Best Financial Advisors in Scottsdale, AZ

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Scottsdale, AZ Fiduciary Financial Advisors

SEC File# 801-57087
CRD# 108601
1 out of 5
Location 4211 N Marshall Way Suite 100, Scottsdale, AZ 85251, USA
Phone (480) 353-2456
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Sensible Money, LLC
SEC File# 801-110039
CRD# 158641
Location 4200 N Marshall Way #2, Scottsdale, AZ 85251, USA
Phone (480) 719-7290
Directions
ARQ Wealth Advisors LLC
5 out of 5
Location 14500 N Northsight Blvd Suite 200, Scottsdale, AZ 85260, USA
Phone (480) 214-9572
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AIO Fee Only Financial Advisors
5 out of 5
Location 3260 N Hayden Rd Suite 210, Scottsdale, AZ 85251, USA
Phone (480) 447-7790
Directions
Blakeman Financial
Location 8925 E Pima Center Pkwy, Scottsdale, AZ 85258, USA
Phone (480) 948-2416
Directions
Robert Lester - Financial Advisor, Ameriprise Financial Services, LLC
Location 8722 E Vía De Commercio Ste 200, Scottsdale, AZ 85258, USA
Phone (480) 788-4891
Directions
Trajan Wealth | Scottsdale Headquarters
4 out of 5
Location 7702 E Doubletree Ranch Rd #100, Scottsdale, AZ 85258, USA
Phone (480) 990-3300
Directions
Edward Jones - Financial Advisor: Angelica F Prescod, AAMS™
5 out of 5
Location 4250 N Drinkwater Blvd Ste 170, Scottsdale, AZ 85251, USA
Phone (480) 423-1129
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Financial Advisors in Scottsdale, AZ

Where Certified Financial Advisors in Scottsdale, AZ Serve

Scottsdale, AZ is a vibrant city located in the heart of the Sonoran Desert. Its stunning natural beauty is complemented by a rich cultural scene and a bustling economy. The city is home to several iconic landmarks, including Camelback Mountain, Old Town Scottsdale, and Taliesin West, the former home and studio of famed architect Frank Lloyd Wright. Scottsdale is a hub for many top employers in various industries, from healthcare to technology. Some of the city's largest employers include HonorHealth, Vanguard, and General Dynamics. The city is easily accessible via several major highways, including the Loop 101 and the Pima Freeway. Scottsdale is also home to many bustling streets, such as Scottsdale Road, which is lined with trendy shops, restaurants, and galleries. Scottsdale's neighborhoods are as diverse as they are beautiful.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Scottsdale, AZ can benefit greatly from the guidance of a financial advisor. With its booming economy and high standard of living, Scottsdale is a hub for successful individuals and families who need expert advice on how to manage their wealth. A financial advisor can help Scottsdale residents navigate the complex world of investments, retirement planning, and tax strategies, ensuring that they are making smart decisions that will secure their financial future. Additionally, with Scottsdale's thriving real estate market, a financial advisor can assist residents in making informed decisions about buying or selling property, as well as managing their mortgage and other debt. Overall, a financial advisor can be an invaluable resource for Scottsdale residents looking to build and protect their wealth.

Insurance Broker

As a resident of Scottsdale, AZ, you may benefit greatly from the services of an insurance broker. Scottsdale is known for its luxurious lifestyle and high-end properties, making it a prime location for insurance needs. An insurance broker can help you navigate the complexities of insurance policies and find the best coverage for your unique needs. They can also provide you with personalized advice and guidance on how to protect your assets, such as your home, car, and valuable possessions. With the help of an insurance broker, you can rest assured that you have the right coverage in place to protect yourself and your family from any unforeseen circumstances that may arise.

Retirement Planning

Residents of Scottsdale, AZ can benefit from a retirement planner in many ways. One of the most common ways is by helping them navigate the complex world of retirement savings and investments. Scottsdale is known for its large retiree population, and a retirement planner can help these residents make the most of their retirement savings and plan for their future financial needs. Additionally, a retirement planner can help residents of Scottsdale navigate the unique tax laws and regulations that apply to retirement savings in Arizona. With the help of a skilled retirement planner, residents of Scottsdale can feel confident that they are making the right choices for their financial future.

Wealth Management

Residents of Scottsdale, AZ could benefit from the expertise of a wealth manager in a variety of ways. First and foremost, Scottsdale is a city known for its affluent population, with a high concentration of retirees and successful business owners. A wealth manager can help these individuals navigate complex financial situations, such as estate planning, retirement planning, and tax optimization. Additionally, Scottsdale is home to many luxury real estate properties and vacation homes, which can present unique challenges when it comes to managing wealth. A skilled wealth manager can help clients make informed decisions about these assets, whether it be through rental income strategies or long-term investment plans. Overall, a wealth manager can provide valuable guidance and support to residents of Scottsdale, helping them achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

Residents of Scottsdale, AZ can benefit greatly from the services of a mortgage loan officer. With the high cost of living in the city, many residents may struggle to find affordable housing options. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage and find the best loan options to fit their needs. Additionally, with Scottsdale being a popular retirement destination, many older residents may be looking to downsize or refinance their homes. A mortgage loan officer can assist in these situations as well, helping residents secure lower interest rates and potentially save money in the long run. Overall, a mortgage loan officer can be a valuable resource for Scottsdale residents looking to purchase or refinance a home.

Tax Services

Residents of Scottsdale, AZ can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to minimize tax liabilities. This is particularly important in Scottsdale, where the cost of living is relatively high compared to other cities in Arizona. A tax advisor can help residents identify deductions and credits that they may be eligible for, such as those related to home ownership or charitable donations. Additionally, a tax advisor can provide advice on how to structure investments and other financial decisions to reduce tax burdens. With the help of a tax advisor, residents of Scottsdale can keep more of their hard-earned money and ensure that they are in compliance with all applicable tax laws.

Estate Planning Lawyer

Residents of Scottsdale, AZ can benefit greatly from the services of an estate planning lawyer. With the city's high median income and large retiree population, many individuals may have complex assets and unique family situations that require specialized estate planning. An estate planning lawyer can assist with creating a will, establishing trusts, and developing a plan for long-term care. Additionally, with Scottsdale's high number of second homes and vacation properties, an estate planning lawyer can help ensure that these assets are properly accounted for and distributed according to the individual's wishes. Overall, an estate planning lawyer can provide peace of mind and ensure that one's assets are protected and distributed in the most efficient and effective manner possible.

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