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Trajan Wealth | Scottsdale Headquarters
“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.”
Best Financial Advisors in Scottsdale, AZ
24 firms listed · all 24 in Scottsdale · 1 open weekends · 22 rated 4.5+ · 2 show a license
Data verified October 21, 2026
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72 Professor, Powered by Spivak Financial Group
- 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
- 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
- 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
- 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
“They have my best interest in mind at all times.”
The 24 firms listed for Scottsdale, AZ provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Scottsdale, AZ
All 24 firms we list here are in Scottsdale itself. We have 136 firms in Scottsdale on file; this page shows the highest-rated 24. The firms on this page are rated from 4.3 to 5.0 across 706 reviews; 3 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (90%), responsiveness (87%) and quality (73%). The topics that come up most in reviews of the firms on this page are "expertise", "trust" and "knowledge". 1 is open on Saturdays. The services the firms on this page list most often on their websites are estate planning (2), payroll (2), retirement planning (2), tax planning (2) and tax preparation (2). 2 show a license on their websites and 7 have a BBB rating of A or A+. Domain records put 20 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 3 offer payment plans and 4 offer a free initial consultation. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Scottsdale take financial planning bookings online?
7 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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P. Curtis Black, CPA
“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
- Decision
- Worry
- Career
“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
“Always helpful and professional!”
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Spirit West Certified Planning
- 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
- 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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Netvest Financial
“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
- 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
“My money has been here for years I've never been disappointed”
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Foley & Giolitto CPA
- Small Business
- Team
- Job
“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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Northsight Wealth Management
- 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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Stine Wealth Management
- 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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Stronghold Financial
- 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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Solutions First Financial Group
- 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
“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
- 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
“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
- 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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Janus Financial
- Professional Service
- Tax Return
“Friendly, knowledgeable, well prepared in every way, not to mention not at all expensive.”
Why these companies made our list
What clients say about firms in Scottsdale
- “They are timely, responsive and most of all knowledgeable, while providing suggestions for all our financial planning needs.” — client of ARQ Wealth Advisors
- “I have been with Northsight for three years and they always have been responsive to my needs, questions and concerns when it comes to my portfolio.” — client of Northsight Wealth Management
- “I recently moved my retirement portfolio over to Trajan Wealth and am very happy with the professionalism, attention to detail, and customer-first attitude of all the staff that I have interacted with.” — client of Trajan Wealth | Scottsdale Headquarters
- “Sam is always available to answer questions about my portfolio, the economy as well as connecting me with other related professionals.” — client of ARQ Wealth Advisors
Excerpts from public reviews of the firms listed on this page.
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