years I've never been disappointed”
In Business Since 1999
Licensed, BBB Rating: A+
9917 Bell Rd STE 110, Scottsdale, AZ
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IQ Wealth Management

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.”
In Business Since 1999
Licensed, BBB Rating: A+
8777 N Gainey Center Dr Suite 200, Scottsdale, AZ
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Netvest Financial

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”
In Business Since 2000
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
9059 E Bahia Dr Suite 100, Scottsdale, AZ
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Solutions First Financial Group

Solutions First Financial Group

(20)
  • Questions
  • Income
  • Pressure
“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.”
In Business Since 2016
Licensed
9375 E Shea Blvd Suite 100, Scottsdale, AZ
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Foley & Giolitto CPA

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.”
In Business Since 2016
Accepts All Major Credit Cards
14300 N Northsight Blvd # 114, Scottsdale, AZ
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Retirement Planning and Investment Management Services in Scottsdale, AZ Cost Estimates

Minimum cost
$1227
Maximum cost
$10428
National Average
$3681
Avg Per Hour Rates
$369
$2454
$6747
Fair price range is based on 278 cost profiles
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Average Cost $3681
Minimum cost $1227
Maximum cost $10428
Avg Per Hour Rates $369

Fair range $2454 to $6747 is based on 278 cost profiles.

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